Quick Registration (Quick-Reg)

Quick Registration is an alternative, simplified patient registration workflow to the standard patient registration provided in Demographics > Patient Demographics. Through the Quick-Reg configuration, administrators can configure a registration workflow that reduces the data that users must enter to create a new patient.  For example, the following illustration shows the default configuration of Quick-Reg.

Patient Notes are not required, but the Patient Note Information panel appears in the basic configuration by default. Simply click the header to expand the panel.

Additional panels of demographic data will become available as administrators modify the Quick-Reg workflow in Required and Suggested Fields.  

NOTE – The data that is entered through Quick-Reg corresponds to the same data entry fields found in patient demographics. Quick-Reg is simply intended as short-cut for registering patients. Further, it is important that users have a clear understanding of patient demographics in general. To that end, a complete discussion of the patient demographic record is provided beginning with the "Patient Demographic Overview" Help topic.

Key Considerations

Registering a Patient through Quick-Reg

  1. Select Demographics > Quick-Reg a Patient from the Main menu. The Quick-Reg screen will appear.
  2. Enter data in the panels that appear according to the workflow established in your organization. Take the time to complete as much information as possible, but be sure to address as many of the Suggested fields as possible and complete all of the Required fields.
  3. Decide whether to Go to Grid on Save. The option is enabled by default. Click the checkbox once to disable the option and remain in the screen for additional patient entry.
  4. Click Save to complete the patient entry. If the record was completed according to the configured workflow (i.e., all the necessary fields were completed), a confirmation that the patient was successfully saved will appear. Otherwise, you will be prompted to either complete all of the required fields or to complete a specified field (e.g., Authorization Visits cannot be set less than the warning threshold).

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Key Considerations

Side Note Regarding Case Contact Data Entry

Should your organization (a) choose to use Quick Reg and (b) assign any of the case contact fields as Suggested or Required, you will notice that data selection has been modified to speed up the entry process. Consider the following example:

To select data:

  1. Click the field once. A text field with a drop-down and Search link will appear.

  2. Do any of the following:
    1. Type all or a portion of the Last Name of the contact/resource that you want to associate with the patient record. As soon as you stop typing, the program will populate the field with the contact/resource that matches what you have typed.
      1. If more than one item shares the text string you have typed (e.g., you type House and your system contains both a Charles House and a Kelly House), the first contact/resource matching the text will populate the field and a fly-out menu with additional options based on the text entered will appear.

      1. Press enter to accept the first item or click the description of the desired contact/resource. As an alternative, you can continue typing the contact/resource name until their description appears in the field (e.g., House, K to select Kelly House).
    1. Click the expand button to display all of the possible contacts/resources that could potentially populate the field, and then click the appropriate description.
    1. Click the Search link to display the corresponding Search dialog to locate and select the wanted option.

Key Considerations