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
• Tribal Affiliation demographics on the Additional Info tab can be enabled 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 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

The Additional Info tab captures patient information such as education, tribal affiliation, and housing status.

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

The Related Person tab captures contact information for persons related to the patient, such as spouse, guardians, or other family members.

1. Go to Chart > Demographics > Patient Info
2. Click Update
3. Click the Related Person 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. Select the Same As Spouse/Partner checkbox to populate the Spouse/Partner information entered in the Related Person tab as the Father of Baby on the Patient Info summary
   2. Click Add/Change Referred By to add the referring provider from the patient’s Professional Contacts, contacts from the User and Clinic Contact Lists, or from a Custom entry
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.

Demographics Report