Once you've created a patient chart from the provincial Client Registry, you can record additional information or make updates from the Patient Data section of the chart.

โš ๏ธ Important: Any changes to the patient's address(es) must be done from the Patient Data section of the chart, otherwise the information will not flow back to the Client Registry. (For more information on what fields flow between the CHR and the Client Registry, see Data exchanged between the CHR and the Client Registry). Although you can record demographic changes using the Update Information button, as a best practice, we recommend you record and edit all patient demographics via Patient Data. In addition to ensuring data integrity across all health systems, this method also provides the option to record more information such as multiple emergency (or other) contacts and primary and secondary languages.

Where applicable, information you add or update in Patient Data will be reflected in the patient demographics (Update Information) section and the patient header.

๐Ÿ“Œ Note: Any changes you make to patient demographics are visible to other offices immediately, since the patient demographic information is shared across the entire CHR domain.

Steps

1. Search for the patient.

2. From the Start/Open menu or the Quick Menu, click Patient Data and then click Demographics to expand that section.

2. Click into any of the fields to add or edit information, and click Save when you are finished making changes. Most of the fields are self-explanatory, with the following clarifications:

Field

Notes

Contacts

Phone numbers must be 10 digits. The recommended format for consistency in the Client Registry is 555 555 5555.

๐Ÿ“Œ Note: There is no validation on the format of the phone numbers, so ensure you have typed exactly 10 digits.

Addresses

Search for the address using the field at the top instead of entering it manually. As you type, a list of matching addresses is displayed. Select the correct address from the list. (You can make minor edits directly in the address fields, such as adding an apartment number to the additional address field).

Ensure you select the type of address - home or mailing.

To add another address, click + Add Address.

๐Ÿ“Œ Note: A patient should have only one mailing address.

To delete an address, click the x in the top right corner.

To set the address as the primary address, click Set Primary. The primary address appears first in the list in Patient Data.

โš ๏ธ Important: The address displayed at the top of the patient chart and in the Address & Extra tab of the patient demographics is the most recently-updated address; this could be the home or mailing address and may not be the primary address.

Additional Contacts

Record contact information for the patient, such as emergency contacts, next of kin, and power of attorney.

To add another contact, click + Add Additional Contact.

To delete a contact, click the x in the top right corner.

To set the contact as the primary contact, click Set Primary. The primary contact appears first in the list in Patient Data and is the one that is displayed as the emergency contact in the Address & Extra tab of the patient demographics. ๐Ÿ“Œ Note: The primary contact's mobile phone number is displayed in the Address & Extra tab.

Updated April 5, 2022

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