Viewing Patient History

Find the patient you want to view on the Records > Clients & Patients page or click the patient name anywhere else it is available. On the client and patient page, go to the History tab (a).

You can also go to the History tab from the note book button (b) anywhere it is available, for example, next to the patient’s name in appointment details, on the consultation page or on the dashboard.

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Using and Saving Filters

On the History tab, you can use the filters (1) to select the information to view, for example, clinical notes, medicines, diagnoses etc. Some details depend on the department settings, for example, whether clinical notes saved as drafts are included in the history. Using the drop-down lists, you can specify the time period to view and whether to view the history chronologically or by consultations. You can also search for specific information using the free search field. If you want to include the patient's weight in the history data, select the Include weight checkbox.

You can save your selected filters so that the same filters are applied the next time you view patient history: in the top right corner above the filters, select the wrench tool button > Save filters (2). Note that saved filters are not patient-specific, but the same filters are applied for all patients on the History tab by default.

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