Localizing your Walk-In Form

Basics

There are many localizable features to the walk-in form, aka "curbside check-in". You can change question verbiage, titles, watermarks, make questions required or optional, show or hide certain questions, and you can even add custom questions of your own. 

What is the difference between the walk-in form and the online form?

The walk-in form is commonly referred to by many customers as "curbside check-in". The walk-in form is used by patients that have already arrived at the facility. Patients are not booking a specified time slot, rather they are "getting in line" and will receive a projected treatment time based on how many patients are ahead of them waiting to be seen. 
The online form is meant to be for patients at home that want to schedule a specific time slot for when they will arrive at the facility. 

What does "localization" mean?

In short, "localization" is synonymous to "customization". Every facility starts with a default walk-in template that acts as a basic framework for the majority of our customers. The default template has many "global" elements that are universal across all forms - such as "What is your date of birth?". If you wish to edit these elements to have different wording, you are changing the "global" elements to be "local" to your facility.  This is localizing - customizing universal default elements to be specific for your facility. 

What can be localized?

The majority of the elements on the walk-in form can be customized. Titles, headings, question verbiage, watermarks, tooltips, and disclaimers can all be localized.

The following help desk article will go page-by-page through the walk-in form and explain which features on each page can be customized and how to do so. 

Note: If you manage multiple locations/queues and want to make the same localizations for all of your facilities, save time by making edits at the parent level so that your changes cascade down to the child facilities. 

Page 1: Welcome Page

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 Item 1
Facility Logo
This setting is global and the changes made will be reflected on any module/page that displays your facility's logo.  Go to Online/Walk-in Module > Reservation Form Settings > Logo.
 Item 2
 Facility-Level Walk-in Welcome Page Message
Localize the Welcome Page Message Go to Online/Walk-in Module > Localized Settings > Localized ID #12.
 Item 3
Welcome Page Buttons 
  If you are a facility that uses both Check-In Express and Walk-In Express, you can decide to 'show' or 'hide' these check-in buttons under

Go to Online/Walk-in Module > Reservation Form Settings > Walk-in Patient Buttons.

  Localize the message on the button

Go to Online/Walk-in Module > Localized Settings > Localized ID #14.

 

Page 2: Demographics

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 Item 1
Treatment Time
Treatment time can be shown or hidden from patients when filling out the form.  Go to Online/Walk-in Module > Reservation Form Settings > Treatment Time.
  Localize the treatment time caption Go to Online/Walk-in Module > Localized Settings > Localized ID #15.
 Item 2
First Name Label
Localize the first name label  Go to Online/Walk-in Module > Localized Settings > Localized ID #28.
 Item 3
 Last Name Label
Localize the last name label  Go to Online/Walk-in Module > Localized Settings > Localized ID #29.
 Item 4
 Date of Birth Label
Localize the date of birth label  Go to Online/Walk-in Module > Localized Settings > Localized ID #30.
 Item 5
 Sex Label
Localize the sex label Go to Online/Walk-in Module > Localized Settings > Localized ID #31
 Item 6
 Walk-in Form Tool Tip
The Walk-In Form Tool Tip shows when a user clicks on the blue question mark icon in the top right of the screen. This message is localizeable and shows the same message on every page. Go to  Online/Walk-in Module > Localized Settings > Localized ID #24.

 

Page 3: Reason for Visit

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 Items 1&2
Reason for Visit
You can decide whether to 'show' or 'hide' the Reason for Visit field, aka Chief Complaint.  Go to Online/Walk-in Module > Reservation Form Settings > Chief Complaint.
  Localize the label (1) for this field. Go to Online/Walk-in Module > Localized Settings > Localized ID #45.
  Localize the watermark (2) for this field. Go to Online/Walk-in Module > Localized Settings > Localized ID #32.
 Items 3&4
Visit Type
You can decide whether to 'show' or 'hide' the Visit Type field by going to Online/Walk-in Module > Reservation Form Settings > Visit Type.

Whether you decide to hide or show the visit type on the walk-in form, you have the option to allow your staff to edit the visit type themselves after a patient submits. This is configurable in the same location and you can also configure which visit types your facility lists as options for your patients. 
Go to Online/Walk-in Module > Reservation Form Settings > Visit Type.
  Localize the label (3) for this field. Go to Online/Walk-in ModuleLocalized Settings > Localized ID #43.
  Localize the watermark (4) for this field. Go to Online/Walk-in Module > Localized Settings > Localized ID #44.

 

Page 4: Custom Questions

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The Custom Questions page is for facilities that want to ask their patients additional questions that are not contained within the ER Express default workflow. These questions can ask anything, however, there cannot be more than three defined answers to the question.  You have the ability to flag patients that answer in a particular way. For example, if you ask "Have you been in contact with a confirmed COVID-19 case in the past two weeks?", you can have the answer choices "yes", "no", or "not sure". If the patient answers "no" or "not sure" you can flag that patient to notify staff that they may be contagious. 

  • You can create up to three custom questions
  • Each question can have up to three possible answer choices
  • Each of these answer choices can be configured to flag a patient 

You can make up to three custom questions. To make custom questions go to Online/Walk-in ModuleCustomizations > scroll down to Custom Questions. 

Page 5: Contact Information

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 Item 1
 Phone Number
 In the screenshot above, you see two fields for patients to enter their phone number - an initial field and then one meant to confirm that the patient has not accidentally mistyped their phone number. Go to Online/Walk-in Module > Reservation Form SettingsRe-enter Phone Number.
 Item 2
 Text Opt In Message
By default, our system prepopulates "yes" as a selection for opting into texts. This is because our system relies heavily on text messaging for communication with paitents. This message will display under the field as a disclaimer when "yes" is selected. Go to Online/Walk-in Module > Localized Settings > Localized ID #26.
 Item 2
Text Opt Out Message
If a user chooses "no" and opts out of recieving texts, this message will display under the field as a disclaimer. 

Go to Online/Walk-in Module > Localized Settings > Localized ID #26.

 Item 3
Email Field
You have the options to 'show' or 'hide' the email field. If you decide to show the field, you also have the option to make this an 'optional' or 'required' field. Go to Online/Walk-in Module > Reservation Form SettingsEmail Field

 

Page 6: Confirmation 

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Item 1
Treatment Time
Treatment time can be shown or hidden from patients.  Go to Online/Walk-in Module > Reservation Form Settings > Treatment Time.
Item 2
 Walk-In Confirmation Message
Localize the Walk-In Confirmation Message Go to Online/Walk-in Module > Localized Settings > Localized ID #16.

Note: If the Embed Workflow is turned on for your facility, your patients will not see the confirmation page, and instead will see a 'transition page' which is redirecting them to the registration form. To turn on or off the Embed Workflow, go to Reservation Form Settings Embedded Intake Form. The message displayed on the transition page can be localized under Localized Settings Localized ID # 47.

 

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