Request a medical history
Send a secure link to complete before the visit.
Having the medical history ahead of time gives your team the full picture before the patient arrives. Start from the MEDICAL HISTORY banner on the EMR tab.
Send the request
Click Request via Email.
Under SEND VIA, choose Email, SMS or both. SMS needs a mobile number on the record.
Under LINK EXPIRES AFTER, choose how long the link stays open. The default is 7 days.
Edit the personal note if you wish.
Click Send request.
Complete it in clinic
If the patient is with you, click + Record medical history and fill in the form together, then click Save Form.
Once it is on file
The banner shows the form and when it was updated, along with Request Update, History, Update, View, Print and Share Securely. Ask for a fresh copy with Request Update when details may have changed.
Up next
Next, read Record allergies.