Medical Alerts, Categories Questionnaire & Form Setup

These forms are used to record any previous medical history of the patient, which can help plan future treatments. CareStack's medical history forms consist of three sections:

• Medical Alerts - This helps the users to easily identify if there are any allergies or conditions for the patients.
• Adult Questionnaire - When completing the adult questionnaire, the practice would be able to collect the necessary patient details.
• Child Questionnaire - When completing the child questionnaire, the practice would be able to collect the necessary details of a child patient.

Topics Covered

• Add a New Condition or Allergy
• Add and Manage Categories
• Adult Questionnaire/Child Questionnaire
• Configure Medical History Form Settings

Let's explore how to set up your Medical History alerts for your practice.

Add a New Condition or Allergy

Medical Alerts consist of Conditions and/or Allergies. You can categorise and add a group of conditions/allergies or add them separately to the system. To add categories, you need to enable categorisation. If you do not need categories, keep the categorisation disabled and add conditions or allergies as individual items. To learn about medical alerts, click here.

To add a new condition or allergy, perform the steps below.

• Navigate to the System Menu > select Practice Settings > Medical History Forms > Medical Alerts.

• Select the Condition or Allergies tab as needed.
• Click on + Add Condition or + Add Allergy.

• Enter the Name of the condition/allergy.
• Choose whether Pre-Med (Pre-Medication) should be required for the condition/allergy.
• To add follow-up questions, check the Add Additional Questions for 'Yes' Answer box. 
• Click Save. 

Note: Drag and drop essential components from the Form Components section on the right to build the form.

• A toast notification will appear on the top right stating 'Allergy created successfully'.

Add and Manage Categories

To add categories, it is required to enable categorisation first, perform the steps below.

• Click on the Enable Categories toggle button.

• Select the Conditions or Allergies tab as needed.
• Click + Add New Category.

Note: An 'i' icon next to a Category indicates that 'This category will not be included in the Med. Hx. Form, as it has no active conditions'.

• Enter the Category Name.

• Select the Conditions from the left.
• Click on the Right Arrow icon to confirm the conditions.
  • The selected conditions will be moved and displayed on the right under the Selected Condition section.
• Click Save.

• You can see a toast notification on the top right confirming that a new category has been created successfully, and the category will appear on the grid.

Tip: Utilise the Search option to find the required Condition or Allergy.

Note: When you select Add New Category and search for an Available Condition but do not find one, you will have the option to Add New Condition. To learn more about adding conditions, click here.

To deactivate or activate conditions/allergies from a category:

• Select the required Condition/Allergy(ies).
• Click on the Actions drop-down menu.

• Click Activate or Deactivate as needed.

To rearrange the order of conditions/allergies:

• Click Rearrange.

• Click and drag the Condition/Allergy upwards or downwards to change the order.
• Click Save.

To move conditions/allergies to another category:

• Select the required Condition/Allergy(ies).
• Click Move to Category.

• Select the required Category to be moved to.
• Click Move.

To edit a category from the grid:

• Click on the three-dotted menu.
• Click Edit Category.

• Edit the Category Name, if needed.
• Add or remove Conditions or Allergies.
• Click Save.

To delete a category:

• Click on the three-dotted menu.
• Click Delete Category.

• Click Delete on the confirmation modal.

To check a preview of how the conditions or allergies are displayed in a medical history form:

• Click See Preview.

• The preview of a medical history form will be displayed in a modal.

Adult Questionnaire/Child Questionnaire

Adult and Child Medical History Forms are set up separately with distinct Dental and Medical Questionnaire sections beside settings for each. However, the setup process for both questionnaires remains the same.

Let's explore how to create an adult questionnaire.

• Navigate to Medical History Forms > Adult Questionnaire/Child Questionnaire > Dental Questionnaire/Medical Questionnaire.

• Click Create on the top right.

• Drag and drop the required Components from the far right to the centre to build the form.

Here are a few tips for you to follow when entering a new question.

For the response type in each section, you can choose from the following options to provide:

• Short Answer: You could utilise this feature if you require short responses from patients.
• Long Answer: You could utilise this feature if you require long responses from patients.
• Dropdown: You could provide multiple options for the patients to select from the drop-down.
• Multiple Choice: This feature enables the patients to select multiple answer options.

Tip: To enable this option, check the Enable Multi Select box.

• Single Choice: We could choose this option in cases where you require only a single answer from the patients.
• Date Picker: Option to choose the date as the response.
• After adding all the required questions, proceed by clicking on the Save button.

Similarly, for the child questionnaire, you can create a new questionnaire:

Tip: You can follow the similar steps mentioned in the Adult Questionnaire for setting up the Child Questionnaire.

Configure Medical History Form Settings

Lets take a look at how manage Medical History Form settings.

To learn how to add a medical history form to a patient, click here. 

• Click Settings on the top-right.

• Click Edit on bottom right of the Settings modal.

To configure the settings, please choose from the following options as needed.

• Add Clinician Signature: Select this option to add a clinician signature. Once you have selected this field, the Medical History forms will need to be signed by a clinician.
• Display Medical Alerts information across all areas once the patient has provided their signature: Once this option is enabled, the medical alerts will be displayed on all touch points if the patient's signature has been provided.

Note:

• Forms will become non-editable once signed by the patient.
• If this option is disabled, the patient can edit the medical history form and Re-sign.

• Carry over existing data to new form: Select this option to retain existing data including responses and notes and add them to the new form. This will help existing patients respond to only the new questions added to the Medical History Form. 

Under Trigger Settings you can:

• Create a form when a new patient is added: Select this option to create a new form for a new patient.
• Trigger a new form '(enter the no of )' days from the date of completion of the last form (for adults). OR Trigger for patients below age 'n' (for child).
• Override trigger interval for specific locations: Select this option to bypass the trigger interval for specific locations.
• Locations: Add or Delete the required locations. Click the Toggle button to activate/deactivate a location. You can set the 'Trigger Interval' in Days.
• Enable auto trigger for locations not listed above: Select this option to activate the auto trigger of the questionnaire for unlisted locations.
  • Click Save.

Practices can use this guide for a quick walkthrough on how to set up medical alerts, category questionnaires, and configure related settings.