Contents of Demographics:
Patient Details:
Account Number: Generating the patients account number.
Patient Name: Patient name should be entered in the format of Last name, First
name, Middle Initial.
Date of Birth: DOB should be entered in the format of MMDDYYYY format. (For e.g. 21st July 1979 should be entered as 07/21/1979).
Sex: Patient Gender should be mentioned in this field. For e.g., Male/Female/Unknown.
Marital Status: This field should be filled with the details of his/her marital status. For e.g. Single/Married/Divorced/Unknown
SSN(Social Security Number): SSN number is issued by Social Security Administration. It is a 9 digit numerical number issued for all the citizens of US. For e.g., 232-65-3656
(First three number denotes the Area, and the next two number denotes the group and last four digit is the serial number.
Residential Details: Patient complete residential address should be entered. Patient street address should be entered in Address line 1 and if any (APT#, Unit#) should be entered in Address line 2 followed by city name, state and Zip code. Patient Zip code should contain only 5 digit numerics
Telephone Number: Telephone number should contain 10 digits numerics. (For e.g. (403)-243-6546. In this example, first three digit denote area code of the patient and the next three digits represents the group.
Email address: Patient email address should be entered if provided in the demographic sheet.
Spouse Information: If patient is married and spouse information is given, then his/her spouse information should be furnished.
Emergency Contact information: Emergency contact details if any should also be entered while registering demographics.
Employer Details: (a) Name of Employer: Patient employer name should be entered in case of billing WC (Workers Compensation) this field should be entered mandatorily.
(b) Employer address & phone number : Employer’s complete address & phone number should be entered.
(c) Type of business: Patient business or occupation details should be furnished while registering demographic details.
Guarantor Details: (a) Name of Guarantor: Person who is responsible for payment if patient fails to pay is known as guarantor. Name, address and telephone #, SSN should also be entered followed by his name.
Insurance Details:
• Name of the Insurance: Insurance name should be selected from the Insurance master provided in the software.
• Number of Insurance polices: If the patient has more than one Policy coverage, then it should be entered in the order of primary, Secondary and tertiary.
• Policy Id Number: Coverage id should be entered. This Identification number varies based on the insurances. (For e.g., Medicare-9 digit SSN + one Alpha)
• Group Number/Name: Group number or Group name should be entered to identify under which group the patient has enrolled.
• Name of Subscriber: Person who owns the policy is known as subscriber. Under his policy he or his dependents can enjoy the benefits. While registering insurance info policy details should be entered.
• Relation to subscriber: Here you have to mention the relationship to subscriber with the patient like self, spouse, child etc.,
• Effective date & Termination Date of the policy: Start date of policy should be entered. From this effective date only patient can enjoy his benefits on the coverage that he/she has enrolled. termination date should also be furnished while entering demographics details.
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