Add & Manage Medical Alerts – CareStack

Documenting conditions and allergies for a patient is a crucial step in maintaining accurate and comprehensive medical records. This information ensures that healthcare providers can deliver safe and effective care tailored to the individual's specific health needs. This guide will walk you through the process of adding conditions and allergies to a patient profile.

Watch this video for a comprehensive walkthrough.

Topics Covered

Document Medical Alerts for a Patient
Add a New Condition or Allergy to the System
Add and Manage Categories

Document Medical Alerts for a Patient

Perform the steps below to add or edit a patient's medical alerts.

Select the patient using the Global Search Bar.
Click on Med. Alert (Medical Alert) and click Edit.

Add Conditions or Allergies by clicking the + icon as needed.

The selected conditions or allergies will appear on the panel to the right.

To add a new current medication,

Click +Add on the Current Medications section.

Tip: Click Edit Medications to directly add Current Medications from the Medical Alerts pop-up.

Click +Add Medication.

Enter the Medication Name, Start Date, and End Date.
Click Add.

You can utilise the Filters to show or hide Current and Past medications of the selected patient.

To end an existing medication, click End Medication.

Choose the correct End Date.
Click End.

Add a New Condition or Allergy to the System

Perform the steps below.

Navigate to the System Menu > select Practice Settings > Medical History Forms > Medical Alerts.

Select the Condition or Allergies tab as needed.
Click on +Add Condition or +Add Allergy.

Enter the Name of the condition/allergy.
Choose whether Pre-Med (Pre-Medication) should be required for the condition/allergy.
To add follow-up questions checkmark the Add Additional Questions for the 'Yes' Answer checkbox.
Click Save.

Note: Drag and drop essential components from the Form Components section on the right to build the form.

A toast notification will appear on the top right stating 'Allergy created successfully'.

Add and Manage Categories

Before adding categories, you must enable categorisation. Follow the steps below.

Click on the Enable Categories toggle button.

Select the Conditions or Allergies tab as needed.
Click +Add New Category.

Note: An 'i' icon next to a Category indicates that 'The category will not be included in the Med. Hx. Form as it has no active conditions'.

Enter the Category Name.

Tip:

The category name can consist of both alphanumerical and/or special characters as preferred.
You can enter a Spanish Name, if needed.

Select the Conditions from the left.
Click on the Right Arrow icon to confirm the conditions.
- The selected conditions will be moved and displayed on the right under the Selected Condition section
Click Save.

You will see a toast notification on the top right confirming that a new category has been created successfully, and the category will appear on the grid.

Tip: Utilise the Search option to find the desired Condition or Allergy.

Note: When you select Add New Category and search for an Available Condition but do not find one, you will have the option to Add a New Condition. To learn about adding conditions, click here.

To deactivate or activate conditions/allergies from a category: