Patient Demographics

You may have to add or make changes to demographics on a regular basis.

A good rule when working with patient demographic information is to fill out absolutely everything you can. Navigate to Patients | Registration / Billing and complete all the tabs that apply to your practice.

Information that you enter is automatically saved when you move off the field or tab.

Registration / Billing Tabs

Patient Information
Contact Information
Consent Information
Insurance Information
Responsible Party
Financial Notes

If you are unsure where specific information is located, see Patient Demographics - Where do I find

Edit Locked Fields

Certain information in patientNOW is protected because it specifically identifies the patient. To insure that this information is not changed accidentally. You must have access rights to change these because you could easily create a duplicate or change important identifying information. These fields are:

First Name
Middle Name
Last Name
Former Name
Date of Birth
Date of Death
Social Security Number

Some General Information about Patient Demographics

Phone Numbers

Phone numbers have a blank field to the left. This is for international calling codes where necessary.

Zip code fields

Include 2 parts - the 5-digit zip and the plus-four code on the right.

Where you see the binoculars button to the right of a zip code field, you may enter the zip code and the city and state will pull in automatically.

Copy Buttons

Where you see the copy button, you may copy the patient's Present Address into the new address fields (e.g. Permanent Address, Responsible Party, or Emergency Contact)

Merging Duplicate Patients

If you discover a duplicate patient, you will need to merge the 2 records. For additional information, check out Merging Duplicate Patients.

Deleting Patients

The rule of thumb is to NEVER delete a patient record. For this reason, most users do not have access to delete patient or undelete a patient. Please coordinate this with your office administrator.