Demographic Updates Queue (DUQ)

The Demographic Updates Queue lists the changes that patients have submitted via MYIO. To prevent incorrect information from being entered by mistake or otherwise, the practice needs to verify the information given by the patient. Once demographic updates are saved, they may be found in Persons & Institutions | Patients | select patient | Demo tab. Once insurance updates are saved, they may be found in Persons & Institutions | Patients | select patient | Ins tab.

Accessing the Demographic Updates Queue

Navigate to Dashboard | Action Items

Click Demographic updates to access the "Demographic Updates" tab

Click Insurance updates to access the "Insurance Updates" tab

OR Navigate to Tools | Demographic Updates Queue from the left menu 

Table Navigation Tips

Top right icons: 

	Removes all filters that have been set for any field
	Refreshes data if any changes were made

Column Filtering Tools:

• Filter Icon: Click on icon and check boxes to display selected column data, click OK to save filtered selections  
• Reorder arrow: If clicked, updates list order to ascending or descending  
• Search Icon Field: Type in text to select specific column data

Demographics Updates Tab 

Displays list of patients who submitted updates through MYIO.

Columns: 

• Selection checkboxes: click header checkbox to select all
• Date: date and time of submission
• Patient ID: identification used in Valant for the patient 
• Name: patient name
• Update Type: any entry made after January 8, 2024 will have an update type
  • Onboarding: information entered during the MYIO onboarding process
  • Contact Info: changes to address, phone, email, etc. made by the patient via the My Account section of MYIO after they have set up their account
  • Personal Info: Changes to any other info that isn't contact related

Saving Submitted Demographic Updates 

Individual 

Click on a row, review "Updated Values", click Save

Batch action

Click top checkbox to select all, or click boxes to the left of individual rows

Click Save from "Batch Action" drop down

Insurance Updates Tab 

Displays list of patients who submitted insurance updates through MYIO.

Columns: 

• Date 
• Patient ID 
• Name 
• Update Type 

Saving Submitted Insurance Updates  

Click on a row, review update submissions, select insurance "Type" from drop down list, click Save

Saving or Adding Insurance Card Photos

Click on a card icon to add a photo