The Demographics tab contains two panels – Demographics and Identification.
Demographics Panel
Contact demographics are optional and only need to be entered if your agency tracks this information for reporting or funding purposes.
All dropdown list fields at the Demographics tab may be customized for your agency at Choice Lists.
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Ethnicity |
Choice Lists->Ethnicity
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Gender |
Choice Lists->Gender
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Country of Birth |
Choice Lists->BirthCountry
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Country of Citizenship
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Choice Lists->CountryOfCitizenship
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Military Service Experience
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Choice Lists->MilitaryServiceExperience
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Marital Status |
Choice Lists->MaritalStatus
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Identification Panel
The Identification panel allows identification records related to the contact to be entered, edited, viewed or deleted.
An identification record for social security number will populate in the identification panel after the contact is entered into the database, whether a social security number was entered on the intake page or not. This record may be edited, and a SSN added or removed, but the social security record itself cannot be deleted. If your agency does not track contact social security numbers, then this record may be ignored.
The following fields display at the identification data grid panel:
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Start Date |
The contact’s intake date, unless edited in the record. |
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Identification Type |
The type of identification. |
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Document or ID Number |
Text field to enter the document name and/or document number. The social security number would be entered into this field. |
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Creation Date |
System-generated date indicating the date the identification record was entered in the database. |
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Edit |
Click to open the identification record for editing. |
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Delete |
Click to delete the identification record, after verification. |