The Demographics Report provides a comprehensive view of client demographic details, including personal information, contact preferences, insurance coverage, and clinical assignment. It is useful for practices that need to analyze or export detailed client data for administrative or reporting purposes. Users can apply filters such as clinician, location, and date range to customize the report. Results are based on the client’s encounter date and include key data points such as race, ethnicity, veteran status, disability, sexual orientation, and more.

Step 1: Accessing the Demographics Report

To access the Demographics Report:

1. Select More from the left sidebar.
2. Select Reports.
3. In the Report dropdown, select Demographics Report.
   

Step 2: Using Report Filters 

• First Name: Displays the client’s first name as recorded in the chart.

• Last Name: Displays the client’s last name as recorded in the chart.

• Preferred Name: Displays the name the client prefers to be called.

• Chart ID: Displays client's Chart ID.
  

• DOB: Displays the client’s date of birth.

• Sex: Displays the client’s biological sex as selected from the dropdown options.

• Gender: Displays the client’s identified gender as selected from the dropdown options.

• Preferred Email: Displays the client’s preferred email address.

• Preferred Phone: Displays the client’s preferred phone number.

• Preferred Address: Displays the client’s preferred address.

• Marital Status: Displays the client’s current marital status.

• Religion: Displays the client’s stated religion, if provided.

• Veteran Status: Indicates whether the client is a military veteran.

• Race 1: Displays the client’s primary race selection.

• Race 2: Displays the client’s secondary race selection, if applicable.

• Ethnicity 1: Displays the client’s primary ethnicity.

• Ethnicity 2: Displays the client’s secondary ethnicity, if applicable.

• Nationality: Displays the client’s country of citizenship or origin.

• Preferred Language: Displays the language the client prefers to communicate in.

• Disability: Indicates whether the client has a recorded disability.

• Employment Status: Displays the client’s current employment status.

• Sexual Orientation: Displays the client’s stated sexual orientation.

• Income: Displays the client’s reported income range.

• Education Level: Displays the highest level of education completed by the client.

• Family Size: Displays the total number of family members in the client’s household.

• Primary Insurance: Displays the client’s primary insurance provider on file.

See Also