Patient Settings - required fields and post‑create prompts

Use Patient Settings to enforce key demographics and to prompt staff for additional information right after creating a patient.

What you can configure

• Required fields

  • Birthdate (DOB)
  • Gender/Sex
  • Address
  • Email
  • Phone
    The LIS will prevent saving a new patient if any selected field is missing and can enforce basic format validation (e.g., email/phone).

• Post‑create prompts (reminders)

  • Automatically open additional forms after patient creation to capture:
    • Billing Info (insurance/insured)
    • Diagnosis Codes (ICD-10)
    • Medications the patient is taking
      These prompts guide users to complete data without making the patient creation step overly long.

📘 Instructions

1. Go to Settings → Patient Settings.
2. Under Required Fields tab, check the fields you want to enforce (DOB, Gender, Address, Email, Phone).
3. Under Other tab, select which forms should pop up after creating a patient (Billing Info, Diagnosis Codes, Medications).
4. Click Save.

Best practices

• Make DOB and Gender required for billing/eligibility and clinical rules; require Address if you send statements or mail results.
• Enable Email/Phone when you use electronic notifications or portal invites.
• Use prompts to improve completeness while keeping urgent registrations fast; adjust per site.

Troubleshooting

• Can’t save a patient: a required field is missing-complete the highlighted fields.
• Prompts don’t appear: confirm they’re enabled in Patient Settings.