Configuring a printable patient Medical History

You may need to configure a printable version of the questionnaire for a patient to complete, and to allocate time before the patient's next appointment so that there is time for their history to be updated.

Both of these can be configured from the Medical History Configuration screen, which you access from the Medical tab:

To configure a printable form for the patient's Medical History:

1. First ensure that a printable custom Medical History Form has been created from the Patient File Configuration > Custom Medical Questionnaire.

   If you need to create a new custom screen, or edit an existing one, you can do this (provided you have the appropriate security permissions) via the Configure > Custom Screens menu item.

2. In the Medical tab, click the Configure (spanner) button to open the Medical History Configuration screen, and then select the Custom Medical History option:

   

3. Specify the custom screen used for the medical questionnaire by any of these methods:
   • Select from the dropdown menu:

     

   • Type the appropriate code.
   • Select with the (up/down) buttons.
   • Click the (List) button to display the available options, select an option, and then click OK:

     
     

   This questionnaire has been configured from the Patient File Configuration > Custom Medical Questionnaire. If you need to create a new custom screen, or edit an existing one, you can do this (provided you have the appropriate security permissions) via the Configure > Custom Screens menu item.

4. Browse for the Printable Version. This allows you to specify the name of the document template file that can be printed. Enter the name of the template file, or click the button to open the Document Details window to find it or to create a new one.
5. If you wish to have the patient answer a medical questionnaire at their next appointment, you can allow extra time for this prior to their next appointment. To do this, specify how many minutes early they are required to be, in the If MH needed request pt come in x minutes early field.

   This extra time consideration propagates through to both SMS and Letter reminders, with a merge field that states "Please arrive XX minutes before your appointment time to update your medical history."