Enter Patient Additional Information

The majority of the information on the Additional Information tab is used for identification purposes. The front office can add a patient's preferred pharmacies, which are then available for the provider when ePrescribing.

If your practice is maintaining immunization records and plans to send them to the Immunization Registry, enter the required fields: Mother's First Name, Mother's Maiden Name, Birth Order, Multiple Birth Member, and Birth City.

Access Demographics Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box. Click to select the patient from the auto-populated results. The patient's Facesheet page opens. Click Demographics. The Demographics page opens.
Enter Additional Information Click the Additional Info tab. The Additional Info page opens. Click Edit. The Additional Info editor opens. Populate fields as applicable: Language: Enter the first 2–3 letters of the language and select from the auto-populated results. Tip: Click the star icon to indicate the language is commonly used. For future entries, click the Language field and the language displays first for selection. Hispanic or Latino: Select an answer from the drop-down list. Available options: Yes, No, or Decline to specify. Ethnicity: Enter the first 2–3 letters of the patient's ethnicity and select from the auto-populated results. If the patient did not provide an answer, click to select, "Patient declines to specify". Tip: Click the star icon to indicate the ethnicity is commonly used. For future entries, click the Ethnicity field and the ethnicity displays first for selection. Race: Enter the first 2–3 letters of the patient's race and select from the auto-populated results. If the patient did not provide an answer, click to select, "Patient declines to specify". Tip: Click the star icon to indicate the race is commonly used. For future entries, click the Race field and the race displays first for selection. Birth Place: Select the patient's nationality, citizenship status, and birth city. Education: Select the patient's highest level of education. Religious Affiliation: Select the patient's religious affiliation. Mother: Enter the patient's mother's first name and/or maiden name. Birth Order: Select the patient's birth order and whether the patient is a multiple birth member (e.g., twins). Patient Death: In case of the patient's death, populate the patient's Date of Death, Time of Death, and Cause of Death. Primary Provider: Select the patient's provider. Referring Provider: Select a referring provider from the drop-down list. Referral Source: Select a referral source from the drop-down list. Pharmacies: Add the patient's preferred pharmacies. Review Add Pharmacy for instructions. Notes: Enter any applicable notes about the patient. Click Save when finished.
Add Pharmacy Click Add to Pharmacy List. The Find a Pharmacy pop-up window opens. Click to select a pharmacy from the auto generated results based on the patient's zip code or search for a pharmacy. To search for a pharmacy, remove the zip code and enter any of the following search criteria. Then, click Search and click to select the pharmacy from the results. Tip: Search by a city name or zip code only for broader results. Pharmacy: Enter the first 2–3 letters of the pharmacy's name, the whole pharmacy's name, or store number (e.g., CVS, 4825). Pharmacy Type: By default, View All is selected. To filter by a pharmacy type, click the drop-down to select Retail, Mail Order, or In House Dispensing. Phone Number: Enter the pharmacy's phone number. City: Enter the pharmacy's city. State: Select the pharmacy's state. Zip: Enter the pharmacy's zip code. EPCS Certified: By default, pharmacies that are certified for electronic prescriptions for controlled substances (EPCS) displays in the search results. To remove the filter, click to clear the selection. Click Select Pharmacy to add to the patient's chart. Add additional pharmacies, as necessary. If multiple pharmacies were added, click the ranking arrow to move pharmacies in order of preference. Or click Make favorite to place a star next to the most preferred pharmacy and to indicate the pharmacy is a favorite when prescribing a medication. Click Save when finished.