Patient demographics are the basic identification details for the patient. They include the patient name, date of birth and address.
The CHR uses patient demographics data to categorize individuals and for identification, records matching, and administrative purposes.
There are two areas in the patient chart where you can update, or add and validate patient demographics.
⚠️ Important: The two areas share the same data points, i.e. if you update one, they are both updated.
Patient header (Update Information)
This is the same window you use to add a new patient, and is the quickest way to update and validate demographics.
It includes all the basic demographic information like name and date of birth, as well as additional details such as family doctor and emergency contact.
If you confirm the demographics with the patient, when you save your changes you can also record that you validated that the information is current. The Last validated date shows the last time someone confirmed the demographics.
Most of the fields are self-explanatory. For a list of the more complex fields, refer to Adding patients.
Steps
1. From the patient chart, ensure you are in the Dashboard view.
2. Click Update Information and the Update Patient window opens.
3. Make any updates as needed and click Save or Save and validate.
📌 Note: If you click Save and validate, the Last validated date is updated to today’s date.
Demographics in Patient Data
In addition to the demographics from the patient header, the demographics section in patient data has additional demographics and allows more customizations. For example, you can add more than one Additional Contact, or update the patient's Status to Deceased.
To see when a demographic was added or updated, click the history icon beside the desired data point.
📌 Note: The history also includes any updates made in Dashboard view > Update Information.
Steps
1. From the patient chart, click Start/Open > Patient Data.
2. Click the Demographics folder to expand it.
3. Click the demographics category you want to update, and a new window opens showing additional fields.
💡 Tip: In the fields where you can add multiple entries, click the button to add another entry. For example, click +Add Additional Contact to add both the mother and father to the Additional Contacts field.
4. Make your changes, and click Save.
The additional fields are:
Field | Description |
Sex & Gender | Additional Preferred Pronouns. For more information, refer to Patient preferred pronouns. |
Family Doctor and Referring Doctor | Ability to add additional details into specific fields instead of a note field (License Number, Office Fax etc.).
📌 Note: It is not connected to your Contacts. |
Addresses | Ability to add additional addresses, with the same fields as the patient's primary address. |
Additional Contacts | Ability to add multiple additional contacts’ details, including the Contact Purpose and Relationship (Spouse, Mother, Father etc.).
Contact Purpose includes:
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Language | Set a patient's primary and secondary languages.
If you have French enabled in your CHR, this is used to determine which language to send patient notifications in (English or French). |
Status | Include if the patient is Active, Inactive, Deceased or Unknown. If deceased, you can add a Date of Death.
Regardless of the patient status, the chart itself is still active in the CHR. To deactivate and hide the chart, you must archive it.
💡 Tips:
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Updated December 13, 2024