TUTORIAL

How to Create a Patient Registration Form – 5 Easy Steps 

Last Updated: 8 mins By: Sougat Neupane

Want to learn how to create a patient registration form? Well, you’ve come to the right place.

Patient registration is an important aspect of running a medical institution. It can help track patients’ treatment, manage their medical history, and more.

So, a reliable patient registration form that helps you track people, analyze large amounts of data, and prepare personalized plans can be a great asset.

Unlike random-form generator tools, Google Forms, or other online forms, creating a form on your WordPress website can be a much better option.

On your website, you can create your own database, sort patient entries, and do much more. You have full control over the entries. However, you would also need the right registration plugin.

Why Use WP User Registration to Create a Patient Registration Form? 

Different plugins have different features that make them unique. However, some features that make a registration form plugin stand out from the rest are mentioned below.

Variety in Form Fields: It’s really important to have the option to add as many form fields as necessary. This allows you to create diverse forms with all necessary fields included.

Easy Access: The form should be easy to access for both you, as the admin, and your users. It’s a bonus if the form analytics are well documented and presented in an easy-to-review process for the admin.

Tracking: The plugin should efficiently track and record the data submitted by the user using your form.

Registration Profile: Since we’re discussing a patient registration form, you need a plugin that enables you to create a unique user profile. This allows you to personalize the service you’re providing and makes it easier for users to track their progress.

Only a handful of WordPress plugins have the user profile feature. Moreover, it’s harder to find the plugin with this feature, and the ones mentioned above.

However, we’ve done our research, tried and tested these plugins, and concluded that user registration is the ideal choice for creating a medical form.

Along with the ones mentioned above, User Registration has many more attractive and practical features:

  • Powerful Registration Form Builder
  • Built-in Login Form
  • Conversational Forms
  • Registration Approval & User Roles
  • User Profiles
  • Geolocation
  • Dashboard Analytics
  • Email Notifications
  • Mailchimp
  • File Uploads
  • Conditional Logic
  • User Redirection

User Registration has many more features available. So, we will be using user registration for this tutorial.


What Information Should You Include on a Patient Registration Form? 

The primary purpose of a patient registration form is to collect information about a medical patient. So, you should consider adding the following fields while creating your form.

Patient’s Information

  • First Name
  • Last Name
  • Email
  • User Password
  • Date of Birth
  • Gender
  • Phone/Contact Number
  • Address
  • Guardian Name

Medical History

  • Is the patient under the age of 18?
  • Blood Group
  • Do you have any previous health issues?
  • Do you take any regular medications?
  • Any other illness?
  • Do you have any allergies?
  • Have you had any previous major surgery in the last 5 years? Please detail.

Others

  • Admission Date
  • Assigned Doctor’s Name

All these form fields are suggestions for creating a good patient registration form. However, you can make changes as per your requirements.


How to Create a Patient Registration Form? 

Follow these five steps to learn how to create a patient registration form and use it on your website.

Step 1: Enable Users to Register on Your Website 

By default, WordPress websites do not provide a registration option or save the data of the users that register on their website.

So, you must enable the Membership option before creating a registration form. Only when you enable the option will these registrations be assigned to a certain role within your website.

 So, initially, you need to open your WordPress dashboard and go to Settings >> General. Then,  you need to tick the “Anyone can register” checkbox.

Check Anyone Can Register

Afterward, click the drop-down option for New User Default Role and select Subscriber. You can choose other roles for other forms, but Subscriber is the best choice for a Patient registration form.

Click on the Dropdown

Finally, scroll to the bottom of the page and click on Save Changes to save your changes.

Click on Save Changes


Step 2: Download and Install the User Registration Plugin  

Once you enable the membership option, you can move on to the next step. Now, you need to install and activate the User Registration WordPress plugin. 

The free version of the plugin is available in the Add New Plugin section, and the pro version is available on the User Registration’s pricing page.

For Free Version

Open your WordPress dashboard and click on Plugins >> Add New Plugin.

