From the main client details screen, using the 'History' button on the client screen toolbar will show the medical history. Once the questionnaire is completed, any questions that have been answered “adversely” will be shown in the Client Log screen, and in the Medical History drop down section of the Consultation screen in the top right hand corner. You can update the medical history details while reviewing them if necessary from either of these screens.
Summary and Review
Did you know? You can run reports based on medical history questions and answers to specify clients who have answered yes or no to specific questions...
If more than one question is outstanding and awaiting a review, PPS can mark all questions as reviewed by clicking on the 'Mark All as Reviewed' button.
There is also the ability to print out the Medical History form if required by simply using the print option in the bottom left.
Document Library Records
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Deleting a Client Record
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Client Log Screen
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Printing a Client Record
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Modifying a Client Record
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Client Details Screen
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Creating a New Client Record
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Searching for a Client
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