Aim:

This article explains how Lab Admin can enable and customise unique patient registration settings for individual organisations, ensuring their data capture workflows perfectly match their operational needs.


Why Use Independent Registration Settings?

Previously, all organisations with registration access followed  lab's default settings. Now, labs can provide an independent, customised registration experience for specific clients (like hospitals, clinics, or corporate accounts).

This allows labs to:

- Enforce unique mandatory fields (e.g., Worker ID, National ID, etc.)

- Simplify forms by hiding irrelevant fields.

How to set this up?

Part 1: Enabling Independent Settings

  • Navigate to Organisation Management: Go to the main Organisation Management section and open the Add or Edit modal for the desired organisation.
  • Access the Login and Access Tab: Click on the Login and Access tab in the left-hand menu.
  • Enable Independent Settings: Locate and toggle ON the switch labeled: "Independent Registration Settings for this Organisation". 

Note: this option will only be visible if login type is CC Login (Report View + Order Access).


Part 2: Customising the Settings (The Registration Settings Modal)

  • After enabling, click the View Settings button. 
  • This opens the dedicated Registration Settings Modal, where you can customise every aspect of the organisation's registration form.


Part 3: Saving Your Changes

  • Save Registration Settings: After customising the fields in the Registration Settings Modal, click Save at the bottom right.

  • Save Organisation Profile: The modal will close. Click Add Organisation or Save Changes in the main Organisation Add/Edit Modal to finalise and apply the new independent settings to the organisation.

Key Outcomes:

The next time an organisation user logs in to register a patient, they will see the form customised exactly to their needs.