Patient Birth Sex and Legal Sex Fields in Provider Note and Letter Templates
Settings > Reports / EHR > Templates > Edit Template > Patient Fields > Patient Birth Sex > Insert > Save
Generate Note / Letter > Template with Patient Sex Field → Automatically Maps to Patient Birth Sex
Settings > Reports / EHR > Templates > Edit Template > Patient Fields > Patient Legal Sex > Insert > Save
What’s New
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The existing Patient Sex field is now labeled as Patient Birth Sex in template field lists.
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A new field, Patient Legal Sex, is available for selection in templates.
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Patient Birth Sex continues to pull data from the Birth Sex field in patient demographics.
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Patient Legal Sex pulls data from the Legal Sex field in patient demographics.
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Existing templates using Patient Sex are automatically mapped to Patient Birth Sex.
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Both fields are available in note templates and letter templates.
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Field behavior remains consistent across all template types.
How It Works
- Navigate to Settings > Reports > Letter Templates or Settings > EHR > Note Templates.
- Create or edit a template.
- Open the list of available patient fields.
- Select either Patient Birth Sex or Patient Legal Sex.
- Insert the selected field into the template.
- When generating the document:
– Patient Birth Sex displays the value from the Birth Sex field in demographics.
– Patient Legal Sex displays the value from the Legal Sex field in demographics. - Existing templates using Patient Sex automatically display as Patient Birth Sex without requiring updates.
Benefits
- Ensures accurate and distinct representation of birth sex and legal sex in documentation.
- Maintains backward compatibility with existing templates without requiring changes.
- Provides flexibility for practices to include appropriate demographic fields based on use case.
- Supports consistent data rendering across notes and letters.
