Medical and dental history Administrators only

Medical and dental history entries define the list of items that appear on the medical and dental history section in a patient’s sidebar.

When patients complete their medical and dental history, they select from the entries configured here. Administrators can add, edit, and delete these entries to match the practice’s requirements.

To navigate to the medical and dental history settings page:

logging in
clicking on the button containing their initials in the top right of the page
clicking Settings
clicking on Medical and dental history under Patients in the sidebar

Adding entries

To add a new medical and dental history entry:

click Add entry on the medical and dental history settings page
enter a name for the entry
click Save

Editing entries

To edit a medical and dental history entry:

find the relevant entry on the medical and dental history settings page
click the dot menu on the right of the entry, and then click Edit
update the name
click Save

Deleting entries

To delete a medical and dental history entry:

find the relevant entry on the medical and dental history settings page
click the dot menu on the right of the entry, and then click Delete
confirm that you wish to delete the entry

Warning: Deleting an entry cannot be undone. Any patients that reference the entry will have it removed from their profiles.

Exporting entries

To export items to a CSV file:

visit the medical and dental history settings page
click the dot menu to the right of the page’s heading
click Export to CSV

A CSV file containing a row for each entry (with id and name columns) will be downloaded to your computer.

Importing entries

Medical and dental history entries can be bulk-imported via CSV by doing the following:

visit the medical and dental history settings page
click the dot menu to the right of the page’s heading
click Import via CSV
click Choose file and select your CSV file
click Import medical and dental history items

The CSV file must contain id and name columns:

id — the ID of an existing entry to update, or leave empty to create a new entry. IDs are available by exporting your existing entries first.
name — the name of the medical and dental history item, e.g. “Diabetes”.

Once submitted, processing of your CSV will begin, and you will receive an email when the import is complete, listing which items were created and which were updated.