Patient Chart Demographics
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EverHealth - Patient Chart Demographics
K
Krystal Parker
Updated: Jul 08, 2025
Description
Click through a step-by-step, interactive demo walkthrough of DrChrono's improved patient demographics, powered by Supademo.
Steps
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Patient Chart Demographics
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DrChrono has significantly enhanced the Patient Demographics experience, boosting user efficiency and data accuracy.
Let's take a look!
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Patient Profile allows users to view or edit the following:
- patient info
- previous names
- smoking status
- preferred pharmacies
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Click edit to modify Patient Info.
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Once on the Edit Patient Info screen you can
- Make the necessary changes and save patient info
- Fields with a red asterisk are required
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Click add record to add previous names for the patient.
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Once on the Add Previous Name Record screen you can
- Add the previous name information
- Fields with a red asterisk are required
- Save & Add Another, Add Record or Cancel
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Click 'Add Record' to add a smoking status record for the patient.
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Once on the Add Smoking Status Record screen you can
- Choose the smoking status from the dropdown menu and optional start date
- Fields with a red asterisk are required
- Save & Add Another, Add Record or Cancel
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Click 'Add Pharmacy' to add a preferred pharmacy.
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When you first open the Preferred Pharmacy Search, the system will automatically display a list of up to 20 pharmacies based on the patient’s address on file. This default list is generated using proximity to the patient's home address to streamline the selection process.
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On the Preferred Pharmacies screen you can
- Add & set a patient's default pharmacy
- Add a pharmacy to the patient's list of pharmacies
- To add multiple preferred pharmacies, users can repeat the same search and selection process.
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For Previous Names and Smoking Status Record
- click the pencil icon to edit
- click the trash icon to delete
For Preferred Pharmacies
- click the star icon to set as a default
- click the trash icon to delete
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Click edit to modify Patient Contact information.
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Once on the Edit Contact Info screen you can
- Make the necessary changes and Save Contact Info
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Click add record to add previous addresses.
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Once on the Add Previous Address Record screen you can
- Make the necessary changes
- Add Record or Save & Add Another record
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Click edit to add employer information.
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Once on the Edit Employer screen you can
- Add the necessary information and Save Employer
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Click edit to add Responsible Parties.
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Once on the Edit Responsible Parties screen you can
- Enter the necessary information and Save Responsible Parties
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Provider Information includes the following:
- Referring provider
- Ordering provider
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Click edit to add referring and ordering provider information.
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Once on the Referring Provider screen you can
- Add the necessary information and Save Referring Provider
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Once on the Ordering Provider screen you can
- Add the necessary information and Save Ordering Provider
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Click to edit to make changes to Medical Management & Notes.
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Once on the Edit Medical Management & Notes screen you can
- Enter the necessary medical management and additional notes information and Save your changes
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Custom Demographics provides the following options:
- a hyperlink to manage/create custom demographics
- edit/fill in fields for existing custom demographics
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Insurances tab allows you to
- add or view insurance types
- view insurance history
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Authorizations tab allows you to
- view existing, expired and prior authorizations
- add new authorizations
- manually add prior authorizations
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Patient Flags tab allows you to
- view, edit, show archived or add a new flag
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Payments tab includes the following:
Balance
- patient account balance
- full transaction history
- patient payments
- print balance report
DrChrono Payments
- patient payments
- patient payment plan
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The Payments tab also allows you to
- Create a new payment plan.
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Once on the Create Payment Plan screen
- Enter the necessary information and click Create Payment Plan
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Enjoyed the guided demo?