When a new or unrecognized patient submits an online form, it’s now easier than ever to identify them quickly and accurately. To support front office staff and streamline intake workflows, the system now displays three key pieces of information:
Full Name of the patient
New Patient Identifier (“NP”)
Date of Birth (DoB)
Together, these appear in a clear format like:
John Doe (NP, DoB 07/25)
Why This Feature Was Introduced
In many cases, form submissions are received from patients not yet registered in the practice management system or with minimal existing data. Without clear identifiers, teams had to manually search and cross-reference information—creating delays, confusion, or duplicate patient records.
This enhancement eliminates the guesswork by clearly labeling submissions from new patients, helping practices match records faster and start intake or scheduling workflows right away.
How It Works
Form Submission: When a new patient fills out and submits an online form (e.g., Medical History, Insurance Info), their name and date of birth are captured automatically.
Information Displayed: The system presents this data using the following format:
Patient Name (NP, DoB MM/DD)Example: John Doe (NP, DoB 07/25)
John Doe = Patient’s full name
NP = “New Patient” tag
DoB 07/25 = Patient’s date of birth (July 25)
Why This Is Useful
Improved Patient Identification: Front desk staff can quickly recognize new submissions without needing to open the form or cross-reference external systems.
Streamlined Intake Workflows: Reduces time spent tracking down patient information or confirming identities, especially helpful during busy hours or same-day submissions.
Accurate Record Matching: Minimizes the risk of duplicate records and ensures data is entered into your PMS with the correct identifiers from the start.
Better Patient Experience: Quicker recognition allows for faster scheduling, confirmations, and follow-ups, making a smoother onboarding experience for new patients.
Best Practice Tip
Encourage staff to check for the “NP” label and date of birth when reviewing form submissions that aren’t tied to an existing record. This quick glance will help them determine next steps—whether it’s creating a new patient profile or merging with an existing one.