Open Medical History on 'Move to Chair'

Purpose:

When a patient moves from reception to the chair in the clinic, it is useful to have the patient's Medical History open automatically on the clinic screen. Most Providers will particularly want to review this Medical History with new patients.

This automated display can be optionally configured from the Medical History Configuration window.

If set, this option will cause the medical history tooltip to open in a window when a user selects either of these buttons:

• Patient preview > Move to chair.
• Side bar appointment book > Move to chair.

To configure an auto-display of the Medical History on Move To Chair

1. From the Medical tab, click the Configure button to open the Medical History Configuration.

   NOTE: Users without permissions to the Configure-Patient File screen will not see this configure icon.

   

   From EXACT v11.9 this screen includes custom settings per user that were previously configurable in User Settings.

2. Select a User from the dropdown list:

   

   The options that you configure in the User settings for box will apply to this user only.

3. Check (tick) Open Medical History on 'Move to Chair' to specify that the Medical History Form must open when this user selects Move to Chair to move the patient from reception to clinic:

   

4. Click the OK button to save.
5. Repeat this procedure for all applicable users.