Configure Medical History Form Settings

Let's explore how to configure medical history form settings in CareStack.

Perform the steps below.

• Navigate to the System Menu > select Practice Settings > Medical History Forms.
• Select the Adult Questionnaire or Child Questionnaire tab as needed.

• To configure the questionnaire settings, click Settings.

• Click Edit on the bottom right of the Settings modal.

To configure the settings, please choose from the following options as needed.

• Add Provider Signature: Select this option to add a provider signature. Once you have selected this field, the Medical History forms will need to be signed by a Provider.
• Display Medical Alerts information across all areas once the patient has provided their signature: Once this option is enabled, the medical alerts will be displayed on all touch points if the patient's signature has been provided.

Note:

• Forms will become non-editable once signed by the patient.
• If this option is disabled, the patient can edit the medical history form and Re-sign.

• Carry over existing data to new form: Select this option to retain existing data including responses and notes and add them to the new form. This will help existing patients respond to only the new questions added to the Medical History Form. 
• Allow patients to complete the form and medical alerts in Spanish: Select this option to complete the medical history form and medical alerts in Spanish language.

Under Trigger Settings, you can:

• Set the Trigger age for patients.
• Create a form when a new patient is added: Select this option to create a new form for a new patient.
• Trigger a new form '(enter the no of )' days from the date of completion of the last form (for adults). OR Trigger for patients below age 'n' (for child).
• Override trigger interval for specific locations: Select this option to bypass the trigger interval for specific locations.

• Locations: Add or Delete the required locations. Click the Toggle button to activate/deactivate a location. You can set the 'Trigger Interval' in Days.
• Enable auto trigger for locations not listed above: Select this option to activate the auto trigger of the questionnaire for unlisted locations.
  • Click Save.

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

• Add and View Medical Alerts for a Patient

Practices can use this simple guide to configure medical history form settings.