Additional Patient Details
Complete at least the Mandatory and Suggested fields in the Additional Patient Details sectionAdditional Patient Details section of the Demographics screen:
- Click in a field and type or select your changes or additions. Use the [Ctrl] + E or [Ctrl] + D hot keys to jump to a dictionary if you need to add items to the drop down menus.
- Click Save from the Sheet
BarSheet
Bar to save your changes. A prompt appears asking
if you are sure you want to permanently change the patient's information.
The changes you make in this section will not take effect until you
click OK on this prompt.
- The Race and Ethnicity fields are commonly used for mandatory state reporting purposes. If you are located in a state with this reporting requirement, you may need to add state codes to the items in these dictionaries.
Employer information is usually used for workers’ compensation cases. The Employer field is tied to a dictionary, so any new entries here can be reused.
Populate the Date of Death and Cause of Death fields if you are retiring a chart because the patient died.
The External ID section is where you enter an ID associated with an external database. Use this field only you are importing the patient record from an external database. Click herehere to learn how to work with an external ID.
To add an external ID, click the plus sign icon. The External ID EditorExternal ID Editor appears. Select the Type from the drop down list. Type the ID in the External ID field. Click OK.
To edit an ID you have already assigned to the patient record, select the ID and click the check mark icon. The External ID Editor appears. Make any needed changes and click OK.
To remove an ID you have already assigned to the patient record, select the ID and click the minus sign icon. Click Yes.