Patient Workflow

The following sections describe the patient workflow for submitting online appointment requests.

  1. Browse to the institution’s Appointment Request website, complete the fields as necessary, and click Submit.

    2. Note: Any fields marked with an * are mandatory and must be completed.

    Field Description
    First Name / Last Name

    Enter your first and last name.
    Gender

    Select the gender that best describes you from the drop-down list.
    Birthday

    Enter your date of birth.
    Phone

    Select your preferred phone from the drop-down list and enter your phone number.
    Email

    Enter a valid email address that can be used to contact you.
    Reason for Appointment

    Select the reason for this appointment request from the drop-down list.

    Note: This list is defined in axiUm.

    Insurance Coverage

    Click Yes or No to indicate your insurance coverage status.

    If No is selected, the remaining insurance fields are hidden.

    Primary Insurance Company / Group # / Subscriber ID If Insurance Coverage is set to Yes, enter your insurance information, including the Insurance Company, your Group number, and your Policy/Subscriber number.
    Availability

    Select the checkboxes to indicate the days and times that you are available.

    Tip: Click Select All to quickly indicate that you are available for any day and time.

    Custom Questions

    If applicable, complete using any of the following:

    • Enter text in the field provided.

    • Select the appropriate answer from the drop-down list.

    • Select any checkbox answers that apply.

    Note: These questions are defined in axiUm.

Depending on configuration (status and template), patients may receive email notifications as the request is processed in axiUm.

Example: A user reviews the request and searches for the patient record. When a matching record is not found, they create a new patient record. When the record is created, the request status is changed to INPROG and an email is sent to the patient, indicating that their request is being processed.

At the completion of the request, the patient should be invited to register for PatientAccess, allowing them to complete forms, and review information prior to their appointment.

Tip: Add the link for the PatientAccess self-registration page in the email template used when the patient’s appointment has been scheduled.