Patient Profile

The Patient Profile section in the the Patient chart is where users document and review patient demographic, contact, care team, and billing information.

Most of the widget display in read-only with the option to edit. When you click Edit, a modal will pop up for you to create or edit details.

This page explains the available fields for each widget.

Demographics

Basic patient information such as name and date of birth.

Field	What it means
First name	Legal or official first name or given name. Required field
Middle name	Middle name
Last name	Last name, surname, or family name. Required field
Preferred name	Common or conventional name
Date of birth	Date of birth. Required field
Age	System calculated field for patient’s age
Sex	Administative gender. Legally or officially recognized sex of person used for non-clinical, everyday system records. Distinct from clinical sex or personal gender identity
Birth sex	Sex assigned at birth
Marital status	Marital status
Gender identity	Personal gender identity
Sexual orientation	Sexual orientation
Pronouns	Patient’s identified pronouns
Race	Race
Ethnicity	Ethnicity
MRN	System-assigned medical record number. Required field
Tribal affiliation	Tribe or band with which a patient associates whether or not they are an enrolled member

Contact and Communication

Patient contact and communication preferences

Field	What it means
Mobile phone	Mobile or cellphone number
Home phone	Home phone number
Work phone	Work phone number
Email	Contact email address
Preferred contact	Peferred contact method from one of the telecom options
Preferred language	The language which can be used to communicate with the patient about his or her health
Email communication	Email communication consent
SMS communication	SMS communication consent
Use (address)	Address use, e.g. home, work, old
Address line 1	Street name, number, direction & P.O. Box etc.
Address line 2	Secondary location details, e.g suite, unit, floor number
City	City
State	State
Zip	Zip
Country	Country. Defaults = US
Effective start date	Start date when address was in use
Inactive (address)	Toggle if address is no longer active
Effective end date	End date when address stopped use
Primary?	Indicate which address is primary address

Supports multiple patient addresses. The first, active address is considered the patient’s primary address.

Care Team

The Care Team includes all the people and organizations who plan to participate in the coordination and delivery of care for a patient.

Field	What it means
Primary care provider	Primary care provider (PCP)
Care team name	Name of the care team
Member	Member of the care team
Role	Care team member’s role
Period	Start and end date for when care team is active
Note	Comments made about the cate team
Status	Care team status, e.g. proposed, active, suspended

Related Persons

Information about a person that is involved in the care for a patient, but who is not the target of healthcare, nor has a formal responsibility in the care process.

User may link an existing patient in the EMR or create a new related person contact. Creating a new related person does not create a new patient in the system.

Field	What it means
Name	Related person’s name
Phone	Related person’s phone number
Email	Related person’s email address
Address	Related person’s mailing address
Relationship	Relationship of related person to the patient
Emergency contact?	Contact person in case of emergency

Consents

Track patient consents and acknowledgements, e.g. release of information, privacy policy acknowledgement, etc.

Field	What it means
Category	Document category
Signed date	When the document was signed
Signed by	Person signing the document
Document	Link to the document
Effective date	Document effective as of date
Expiration date	Document expiry date

Insurance

Manage up to three patient insurance coverages.

Field	What it means
Self-pay / Uninsured	Patient does not use insurance for billing
Payer	Issuer of the policy
Effective date	Coverage start date
End date	Coverage expiry date
Subscriber ID	ID assigned to the subscriber
Type	Coverage category such as PPO and HMO
Group number	Group number
Plan number	Plan number
RxBIN	RxBIN
RxPCN	RxPCN
RxGroup	RxGroup
RxID	RxID
Relationship	Beneficiary relationship to the subscriber
Subscriber	Subscriber to the policy
Copay	Coverage copay amount
Front of insurance card	Picture of the front of the insurance card
Back of insurance card	Picture of the back of the insurance card

Billing

Snapshot of the patient’s billing account status.

This widget will display the patient’s current account balance and most recent or unpaid invoices. Any unpaid invoices will have the option to pay, where users can record a credit card, cash, or check payment.