Customizable Client Demographics and Reports

You now have an option to include custom fields in your view of your client’s profile, and you can generate reports based on fields!

TherapyAppointment has incorporated additional, optional client demographic settings and reporting. This can be extremely helpful for non-profit entities who need to gather data in order to write grants or report to a board of directors.

Within this Article:

• Set Up Customizable Client Demographics
• New Client
• Edit Customizable Client Demographics
• Demographic Reports

To configure these additional demographics, go to:

• Practice Settings (left menu)
• Click Client Demographics (top right tab)

From here, you can sort from our generated list of optional additional client demographic settings.

Scroll down the list to see more options.

From top to bottom we have:

• 10 customizable fields that supports free text input
• 1 additional searchable field that supports free text input (this shows up on the client search too)
• Additional, pre-formatted advanced demographics that we've built

There are two check marks: Enabled, and Required

Means the demographic is 'live' and any staff can:

• View or edit the enabled demographics in the client's profile
• Or when creating a new client (discussed below)

This means when a staff member is editing the client's personal information (top profile section) or when creating a new client, an answer for that demographic is required to be entered before that section can be saved.

• We support up to 10 customizable fields at the top
• Answers are 'free text' entries that staff can enter for clients in their profile
• They also show up on the reporting side of things as well!

To edit, simply click the edit icon shown below:

Then enter the name of your custom demographic. Afterwards, click the save icon, shown below:

When creating new clients, customizable client demographics are also a part of this process.

Any fields set to required would need to be completed before creating a new client:

Editing these is as easy as editing any other client demographic!

Once properly configured, head to the client's profile:

• Clients (left menu)
• Click the client's name
• In the top section Personal Information click the edit icon (top right):

• Make your necessary demographic changes (dropdown or manual entry)
• When finished click Save (top right)

To view a report of your customizable client demographics, navigate to:

• Reporting (left menu)
• In the far right column, select Explorer:

Below will be a list of clients and client details (including the demographics) that match the filters on the right:

Features:

• Quickly go to Demographic Settings to manage or edit (top right blue button)
• Search by keyword (below graphics above client results)
• Want this list of clients and info in your own spreadsheet file? Use Export CSV (far right blue button)

Video:

Columns:

• Name
• Client Added Date
• Account #
• Client Status
• Therapist
• Date of Birth (DOB)
• Gender
• Any other customizable client demographics you've enabled will be listed here

Filter by:

• Date client was added into the system
• Client Status
• Therapist(s)
• Search field for almost all column fields (below pie charts, above client list)