Client Demographics is the area that contains required, and optional, fields when adding a new client . This resource thoroughly explains each option available when adding a new client.
IMPORTANT: Some options explained below are ONLY available based upon the products and services your organization uses. Those will be noted accordingly.
This resource will be organized by the field section of the Demographics section.
Demographics
Field | Notes about Functionality |
|---|---|
Modules | Defaults based on products/services purchased
|
Name | Required |
Date of Birth (DOB)/Age | Required Age automatically calculated once DOB is entered Information pulls into Client Report Templates |
Gender | Required Information pulls into Client Report Templates |
Address | Required Information pulls into Client Report Templates |
Client ID # | Optional A placeholder in the system allowing companies to add their own internal client ID. |
UCI # | Optional A placeholder that captures the UCI number, used mainly by California providers |
Client Order | Optional Allows companies to assign an order number to a client and search/filter client list by this number  |
Reason for Referral | Optional Free text area for internal documentation regarding reason client was referred for services |
Notice of Privacy Practices Provided to Client | Optional Date that privacy practices, HIPAA compliance procedures were shared |
Location/Facility | Required Client can only be assigned to 1 location
|
Status | Required Client must be set to an ACTIVE status to have full access to programming, data collection, and scheduling |
Service Intensity | Required
|
Kareo Patient ID | BILLING CUSTOMERS: The ID number assigned by Kareo |