💡 Top tip: You can view, edit or record your patients' medical history in Dentally.
How can my patient complete their medical history form through Portal?
If you have enabled medical history for your practice, and you have task reminders turned on, patients will be prompted to complete their medical history through Portal when it's required.
When the patient logs in, they will see an action card to complete their medical history if their current medical history has expired.
Clicking the card will take the patient to the medical history form, where they can complete questions you have set in Dentally, and sign the form.
After signing the form, the patient will be taken back to their main dashboard page.
💡 Top tip: Portal stores the patient's previous answers if they have done the form before and are logged in. They'll be able to review and update where needed. Any new or edited questions will need to be answered from scratch.
📝 Please note: Patients are encouraged to answer all the questions, and won't be able to proceed until they have. If they answer yes to any questions, they are prompted to add additional information.
Can my patient amend their medical history any time?
If a patient has already completed their medical history and wishes to change an answer or update their details, they can do so in the Patient Portal.
When on their Portal dashboard, they can scroll down to the 'Update your medical info' button.
By clicking that button, they'll be able to change their details at any time.
💡 Top tip: If a patient is having difficulty completing their medical history, there are a few ways you can help them troubleshoot it. Patients may face issues updating their medical histories if they don't enter their date of birth correctly, use a single-use link that has already been used, or try to update more than once within 24 hours.
What happens when a patient completes their medical history on Portal?
Once the patient has completed the medical history form and signed it, the form can be seen in Dentally - under the patient's record, within the 'Medical' tab.
The alert in Dentally showing the the patient needs to complete a medical history form will also disappear.
You can see this by hovering over the patient's name at the top of an appointment in the diary. If the patient has not completed a medical history form yet, the red box will display.
