How do I update the Patient History on the Initial Intake Form?

Open a SOAP note, and update any conditions, injuries, surgeries, and medications.  This allows you to store historical changes to this information.
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13 Comments

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    Deborah Hastings

    This works great if you are writing a new soap note. But I would like to update the clients initial intake form without opening a new soap note.

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    Grace Billing

    Yes that would be handy.. but maybe for legal reasons it can't be? Esp if client filled in the form?

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    Kristen Luke

    is there a consent to treat on the intake form i don't see one

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    Carly Vernon

    I need to know how to edit client information, like email addresses..

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    Steven Duguay

    Not being able to edit the Initial Health History form, and not being able to edit e-mail addresses are 2 major factors that will deter me from continuing to use this system to chart. It's too bad because I'm loving all the other features!

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    James Ward
    It's probably too late for Steven but you can edit the Initial Health History at least in admin. Hover over the name and click on the pencil. That will allow you to edit
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    Carly Vernon

    You can only change address, etc as either admin or provider. Cannot add previous surgeries, medical conditions that they failed to put in initially.

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    Chawn Crawley

    Soapvault could be a really good system but they drop the ball on a lot of "little things" that add up to potential deal breakers. It's one thing to take a while (+6 dos in most cases) to implement a popular feature request, but it's another thing entirely to have so many downright broken features.

    *Should be able to edit an intake form-beyond their address. C'mon guys, this is ridiculous. NOBODY tells the truth on their intake form and we should be able to modify it as needed. And no, I'm not talking about sticking new details on a single SOAP note.

    *It's too easy to push an initial intake through to a non-complete state simply to get a client in the system for appointments. Once an appointment is made in the system, right then and there I'm prompted to complete the intake form! I can't deal with that until I have them in my office! Basically, most of us still need to hand them a paper intake form on a clipboard so they can fill that stuff out while I'm getting the room ready. I need to plug that info in after I've dealt with them. But I can't create a SOAP note without having saved the intake form first. Doesn't it ever occur to you that most of us need to be able to catch all that data up in this system presumably after they are gone? The current process causes me to get backed up with clients every day.

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    Cedric Johnson

    Is it possible to email an existing client an intake form so that they can make the updated changes and e-mail it back to me?

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    Annmarie Simoli

    Yes, this is ridiculous and causes wasted time. My clients still want the paper and pen version of the health history form and I fill in this online form later. Corrections and updates to this form need to be allowed without adding a new soap note.

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    Stephanie Dickey

    Seems like it should go like this.

    Pen and paper form or choice of emailed form to client from system, then name into system and notes taken after initial encounter. Intake forms updated to reflect as needed. Choice of uploading paper copy and just putting in Name , email and phone or more. This is way to cumbersome and I think we need to be able to edit the form as well. To much info for some and questions that I ask are not on the intake form.

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    Andrew Nemeth

    Is there any updates on Editing Intake forms, besides the basics? I'm talking about surgeries, injuries etc?

     

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    Sharon Pinkney

    Has there been any changes in editing the Client forms?

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