Localizing the Walk-In Form for a Veterinary Facility

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 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. 

 

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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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.
 Facility-Level Walk-in Welcome Page Message Localize the Welcome Page Message Go to Online/Walk-in Module > Localized Settings > Localized ID #12.
Welcome Page 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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Pet's Name Label Localize the pet's name label. Go to Online/Walk-in Module > Localized Settings > Localized ID #28.
Owner's Last Name Label Localize the owner's last name label  Go to Online/Walk-in Module > Localized Settings > Localized ID #29.
Pet's Approximate Age Label Localize the pet's approximate age label.
If you see a 'date of birth' field rather than 'approximate age' field, you can turn on the 'approximate age' setting in Reservation Form Settings under DOB Input Fields.
Go to Online/Walk-in Module > Localized Settings > Localized ID #62.
Pet's Sex Label Localize the pet's sex label to be 'Male' and 'Female' OR 'Male, Neutered', 'Male, Intact', Female, Spayed', and 'Female,Intact'  Go to Online/Walk-in Module > Localized Settings > Localized ID #31
  Gender options can be configured by going to Reservation Form Settings. Go to Reservation Form Settings Patient Gender
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 localizable 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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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 for this field. Go to Online/Walk-in Module > Localized Settings > Localized ID #45.
  Localize the watermark for this field. Go to Online/Walk-in Module > Localized Settings > Localized ID #32.

 

Page 4: Custom Questions

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The Custom Questions page is for facilities that want to ask the pet owner 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 clients that answer in a particular way. For example, if you ask "Are you up to date on rabies vaccine?", you can have the answer choices "yes", "no", or "not sure". If the client answers "no" or "not sure" you can flag that patient to notify staff that they may require specific attention. 

  • 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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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 client has not accidentally mistyped their phone number. Go to Online/Walk-in Module > Reservation Form SettingsRe-enter Phone Number.
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 clients. 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.
Text Opt Out Message If a user chooses "no" and opts out of receiving texts, this message will display under the field as a disclaimer. 

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

Email Field You have the option 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: Registration Transition Page

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Most veterinary facilities automatically redirect the clients to complete their intake/registration forms. While patients are being redirected, we display this transition page with a localizable message.

 

To localize the transition page message, go to Online/Walk-in Module > Localized Settings > Localized ID #47.

 

Alternate Page 6: Confirmation Page

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 Walk-In Confirmation Message Localize the Walk-In Confirmation Message Go to Online/Walk-in Module > Localized Settings > Localized ID #16.

 

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