Improved Patient Demographics

This feature is currently in beta. To become a beta partner for this feature, add a comment to the DrChrono roadmap portal card to submit your request.


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 four tabs Demographics| Insurances| Authorizations| Patient Flags| Payments

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

Demographics tab

Patient Profile / Patient Info

To modify fields, click the  button, make your updates, and then click "Cancel" or "Save Patient Info" when finished.

TermDefinition
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.


To make changes to previous name and/or smoking status, click  button,  make your updates, and then click "Cancel" , "Save & Add Another" or "Add Record" when finished.

TermDefinition
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


To make changes to preferred pharmacies, click  button,  search pharmacy, and then click " Cancel" , "Add & Set as Default" or " Add Pharmacy".    Users can also toggle the  to set as a default or to  delete a preferred pharmacy.

TermDefinition
Preferred Pharmacies

Patient Contact/ Contact Info

To modify fields, click the button, make your updates, and then click "Cancel" or "Save Contact Info" when finished.

Contact Info Fields

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


To make changes to previous addresses, click  button,  make your updates, and then click "Cancel" , "Save & Add Another" or "Add Record" when finished.

To make changes to employer and/or responsible parties, click button,  make your updates, and then click "Cancel" , "Save  Employer" or "Save Responsible Parties" when finished.

  • Employer
  • Responsible Parties

Provider Information

To make changes, click button, make your updates, and then click "Cancel" , "Save Referring Provider" or "Save Ordering Provider " when finished.

TermDefinition
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

To make changes, click button, make your updates, and then click "Cancel" or "Save " when finished.

TermDefinition
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

To make changes, click the button , and then click "Cancel" or "Save Custom Demographics " when finished.

Learn more about Managing 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.

Click here to learn more about the benefits and functionality of the insurances tab.

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.

Click the links to learn more about Authorizations and Submitting a Prior Authorization using the CoverMyMeds integration (Web).

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.

Click here to learn more about patient 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!

Click here to learn more about patient payments.