- Access the patient’s record.
- From the Patient Overview screen, click the Medical Alerts link in the Patient Information area.
- Alternately, the user can click the word “Patient” and choose the “Medical History” option from the drop-down box.
- On the New Medical History screen, click the Add New button.
- The screen will be refreshed. If desired to add to an existing medical history, click the drop down arrow to select the desired date. Mark the necessary changes, accessing the Dental Questionnaire and Medical Questionnaire segments if desired.
- An electronic signature can be affixed to the medical history; an electronic signature pad is necessary. If a signature pad is connected to the computer, the patient’s signature can be captured and saved to the record.
- Click the Save button to finish.
Medical History can also be manually entered via SmartAssist.
- Open the Scheduler
- Right click on the appointment, select the option to open SmartAssist.
- Click Medical History to update.