Use the field's record context to decide where to save information. Case history, visit findings and previous pregnancies are separate records.
Open the client's visit, select Workspace, then open the Medical History chart tab. It covers medication, substance use, smoking, and vaping, and saves to the case's Case Info fields listed below. Viewing Medical History requires the Visits View permission; see User Groups: What Staff Can Open and Change.
Quick answer
Information | Where to work |
Medication/Drug Usage and Abuse Info | The case's Case Info section |
Physical Symptoms choice | Case Info, in the Birth Control Information group |
Birth Control Type | Case Info, in the Birth Control Information group. You can select more than one type |
Type of STD | Case Info, in the STD Information group |
Gestational age, LMP and due date estimates | Case Info, in the Dating group at the top of the tab. These are read-only summaries calculated from the case's pregnancy test and ultrasound visits, not fields you type into; to change them, update the source visit |
Pain, pain rating, bleeding/spotting and prenatal care | The existing clinical Vitals/symptom fields; these have not all returned to Case Info |
Current STI tests and results | The visit's STI Tests section |
Previous pregnancies | The client's Previous Pregnancies collection |
Previous pregnancies
On the visit's Workspace tab, open Previous Pregnancies in the Client & case group and choose Add. These are shared client-history records, available across the client's cases and visits.
Avoid duplicate entries
Standard Visit Record sections let staff edit standard care fields directly. An additional chart document is for its own questions and workflow. Existing documents may contain historical answers or mapped questions, but do not create another chart solely to reach Case Info or current test results.