Medical History Setup

Medical histories are Patient Forms. This page explains how to set up Medical History fields in a Sheet template that can then be filled out via a Kiosk or Web Forms, then Imported into the database.

Medical history forms are unique because they use special input and checkbox fields. Three Medical History sheet templates come with EZ2000 Plus Dental. These templates should be reviewed carefully and customized for your practice. They are only templates, and may contain allergies and problems that do not exist in your EZ2000 Plus Dental lists.
  - Medical History Simple: Patients enter information in text fields. Staff enters into EZ2000 Plus Dental.
  - Medical History New Patient: Patients check boxes and enter text in input fields that can be imported into the database.
  - Medical History Update: Patients check boxes and enter text in input fields that can be imported into the database and compared to current values.

It is important that your master Medication, Allergy and Problem lists do not contain duplicates. Each input field and checkbox on a medical history sheet corresponds to a specific item in the master list. When importing, spelling is compared to find matches. If exact matches are not found, import will work improperly  For example, if on the form the allergy is attached to Penicillin, but in the patient's Medical window the allergy is listed as “Pen”, the import will not work properly because of the mismatch. It is recommended that someone that can spell set this up.

Medications
For Medication information, input fields and checkboxes fields can be used independently or together on a medical history form.

Input Fields: On the form the patient fills out, input fields are used to enter medication names.  In Sheets, medical history input fields are labeled inputMed##. You can have up to twenty inputMed fields on a sheet, but you can only use each inputMed# field once.
  - For new medications: Patients can type any new medications into the input field.
  - For medication updates: If a patient's medication list contains a medication that matches an inputMed# field value, the field will automatically populate with the current medication. Patients can overwrite the entry if desired.

Checkboxes: Checkboxes can be used with input fields and as yes/no indicators. This is useful for Medical History Updates so a patient can indicate if they still are/are not taking a medication. In the example above, the checkboxes are “no” boxes. Since current medications automatically populate the input field, patients just need to indicate if they are no longer taking the med.

Note: Web Forms will not populate inputMed fields automatically.

To add an input field:
1. On the Edit Sheet Def window, click Input Field.

2. Select an inputMed# field that is not currently in use, enter its properties, then click OK. You cannot use the same inputMed box more than once on a single sheet. 

To add a checkbox:
1. On the Edit Sheet Def window, click Checkbox.
2. Click on the checkMed# field that corresponds to an inputMed# field. (e.g. checkMed1 corresponds to inputMed1).
3. Select whether the checkbox indicates yes or no.
4. Click OK.

Importing: When you Import medications into the database, medications manually typed in by the patient are always treated as new medications, regardless if they have yes or no check boxes attached.

Allergies and Problems
Checkboxes can also be used as yes/no indicators for allergies and problems. If allergies are already entered in a patient's record, the checkbox will automatically be checked on the medical history form.

1. On the Edit Sheet Def window, click Checkbox.

2. Select the allergy or problem field name.
3. Click on the allergy or problem this checkbox applies to. The values that appear correlate to those entered in your master Allergy list and Problem list.
4. Select whether the checkbox indicates yes or no. You can create all yes boxes, or, typically you will create both a yes and a no box for each allergy/problem, and they will be linked together. This will cause them to toggle as a radio button, meaning there can be only a yes or no answer, not both.
5. Click OK.
6. Add a static text field next to the checkbox to label it. See Sheets.

Important:  If a problem or allergy is renamed in the master Allergy or Problem lists, make sure to change all medical history sheets that use the allergy/problem. Simply open each medical history sheet, double click on the pertinent check boxes, and select the new allergy/problem. If spelling is inconsistent, then importing will not work properly. Verify that the spelling of the allergy or condition is correct.