Medical history forms

A good medical history form screens for the things that change your treatment plan: conditions, medication, allergies and previous treatments.

Building the questions

Yes/No questions are the backbone of medical screening, and the builder has a feature made for them: tick Ask for details when answered YES on a Yes/No question and the patient is shown a Please provide details box the moment they answer yes. "Are you taking any medication?" followed by an automatic details box gives you the specifics without a wall of optional text fields.

Mark the questions that matter as Required so the form cannot be submitted with them blank.

Collecting patient details

Tick Ask for patient details first in the editor and the form opens with a details section: name, date of birth, phone, address and gender. GP name and address and Next of kin name and phone are on by default, and you can untick either group if your own questions already ask for it. Anything already on the patient's record is pre-filled, so returning patients only fix what has changed.

Not asked again for a year

A medical history questionnaire is normally attached to no treatment and set to Send to every patient, on every booking, so it goes out automatically whenever an appointment is booked, whatever the patient booked.

A patient who completed it inside its re-send window is not asked for the whole thing again. They are sent the short Confirmation of No Changes form instead, which asks them to confirm that nothing has changed, so their record is refreshed without the full questionnaire every visit. Twelve months is the usual window. The full questionnaire returns when no completed submission on your clinic's non-archived medical-history forms still covers its re-send window; completing a Confirmation of No Changes can extend that coverage, and nobody is sent both on the same booking.

In the questionnaire's Settings, use Short form for returning patients to choose the short form. Use the default by name looks for a published medical history form whose name contains Confirmation of No Changes. If no suitable short form is available, the full questionnaire is sent instead. The editor still asks you to confirm a rename that changes whether this name is recognised.

You can always send it manually in between from the patient's record if something has changed.

If there is no available published short form, patients receive the full medical history instead; the automatic send is not simply dropped.