How do I edit my practice's medical history questions?
Navigate to your settings and click 'Treatments & Plans'.
Select the 'Medical History Questions' tab.
To edit a question, click on the text of the question - it will now open as a text box and allow you to type. You can do the same for 'Follow up if answered Yes' questions.
To save, simply click the grey area outside the text box to close it. This will record the changes you have made.
To delete a question, click the bin 🗑️ icon next to it.
To add a new question, click 'Add medical history question' at the bottom of the page. This will add a new question to the bottom of the list - click to edit it as before.
Click 'Add follow up question' to add a follow-up to any existing question, which the patient will only see if they answer yes to that question. This defaults to 'Please provide details' but can be edited by clicking on it.
To change the order of your questions, hover over any question and you'll see the three line icon - click this and drag up or down to move.
You can set how often you wish patients' medical history responses to be marked as 'Out of date', meaning a prompt for a new one will be generated. At the top of the page, you will see 'Warn after X days'. Edit this number to change the interval. Click the grey area outside the text box to close it. This will record the changes you have made.
