March 31, 2021


Updating demographics and adding a preferred name

There are times when a provider receives demographic information from a patient or family that has not been documented by the front desk or scheduling team. Providers have the ability to update certain parts of the patient demographics. Here are the basic functions and some cautions:

Providers should update only patient phone numbers, patient email addresses, emergency contact, and family contact information, and the patient’s preferred name (or nickname)


Accessing: The Demographics function can be accessed from several places, but the easiest is by clicking on the patient’s name in Storyboard. This opens the Demographics Activity.

Updating: There are 4 sections that providers may update:

Patient phone numbers

Patient email address

Patient emergency contact/family contact information

Patient preferred name (Nickname)