Manage demographic categories

Path: Administration>General>Demographics

Demographics are associated with patients in Patient>General>Demographics. All demographic categories defined require an entry upon admission of the patient.

Demographics are associated with resources in Resource>General>Demographics. Resource demographics are optional for entry.

1. Go to Administration>General>Demographics
2. Select the Patients radio button to add demographics categories used with patient records or Resources radio button to add demographics categories used with resources.
3. Add a new demographic
   1. Add a new row at the bottom or insert a new row above the current one.
   2. Enter the title of the demographic category in the Title field, up to 24 alphanumeric characters.
   3. Enter the first selection record for this demographic category. For example, if the category is County, enter a county served by your agency.
4. Edit the demographic
   1. Select the row containing the category and make the necessary changes
5. Select the Active check box to make the demographic category available for use.
6. Select the Local check box if this demographic category is only applicable to the current Business Unit. This option can be used if the admin set data definitions are shared across Business Units.
7. Add more demographics category records
   1. Select the category and add a new row.
   2. In the Description field, enter the description of the record for the highlighted demographics category, up to 36 alphanumeric characters.
   3. Select the Default check box to use the selected demographics category record by default. There can only be one selection designated as the default for each demographic category. If you do not designate a default, the first selection record is automatically used as the default.
   4. Select the Active check box to make the demographic record available for selection or clear it to make the option unavailable. Note: Inactive demographics are not displayed for new patients and resources after inactivating the category. If the category was previously associated with a patient or resource, it will continue to appear in their Demographics window.
8. Select the Apply to Active Patients Only check box to set this demographic as optional for the discharged patients but still required for patients with active admission.
9. Save your changes.