Clinical and Demographics Report
Overview
The Clinical and Demographics Report provides an expanded view of client demographic details along with key clinical information such as diagnoses, medications, and clinical team assignments. This report includes caseload security to ensure users only see data they are permitted to access.
Step 1: Accessing the Clinical and Demographics Report
To access the Clinical and Demographics Report:
- Select More from the left sidebar.
- Select Reports.
- In the Report dropdown, select Clinical and Demographics Report.
Step 2: Using Report Filters
You can refine the report results using the following filters:
Chart Creation Start Date – Select the start date based on the chart creation date. Defaults to the first day of the current month.
Chart Creation End Date – Select the end date based on the chart creation date. Defaults to the current day of the current month.
Last Appointment Date Start – Select the start date to filter clients based on their last appointment date.
Last Appointment Date End – Select the end date to filter clients based on their last appointment date.
Principal Clinician – Select a clinician to display client details for whom the selected clinician is assigned as the primary provider. Leave this field blank to include clients for all clinicians.
Clinical Team – Select a clinician to display clients where the selected clinician is assigned as part of the clinical team. Leave this field blank to include clients for all clinical teams.
Location – Select a location to display clients associated with the selected location (site). Leave this field blank to include all locations (sites).
Current Diagnoses – Enter a diagnosis code to filter clients by current diagnoses. This filter supports diagnosis codes only and does not support free-text searches.
Current Medications – Enter the exact medication name to display clients whose current medications match the entered value. Partial medication names are not supported for search.
Client Status – Select a client status (Active, Inactive, Pending, or Test). Leave this field blank to include clients in all statuses.
Client – Select a client to display details for a specific client. Available clients are limited based on caseload security. Leave this field blank to include all accessible clients.
Step 3: Running the Report
First Name: Displays the client’s first name as recorded in the chart.
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Last Name: Displays the client’s last name as recorded in the chart.
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Preferred Name: Displays the name the client prefers to be called.
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Chart ID: Displays client's Chart ID.
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DOB: Displays the client’s date of birth.
Sex: Displays the client’s biological sex as selected from the dropdown options.
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Gender: Displays the client’s identified gender as selected from the dropdown options.
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Preferred Email: Displays the client’s preferred email address.
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Preferred Phone: Displays the client’s preferred phone number.
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Preferred Address: Displays the client’s preferred address.
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Marital Status: Displays the client’s current marital status.
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Religion: Displays the client’s stated religion, if provided.
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Veteran Status: Indicates whether the client is a military veteran.
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Race 1: Displays the client’s primary race selection.
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Race 2: Displays the client’s secondary race selection, if applicable.
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Ethnicity 1: Displays the client’s primary ethnicity.
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Ethnicity 2: Displays the client’s secondary ethnicity, if applicable.
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Nationality: Displays the client’s country of citizenship or origin.
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Preferred Language: Displays the language the client prefers to communicate in.
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Disability: Indicates whether the client has a recorded disability.
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Employment Status: Displays the client’s current employment status.
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Sexual Orientation: Displays the client’s stated sexual orientation.
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Income: Displays the client’s reported income range.
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Education Level: Displays the highest level of education completed by the client.
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Family Size: Displays the total number of family members in the client’s household.
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Primary Insurance: Displays the client’s primary insurance provider on file.
Primary Insurance Copay: Displays copay amount associated with the primary insurance.
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Secondary Insurance: Displays the client’s secondary insurance provider, if available.
Secondary Insurance Copay: Displays copay amount associated with the secondary insurance.
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Other Insurance: Displays any additional insurance information on file for the client.
Other Insurance Copay: Displays copay amount associated with the additional insurance.
Current Diagnoses – Diagnoses from the most recently compiled clinical note, displayed as a comma-separated list.
Current Medications – Active medications recorded in the client chart, displayed as a comma-separated list.
Custom Field 1 – First configured demographic custom field, including the field label and value.
Custom Field 2 – Second configured demographic custom field, including the field label and value.
Custom Field 3 – Third configured demographic custom field, including the field label and value.
Clinical Team – Clinicians assigned to the client’s clinical team, displayed as a comma-separated list.
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Status: Displays the client’s current chart status (e.g., Active, Inactive).
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Created At: Displays the date the client’s chart was created in the system.
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Last Appointment Date: Displays the date of the client’s most recent appointment.
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Last Appointment Status: Displays the status of the client’s most recent appointment (e.g., Completed, Canceled, No-show).
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Last Note Date: Displays the date of the most recent clinical note documented for the client.
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Principal Clinician: Displays the name of the clinician assigned as the client’s primary provider.
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Location: Displays the site or practice location associated with the client’s record.
Caseload Security
This report enforces caseload security to protect clinical data:
Users with Clinician’s Charts Only access see only clients where they are assigned as the Principal Clinician.
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Users with Clinical Team’s Charts Only access see clients where they are assigned as the Principal Clinician or included as part of the clinical team.
See Also
Working with Reports - Learn how to navigate reports, assign roles and permissions, and use common reporting functions.
Grant User Access to Reports - Understand the impact of restricted access and how to grant users permission to view reports.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
Need Help?
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com
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