Add a Medical History Form to a Patient Workflow – CareStack: User Resource Center

Managing medical history forms is crucial for patient care in dental practices. It simplifies the process for practices to create and handle these forms. Patients can conveniently update their medical history using the Kiosk and Patient Portal. Additionally, practices can effortlessly access a patient's profile to add a new Medical History Form, which can be completed electronically or on paper.

Ideally, the patient can read the related articles of this workflow in the following order.

1. Add a Medical History Form to a Patient Workflow (Current Article)

2. Create and Manage Medical Alerts in Practice Settings

3. Set Up Adult & Child Questionnaires

4. Configure Medical History Form Settings

5. Add & View Medical Alerts for a Patient

Add a Medical History Form

Let's explore how to access and manage medical history forms. To learn how to configure medical history form settings, click here.

Watch this video for a step-by-step explanation.

Select a patient using the Global Search Bar.

Click Med. Hx. from the left-hand side panel.

On the top right of the Medical History Forms page, click + Add Form.

You will have access to a form where you have to fill out the following:
- Conditions
- Allergies
- Current Medications
- Dental Questionnaire
- Medical Questionnaire

To learn how to add or modify conditions to the system, click here.

The form begins with Conditions and Allergies.

Select Yes, No, or I don't know to mark the required conditions and allergies for the patient.
Click +Note to add any additional information.
On completion of each section, click Next.

Note: When you select Yes for a condition or allergy, the line item will be highlighted in red to quickly identify the conditions and allergies of the patient.

Note: If you do not have any Conditions and Allergies you can select Mark all as No and select Next.

Note: Conditions and Allergies may be grouped as a Category. You can click Mark as No for the whole Category if needed. To collapse the category section, click on the arrow button on the right.

In the Current Medications section, click on + Add Medication.

Enter the Medication Name, Start Date, and End Date.
Add a Note to highlight any additional information for the medication.
Click Add once the note has been added.

Note: Medication Start Date and End Date are optional fields and can be left blank if the information is unavailable.

You can End Medications or Edit using the pencil icon if needed.
Once you have added the necessary medications, click Next.

Fill in the Dental Questionnaire and Medical Questionnaire.
- To learn how to set up an adult or child questionnaire in the practice settings, click here.
- Click + Note to add any notes against each question.
- Once you have completed a questionnaire, click Next to proceed to the next section.

Select the intended Provider. You can change the provider whenever needed.

Once the form has been filled, It can be completed by either of the two steps given below.

Enter the Signature of Patient and the Signature of Provider by clicking on Add Signature.

Add an Electronic signature using your mouse and click Add.
The form will be completed and finalized. OR,

Click Print and Sign to directly complete the form and take a printout.

Note: Clicking Print and Sign will allow practices to take a printout of the medical history form and collect the signature physically in a hard copy.

On the Print and Sign pop-up, click Proceed to confirm.

Once you print, you can see the print version of the medical history form with Conditions, Allergies, Current Medications, Questionnaires, and Categories.

Tip: The Med. Hx. Form can also be downloaded, physically signed, and then uploaded. In addition, the user can Print Blank Form, fill it out physically, and upload it.

Note: If a form is already added you cannot add another form, as there should be only one form in pending status.

Once the form is complete, the medical alerts will be visible on the patient's profile.

Click here to learn how to view medical alerts of the patient.

Send a Medical History Form

Watch this video for a step-by-step explanation.

To send a Completed Medical History Form,

Method 1

Select the required Medical History Form.
Click Print.

Click Download.

Once it is downloaded, you can either

Click + Message quick link at the top.

Click Browse Files.

Locate and upload the required Medical History Form from the system.
Click Send Email.
- The Medical History Form will be sent to the patient's email.