Patient Demographics

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Patient Information

Under Patient Demographics, you can view:

• General Information: Patient Name, Date of Birth, Age, Gender, Primary Language, Height, Weight, Primary Care Provider, SSN, Ethnicity, Sexual Orientation, Tribal Affiliations, Gender Identity, and Race
• Contact Information
• Emergency Contact
• Financially Responsible Parties
• Insurance Providers: You can delete an insurance record here. An alert will appear asking you to confirm your decision. Even after deletion, the insurance record will remain visible in this section and can be restored at any time.
• Prior Authorization and Referral Details: Prior authorization numbers can be created and deleted here. Deleting a prior authorization does not permanently remove it. You can restore it at any time, similar to the insurance deletion function.

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Active and Discharged Cases

• Navigate to Patient Demographics →Cases
• Click the Discharge Case icon (black folder)
• Enter a reason for discharge
• Choose the type of discharge (with the option to cancel or archive all future appointments)

**Note: **A chart note can also be changed to a discharge note, which adjusts the template of sections.

✨Smart Tip: Type “/” in the Reason box to insert a pre-created text snippet.

Note: Options to cancel or archive future appointments can be turned on or off from the Preferences tab.Restore a Discharged case: Restore an incorrectly discharged case by clicking on the time icon.