Managing your clinic social history lists

When you record a patient’s social history (see Social history), if the option that users want is not available in a list, users with administrator authority in Wolf EMR can customize the following lists:

Language

Marital Status

Income Type

Education

Steps

1. From the Wolf EMR home page, click Configuration.
2. To manage the Language list, perform the following actions:
a) From the Configuration menu, choose View > Patient Data Codes > Languages. The Patient Language Maintenance window opens.

b) Perform one of the following actions:

If you are modifying or deleting a language, click the InternalWolfID of the language.

If you are adding a language, at the top of the window, click .

The language opens in the Data tab.

c) To modify the language name, in the Language field, modify the name.
d) To remove the language from the drop-down list, in the Patient Language Maintenance menu, click File > Delete (Ctrl + D).

Tip: Can’t see your new or modified language in the list of languages? Try closing and then reopening the Patient Language Maintenance window.

3. To manage the Marital Status list, perform the following actions:
a) From the Configuration menu, choose View > Patient Data Codes > Cohabitation Types. The Cohabitation Types window opens.

b) Using the following table, modify the marital status list as needed.
To do this... Follow these steps...

Modify a marital status name

4. Click the marital status. In the Description field, modify the name.

Remove a marital status

5. Click the marital status. From the Cohabitation Types menu, choose File > Delete.

Add a marital status

6. At the top of the window, click (Ctrl+N). In the Description field, type the marital status name and click .
7. To manage the Income Type list, perform these following actions:
a) From the Configuration menu, choose View > Patient Data Codes > Income Types. The Income Types window opens.

b) Using the following table, modify the items as needed.
To do this... Follow these steps...

Modify an income type name

8. Click the income type. In the Description field, modify the name.

Remove an income type

9. Click the income type. From the Income Types menu, choose File > Delete.

Add an income type

10. At the top of the window, click (Ctrl+N). In the Description field, enter the income type name and click .
11. To manage the Education list, perform the following actions:
a) From the Configuration menu, choose View > Patient Data Codes > Education Levels. The Education Levels window opens.

b) Using the following table, modify the items as needed.
To do this... Follow these steps...

Modify an education level name

12. Click the education level. In the Description field, modify the name.

Remove an education level

13. Click the education level. From the Education Levels menu, choose File > Delete.

Add an education level

14. At the top of the window, click (Ctrl+N). In the Description field, type the education level name and click .
15. When you are done, click Save . The list is updated with the new or modified option.