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New Patient Registration

A form for new patients to register with a medical practice or healthcare provider. It collects necessary personal, insurance, and emergency contact information to create and maintain patient records.

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First impressions shape patient relationships before the exam room door opens. The New Patient Registration form eliminates clipboard juggling by collecting medical histories, insurance details, and emergency contacts through any device, turning waiting room chaos into efficient intake. Everything happens where it should, inside Salesforce.

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Savage Companies
Nissan Middle East FZE
Rinchem Company, LLC
Morgan Corp
Toco Warranty
Unicef
European Society of Cardiology (ESC)
Rainforest Alliance Inc
Smithsonian Institution (NMAI)
Goodwill - Southern Piedmont
Society of Corporate Compliance & Ethics
Hire Heroes USA
SEIU Local 503
FourBlock
Skoll Foundation
Democracy at Work Institute, Inc.
BASF Catalysts Germany GmbH
AVL List GmbH
Maxeon Solar Pte. Ltd.
Grifols International S.A. (GI)
JCB
Solina Group Services
Bosch Automotive Service Solutions Pty. Ltd.
Grohe AG
Solar Mosaic LLC
Telus Communications Inc.
Cogeco Connexion Inc
Rolling Wireless France
FirstLight Fiber Inc.
Iberia Líneas Aéreas de España, S.A
Air Caledonie International
eBay
HP UK Development Ltd
Unisys Corporation
TX Group AG
The Trade Desk, Inc.
Dürr IT Service GmbH
LNW Gaming, Inc.
Worldline BE (NV/SA)
Volkswagen Pon Financial Services
Corpay
Hedios
Burke Financial
Mass General Brigham Incorporated
St John Ambulance
Blue Cross & Blue Shield of Rhode Island
CareMax, Inc.
Commission Junction LLC
Awin Global, AG
The Opus Group
FlixMobility Experience GmbH
Sundance Vacations
Grand Pacific Resorts, Inc.
Fresh Tracks
Moving Mountains
UBC Information Technology, The University of British Columbia
University of West Florida
Engie
IHM Business School AB
Coursera, Inc
Ambition Institute
NCTE
GXO Enterprise Services, LLC
Savage Companies
Nissan Middle East FZE
Rinchem Company, LLC
Morgan Corp
Toco Warranty
Unicef
European Society of Cardiology (ESC)
Rainforest Alliance Inc
Smithsonian Institution (NMAI)
Goodwill - Southern Piedmont
Society of Corporate Compliance & Ethics
Hire Heroes USA
SEIU Local 503
FourBlock
Skoll Foundation
Democracy at Work Institute, Inc.
BASF Catalysts Germany GmbH
AVL List GmbH
Maxeon Solar Pte. Ltd.
Grifols International S.A. (GI)
JCB
Solina Group Services
Bosch Automotive Service Solutions Pty. Ltd.
Grohe AG
Solar Mosaic LLC
Telus Communications Inc.
Cogeco Connexion Inc
Rolling Wireless France
FirstLight Fiber Inc.
Iberia Líneas Aéreas de España, S.A
Air Caledonie International

Frequently Asked Questions

  • How does this template reduce front-desk bottlenecks?

    Patients complete forms at home before appointments, with real-time validation catching insurance errors instantly. Your staff greets patients ready for care, not scrambling for missing consent forms or illegible handwriting.

  • Can we pre-populate existing patient data and handle family registrations?

    Yes, returning patients see their information auto-filled for updates only, while household linking connects family members without re-entering addresses. The Salesforce Data Mapper writes directly to patient records, no duplicate entry, no sync delays.