Practice Management on Embodia - Part 2: Scheduling

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 Patient properties under My clinic in the top bar. 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;
• Show on patient invoices;
  
• Be used in patients search; 
• Be active (in order to use the patient property you must check this box).

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.

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:

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.