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Patient Chart Demographics

July 2025 Release Announcement
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EverHealth - Patient Chart Demographics Announcement - July 2025

Updated: Jul 22, 2025

Description

Overviews the July 2025 release updates for the patient demographics screen in DrChrono.

Steps

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Patient Chart Demographics
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Welcome to the new demographics page. We've made changes to help improve system performance, better organize fields, and add new features. Let’s discover some of the recent changes.
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The “Important” and “Demographics” tabs from the previous demographics screen have been combined into one tab, preventing you from having to frequently switch between them.
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The “Insurances”, “Authorizations”, and “Patient Flags” tabs have remained the same.
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Tabs for “Balance” and any integrated payment processors have been combined under the “Payments” tab.
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Back on the demographics tab, we have organized all the information and broken it down into 5 distinct sections. We’ve also used a multi-column layout, so that more data can be seen all at once.
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The Patient Profile section contains all the patient info fields, as well as any previous names, smoking status, and preferred pharmacies.
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Finding preferred pharmacies to add has seen some improvements.
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The Preferred Pharmacy drawer now suggests the 20 closest pharmacies based on the patient’s home address.
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If you don’t see the intended pharmacy in the list, you can search by name, location, phone number or NCPDP ID.
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Upon saving, the pharmacy will now be listed under the Patient Profile section.
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Note that smoking status is now listed here in the Patient Profile section rather than in its own tab.
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The Patient Contact section lists out all the contact info, as well as previous addresses, employer information, and responsible parties.
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The Provider Information section is where you’ll find the referring and ordering providers listed.
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The medical management and notes section is where you will find fields such as follow up, medical consent statuses, and any custom notes that have been added.
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The fifth section of the page is where you can find and manage any Custom Demographics that have been created.
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Each section offers the ability to edit the information as you've done before.
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The save button stays fixed to the bottom of the drawer. Saving will now work without needing to save the entire demographics page, improving system performance and saving you time.
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Patient Chart Demographics
EverHealth - Patient Chart Demographics Announcement - July 2025