Viewing Patient History

You can view a patient’s history in Provet and search and filter patient history information, such as clinical notes, medications, and diagnoses.

The client and patient records in Provet can include a large amount of information added during consultation visits, for example clinical notes, diagnoses, and medication information. In addition, external information, such as the patient’s previous medical history, can be saved in Provet to complement the patient records.

You can access a patient’s history in the following ways:

Find the patient on the Records > Clients & Patients page or click the patient name anywhere else it is available. On the client and patient page, go to the History tab (a).
Use the notebook button (b) anywhere it is available, for example next to the patient’s name in appointment details, on the consultation page, or on the dashboard.

Using and Saving Filters

On the History tab, you can use the filters (1) to select the information to view, for example, clinical notes, medicines, diagnoses etc. You can also use the search bar to find the information you are looking for in patient history. Some details depend on the clinic location settings, for example, whether clinical notes saved as drafts are included in the history. Using the drop-down lists, you can specify the time period to view and whether to view the history chronologically or by consultations. If you want to include the patient's weight in the history data, select the Include weight checkbox.

You can save your selected filters so that the same filters are applied the next time you view patient history. In the top right corner above the filters, select the wrench tool button > Save filters (2). Note that saved filters are not patient-specific, but the same filters are applied for all patients on the History tab by default.

If you are missing information in the patient history, the most common reason is that your selected filters do not show all records. Always check and adjust your filters to ensure you view what you expect to see.

Records migrated from a legacy system may not appear in the expected category (e.g., older medication records might be under Notes & Communication). When looking for information from your legacy system, check alternative filter options or, to ensure everything is included, filter for All to view the complete history and use the free search field to search for specific information. Information saved as a draft might be excluded from the default view depending on your clinic's location settings.

Viewing Patient History

Using and Saving Filters

See Also

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