Demographics Panel

Demographics Panel


The Demographics panel contains Patient Information.

Modify

  • Select the Modify link to make changes to the Patient's Demographics.


Forms

  • Select Forms to open Patient Forms that can be printed.


Contacts

  • Add or change Patient Contacts information.
  • Contacts can originally be added on the Patient Registration screen.
  • After the Patient Registration screen is saved, all modifications must be done on the Patient Dashboard.


Submission Names

  • Use if the name on the Insurance Card is different than the Patient's Account Name.
  • Submission Names can be Payer specific, therefore the Payer can be selected.


Add to Worklist

  • Select to add the Patient to a Worklist.


Change Log

  • See the changes that have been made to the Patient Dashboard.
  • The Change Log shows past information, new information, who made the change, and when it was made.


Emergency Contact

If the Contact is marked as an Emergency Contact, it will display on the Patient Dashboard.


Plus Icon

  • Select the Plus icon  to expand the panel to view the Patient's full Demographics. When this section is expanded, you can quickly see who added the Patient and who last Modified the Patient Demographics.


Learn More

Find Patient/Guarantor/Policy Holder

Add a New Patient

Add a Contact from the Patient Dashboard

Add a Guarantor

Change Log

Foreign Addresses

Indicate a Patient is Deceased

Make a Patient Inactive

Modify a Patient's Information

USPS Address Standardization

Scan Patient Documents Overview

Meaningful Use (MU) Information



    • Related Articles

    • Encounter Demographics Panel

      The Encounter Demographics screen provides basic demographic information, such as name, address, DOB, and phone numbers. From the Encounter Demographic Panel, you have access to: Edit: Patient Demographic Edit screen Forms: Run and Print Forms, such ...
    • Add a Contact from the Patient Dashboard

      On the Patient Dashboard in the Demographic panel, select the Contacts link. Select the Add button. Any changes made on the Modify Contact screen will change the Person's Demographic Record as well. Patient Relationship to Contact: Choose the ...
    • Add/Modify/Remove a Case Contact

      Once the Case is saved, you can Add/Modify Contacts on the Case Dashboard. Add Contacts to a Case From the Patient Dashboard, select the Cases link. From the Cases screen, Select the Case ID. In the Contact panel, select the Add button. Contact ...
    • Add/Register a New Patient

      A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...
    • Print Forms

      The forms will electronically complete with the mappable fields that you added to the form. You can print specific forms from the Patient Dashboard, Scheduling Dashboard, or Encounter Dashboard. Print a Form from the Patient Dashboard Select Patient ...