Click on Add New Plugins

Use the search bar to search User Registration. When the plugin appears in the search results, click on Install Now. When the installation is complete, click on Activate.

Install and Activate User Registration

For Premium Version

Open User Registration’s pricing page and purchase a plan that fits your requirements. Once the purchase is complete, an email will be sent to your email address. You can open the mail and use the login information to open your own WPEverest account. 

The account includes a zip file for User Registration Pro, all its add-ons, and its license key. You need to download User Registration Pro from the list.

Download User Registration Pro

On your website’s dashboard, hover over Plugins and click on Add New Plugin.

Click on Add New Plugins

At the top, click on the Upload Plugin button. Then, click Choose File and upload the zip file you downloaded from WPEverest.

Click on Choose File

Next, click Install Now and then Activate Plugin once the installation is complete.

Click on Activate Plugin

Again, go to the Plugins page by clicking on Plugins. There, locate User Location Pro and input the license key for the plugin.

The license key is available in the License Keys section of your respective WPEverest account.

Copy License Code

Note: The free version of User Registration lets you build a versatile patient registration form. At the same time, the pro version has many more features that can help you elevate the quality of your form. 

To access all these features, you need to install specific add-ons available with the pro plugin. The Install option will appear when you click on the locked field on your form builder.

Install Addon


Step 3: Create a Registration form  

Once you’ve successfully installed and activated User Registration, you can begin creating the Patient Registration Form that’ll be perfect for your needs.

As we discussed earlier in the blog, you must decide which fields you want on your registration form. Once you have decided on your requirements for Form Fields, you can begin creating the form.

Hover over User Registration on your WordPress dashboard and click on Add New.

Click on Add New Form

You can click on a prebuilt template named “Hospital Admission Form” and start customizing it or start from scratch. 

Choosing the prebuilt option is much easier as it has almost all the form fields ready for your use. However, we’ll start this tutorial by creating a new patient registration form from scratch. 

So, click on the Start from Scratch option, enter a name for your form, and press Continue.

Click on Start From Scratch

The form builder’s left side contains form fields and field options, while its right side contains the form builder.


Step 4: Customize the Patient Registration Form 

The new form includes fields for Username, User Email, User Password, and Confirmation Password. You need to add any other fields you want to add manually. 

Initially, click on Add New to add a new section to the form. 

Click on Add New

Click on the grid option on the top right part of the section to choose the number of columns you want.

Choose Grid Option

To add a new field, for example, an input field, you can click on the form field from the left and drag it to a suitable location on the form builder on the right.

Drag and Drop Form Fields

Now, let’s customize the field. Click on the field that you added. Then, you’ll see the Field option for that field on the left. Then, manually change the sections under General Settings.

For example, add a name for your field under the Label section. Similarly, you can edit the Label, Description, Field Name, Placeholder, and other field settings.

General Settings

Similarly, you can add other field options and customize them one by one.

After your customizations are complete, you need to click on the Update form button at the top.

Fill Form Fields

Step 5: Show the Registration Form on Your Website  

After you finish creating the ideal patient registration form, you can use it on any page on your website.

All you need to do is copy the form’s shortcode and paste it onto the page where you want the new patient forms.

The form’s shortcode is located at the top right of the form builder or in the All Forms section.

Copy Shortcodes

Wrapping Up on How to Create Patient Registration Form? 

So, this concludes our guide on how to create a patient registration form.

With its help, you can create a dynamic form that you can use for your medical website.

We’ve just mentioned some fields you can include on your patient registration form. However, you should not be limited to it.

User Registration is a versatile WordPress registration form, so you can use your creativity to produce the best form possible.

If you like this article and want to see more, you can read our articles on creating custom registration forms, adding social login in WordPress, and more.

So, best wishes in creating the best patient registration form for your WordPress website!

Also, don’t forget to follow us on Facebook and Twitter to get exciting news on User Registration.

How to Create a Patient Registration Form – 5 Easy Steps 

Sougat Neupane

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll to top

Pin It on Pinterest