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Open the patient and click the Medical tab. Medical history

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✏️ Fill in the medical history

Answer the questions in each section: Yes / No (add details when Yes), lists, text and so on. Use the list on the left or the search box to jump to a section, then click Save at the bottom.
Saving the medical history removes the existing signatures. Have the patient sign again after any change.
Click Medical Changes → View at the top to see every change and who made it.

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⚠️ Medical alerts

Sections set to show alerts (for example allergies or chronic diseases) turn the patient’s Medical tab icon red when an answer is given. A red ! also appears on the patient’s appointments in the Calendar and Dashboard. Hover over it to see the alerts.
In an alert section, any answer triggers the alert, except No, an empty answer, or the text “Normal”.

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📱 Let the patient fill it in

Click the QR code button to show a code or link. The patient fills in their history on their phone and submits it. Their answers appear after staff click Pending Medical Confirmation and Confirm. The patient can’t submit again until the pending answers are confirmed.

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✍️ Sign

Click Sign to have the patient sign on the screen, and Witness for a witness signature. The signature, signer and date appear at the top of the page. The questions and sections are set up in Settings → Questionnaires → Medical Options. The Clinical tab works the same way for clinical examinations.