A patient’s medical history can be accessed by clicking the blue textbook icon anywhere it is visible. The icon is displayed next to a patient’s name, including within various areas such as within a consultation, within the patient card, and on the main dashboard.
By clicking the textbook icon, a detailed patient history screen prompt is opened. Here you can filter the displayed history by choosing the desired time period, then selecting which records are included within the displayed history. Additionally, you can select how the records are displayed and in what order. By utilizing the print and email buttons, the patient history can be printed and/or emailed as needed.
TIP: Desired filter settings can be saved for future use by utilizing the wrench icon located on the right side of the screen.
TIP: If a patient has had a change in ownership, details are provided in the client/patient signalment of the upper right-hand corner indicating this has occurred, and as of what date.
What are the options to customise the process?
Draft notes in patient history
Settings > General > Department > Department settings > Display draft clinic notes in patient history
You can use this department setting to control whether draft clinical notes are displayed within a patient history.