Configuring the Patient Entry Fields

This article describes how you can add question fields for patients to fill out before they join a call in the Waiting Area.

Last Updated: July 2022 

Note:

  • This feature is available to customers who are on these plans:
    • Standard (also the Trial plan)
    • Premium
    • Enterprise
  • Not sure what plan you are on? Click here to find out.
  • To set up your patient intake form, you need to be the Coviu account Owner or Administrator.

On this page:

  1. Introduction
  2. How to configure your patient entry fields
  3. More support options

Introduction

Coviu's customisable Waiting Area allows you to create your own patient intake form for patients to fill out prior to entering the video call.

This is a great way to capture information from your client or patient, before they enter the Waiting Area e.g. a phone number, address or private health insurance details.


How to configure your patient intake form

  1. Log into your Coviu account as you normally would.
  2. Click Configure on the left side of the Dashboard. Then, click the Waiting Area tab.
    Configuring the Patient Intake Form
  3. Scroll down to the Patient entry fields box and click on it. You will see the option to Add field.
    Configuring the Patient Intake Form 1
  4. Enter a name for the field and click Add.
    Configuring the Patient Intake Form 2
  5. After you have added the new field, you can click on the new field and edit the following:
    • Name: the name of the field.
    • Type of field: you can choose between text, number, email, checkbox and phone number.
    • Label: if you do not provide a label, the name of the field will be displayed instead.
    • Required field: if enabled, your patient will not be able to enter the call without supplying a value.
    • Visible by default: if enabled, the field will be shown to users as a default in the waiting area caller list.Configuring the Patient Intake Form 3
  6. Here is an example of how a patient will see the form once they click your Waiting Area URL:
    Configuring the Patient Intake Form 4
  7. The information gathered from the patient intake form is visible to you while a patient is in the Waiting Area. Click the 3-dot button.
    Configuring the Patient Intake Form 5
  8. Click Activity.
    Configuring the Patient Intake Form 6
  9. The patient's information is now displayed to you (to cross-reference with your bookings or patient data in your practice management software, perhaps).
    Configuring the Patient Intake Form 7

NoteThis data is not stored in Coviu; it is simply displayed. Please copy and paste all relevant patient data because, once the session ends, the patient data will be discarded.


More support options

You have completed another Coviu help article. You now know how to configure the patient intake form.

If this is not what you were looking for, explore our knowledge base and search for another article from here.

If you still require any assistance, please do not hesitate to get in touch with our friendly Customer Success team using any of the contact methods available here.