Quick Registration for New Patients

Quick Registration for New Patients

You can use the Quick Registration option when registering a Patient from the Calendar or using QR in the Navigation Search Box.

  • Make specific fields mandatory or non-mandatory using the Keys icon.
  • Entering QR in the Navigation Search Box will open a Patient Registration screen where you can select minimal fields for a Quick Registration. This can be used outside of the Calendar.
  • When the Patient comes into the office for their Appointment, the System will require more fields to be completed.

Calendar Patient Registration 

Quick Registration can be done when registering a Patient using the Calendar with additional information required when the Patient checks-in.

  1. On the Calendar, select the Appointment time slot.
  1. Select the search icon  next to the Patient search field.

  1. If the Patient is not found, select the Register Patient button.

  1. Follow the same steps to Add/Register a New Patient.

Quick Registration Set Up

If you have made less fields mandatory when registering from the Calendar or from entering QR in the Navigation Search Box, you can add minimal information until the Patient arrives in the office for their Appointment.

For Example: You only want to capture the Patient's Name, date of birth, and phone number when making an Appointment over the phone.

Mandatory Fields

  1. Select an Appointment Slot.
  1. Select the Lookup icon.
  1. Select the Register Patient button.
  1. Select the Keys icon next to the Save button at the bottom of the screen.

  1. Deselect all checkboxes except First Name, DOB, and Cell Phone.
  • If the fields are gray, they are required and cannot be changed.
  1. Select Save [F2].


Quick Appointment Registration on Calendar

  1. Enter Last Name and First Name.
  1. Enter DOB.
  1. Select Sex.
  1. Enter Cell Phone number.
  1. Select Save [F2].


Learn More

Add/Register a New Patient

Preferred Names


    • Related Articles

    • Add/Register a New Patient

      A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...

    • Add/Register a New Patient (Table of Contents)

      Patients can be added to the System from Patient Lookup, the Scheduling Dashboard > Patient Registration button, and from the Calendar. Contents Add/Register a New Patient Patient Demographics Panel Patient Address/Contact Information Panel USPS ...

    • Find and Merge Duplicate Patients

      Merge Patients Duplicate Patients can be merged if specific criteria are met. This is done on the Admin Dashboard and is permission controlled. From the Admin Dashboard, select the Merge Patients button. Use the Filter criteria to find duplicate ...

    • Patients System Permissions Tree

      Patients Patient Dashboard: Patient Dashboard Unchecking takes away access to the Patient Dashboard completely and all of its Panels. Charge Documentation Patient Appointments: Patient Appointments panel on the Patient Dashboard. Patient Demographics ...

    • Move Existing Encounters to a New Insurance/Self-Pay Profile

      When a new Insurance or Self-Pay Profile is added, you may need to move some of the existing Encounters to the new Profile. This most often occurs when a claim is denied for not being covered, and a new Insurance Profile needs to be added and ...