Set up fields on the Personal Information page

Set up ethnicity codes

To show ethnicity codes in Exan PatientAccess, you need to set up the codes in axiUm first, and then configure the Ethnicity field in the PatientAccess CMS.

To set up an ethnicity code to populate the Ethnicity answer box:

In the Maintenance module, click the Patient tab.
Select the Ethnicity Codes icon.
In the Ethnicity Codes window, enter a code in the Code field.
In Description, enter a description .
From the Category drop-down list, make a selection.
Click Add a new Record.

From the PatientAccess CMS, you can disable the Ethnicity field, so that it displays in read only mode as shown below.

For instructions on making the Ethnicity field read only, see Disable the ability for patients to edit their ethnicity and race.

Set up race codes

To show race codes in Exan PatientAccess, you need to set up the codes in axiUm first, and then configure the Race field in the CMS.

To set up one or more race codes to populate the Race answer boxes:

In the Maintenance module, and click the Patient tab.
Select the Race Codes icon.
Select Clear Data.
In the Race code window, enter a code in the Code field.
In the Description box, enter a description.
From the Category drop-down list, make a selection.
Click Add a new Record.
To add new race codes, repeat steps 3 to 7.

From the Exan PatientAccess CMS, you can disable the Race field, so that it displays in read only mode. For instructions on making the Race field read only, see Disable the ability for patients to edit their ethnicity and race.

Set up custom fields

You can set up two types of custom fields on the Personal Information page:

Custom code fields (editable or read only)
Custom text fields

Set up a custom code field

There are 10 custom fields (Patient1-Patient10) that you can display in PatientAccess. You set up custom code fields in axiUm, and then you configure them in the PatientAccess CMS.

To set up an editable custom field:

In the Maintenance module, click the Basic tab.
Select the Custom Fields icon to display the Custom Fields window.
From the Field drop-down list, select a field. For example, we'll select Patient5.
In the Description box, enter a description. For example, we'll enter Marital Status.

Here, we'll configure a field that requires patients to select from a drop-down list.

To make a custom field editable, click the Entry is required check box to select it.

Note: For a read only custom field, make sure the Entry is required check box is cleared.

Click Add a new Record.

Next, you need to go to Custom Codes to enter the options for the Marital Status drop-down list.

Close the window.
Select the Custom Codes icon.
From the Custom Codes Type drop-down list, select Patient5 - Marital Status.

This is the field we set up in Custom Fields.

In the Code box, enter a code. For example, we'll enter Single.
In the Description box, enter a description. For example, we'll enter Single.
Click Add a new Record.
Click Clear Data.
To continue entering options for the Marital Status custom list, repeat steps 9-13.

What's next?

Now, you need to configure the custom field in the CMS to complete the set up. See Configure custom fields.