Patient Case: Patient Tab

AgileEMR – Patient Demographics

FEATURE PURPOSE: Allows user to view details about patient demographics, add, and edit them.

Once a case is created, the following patient information is required:

• First Name/Last Name
• Gender
• Date of Birth
• Primary Phone Number
• Primary Address
• Preferred Contact Method
• Marketing Source
  • This is selecting how the patient was referred. The sources are listed on a drop-down menu to choose from.

NOTE: It is important to select "Save" to save the patient info before exiting the Patient tab.  If you do not press "Save" then all information will need to be manually entered again. 

HIPAA Communication:  If an Alternate Communication Request or Information Restriction is on file, it can be indicated on the HIPPA communication section of the Patient Demographics. Any other notes regarding HIPAA can be documented as well.

Patient Contacts: The Patient Contacts are located at the bottom of the Patient Demographics page. It will show the patient’s contacts’ Name, Relationship to the patient, if they HIPAA Authorized.

The user can view, edit, and archive the patient contact. 

Adding Contacts: To add a patient contact, select the Add button and a window will appear (see below):

You will enter all relevant information to the fields that are required, then once added you will see the Patients Contacts section at the bottom of the page with the new contact displayed.

NOTE: The only required fields when adding a patient contact are the first and last name of the contact. All of the other information you can fill in as you receive this information, but you will not be able to add a contact without the first and last name.