Medical history

On a client's profile the Medical history tab is the single view a practitioner should glance at before starting a consultation.

Sections

• Allergies — drug, food, and environmental allergies with severity. Critical items show a red banner at the top of the profile regardless of which tab you're on.
• Chronic conditions — diabetes, hypertension, etc. Each has a start date and optional notes.
• Current medications — name, dose, frequency, prescribing practitioner, refill history.
• Past visits — reverse-chronological list of all completed appointments with your clinic.
• Family history — optional, captured during intake or first visit.
• Social history — smoking, alcohol, occupation — if your clinic's intake captures it.

Editing history

Each row has an Edit action. Changes are versioned — you can see previous values and who changed them under History of changes.

Rows you can add quickly from the section header:

• + Allergy — type, severity, reaction description.
• + Condition — code (optionally from ICD-10), start date, notes.
• + Medication — name, dose, frequency, start/end date.

Cross-referencing

Click any medication or condition to see every past note that mentioned it. Useful when piecing together a history from scattered visits.

Imports from external records

If a client brought records from another clinic (uploaded as documents on their profile), use Import to history on a PDF to extract allergies / medications with AI assistance. The extraction is a suggestion — you review and accept before it's added.

Who can edit

• Practitioners — any section.
• Admins — any section.
• Receptionists — allergies only (typically captured at intake).
• Clients — read-only through the client portal (when live).