Add Preliminary Questions for Appointment Reasons

You can ask clients to provide the patient's medical history before their appointment by asking preliminary questions in pre-registration. Because the questions are defined separately for different appointment reasons, you can add specific questions related to the nature of the appointment.

  1. Go to Settings > Items & Lists > Reasons and open a reason you want to add questions for.
  2. Scroll down to the bottom of the reason dialogue and select the + Preliminary question button.
  3. Type a question in the Question field, then select the + Preliminary question button again to add more questions.

If you want to remove a question, select the red x button on the question row.

To show the questions to clients in pre-registration, select the Ask preliminary questions during pre-registration setting in Settings > General > Department > Client interactions.

See Also

Online Pre-registration and Self Check-in


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