Medical Information

The Medical Information popup records a patient's allergies, medications, conditions, medical history, and referrals. Open it from the Medical Information card on the patient's dashboard, on its + button.

The Medical Information popup

Allergies, medications and conditions

Three sections — Allergies, Current Medications, and Medical Conditions — are chip lists. Click a chip to mark that it applies; click it again to clear it. Each section has an Others box for anything not in the chips.

History and references

Two sections are tables you build row by row:

  • History — past procedures, with a year, the procedure, and notes.
  • References — referrals, with where, who, the procedure, and notes.

Click New Entry to add a row, fill it in, and use the row's trash button to remove one.

Tips

  • Your changes save when you close the popup, not as you type.
  • The History year takes up to four digits.
  • If the fields are grey and the chips don't respond, your account can only view a patient's medical information. Ask your office manager for permission to edit it.

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