Template Demographics for EMR Templates (Age, Gender, Diagnosis)

This article describes the functionality available for Template Demographics within the EMR, additional configurations can also be made to Intelligent Intake templates (read more)If you DO NOT have access to Setup > Templates, then you will either need to have your permissions changed via Roles. However, it is recommended that you reach out to Support with a Template Change Request Form (TCRF) click the following link for more information about Template Customization.

Executive Summary

Visually mark entire Template Categories as unnecessary for the provider/ancillary staff within the EMR based on the patient's Age, Gender, and/or Diagnosis.

Template Demographics Use

Template Demographics were introduced to allow providers to visually exclude the need to navigate Template Categories, "Blue Bars", that is only to be used under specific scenarios. An example of this is a Physical Exam template; There may be Gender, Age, and/or Diagnosis specific sections on the template that should only be completed when a patient matches this criterion. Template Demographics are used to grey out Blue Bars that are not pertinent to the patient loaded in the EMR. This will not exclude the inputs selected within a User Template Default, or exclude the use of this section by the user documenting the template. This feature provides the visual indication that the Template Category is irrelevant to the selected patient.

Screen Definitions & EMR Effect

Using the corresponding numbers shown in the above screenshot, reference the below definitions and their corresponding effect in the EMR.

Section 1: Toolbar & List

This section holds the buttons related to setting up new, deleting existing, and saving changes to different Template Demographic setups. You may select the existing setup to see the current configuration and where this is currently being used by referencing Section 3. Unlike the functionality described in Section 2, there are no EMR effects to describe in Section 1.


The save button, floppy disk icon, will immediately apply the changes to the assigned templates seen in Section 3, if the EMR is already loaded you may need to Reset the Current Window in order to see the changes take effect.


The new button, white paper icon, allows a user to create a new Template Demographic type.


The delete button, red X icon, is used to remove a Template Demographic type from the list, these changes will occur immediately and can not be undone. It is not recommended to delete these types so they can be referenced later. It is best practice to disassociate the associated templates and leave the Template Demographic item in the list.

Demographic Setup List

The list, directly below the toolbar in Section 1, contains all existing Template Demographic types. Selecting an item in the list will allow the user to view/modify the configuration.

Section 2: Configuration

This section holds the configuration options that affect both EMR & Intake Templates, this article describes the functionality of these configurations and their effect within the EMR. To understand what effect these changes have within the Intelligent Intake, please read: Template Demographics for Intake Templates. In either case of EMR or Intake, multiple configurations within the same Template Demographic type will narrow the number of patients who are expected to complete the assigned Template Category (ex. Patient is 65 or older AND the patient is Male. As opposed to, the patient is 65 or older OR  the patient is male).


The name is an internal description for the Template Demographic type. This can be named at the user's discretion, but it is recommended that this adequately describes the purpose/use of the type. The Name will NOT be displayed anywhere outside of the setup screen and setup of the Template Categories.


Based on the gender of the patient (from Patient Setup > Demographics), the specific Template Category (Blue Bar) will be grayed out within the EMR when the associated template is loaded for a patient that falls outside of the selected criteria.

Options Available: Male, Female, Unknown

In the above scenario, a female infant patient was seen in the clinic and the GU Exam template was loaded. Template Demographics were configured to constrain the Male / Female GU Exam sections to look for specific genders and the Infant category was configured to take age into account. If the patient does not match ALL criteria set up for that Template Category it is greyed out for the user documenting the visit. Since the patient was in fact female and was younger than the top limit configured for the "Infant GU Exam" category, both sections are enabled.


Based on the age of the patient (calculated from DOB in Patient Setup > Demographics), the specific Template Category (Blue Bar) will be grayed out within the EMR when the associated template is loaded for a patient that falls outside of the selected criteria. The section will be enabled for patients that are within the range of the configured Template Demographic.

Options Available
The age range can accept a top and bottom limit for the age range, but neither is required. You may set up the Template Demographic to only look for patients 35+ years old without having to set a top limit. 

>= Age | Greater than or equal to
Age | Greater than
= Age | equals
Age <= | Less than or equal to
Age <  | Less than

If the display for the Age range is unclear it is helpful to think of it as:
[XX.1] [Operator.1] Age [Operator.2] [XX.2]
"Age is [Operator.1] [XX.1] year(s) old, and Age is [Operator.2] [XX.2] year(s) old"

ICD9 Codes (accepts ICD10)

The diagnosis configuration, titled 'ICD9 Codes', is not limited to ICD9 codes, ICD10 codes are also accepted in this field. All entries must be comma separated and should not include a period "." in the code. This list will be compared against the patient's problem list. Active problem list entries matching any of the codes will include the patient within the Template Demographic. Patients without matching ICD10s will display a grey-colored Template Category.

Example Input: N183, N184, N185, N186

Section 3: Assigned Templates & Categories

The third section contains the list of currently assigned templates & the specific Template Category affiliated with the selected Template Demographic. This section contains a list with 3 components: Type, Template, and Category. This corresponds to Chart Tab, Template Name/Description, and Blue Bar Name/Description (respectively).

Assignment List

As described above, the list will contain all currently assigned Template Categories affiliated with the selected Template Demographic. This is simply a view of the list, no modifications are made here. Assignments to Template Demographics are done within the Template itself within the individual Template Category.