How To: Add to Medical History

This guide explains how to update a client's medical history, medical issues, and family medical history in their profile.

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Steps to Add to Medical History

1. Navigate to the Client Profile

   • Go to the Clients section in the main menu.
   • Open the Client Profile for the desired client.

2. Access the Background Tab

   • On the left-hand menu, select the Background tab.

3. Update Medical History

   • Within the Background tab, you will find three sections:
     • Medical History
     • Medical Issues
     • Family Medical History

4. Add Details

   • To the right of each section, you will see a blue "Add" button.
   • Click the "Add" button to input new information for the respective section.

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Note: Ensure all information is entered accurately to maintain a complete and reliable medical history for the client.

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