Entering Demographic and Insurance Information (Legacy UI)
Demographics and Insurance Setup
Whether you are starting a new chart from the Chart Face, or entering information for an existing patient, a patient’s demographics and individual insurance information may be found In their demographics tab.
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For new patients, start a new chart using Make a New Chart drawer in the Chart Room, then enter in an appropriate first name, last name, and DOB.
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For existing patients, navigate to their Chart Face and click on the Demographics tab at the far-left.
Whichever method you are using, you will be taken to the demographics screen, the first tab in this area covers Personal Information:
The following fields are required before you can continue out of the Demographics area:
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Name (First and Last)
- Address including first line and Zip Code
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At least one phone number
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Date of Birth
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