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.
TIP: Desired filter settings can be saved for future use by utilizing the wrench icon located on the right side of the screen.
How To Email Patient Medical History Records
By utilizing the green "Email" button, the patient history can be emailed. Once the "Email" button is selected, the history window updates, as shown below, to offer email communication fields.
- Confirm the recipient email addresses that you will be sending the records to. Using the 'Update email to client's information' checkbox you can easily update the client's information automatically if needed
- Complete any message text you wish to include in the email message. Using the "Text templates" button, you can quick-select any pre-defined text templates in place of manually typing a message body
- Select any file attachments you wish to send along with the history records
- Select "Send"
How to Print Patient Medical History Records
By utilizing the green "Print" button, the patient history can be printed. Once the "Print" button is selected, a PDF copy of the history will generate in a new browser tab. From here you are able to print the history using the print icon.
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.