Medical History
This page guides you through the creation and management of Medical History records for the client
Introduction
The Medical History profile allows the organisation to maintain a comprehensive medical history of the client. Medical History records can be initially created when the client comes into service with the organisation and then periodically or when there are changes to the clients health.
The information collected even though not mandatory helps the organisation to understand and appreciate the client’s medical and health conditions, and it can contribute to goal setting, plan reviews and effective communication with support staff (through risk alerts thus ensuring the client receives the appropriate support and services and that unmet needs are reduced.
The Medical History profile is accessed through the client record by clicking on the Medical History menu which is located within the vertical menu bar
Navigating the Medical History page
Creating a Medical History Record
To create a Medical History Record observe the following steps
Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client page.
Select the Medical History icon from the left vertical menu bar to open the Medical History List page within the browser.
Select New button to open a new Medical History page into the browser
Update the applicable field values that reflect the medical history as reported by the client.
Select the Save button to create the record.
Select the Close button to exit back to the Medical History List page within the browser.
Editing a Medical History Record
To edit a Medical History Record observe the following steps
Refer to steps 1 - 5 as outlined above in Creating a Medical History record.
Highlight and double click the Medical History record to open it within the Medical History page within the browser.
Update the applicable field values that reflect the medical history as reported by the client.
Select the Save button to update the record.
Select the Close button to exit back to the Medical History List page within the browser.
Deleting a Medical History Record
To delete a Medical History record observe the following steps:
Refer to steps 1 - 5 as outlined above in Creating a Medical History record.
Highlight the Medical History record from the Medical History List that is to be deleted.
Select the "Delete Button" in the upper right portion of the window to present a Delete Record pop-up screen.
Select the OK button from the Delete Record pop-up screen, to remove the selected record.
Adjusting the activity status of a Medical History record
To edit the activity status of a medical history record observe the following steps:
Refer to steps 1 - 5 as outlined above in Creating a Medical History record.
Highlight and double click the Medical History record to open it within the Medical History page within the browser.
To deactivate the Medical History record select the Deactivate button.
The Medical History record page will refresh, all fields will be disabled.
To activate the Medical History record select the Activate button.
Once done, you can exit back to the Medical History List.
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