1. Record Demographics

This lesson will demonstrate the steps necessary to meet the Meaningful Use Core Measure for recording patient demographics.


SOAPware 2011 or later must be used.  

Note: To determine the version of SOAPware being used, Click on Help > About SOAPware. This will open a window which will show the version and build of SOAPware currently in use.


This requirement will be tracked in the MU Patient Dashboard and the Meaningful Use Dashboard.

Measure Criteria

Objective: Record all of the following demographics:

    (a)  Preferred language

    (b)  Gender

    (c)  Race

    (d)  Ethnicity

    (e)  Date of birth

Measure: More than 50% of all unique patients seen by the eligible provider must have demographics recorded as structured data.  This measure is a Core measure.

For more detailed information on this measure, please click on the "Reference" link below.  This CMS documentation includes information on exclusions, attestation requirements, a definition of terms and important additional information.


Reference CMS: Record Demographics

Measure Calculation

Denominator: The number of unique patients seen that have a face-to-face encounter during the reporting period.

Note: The denominator is unique patients rather than unique patient visits during the reporting period. Therefore, if a patient is seen three times in the reporting period, you only have to fulfill the rule once for that patient, rather than at all 3 encounters.   However, the patient must have at least one face-to-face encounter during the reporting period in order to fulfill the rule.

Numerator: The number of patients in the denominator who have preferred language, gender, race, ethnicity and date of birth recorded as structured data.

Threshold: The resulting percentage must be more than 50%.

* Scoring is individual, provider-based and not practice-wide.

Demographics Chart Section

When creating a chart, Demographics will automatically display. This provides the opportunity to add demographic information at the time the chart is created.  If Demographics is opened at a later date to update information and it is not in view, use Chart Navigator to bring it in to view: Chart Navigator.

The highlighted areas are the required demographics. These are:

    (a)  Preferred language

    (b)  Gender

    (c)  Race

    (d)  Ethnicity

    (e)  Date of birth

For more information, see: Entering Demographics.

Note: More than 50% of all unique patients seen by the eligible provider must have demographics recorded.

MU Patient Dashboard

This measure is tracked in the MU Patient Dashboard under "Demographics".  The Patient Dashboard can be viewed by selecting View > MU Patient Dashboard.

When all of the appropriate structured demographic information has been completed in the patient chart, the MU Patient Dashboard icon will change to a green check mark.

Note: The MU Patient Dashboard will be grayed out if there are no SOAPnote encounters.  It will also remain grayed out if the active SOAPnote encounter is signed off or if the SOAPnote encounter is a Non Face-to-Face encounter.

Meaningful Use Dashboard

This measure is also tracked in the Meaningful Use Dashboard under "Demographics".  The Meaningful Use Dashboard can be accessed by selecting SOAPware > Meaningful Use Dashboard.

The Meaningful Use Dashboard will display the Numerator, Denominator and percentage for this measure, as well as, graph the Trend for the dates selected.

*Note: The dashboard icon will display a gray X if the threshold for this measure has not been met for the selected reporting period.  The icon will change to a green check mark once the threshold for the meaningful use measure has been met.