How to record and print patient demographics and profile

Recording demographics
Patient demographics cannot be recorded within a specific encounter note. To add an individual patient's demographics, go to the Charts section and select the patient. Within the patient's chart, select the Profile tab.  

Within the Profile, you can record the following information:
  • Free-text notes
  • Patient information - Name, preferred name, previous name, sex, date of birth and death, SSN, and record number. Use the Add more information link next to the section header to add date of death, preferred name, and previous name to the profile display. Note: Opting to remove these fields after data has been entered will permanently remove the data from the patient’s chart.
  • Contact information - Phone number(s), email address, preferred communication method, address, and appointment reminder preferences
  • Payment information - Payment preference, payer details, and guarantor details
  • Prescription settings - Select the patient's preferred pharmacy that will auto-populate when sending e-prescriptions and set prescription history retrieval settings
  • Preferred language - Search and select from a pre-populated list or indicate that the patient declined to specify. If left unanswered, the field will default to Provider did not ask.
  • Ethnicity/Race - Search for and select the patient’s ethnicity, then click Add. Race(s) will be selected automatically based on one or more chosen ethnicities. You may also select additional races or indicate that the patient declines to specify. If left unanswered, the field will default to Provider did not ask.
  • Care teams - Name, contact information, specialty, and relationship to patient
  • Next of kin - Name, relation to patient, phone number, and address
  • Family information - Patient’s mother’s maiden name
  • Additional settings - Immunization registry uploads settings
The Notes section along the right side of the Profile can be used to document additional patient information. As you scroll down or up within the Profile, these notes will remain visible for reference. This section has a character limit of 500 characters.

Be sure to click Save to save your changes to the patient demographics and profile. 

Printing demographic information
You can select to print only the patient demographics or multiple portions of the patient's chart simultaneously:
1. Click Actions in the top-right corner of the patient's chart.
2. Select Print patient chart.

3. From the Print patient chart window, check/uncheck certain portions of the chart to print. Be sure to select the Patient demographics box to include information entered in the patient's Profile. To print insurance information, check the Patient Insurance box. Then click Print.
You can also import basic patient demographics by following the instructions outlined in the articles below:


  1. How do I search for patients in the EHR?
  2. How do I customize my patient chart view?
  3. How do I complete a chart note?
  4. How do I use rich text editing when charting my encounters?
  5. How do I add diagnoses to a patient chart?
  6. How do I add a medication?
  7. How do I use flowsheets?
  8. How can I preview previous encounters and results while completing an encounter?
  9. How do I print a patient's chart or certain sections of the patient's chart?
  10. How do I print a chart note?
  11. How do I add past medical history (PMH), allergies, medications and diagnoses to an encounter?
  12. How to record and print patient demographics and profile
  13. What information is available in a patient's Timeline?
  14. How do I use the growth charts?
  15. How do I merge duplicate charts?
  16. How do I print the care plan?
  17. How do I open an existing patient chart?
  18. Can vitals be added in Metric Units or US Customary Units?
  19. How do I add advanced directives?
  20. How do I add allergies?
  21. How can I edit my signed chart note?
  22. How do I add Family Health History?
  23. What is the difference between a SOAP and Simple note?
  24. What are the Character Limits when Charting?
  25. What are the limits of simultaneous editing?
  26. What are Screenings/Interventions/Assessments?
  27. Where can I learn more about the different components of an encounter?
  28. How do I delete or deactivate a patient?
  29. How do I edit information on the Patient Summary?
  30. How can I view Diagnosis comments?
  31. How do I search for inactive patients?
  32. What are Clinical Decision Support (CDS) advisories?
  33. How do I change the date in an encounter?
  34. How do I populate the list of Frequently prescribed medications?
  35. How do I view more information for medications?
  36. Why am I receiving the error "Unable to sign" when trying to sign a chart note?
  37. How do I delete an unsigned encounter?
  38. Who can sign a chart note?
  39. How do you change the 'Seen by' provider in the new encounter?
  40. How do I add a patient?
  41. What information is required to save a patient's chart?
  42. How do I create a patient record number?
  43. How do I edit an existing SOAP or Simple Note?
  44. How do I record "Unknown Family History?"
  45. How do I pull history from one patient visit to the next?
  46. How do I refresh a patient's chart?
  47. How do I start a new note/encounter in Practice Fusion?
  48. How do I create and export a Continuity of Care (CCD) clinical document?
  49. What is the file size of a patient image?
  50. Can I move a Patient Record Number from one chart to another?
  51. How do I view or update a patient's appointment within their chart?
  52. How do I add a custom medication?
  53. How many charts can be open and how do I close them simultaneously?
  54. How do I assign a Care Team?
  55. How do I add vitals to flowsheets?
  56. How do I customize my template line settings?
  57. How do I set my patient list and Timeline default?
  58. How do I attach a document to an encounter?
  59. How do I create and update "My Dx List"?
  60. How do I add custom allergies?
  61. How do I participate in the Prolia® Safety Program?
  62. How do I document patient risk score?
  63. How do I document an implantable device?
  64. How do I document social history?
  65. How do I add Goals and Health Concerns to the patient Summary?
  66. Why am I seeing CCDA display errors?
  67. How do I manage display settings for inbound CCDAs?
  68. How do I add new Encounter Types?

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