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Viewing a Patient’s Demographics

Open the Patients tab in the navigation and search for the patient. On their profile, open the Demographics section to review or edit their information. The demographics are organized into sections:
  • General Information — name (first, middle, last, suffix), preferred first/last name, previous name, date of birth, date of death, age, gender, height, weight, primary care provider (name, NPI, fax), referral source, Social Security Number (hidden by default — click the eye icon to reveal), preferred language, ethnicity, race, gender identity, sexual orientation, and tribal affiliations
  • Contact Information — phone number, email address (with a portal registration action), home address, and previous address
  • Preferred Pharmacy — pharmacy name, address, and phone
  • Emergency Contact — first name, last name, phone, email, and relationship
  • Patient Notes
The Demographics section also includes Patient Occupation, Financially Responsible Parties, Family History Conditions, and Related Persons.

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Creating a New Patient

Select Create New Patient from the Patients tab (you can also create a patient from the Calendar). A side panel opens where you enter the patient’s information. Required fields include:
  • Full name (first and last; middle if applicable)
  • Gender
  • Date of birth
  • Contact information — home address (and mailing address if different), phone number, and email address
Fill in the fields and save the record.

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FAQ

The SSN is hidden by default in General Information. Click the eye icon next to it to reveal it.
Yes. You can create a new patient directly from the Calendar, in addition to the Create New Patient option on the Patients tab.