Practice Management on Embodia - Part 2: Scheduling - Using patient properties

Setting up your clinic

The actions described in this lesson require a Manager permission on your clinic.

This help article will go over how to set up patient properties for your clinic.

Patient properties are used to collect important information that doesn’t change frequently such as the patient's phone number, physician’s name/phone number, referral source, etc. Patient properties can be different kinds of questions. To see some examples of common patient properties please refer to the help article, Examples of patients properties.

Add or manage patient properties

To add or manage your patient properties, click on the Settings tab in the top nav bar, and then on Patient properties under the My clinic section. To add a property, click on Add a property.

Enter the name of the patient property and select the question type from the drop-down menu.

You can select from the following question types. These question types are shown below in greater detail.

Address
Birth date
Date
Date with distance to today summary
Drop down*
Due date
Multi-line text
Number
Phone number
Radio button*
Short text

*Reports can only be generated for patient properties of the types: Drop down and/or Radio button.

You can also select if you want the patient property to:

Show in calendar;
Show in patient chart (privately for practitioners only, or also shown for patients if you made the chart entry visible to the patient);
Show on patient invoices;
Be used in patients search;
Be active (in order to use the patient property you must check this box).

Patient properties on Embodia

Question types that require additional information:

Drop down and radio button questions types require more information. If the question type you have selected requires more information, the patient property will appear in red in your list.

Patient property on Embodia

To add the rest of the information for this patient property, click on its name and follow the steps on the screen. In the example provided above (a radio button type of question), you will need to add answers to your question. To do so, click on Add an option:

Patient property on Embodia
Add as many options as you'd like. In this example, you may add 'Google/Search engine', 'Social media', 'Friend/Family (Word of Mouth)', etc.

Assign a property to a patient

Once you've set up the patient property for your clinic, there are 2 ways to assign them to the patient.

The first is from the patient profile, under the Summary tab, click on Assign property:

The other is to connect the patient property to a questionnaire. When the patient fills out the questionnaire, it will automatically set the value of the patient property on their profile.

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