Mark a letter template as a Medical History Form, and you can open it for any patient straight from their appointment slot. No need to go searching through the Letters page when you need to update their details.

This article covers how to create, mark a template as a Medical History Form and how to open and complete it for a specific patient

Create the Medical History Form

Click here for instructions on how to create a New Letter Template

Mark a template as a "Medical history Form"

1. Click the navigation menu > Patients > Letters page
   
2. Select the category and highlight the template name
   
3. Template toolbar > Mark as Medical History Form
   
   
4. The marked template now has a blue envelope as its marker
   
   

Open the Medical History form from Appointment Book

1. Find the patients appointment
   
2. Right click > Print > Medical History Form
   
3. The template will come up
   
4. Make changes / Add information to the Letter for the selected patient as needed

V3 Appointment Book