Recording a Patient's Medical History

How to record and review a patient's medical history on the desktop, set a medical alert, and set medical text alert.

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

The medical tab in a patient’s account is used to track the patient’s medical history.

dental medical history dentally

To record a new medical history:

  • Click ‘New Medical History’.

  • If the patient has answered a questionnaire previously, their answers will be carried forward. If not, all answers are set to ‘No’, to change the answer to ‘Yes’ click anywhere on the question. 

  • You can add patient or practice comments if required.

  • Click ‘Save’ to commit the changes.

Dentally New Medical History on desktop

Once you have submitted a medical history you have 24 hours to update it before it is locked. After this you will need to record a new medical history. 

Medical Status

When the medical history has been updated it will appear in the Medical tab with a green heart if there are no issues with the medical history.

whilst a red heart indicates a medical issue that may require attention.

If the patient has any important medical information of note there is the Medical Alert option which flags the information at the top of the patient's account next to their name.

How to set a medical alert?

MH alert menu dentally
  • Click Toggle alert.

  • This will place a discreet Red Heart by the patient’s name, indicating there is something to check in their Medical History.

    medical history alert on
  • Click ‘Set alert text’. This will place a worded alert by the patient’s name - you can also use this option to amend an existing alert.

  • Enter the required alert.

Dentally set Medical Alert text

How to Review the Medical History?

Once a patient has updated their medical form you as the dentist will be able to review this to ensure the patient has filled this out correctly.

  • Click View next to the medical entry to view the answers.

  • Review form answers with the patient.

  • Then choose the review option at the right of the screen

  • This will add an entry to say when the form was last reviewed.

Other ways to complete the Medical History

Patients can complete their Medical History via the iPad app, and the Patient Portal, or via a unique, one-time link.

The Medical History will show with the patient’s name showing that is has been recorded by them.

Dentally Medical History completed using mobile app

The entry will also display an icon of a tablet and a pen, if the form was signed. These questionnaires cannot be edited by the user once they have been signed.

Additional Support web pages

Contactless Reception for COVID-19 restart - SMS and email link for Medical History

Editing a Medical History Questionnaire

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