Medical History Layout
Medical History forms can be customized to meet the needs of the practice.
In Sheets, double-click on a custom sheet with the type of MedicalHistory.
Alternatively, in Sheets:
Patients can fill them out Medical History forms on a computer (e.g., in an operatory), via a Kiosk, eClipboard, or online using an internet browser (see Web Forms Feature). If Input Fields are setup on the medical history, entered data can be imported into the database.
Before use, review internal sheets carefully and customize for the practice. The Medical History sheet uses special input and checkbox fields for medications, allergies, and problems. The internal sheet is only an example and may contain allergies and problems that do not exist in the Open Dental master lists.
It is important that the master Medications List, Allergy List, and Problem List do not contain duplicates. Each input field and checkbox on a medical history sheet corresponds to a specific item in the master list. When importing, spelling is compared to find matches. If exact matches are not found, import will not work properly. For example, if the allergy on the medical history is attached to 'Penicillin', but the patient's medication list contains Pen, the allergies will not match and the import will not work.
Medication, problem, and allergy input fields and checkboxes require special setup. See below for additional information. For general information on customizing the Medical History sheet, see the following pages:
Input fields and checkboxes fields can be used independently or together for medications.
Patients will enter medication names in Input Fields (inputMed##). Up to twenty inputMed fields are allowed on a sheet. Each inputMed# can be only used once on a single sheet. Also see Sheet Input Field.
To add an input field:
Checkboxes can be used with Input Fields as No indicators. This is useful for Medical History Updates so a patient can indicate if they are no longer taking a medication. Since current medications automatically populate the input field, patients just need to indicate if they are no longer taking the med. See Sheet Checkbox and Radio Button.
Ensure the Static Text instructs the patient that the checkboxes indicate No.
To add a checkbox:
Importing: When a user imports medications into the database, medications manually typed in by the patient are always treated as new medications, regardless if the checkbox is marked.
Checkboxes can be used as Yes/No indicators for allergies and problems. If allergies or problems are already entered in a patient's record, the checkbox will automatically be marked on the medical history form when adding a new form to the patient.
To add a problem or allergy checkbox:
I've renamed a Problem or Allergy in my master list, do I need to do anything on my sheets?If a problem or allergy is renamed in the master Allergies or Problems lists, ensure all medical history sheets that use the allergy or problem are updated.
My patient marked yes for a problem or allergy that is in the Problems or Allergies list, but there is no option to import.The spelling in the Problems or Allergies List does not match the spelling on the sheet. If spelling is inconsistent, then importing will not work properly. Correct the spelling on either the sheet or the master list to allow for importing. The problem or allergy can also be added manually. See Problems and Allergies.