HelpBrowse Help CategoriesHow do I... The BasicsEnter the Patients Demographics

Enter the Patients Demographics

Q: How do I enter the patient's demographics?

1.  Open the Patient Chart

To open the chart, go to the Chart menu, then select Chart Rack.  Search for the patient and click the Open Chart button.

2.  Open the Demographics Tab

2.  Open the Demographics Tab

Click the Demographics tab at the top of the chart.

*Note: If the demographics tab is not at the top of the chart, open it through the Chart Navigator.

3. Complete the Patient Information

3. Complete the Patient Information

Complete the patient information section.

4. Complete Address and Contact Information

4. Complete Address and Contact Information

Complete the address and contact information for the patient.

5. Complete Patient Picture, Provider and Billing Information

5. Complete Patient Picture, Provider and Billing Information

Complete the Patient Picture picture section if desired, then complete the Provider and Billing Information sections.

*Note: SOAPware has added a new feature that will allow users to select up to three (3) preferred pharmacies for a patient.  This will allow the patient to indicate a preferred retail, mail order, or other pharmacy to be recorded on their chart.