The Medical Alerts feature in CareStack displays a patient’s Allergies, Conditions, and Current Medications. This information is helpful when booking appointments, planning treatments, and prescribing medications. Allergies and conditions are entered through the Medical History form and are automatically reflected in the Medical Alerts section.
To see how to create new medical alerts in the system, check out the article 'Create and Manage Medical Alerts'.
Let's explore the different aspects of the Medical Alerts feature.
Topics Covered
- Access Medical Alerts of a Patient
- Add Medical Alerts from a Medical History Form
- Add or edit Medical Alerts from the Left Navigation Panel.
- Medical Alert Touchpoints
Dive deep with this detailed walkthrough video.
To access the medical alerts of a patient, perform the steps below.
- Select the patient using the Global Search Bar.
- Click Med. Alert on the left navigation panel.
| Tip: The number of active medical alerts will be displayed alongside the Med. Alert button. |
- Here, you can view the Medical Alerts (Conditions, Allergies, and Current Medications) of the selected patient.
- Hover over the Medical Alerts to view who has added it with the Date and Time.
You can see a Note icon on the Medical Alerts if any notes or follow-up questions are attached to them.
- Click the Note icon to view the attached notes or follow-up questions.
You can add medical alerts from the medical history form. Perform the steps below.
- Click Medical History (Med Hx).
- Click +Add Form to create a new medical history form.
The Conditions tab will be selected by default.
- Select Yes for the Conditions the patient currently has.
- If any follow-up questions appear, enter the response.
- Click Next.
Note: The Conditions marked as Yes will be highlighted in red. |
In the Allergies tab that appears.
- Select Yes for the intended Allergies.
- If any follow-up questions appear, enter the response.
- Click Next.
In the Current Medications tab that appears.
- You can add a new medication with +Add Medication.
- End a Medication by setting an End Date.
- Click the pencil icon to Edit the medication.
- Click Next to proceed.
Note: Once the Medical History Form is completed, patients cannot delete Current Medication, but they can remove them before finalizing the form. Practice users can delete any medication via the Medications modal in the system. |
Proceed and complete the Dental and Medical Questionnaire. To complete the form:
- Add Patient and Provider Signature OR,
- Click Print and Sign to complete the medical history form and collect the patient signature in person.
| Tip: Click Save as Draft to save your inputs and return later to edit them. |
- The selected Conditions and Allergies will be reflected on the Medical Alerts.
To add or delete medical alerts from the left navigation panel.
- Click Med. Alert on the Patient Overview.
- Click Edit.
- Click the + button (for example, + Rheumatic Heart Disease, + Allergy to Aspirin ) to add a medical alert.
- You can also utilize the Search bar to find the intended Conditions or Allergies.
- You can add them directly from the search bar by clicking a search result.
- The added items will be displayed on the right under the Active Conditions or Active Allergies section, as applicable.
- Click the 'X' icon to remove any of the conditions or allergies for the patient.
| Note: When a patient-added medical alert is deleted from the Medical History form, it remains visible in the system with a strikethrough. However, deleting a practice user–added alert permanently removes it from the patient’s record. |
To add medications,
- Click +Add Medications on the Medical Alerts popup.
- Click +Add Medication.
- You can Filter by Current and Past medications.
- Enter the Medication Name, Start Date, or End Date, as needed.
- Add a Note, if required.
- Click Add.
| Note: You can add a Past Medication to the system by specifying both a Start Date and an End Date. The End Date must always be a past date. |
- Click Save to add or update the changes.
To end an existing medication, click End Medication.
- Choose the correct End Date.
- Click End.
| Tip: You can use the pencil icon to edit the medication and the delete icon to delete the medication. |
| Note: Once a new medication is added, the Add Medication option on the medical alerts pop-up will change to Edit Medications. |
Watch this video for a comprehensive walkthrough.
Let's list out the touchpoints of medical alerts for a patient.
1. Patient Overview
- Select the patient using the Global Search Bar.
- On the Patient Overview, you can see the Medical Alerts section.
2. Medical Alerts
- Click Med. Alert from the Patient Overview page.
3. Patient Snapshot
- Navigate to the System Menu > select View All Patients.
- Click the Patient Name to view the Patient Snapshot.
- Select the Medical Alerts tab.
4. Appointment Slide-Out
- Navigate to the Scheduler .
- Click the appointment tile of the intended patient.
- You can view the Medical Alerts of the patient on the left side of the slide-out.
5. Clinical Summary
- Click Clinical Summary on the Chart Page.
- You can view the Medical History, which shows the patient’s Conditions, Allergies, and Medication on the left side of the slide-out.
6. Care Notes
- Select the Medical History Form tab in the Care Note modal.
- Here you can see the Conditions, Allergies, and Current Medications of the patient.
Related Articles:
- Set Up Adult & Child Questionnaires For Medical History Forms
- Create and Manage Medical Alerts in Practice Settings
- Add a Medical History Form to a Patient Workflow
- Configure Medical History Form Settings
Practices can use guide to learn how to add or view medical alerts and the touchpoints to access them.