Prefilling the Enrollment Form from Your Own Lead Page
If you capture a prospective patient's contact details on your own landing page before sending them to SigmaMD, you can pass those details along in the enrollment link. The enrollment form opens with the fields already filled in, so the patient does not type the same information twice.
Before You Start
This is for clinics running their own lead capture page outside SigmaMD — a landing page, an ad form, a website contact form. There is nothing to turn on in SigmaMD; the work is on your side, in how your page redirects to your enrollment link. Whoever maintains your website or landing page tool builds it.
If patients come to your enrollment link directly, there is nothing to set up here.
How It Works
- A visitor fills in your lead form and submits it.
- Your page sends them to your SigmaMD enrollment link, with their details added to the end of the link.
- The enrollment page opens with the first member's details already filled in.
- The patient reviews what is there, corrects anything they want to change, and finishes enrolling.
You keep the lead either way. Because your own page collected the details first, you can follow up with someone who starts enrollment and does not finish.
Building the Link
Start with the enrollment link you already share. You will find it under Billing, then Memberships, then the Enrollment Links tab. It looks like this:
yourclinic.sigmamd.com/signup/family-plan
Add a question mark, then the details you collected, joined by ampersands:
yourclinic.sigmamd.com/signup/family-plan?firstName=Jane&lastName=Doe&email=jane.doe%40example.com&phoneNumber=6234195084
A complete example with every field:
yourclinic.sigmamd.com/signup/family-plan?firstName=Jane&lastName=Doe&email=jane.doe%40example.com&phoneNumber=6234195084&dateOfBirth=1985-04-02&sexAtBirth=female
What You Can Send
All six are optional. Send only the ones your lead page actually collects.
| Add to the link | Fills in | Format |
|---|---|---|
firstName |
First name | Up to 35 characters. Letters, numbers, spaces, and . , & ' - |
lastName |
Last name | Same as first name |
email |
A valid email address | |
phoneNumber |
Mobile number | Ten US digits. Dashes, spaces and parentheses are fine, and a leading 1 is accepted |
dateOfBirth |
Date of birth | Year first: 1985-04-02 |
sexAtBirth |
Sex at birth | Exactly male or female, lowercase |
Getting the Link Right
- One question mark only. Everything after the first
?is the list of details, and each one after that is joined with&. A second?breaks the rest of the link. - Encode the values. An email address needs
%40in place of@, and%2Bin place of+. Most website tools do this for you when they build the redirect. - You do not need to name a step. The enrollment page opens the member form on its own.
- It combines with a campaign tag. If you are already using
?ref=to track where enrollments come from, keep it and join the rest with&:?ref=spring-campaign&firstName=Jane
If a Value Does Not Fit
That one field opens empty and the patient fills it in. The others still prefill, the patient sees no error, and enrollment carries on as normal. A prefilled detail should never be able to block someone from joining your practice.
It does mean a mistake in how your page builds the link fails quietly, so build one test link by hand and open it yourself before you point a campaign at it.
Date of birth behaves slightly differently. If the date is written correctly but makes the patient ineligible for the plan on the link — too young, or too old — it still fills in, and the form tells the patient what is wrong. That is more useful than a birth date that silently disappears.
What Prefills, and What Does Not
These details fill in the first member's form only — the person coming from your lead page. Any additional family members they add during enrollment start empty, and once the first member has been added to the enrollment, going back to edit them will not refill anything.
Everything stays editable. The patient can change any prefilled value before they submit, so treat these as a head start on the form, not as confirmed information.
The Details Do Not Stay in the Address Bar
As soon as the enrollment page loads, SigmaMD removes these details from the link in the browser's address bar. The form keeps them, but the patient does not see their own name, email, phone and birth date sitting in the URL, and they will not be carried into a bookmark or a shared link.
A Note on Privacy
Unlike a campaign tag, these values are real patient contact details, so handle the link the way you would handle any other page that carries them.
- Build the link at the moment of the redirect, from what the person just typed into your own form. Never send someone a pre-built link containing another person's details.
- Do not put anything clinical in these fields. They are contact details and demographics only — nothing about why the patient is seeking care.
- Make sure your landing page tool is not logging or forwarding the full redirect URL to somewhere you would not want patient contact details to land.