Patient Information

• Selection list items for Occupation, Education, and Religion on the Patient tab and Hospital of Delivery on the Pregnancy tab can be customized. Clinic Administrators can edit the list items by going to Tools > Preferences > CLINIC > Clinic Wide Form Data > Begin Edit and selecting Demographics from the Tab list
• Selection list options for Race, Ethnicity, and Preferred Language on the Patient tab can be set by the Clinic Administrator in Clinic Settings: General
• The Clinic Administrator can customize Indicators in Clinic Settings: Alerts/Reminders/CDS

The Patient Info summary displays the information entered in the Patient Info tabs, the patient Photo, and patient header Indicators.

Add a Patient Photo From a Stored Image

1. Go to Chart > Demographics > Patient Info
2. Click Add in the Photo section
3. Locate and select the file from the local computer and click Open
   1. Only .jpg, .jpeg, .gif. and .png file types are accepted

Add a Patient Photo Using a Webcam (Windows OS Only)

1. Go to Chart > Demographics > Patient Info
2. Click in the Photo section
3. Click Capture

Indicators

Indicators allows users to apply a color indicator to the patient header. A chart can only display one indicator at a time.

Add an Indicator

1. Go to Chart > Demographics > Patient Info

2. Click Add in the Indicator section

3. From the Indicator list, select an existing indicator or select Custom

   1. If creating a custom indicator:

      • Select the indicator Color

      • Type a description for the Indicator

      • Optional: select Display indicator text and the text color (Black or White)

   2. Note: custom indicators are not saved for future use

4. Click Save

Update an Indicator

1. Go to Chart > Demographics > Patient Info

2. Click Change in the Indicator section

3. Select a new indicator from the list or click Custom

   1. If creating a custom indicator:

      • Select the indicator Color

      • Type a description for the Indicator

      • Optional: select Display indicator text and the text color (Black or White)

   2. Note: custom indicators are not saved for future use

4. Click Save

Remove an Indicator

1. Go to Chart > Demographics > Patient Info

2. Click Remove in the Indicator section

3. A message will display to verify the user would like to clear the indicator. Click Yes

The Patient tab captures patient information such as account number, Clinic Provider, contact information, marital status, race, ethnicity, and preferred language.

1. Go to Chart > Demographics > Patient Info
2. Click Update
3. Add or update the necessary information
   1. Account Number can only be edited by a user with Clinic Administrator privileges
   2. Selecting Deceased from the Status field enables the Date of Death field
   3. Selecting Exempt from Reporting excludes a patient from all Sevocity reports
4. Click Save

Note

Clinics with a demographic interface from a practice management (PM) system should only update patient information fields that are not mapped as part of the interface. Changes made to mapped fields in Sevocity will be overwritten by the PM interface.

The Additional Info tab captures patient information such as education, housing status, employment status, and guardian or spouse contact information.

1. Go to Chart > Demographics > Patient Info
2. Click Update
3. Click the Additional Info tab
4. Add or update the necessary information
5. Click Save

1. Go to Chart > Demographics > Patient Info
2. Click Update
3. Click the Pregnancy tab. Is patient pregnant? defaults to No
4. Click Yes if the patient is pregnant
5. Optional: Add or update the necessary information
   1. Selecting the Same As Spouse/Partner checkbox displays the Spouse/Partner information entered in the Additional Info tab as the Father of Baby on the Patient Info summary
   2. Clicking Add/Change Referred By displays the patient's Professional Contacts and contacts from the User and Clinic Contact Lists
6. Click Save

Notes is a free text field. Type any related information in this field and click Save

The Historic button displays an audit trail of user activity in the Demographics subtabs. To view changes made to patient demographics:

1. Click Historic from the subtab
2. Select a Time Frame for the changes
3. Click Retrieve

The results display the Date and Time the change was made, the User who made the change, the data Element that was changed, the original value of the element (From), and what the element was changed To.

Contact List

Demographics Report

Professional Contacts