You can add medical history such as diseases, disorders, and surgical procedures of a patient.
- On the appropriate template, in the Medical History section, click Add.
The
Past Medical History template opens.
Note: By default, the Specialty field displays Orthopedics.
- In the Medical and Surgical panels, do the following steps for the options without a link.
- Select the desired check box.
The details

icon and a blank date field appear.
- Click the date field.
The Date Selection window opens.
- Click the calendar icon, and select the date when the disease or disorder first appeared or when the surgery is performed for the patient.
Note: You can also enter the date in the field.
- To add the documented details to the grid in the Past Medical History panel, click Add To Grid.
- To document additional details for the selected option, click the details
icon.
The
Manage Past Medical/Surgical History template opens.
- Enter the details of the medical or surgical history.
Note: The fields that are marked with asterisk (*) are mandatory.
- Click Save to Grid & Close.
The Manage Past Medical/Surgical History template closes. The details are added to the grid in the Past Medical History panel on the Past Medical History template.
- In the Medical and Surgical panels, do the following steps for the options with a link.
- Click the link for the desired option.
The Manage Past Medical/Surgical History template opens.
- Enter the details of the medical or surgical history.
- Click Save to Grid & Close.
The Manage Past Medical/Surgical History template closes. The details are added to the grid in the Past Medical History panel on the Past Medical History template.
- To add history for options that are not listed in the Medical and Surgical panels, do the following:
- Type the keyword for the patient's history in the Other field, then click the
icon.
A search window opens and displays the diseases, disorders, or surgeries filtered based on the keyword.
- Select a disease, disorder, or surgery on the search window, and click Select.
The search window closes. The disease, disorder, or surgery is added in the Other field.
- To document the pregnancy details of female patients, click Add Pregnancy Detail in the Medical panel.
- On the Past Medical History template, click OK.
The Past Medical History template closes. The items added Past Medical History template appear in the Medical History grid on the relevant template.