These steps will cover how to add a Gender Identity, Pronouns, or Preferred Name in the Patient chart.
Enter gender identity, pronouns, and preferred name in Social History within the chart. Documentation done in Social History crosses encounters and automatically gets pulled into the Notes.
Navigate to Histories from the Menu.
Select the Social tab.
Click the Add button 
in the Gender and Pronouns category.
Document Gender Identity and Pronouns in the corresponding fields as appropriate.
Add Preferred Name in the Comment box if applicable.
Click OK.
The Social tab shows the documented details, last reviewed date/time, and the clinician who has updated the social history. This documentation is also visible on the Note templates that include Social History.
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NOTES: The Histories page can also be accessed by clicking the Histories component heading in Handoff Tool and Ambulatory Workflow tab. The preferred name documented in Social History does not forward to the Banner Bar. You have to use PM Conversation to update preferred name in order to display it on the Banner Bar. |
Gender and Preferred Name are captured in the patient’s registration.
You can add, modify, or delete Preferred Name by using PM Conversation.
Click the drop-down arrow beside PM Conversation and select Update Patient Information.
In the Update Patient Information window, click on the Preferred Name field and add the patient’s preferred name.
Click Complete.
If you need to print new labels and facesheet, deselect Do not print documents.
Click OK to close the Document Selection window.
Refresh the screen to populate the patient’s preferred name on the Banner Bar.
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NOTES: To modify the preferred name, edit the existing entry in the Preferred Name field and click Complete. To remove the preferred name, delete the existing entry in the Preferred Name field and click Complete. Refresh the screen to update any changes displaying on the Banner Bar. |
Update Patient Demographic Information
Add Gender Identity, Pronouns, or Preferred Name in FirstNet
Patient Demographics Information and Gender Sensitivity Summary
Ambulatory Nurse
Inpatient Nurse
Gender identity
Preferred name
Social history
sex
Last Updated:March 24, 2022
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