Viewing and using the Medical History List

The list of medical details and notes is in the main part of the Medical tab screen, arranged by date:

List contents

The list contains the patient medical history and notes, including

• Medical History Questionnaires
• Medical History Scanned Forms
• Notes
• Prescriptions

To view pop-up details of listed items

You can double-click most item types in this list to view a more detailed popup.

NOTE: There is no popup for prescriptions - you will see one line for each prescribed item though, and text as will fit on the remainder of the line. In most cases there is nothing further to show because the window is full width.

The Type column has a graphic and label to show what medical details were entered on that date:

Actions that you can perform in the Medical History List:

To Sort the list

The list is only sorted by Date, by default with the most recent at the top.

Optionally click the Date column header to toggle the sort order:

Most recent record at the top.

Oldest record at the top.

To Add a Note or a pop-up note for this patient:

Click the Add Note button and complete the Add Note dialog.

You can also add a pop-up note so that when you open this patient's records a note will appear automatically on the screen. See the Popup Notes topic.

To customise the column display:

Click and then hide / show / re-order the display columns.

To view the full details of listed medical history items:

Double-click the listed item, or select / highlight it and then click the button to view all details.

NOTE: There is no popup for prescriptions as most prescription information is already visible.

To edit a selected / highlighted list item (apart from a prescription):

Click the button or press CTRL-E.

This will open the record, and after you edit it, it will save under today's date. See Adding a Medical Note.

To view the previous (unedited) details, tick the Show Audit checkbox. The original record details are distinguished by being shown in italic type.

To show an Audit trail (history) of items in this list:

Select Show Audit. The historical details of each item display in italic type. For example:

To update / edit the Medical History configuration:

Click the 'spanner' button to open the Medical History Configuration dialog, where you can specify the custom screen used for the medical questionnaire, and customise other settings.