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Kareo Help Center

Edit Patient Demographics

Patient Demographics allow a practice to add information to a patient’s profile, edit the patient’s responsible party and emergency contacts, and view a patient’s appointments.

Demographics information is divided into five tabbed sections:

  • Profile: Enter additional patient information, such as driver's license number, marital status, and languages.
  • Additional Info: Enter nationality, place of birth, preferred pharmacies, and primary provider.
  • Contacts: Enter responsible party and emergency contact. By default, the Responsible Party is set to "Self" and the Emergency Contact is set to "Responsible Party."
  • Appointments: View the patient's past and upcoming appointments.
  • Patient Portal: Activate the Kareo patient portal that allows a patient to view his or her problems, allergies, medications, lab results, and vital signs.

Navigate to a Patient's Demographics Page

  1. Enter the first 2–3 letters of the patient's name in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Demographics in the left menu. The Demographics page opens.

PF open patient record.png

Edit Patient Demographics

Information in the Profile, Additional Info, and Contacts tabs can be edited. The Appointments tab is view only.

  1. Click Profile, Additional Info, or Contacts to view the information.
  2. Click Edit on the right on the right of the window. The editing functions open.  
  3. Enter changes to the information, as necessary.
  4. Click Save when finished.

PF edit patient demographics.png