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Patient Wizards - Demographics Area

Use the Demographics Area to enter the patient's name, address, marital status and other demographic information.  The table following the window example describes the Demographics Area for the Patient Wizards.

Tips:

Directions:

To display the Data Entry Area for the Demographics step:

  1. Follow the opening instructions for the appropriate Patient Wizard.

  2. Check-In New Patient Wizard

  3. Check-In Patient Wizard

  4. Patient Wizard

  5. New Patient Wizard

  6. Patient Guarantor Wizard

  7. Patient Policy Holder Wizard

  8. Register Patient Wizard

  9. Register New Patient Wizard

  1. Navigate to the Demographics step.

 

Patient Wizards - Demographics Area Example:

 

Patient Wizards - Demographics Area Prompts

Tip:  To see more information about a field, click the hyperlink for that field name.

Last Name

Enter the patient's Last Name.

Or, to set up family members, you can enter a valid patient Account Number here to automatically fill in the associated patient information in the Last Name through Phone Number fields, excluding the First Name field. (up to 20 characters)
Required

First Name, Init

Enter the Patient's First Name, a space and their Middle Initial. (up to 18 characters)
Required

Address 1

Enter the first line of the patient's mailing address. (up to 25 characters)
Required

Address 2

Enter the second line of the patient's mailing address, if applicable. (up to 25 characters)

City

Enter the city name, town name or a valid City Code (to fill in the associated City, State and Zip Code for this patient). (up to 15 characters)
Required

Notes:  

  • To search for a City Code, click Search or press [CTRL + f].

  • To create a new City Code, click Fast Maintenance or press [CTRL + o].

State

The US Postal Service State Code displays if you entered a City Code above.  Otherwise, enter the US Postal Service State Code for this city. (2 characters)
Required

Zip

The Zip Code displays if you entered a City Code above.  Otherwise, enter the five-digit Zip Code or the nine-digit Zip+4 Code. (up to 10 characters, dashes (-) not necessary)

Phone Number

Enter the patient's Phone Number. (up to 10 characters)

Martial Status

Enter the patient's Martial Status Code. (M, S, D, W)

D.O.B

Enter the patient's Date of Birth. (mmddccyy - century and dashes optional)
Required

Age

Displays the patient's age based on the date of birth entered.

Tip:  Ages less than 2 years, display in months.

Social Security #

Displays the patient's Social Security Number.

Sex

To fill in the patient's Sex Code, click a choice from the drop-down list.
Required

Status

Click one of the following patient status codes in the drop-down list.

  • Default (no status defined)

  • A - Active

  • I - Inactive

  • D - Deceased

To display the previous step, click Back.

Keyboard shortcut:  [ALT + b]

To display the next step, click Next or press [ENTER].

Keyboard shortcut:  [ALT + n]

To validate and save the data for all of the Wizard steps, click Finish.  The Wizard window closes when the save is complete.

Keyboard shortcut:  [ALT + s]

To close the Wizard without validating or saving the data, click Close.

Other Patient Wizard Steps