View, Print and Email Patient History

To view a patient's history, find the patient in the Clients & Patients view and go to the History tab. You can also go to the History tab from the textbook button anywhere it is available, for example, next to the patient’s name in appointment details, on the consultation page or on the dashboard.

Filters

You can use the filters on the History tab to select the information to view, for example, clinical notes, medicines, diagnoses etc. 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. You can also search for specific information using the free search field. If you want to include the patient's weight in the history data, select the Include weight checkbox.

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

If patient history appears incomplete

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.

Print patient history

Select the print button in the top right corner above the filters. The patient history opens in a preview dialogue which includes options for printing or saving the history.

Send patient history by email

Select the email button in the top right corner above the filters. The email options open below the filters. By default, the Email addresses field shows the email address saved in the client information, but you can change the address or add additional addresses. If you want to update a new email address for the client, select the Update email to client's information checkbox.

The patient history is sent as an email attachment. To add an additional message to the email, you can type directly in the message field or use a template if available. You can also add additional attachments, such as invoices or receipts, if available.