The Demographics Profile setting controls which optional fields appear to patients across the patient portal, kiosk, the demographics form, and online booking. This guide covers where to find the setting, which fields can be hidden, and how hiding a field externally differs from removing it internally.
Where to find it: Settings → Communications → Patient Portal and Kiosk → Demographics Profile
What This Setting Controls
The Demographics Profile acts across the program in four places at once:
- The patient portal
- The kiosk
- The demographics form when sent to a patient
- Online booking
- Prospect Registration
From this one setting, you can choose to include or exclude specific optional fields from all of these patient-facing surfaces.
Fields You Can Hide
The following optional fields can be hidden from the Demographics Profile (all are included by default):
- Insurance
- Payment information
- Gender identity
- Race
- Ethnicity
- Programs
How to Hide a Field
1. Go to Settings → Communications → Patient Portal and Kiosk.
2. Locate the Demographics Profile section.
3. Select Hide for any field you want to remove from patient-facing views (Insurance, Payment information, Gender identity, Race, Ethnicity, Programs).
4. When a field is hidden, that section moves to the bottom of the portal setup page.
5. Click Save.
Verifying the Change
You can confirm which fields are showing from either side of the system:
- Internally: Go to the patient's page, open the Action menu → Profile. This shows the internal (staff-facing) view of the demographics form.
- Patient-facing: Refresh and review the patient's portal view — fields you hid will no longer display there.
- Online booking: The same hidden fields will also disappear from the online booking flow.
Important Notes
Hiding a field externally does not remove it internally. For example, hiding Insurance from the patient-facing portal keeps the insurance information available on the internal patient profile — staff can still view and manage it there. It is only removed from the patient-facing demographics form.
When sent via e-mail the payments and insurance sections are not available.
Quick Reference
- Patient Portal: Affected — Yes
- Kiosk: Affected — Yes
- Demographics form (sent to patient): Affected — Yes
- Online Booking: Affected — Yes
- Internal Patient Profile (staff view): Not affected — hidden fields remain visible internally