from the Desktop.Patient Account Master - Demographics Area
Use the Demographics Area to maintain address, phone numbers, birth date, social security number, insurance information, additional contact information (cell phone numbers and email addresses) as well as general provider information and pharmacy preferences for each patient. The table following the window example describes the Demographics Area for Patient Account Master.
Note: For more information about working with data in fields, see the Data Entry Guidelines.
Directions:
1. Click to select the patient name listed on the EPM Desktop.
2. Or,
to search for the appropriate patient, click Search
Accounts from the Desktop.
Click Account and enter the patient account number, then press [ENTER].
Or, click Last Name or First Name and enter the patient name, then press [ENTER].
Click
Select 
to the left
of the desired patient.
Patient Account Master - Demographics Area Window Example:
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Demographics Area Prompts Tip: To see more information about a field, click the hyperlink for the field name. |
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Acct # |
TextTextText. (up to 6 characters) (7.2 numeric) (mmddccyy - slashes and century optional) DeleteOne Fast Access Maintenance to edit the patient demographic information |
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First Name, Initial |
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Address 1 |
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City, State, Zip |
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Maiden Name |
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Location |
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Soc Sec # |
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Emergency Contact |
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Date of Birth |
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Age |
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Last Name |
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Home Phone # |
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Work Phone # |
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Cell Phone # |
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Patient Of |
Fast Access Maintenance to edit the provider |
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PCP |
Fast Access Maintenance to edit the primary care provider |
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Referred By |
Fast Access maintenance to edit the referral source |