Improved Patient Demographics

This feature is currently in beta. To become a beta partner, add a comment to the corresponding DrChrono roadmap portal card.

DrChrono has significantly enhanced the Patient Demographics experience, boosting user efficiency and data accuracy. With reduced clicks, optimized screen space, and visual improvements, the workflow becomes faster and more intuitive for providers and front office staff.

The Demographics page consists of five tabs:

This article explores the Demographics tab, click the links above to learn more about the additional tabs.

Select this link to watch a video with step-by-step instructions

Patient Profile

Patient Info

TermDefinition
Edit ButtonAbility to modify and save changes to field.
Profile PicturePicture of patient.
StatusChoose is patient is actively being seen by provider, inactive or deceased.
Primary ProviderPrimary provider listed in the chart.
Date of birth/ Approximate AgeChoose which age format to display.
SexThe biological characteristics, male or female.
Preferred NameThe name a person chooses to be called, different from their legal or given name.
SuffixExamples such as,  Sr. , Jr. , etc.
TitleExamples such as,  Dr. , Mr. , Mrs. , etc.
EthnicitySocial/cultural background (ie: Hispanic or Latino, Not Hispanic or Latino).
RacePhysical/social characteristics (ie: American Indian, Asian, African American, etc).
Race SubcategoryA more specific classification within a broader racial category (ie: Chinese, Indian, Japanese, etc.).
Gender IdentityA person's internal sense of their gender, which may be different from the sex assigned at birth.
Sexual OrientationA person's sense of identity based on attractions to different or same sex (ie: heterosexual, lesbian, gay, bisexual, unknown, other, or choose not to disclose).
Patient SSNThe patient's social security number.
Preferred LanguageThe language most preferred to use for communication.
Marital StatusThe state of being married or not married.
Student StatusFor students aged 19 or older who do not have a disability.


Previous Names/Smoking Status

TermDefinition
Add Record ButtonAdd a new previous name or smoking status > click "Cancel" , "Save & Add Another" or "Add Record" when finished.
Pencil /Trashcan IconEdit or delete a record.
Previous Name Any name the patient may have used in the past, which is different from their current name.
Smoking StatusInformation about whether the patient currently smokes, has smoked in the past, or has never smoked

Preferred Pharmacies


TermDefinition
Add Pharmacy ButtonUse search options and filter to add a new pharmacy
Star and Trashcan IconSet pharmacy as a default click "Cancel" , "Save & Add Another" or "Add Record" when finished or Delete pharmacy.
Preferred PharmaciesThe specific pharmacy or pharmacies that the patient chooses to use for filling their prescriptions.
Learn more about adding patient preferred pharmaciesAdd Patient Preferred Pharmacies in DrChrono


Patient Contact/ Contact Info

Contact Info Fields

  • To modify fields, click the  button, make your updates, and then click "Cancel" or "Save Contact Info" when finished.
Cell PhoneHome PhoneOffice Phone
EmailAlternate emailHome Address
Mail Address (if different from home address)Preferred Contact Method - 
preferred confidential communication method (ie: cell phone, email, text, etc.).
Email
Email Reminder LanguageTime Zone (patient's preferred timezone)Contact Setting ( option to disable all SMS text messages)
Emergency Contact NameEmergency Contact PhoneEmergency Contact Relationship

Previous Address

Add Record ButtonAdd a previous address, > click "Cancel" , "Save & Add Another" or "Add Record" when finished.
Pencil and Trashcan IconEdit or Delete 
Learn more about adding a patient's previous name and addressAdding a Patient's Previous Name and Address to the Chart.

Employer

Edit ButtonAbility to modify and save changes to field, then click "Cancel" , "Save  Employer" or "Save Responsible Parties" when finished.
EmployerA person, company, organization, or government entity that hires one or more individuals (employees) to perform work or services in exchange for compensation, typically in the form of wages or a salary.
Responsible PartiesAn individual or entity legally or ethically accountable for something.


Provider Information

TermDefinition
Edit ButtonAbility to modify and save changes to field, then click "Cancel" , "Save Referring Provider" or "Save Ordering Provider " when finished.
Referring ProviderThe name of the provider that referred the patient
Ordering ProviderThe provider that authorizes or requests a specific test, procedure, or treatment for a patient.


Medical Management & Notes

TermDefinition
Edit ButtonAbility to modify and save changes to field, then click "Cancel" or "Save  " when finished.
Follow-up DatePatient will receive reminders on this date to make an appointment.
Follow-up ReasonReason for follow-up visit.
Default Appointment Profile Fields will auto-populate in appointment screen based on default profile.
Consent SignatureConfirms if consent form electronic signature was captured via OnPatient check-in.
EPSDT ServiceEarly and Periodic Screening, Diagnostic, and Treatment Service is a Medicaid program that provides comprehensive health services for children under the age of 21.
EPSDT Referral Condition:A specific health issue or concern identified during an EPSDT (Early and Periodic Screening, Diagnostic, and Treatment) screening that requires a referral to a specialist or additional diagnostic services for further evaluation or treatment.
Payment ProfileThe stored collection of payment-related information and preferences associated with a specific patient, guarantor, or insurance provider.
Changes to the payment profile  will affect default procedure prices.
Patient CopayThe amount a patient pays for a healthcare service or prescription, typically at the time of the visit, with the remaining balance covered by their insurance plan.
Receive Clinical SummaryPatient receives clinical summary by default or declines to.
Medication History ConsentPatient has given consent to obtain medication history, declines to or unknown.
NoteAdditional documentation.


Custom Demographics

Creating a custom demographic allows us to better understand and target a specific group of individuals based on unique characteristics that are not captured by standard demographic categories.

Learn more about custom demographicsManaging Custom Patient Demographics.

Insurances

Accurate and up-to-date insurance information is essential for ensuring smooth billing processes and avoiding delays in reimbursement for services rendered. Keeping a patient's insurance details current not only supports timely payment but also helps maintain clear communication between healthcare providers, patients, and payers.

Learn more about adding patient insurance Adding/Updating Insurance on Patient Accounts

Authorizations

The Authorizations tab is designed to streamline the management of insurance authorizations within the clinical workflow. It offers a centralized location where users can easily add new insurance authorizations, track those that are nearing expiration or have already expired, and monitor the status or manually add a of prior authorizations.

Learn more about prior authorizations

Patient Flags 

Patient flags provide a convenient way to communicate important information that physicians and staff need to be aware of during care. Patient flags function like digital post-it notes—serving as a quick, visible reminder that can be seen by anyone involved in the patient's treatment. Whether it's a critical medical note, a special instruction, or an administrative reminder, flags help ensure that key details are communicated clearly and consistently across the care team.

Learn more about patient flagsPatient Flags


Payments

The Payments tab offers a comprehensive snapshot of key patient financial information, helping staff manage billing and payment-related tasks more efficiently. This section provides quick access to important details such as the patient's current account balance, billing statements, and payment history. In addition, users can also manage payment plans, view subscription or membership plans, and more!

Learn more about patient paymentsPatient Payments