Personal information

There are areas on the Personal Information page that you can hide from patients.

To hide areas on the Personal Information Page:

1. On the Settings tab, click Patient Profile.
2. In Parameters, select 1 in one of the UI.IsEditable* boxes, and then enter 0.
3. Click the Save button.

By default, patients can mark their personal profile information as incorrect. Because this can generate an excess of sticky notes, your dental institution may allow patients to view (read only), or to edit their personal profile information.

To enable patients to update their personal information:

1. On the Settings tab, click Patient Profile.
2. In Parameters, select the Security ProfileAllowUserUpdateDemographicInformation box, and enter 1.
3. Click the Save button.

When you disable the Race and Ethnicity fields as well as the “I decline to answer questions about ethnicity and race” check box, these fields appear in a read only format.

To disable the ability for patients to modify their race and the “I decline to answer questions about ethnicity and race’ check box:

1. On the Settings tab, click Patient Profile.
2. In Parameters, select 1 in the UI.IsEditableEthnicityAndRace box, and then enter 0.
3. Click the Save button.

In PatientAccess, the Race(s) and Ethnicity boxes as well as the “I decline to answer questions ...” check box are now inactive.

When you hide the Race field on the Personal Information page, you hide the ability for patients to view or select (in edit mode) one or more races.

To hide the race field:

1. On the Settings tab, click Patient Profile.
2. In Parameters, select 1 in the UI.ShowRace box, and then enter 0.
3. Click the Save button.

When you hide the Ethnicity field on the Personal Information page, you hide the ability for patients to view or select (in edit mode) their ethnicity.

To hide the Ethnicity field:

1. On the Settings tab, and click Patient Profile.
2. In Parameters, select 1 in the UI.ShowEthnicity box, and then enter 0.
3. Click the Save button.

When you hide the Preferred Language field on the Personal Information page, you hide the ability for patients to view or select (in edit mode) their preferred language.

To hide the Preferred Language field:

1. On the Settings tab, click Patient Profile.
2. In Parameters, select 1 in the UI.ShowPreferredLanguage box, and then enter 0.
3. Click the Save button.

You can configure four of the most commonly used languages, so that they always appear at the top of the Preferred Languages list.

To configure the most commonly used languages to show in the Preferred Language field on the Personal Information page:

1. On the Settings tab, click Patient Profile.
2. In Parameters, click inside the UI.CommonPreferredLanguage1 box, and enter the language code that you would like to show first on the Preferred Language list. For example, we'll enter Eng (English).

By default, the four preferred language boxes are blank.

Note: The language codes that you enter in the UI.CommonPreferredLanguage* boxes are the language codes found in axiUm, in Maintenance > Patient > Language codes.

3. If desired, enter language codes in the remaining three UI.CommonPreferredLanguage boxes.

4. Click the Save button.

In PatientAccess, on the Personal Information page, the Preferred Language drop-down list displays the four preferred languages that we configured.

You can set up custom fields to display the "Marked as Incorrect" button, or to display fields in edit mode or in read only mode.

Before you can configure custom fields in the PatientAccess CMS, you must set up custom fields in axiUm. For more information, see Set up fields on the Personal Information page.

To configure a custom field:

1. On the Settings tab, click Personal Information.

In our example, we'll configure a custom field already set up in PatientAccess called "Marital Status". The "Marital Status" custom field is set up in PatientAccess as the Patient5 field. In the (Undefined variable: General.Product2 Admin CMS), the Patient5 field corresponds to the settings "UI.ShowCustomCode5" and "UI.IsEditableCustomCode5".

2. In the UI.ShowCustomCode5 box, select 0, and then enter 1.

The custom code is set to display in read-only mode.

3. In the UI.IsEditableCustomCode5 box, select 0, and then enter 1.

Now the custom code field is editable, that is, the custom code field is a drop-down list.

4. Click the Save button.
5. Open PatientAccess, and click the Personal Information page.

The Marital Status drop-down list is displayed, and requires patients to select an option from the list.

There are five custom text fields (PatientText1 - PatientText5) that can be displayed in the Personal Information page.

Before you can configure custom text fields in PatientAccess, make sure the custom fields are set up in axiUm. For more information, see Set up fields on the Personal Information page.

To configure a custom text field:

1. On the Settings tab, click Personal Information.

In our example, the custom text field is configured with the label “Other Email Address”.

2. In the UI.ShowCustomText1 box, select 0, and then enter 1.

Now the custom text field “Other Email Address” is displayed.

3. In the UI.IsEditablePatientText1 box, select 0, and then enter 1.

Now the custom text field is in edit mode and requires patients to enter an answer for this custom field.

4. Click the Save button.

In PatientAccess, on the Personal Information page, the “Other Email Address” field is displayed under “Additional Information”. The patient can now enter an email address.

You can display emergency contact information as read-only on the Personal Information page.

To display an emergency contact field:

1. On the Settings tab, click Patient Profile.
2. Ensure that the Security.ProfileAllowUserUpdateDemographicInformation box is set to 2.
3. In a parameter box beginning with UI.ShowEmergency*, select 0, and then enter 1.
4. Click the Save button.

When you enable patients to mark their emergency contact information as incorrect, a "Mark as Incorrect" button displays on the Personal Information page.

To allow patients to mark their emergency contact information as incorrect:

1. On the Settings tab, click Patient Profile.
2. Ensure that the parameter Security.ProfileAllowUserUpdateDemographicInformation is set to 0.
3. Ensure that the ShowEmergency* parameters are set to 1.
4. Click the Save button.

When you enable patients to edit their emergency contact information, patients can make changes to their information, and then submit changes to the database.

To enable patients to edit their emergency contact information:

1. On the Settings tab, click Patient Profile.
2. Ensure that the parameter Security.ProfileAllowUserUpdateDemographicInformation is set to 1.
3. Ensure that the ShowEmergency* parameters are set to 1.
4. In the parameter boxes beginning with UI.IsEditableEmergency*, select 0, and then enter 1.
5. Click the Save button.