History and Custom Note Fields

The Medical, Family, and Social History components store and display relevant patient history. These chart-wide components can appear on the Medical Summary, Phone Notes, or any chart note protocol.

Your practice can create additional custom note fields for other purposes.

Expanding: Each note section of the Medical Summary screen expands as you enter more information.

Click “Edit” to make changes.

After making changes on the Medical Summary, you can copy or append the changes to any of the patient’s siblings. Read the Medical Summary overview to learn how.