If a patient is new to your clinic, there are 3 ways to create a new demographic for them:

1. Creating a demographic from the ‘Search Patient’ menu option
2. Creating a demographic from the ‘Search Demographic’ bar
3. Creating a demographic from the ‘Create Appointment’ window

In each of these methods, there is a patient search bar in which you can type in the patient's information (Name, DOB, Health card number). After running your search, if there is no existing patient matching the search term, select ‘Create demographic’.

This open’s the ‘Create Demographic’ window in which you can fill out the remainder of the patient’s information. Select ‘Create’ to finish and add the new demographic.

1. Editing a Demographic

A patient's demographic can be viewed by going into their Master Record. You can access the Master Record in the drop-down menu beside a patient’s name in an appointment or by searching for a patient in the ‘Patient Search’ or ‘Search Demographic’ sections. The Master Record is represented by the letter M in search results.

Once in the patient’s master record, you can edit the patient's information by selecting ‘Edit Record’ at the top-left of the screen. When completed, select ‘Update Record’.

2. Master Record Features

In the master record you’ll also be able to see:

1. Appointment alerts

Alerts can be added to the patient’s master record to alert providers of any specifics regarding the patient. It will show up when booking an appointment for the patient and at the top of a booked appointment.

2. The patient’s demographic

This includes the patient’s personal identifying information such as name, DOB, and OHIP number.

3. Their contact information

This is the information used for contacting the patient directly including phone number, email address and mailing address.

4. Their friends or family members that also attend the clinic

Family relationships among other patients who have a demographic at the clinic can be added to a patient's profile. To add a relationship, select the ‘Edit Record’ button at the top of the display in their master record and click ‘Add Contact’. Here a demographic can be searched, a relationship selected and contact saved.

5. Their health care team

This displays the health care providers the patient sees within or outside the clinic. A provider can be added by selecting the ‘Edit Record’ button at the top of the display in their master record and then clicking ‘Add Provider’. Here you can search for health care providers and their roles that already exist in the clinic’s provider roster or add a new provider not yet added to the clinic’s roster. Select ‘Add Provider’ when finished.

6. Their clinic status

This information shows the patient’s status in regard to their attendance at the clinic including their joining date at the clinic, the patient status, roster status etc.

7. Patient notes

Here any patient notes can be freely input for reference.

8. Additional details

This section includes some additional info such as; health insurance info, SIN, how they learned about the clinic, language preference, and more.

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