Configuring Personal Demographic Information
Updated over a week ago

Attention: Athena is now Bonterra. Please bear with us as we update our screenshots to match our new name

The Personal Demographic Information feature in Penelope includes a series of drop-down lists for collecting demographic information for Individuals (clients). These include Race, Ethnicity, Sex and Language and the list options are representative of standards in the United States.

Use of the Personal Demographic Information feature is optional. When the feature is enabled the following will occur:

  • The standard Gender field on the Individual Profile will be re-labeled to Sex

  • The standard Language field will be hidden and replaced with a standard demographic information version on the Individual Profile page

  • A new Ethnicity field will appear on the Individual Profile page

  • A new multi-select Race field will appear on the Individual Profile page

All values for the Race, Ethnicity and Language fields are set per common standards but the values for the Sex field remain configurable. If enabled these fields will be required on the Intake Wizard and Add Individual screens and when editing existing individuals.

Enabling Personal Demographic Information

1. Navigate to System Setup page and click Agency.

2. Click the Setting tab.

3. Click Edit.

4. In the Settings section click the Enable Personal Demographic Information option.

5. Click Save.

Configure Personal Demographic Information

You can set default values in the Individual Setup on the System Administrator side.

1. Navigate to System Setup page and click Individual.

2. Click the Setting tab.

3. Click Edit.

4. In the Personal Demographic Information Settings section select the following default values for your agency.

5. Click Save.

Did this answer your question?