Create and Manage Medical Alerts in Practice Settings

Medical Alerts consist of Conditions and/or Allergies. You can categorize and add a group of conditions/allergies or add them separately to the system. To add categories, you need to enable categorization. If you do not need categories, keep the categorization disabled and add conditions or allergies as individual items.

Topics Covered

• Add a New Condition or Allergy
• Add and Manage Categories

Add a New Condition or Allergy

Watch this video for a concise summary.

To add a new condition or allergy, perform the steps below.

• Navigate to the System Menu > select Practice Settings > Medical History Forms > Medical Alerts.

• Select the Condition or Allergies tab as needed.
• Click the + Add Condition or +Add Allergy.

An Add Condition/Add Allergy modal will appear,

• Choose the language as English or Spanish, as needed.
• Enter the Name of the condition/allergy.
• Choose whether Pre-Med (Pre-Medication) should be required for the condition/allergy.
• To add follow-up questions, select Add Additional Questions for the'Yes' Answer. 
• Click Save. 

Note: Drag and drop essential components from the Form Components section on the right to build the form.

• A toast notification will appear on the top right stating, 'Allergy or Condition created successfully. '

Add and Manage Categories

Explore this video for an in-depth walkthrough.

To add categories, 

• Click the Enable Categories toggle button.

• Select the Conditions or Allergies tab, as needed.
• Click +Add New Category.

• Enter the Category Name.

Tip:

• The category name can consist of both alphanumerical and/or special characters as preferred.
• You can enter a Spanish Name, if needed.

• Select the Conditions or Allergy from the left.
• Click the Right Arrow icon to confirm the conditions or allergies.
  • The selected conditions or allergies will be moved and displayed on the right under the Selected Condition or Allergy section
• Click Save.

• A toast notification will appear on the top right stating, 'Category created successfully'.

Tip: Use the Search option to find the required Condition or Allergy.

Note: When you select Add New Category and search for an Available Condition but do not find one, you will have the option to Add a New Condition. To learn about adding conditions, click here.

Tip:

• The 'i' icon next to a Category indicates that 'Spanish translation is not configured for this category.'

• The 'i' icon next to a Condition or allergy indicates that 'Spanish translation is not configured for this medical alert.'

• If a category is present with a zero condition or allergy, a message will be shown on the top stating, 'Categories with no active conditions/allergies will not appear in the Medical History (Med.Hx) Form.'

To deactivate or activate conditions/allergies from a category:

• Select the required Conditions/Allergies.
• Click the Actions drop-down menu.

• Select Activate or Deactivate as needed.

To rearrange the order of conditions/allergies:

• Click Rearrange.

• Click and drag the Condition/Allergy upwards or downwards to change the order.
• Click Save.

To move conditions/allergies to another category:

• Select the required Conditions/Allergies.
• Click Move to Category.

• Select the required Category to be moved to.
• Click Move.

You can add a new category while moving a condition or allergy:

• Enter the preferred name of your new category. As the category does not exist, an option will be displayed to create a new category with the same name.
  • Click the +Create option to add a new category.

• Enter the English and Spanish Name for the category.
• Click Save.

To edit a category from the grid:

• Click the three-dot menu.
• Click Edit Category.

• Edit the Category Name, if needed.
• Add or remove Conditions or Allergies.
• Click Save.

To delete a category:

• Click the three-dot menu.
• Click Delete Category.

• Click Delete on the confirmation modal. Once the category is deleted, the conditions or allergies that existed in that category will be moved to 'Others'.

To check a preview of how the conditions or allergies are displayed in a medical history form:

• Click See Preview.

Note: The Preview and Rearrange functionality will still function with the categorization disabled.

• The Preview of a medical history form will be displayed in a modal.

Tip: You can see how the categories are displayed in a medical history form on the image below.

• When enabled, the categories will be displayed in the Medical Alerts modal as shown below.

Note: Any updates to Medical Alerts will only apply to newly added forms.

Related Articles:

• Set Up Adult & Child Questionnaires For Medical History Forms
• Add & View Medical Alerts for a Patient
• Add a Medical History Form to a Patient Workflow
• Configure Medical History Form Settings

Practices can use this simple guide to learn how to create new medical alerts or manage existing ones in the system.