Modifying and Viewing Patient Demographic Information

1. On the ExamWRITER main window, click Tools and select Patient Demographic Maintenance.

   The Find Patient/Guarantor window opens.

2. Enter text into the Selection Criteria text boxes to search for a patient.
3. Select the Include Inactive check box to include inactive patients and guarantors in the search results.
4. Select the Include Other check box to include the names of people who are neither patients nor guarantors, but are recorded in the database as other insured parties.
5. Click F2 Find.
   If your database is encrypted, PHI (protected health information) will be greyed out and not visible when you are searching for patients.

   A list of patients meeting your selection criteria is displayed.

   Click Clear to clear your search and start over.
6. Double-click on the patient that you want to modify.

   OR

   Click on the patient that you want to modify and click Select.

   The Patient Demographic window opens.

7. Modify the patient demographic information and click Save/Exit.

In addition to the procedure above, watch this video.

1. On the ExamWRITER main window, click Tools and select Patient Demographic Maintenance.

   The Find Patient/Guarantor window opens.

2. Click New.

   The Patient Demographic window opens.

3. Type the new patient demographic information into the text boxes.
4. Click Save/Exit.

In addition to the procedure above, watch this video.

1. Click the Patient Hx icon in the top left of the ExamWRITER chart window or select a patient in the ExamWRITER Control Center window and click the Patient Hx icon.

   The Patient Information Center window opens.

   If you have documented in OfficeMate that the patient’s identity may have been stolen, a red “RFR” (Red Flags Rule) box appears in the upper right corner of the window to quickly indicate to you the identity theft status of the patient’s security and identity information. This feature complies with the Federal Trade Commission (FTC) and the Nation Credit Union Administration (NCUA) to ensure the security and confidentially of your patients’ information.

   To set up the Identify Safeguard - Red Flags Rule feature, see To set up miscellaneous preferences.

   For additional information on the Red Flags Rule, watch this video.

2. Modify the patient demographic information in the text boxes, type notes in the Notes text box, and type medical alerts in the Alert text box, if desired.
   Attach patient photos to patient records in the Patient Center in OfficeMate Administration.

   For more information on photos and alerts, watch this video.

3. Click Save to save modified information.
4. Click Exit to close the Patient Information Center window.

In addition to the procedure below, watch this video.