Review Medical History Intake

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Updated: 02/22/2025 | Views: 3875

Medical Intake offers providers an easy to use and intuitive experience for capturing the patient's hospitalization histories, medications, and allergies.

Invite the patient to complete the patient intake form prior to their appointment. Once the patient submits the intake form, the front office can review and merge applicable information into the patient's chart. Custom Forms and Medical History documents are saved to the patient's document section.

During the patient appointment, a clinical assistant or provider can review the patient's medical intake in a note.

Available for Engage subscribers and accounts with access to Patient Intake.

Create Note

It is recommended to use a H&P (History and Physical) note to review Medical History. Other note types may require users to manually add history sections into the note for every patient. If desired, create a custom note to use a note specific to the practice's needs.

On the Dashboard, click on the In Office tab. A list of checked in appointments displays.
Click on the patient's appointment. The Appointment Card opens.
Click on the drop-down arrow and click H&P. The H&P Note opens.

Review Medical History

Under the Documents section, click on the side panel icon beside the Medical, Allergy, & History document. The Medical History panel opens on the left side of the note.
Click on a section in the note to document the patient's history. The history section opens.
Review the submitted information in the medical history panel and document the patient's history in the corresponding sections.
Click X to close the Medical History panel and continue with the patient care.