Permissions Required: You need the Admin permission to use these functions.
Go to Admin > Evaluations > Patient History to customize the patient history items available for your clinic to use in evaluations, progress notes, and re-assessments.
Jump to Section:
Add a History Item
- In the lower right, click the + History Item button.
- Fill in the information for this history item.
- Click the Save History Item button.
Edit a History Item
- Click the history item you want to edit.
- Once you've made changes, click the Save History Item button.
Delete a History Item
You can only delete a history item if it has not been used in any documents.
- To the right of the history item, click the delete icon.
- Click the Delete History Item button.
About the Fields
| Field | Description |
|---|---|
| Name | The name of the history item, which will appear on documents when selected by the therapist. |
| Default | Default history items will automatically be selected for new documents. |