Registration Rules

Registration Rules can reduce errors during appointment creation and the check-in process. The rules can range from simple rules like a provider not accepting a particular insurance, to more complex rules such as a visit status and type missing or the incorrect combination of referral, insurance, or provider requirements. There is even a bonus Reg Rules Dashboard for staff to fix errors and management to review outstanding and resolved errors.


Registration Rule: Cigna Insurance Requires a Referral for all Follow-up Visits, appointment status was updated Arrived, but a referral is missing from the appointment.

Registration Rule: Provider, Sam Willis, does not accept Medicaid Insurance.