Your system will come pre-loaded with many different History forms that you can use and customize to your specific needs. You can also create new ones specifically tailored to your practice.
CREATING NEW HISTORY FORMS
- Click on Menu > Settings > Medical Setup > History Forms.
- Choose which species the form should appear under.
- Click Add History Form.
Please note that once you create a form under one species you can quickly and easily move it to another species by clicking on the copy icon as shown in the figure above.
- The "Add Form" screen below will appear
- Species: This is the species where the form will initially appear
- Name: This is the name of the form you will see in the medical record.
- Linked procedure: This allows you to link the form to a specific procedure that will then charge the client for this exam and set a reminder (if the procedure has a reminder on it). It is not necessary to tie the form to a procedure.
- Is Active: If you do not currently need the form, but think you may need it in the future you can simply inactivate it. This will make the form unavailable to add to a medical record by the provider. The form will only be able to be added once it is checked off as active.
- Default Summary: When you add a form to a patient's medical record you can enter a summary on the form that will be printed off on the Health Report Card. This section allows you to have a default summary that will appear every time you use this form.
- Once all the information is loaded click Save.
Now your form will appear on the History Forms screen. You will need to add Questions to your form. To do so click on the chevron to expand your newly created exam form and then click Add Question.
- Next you will need to fill out the following information regarding that section:
- Name: This will be the question name/header.
- Allow Multiple Answers: In each question you can have different answers. If those answers are mutually exclusive, you will not want to allow multiple answers. If one or more answers could apply, you will want to allow multiple answers.
- Allow Comments: This will allow you to mark your answer on the form, but then enter a comment regarding your answer. If you check this box, you will be prompted to enter a default comment that will appear on this section any time this form is used. The default comment can be edited as you preform the exam.
- Is Active: This will allow you to keep a question on the form, but not use it for the time being without having to delete the entire question.
- Click Save.
Once you add a question you will need to enter Answers. However, entering answers are not required. If you do not create any Answers, your question will just have a comments section where you can enter your findings.
- To add an Answer expand the Answer on the Question then click Add Answer.
- The following screen will appear:
- Name: This will be one of the answers you choose for the question. This could be simply "Normal" or "Abnormal" or go into more detail "Swollen" or "Painful."
- Is Default: This will be the default answer when you come to this section. You do not have to mark any answer as the default in a question if you do not wish to.
- Is Normal Condition: If this answer is selected, and it is marked as a normal condition, it will show up as highlighted in green on the Health Report Card.
- Is Abnormal Condition: If this answer is selected, and it is marked as an abnormal condition, it will show up as highlighted in red on the Health Report Card.
- Is Active: This will allow you to say whether or not this answer should show up as a choice on the exam.
- Click Save.
You can add as many forms, questions, and answers as you need. Each existing form can be edited by clicking the edit pencils and updating the information described above.