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On the concierge app it will only show the MH if it is due to be completed (older than 6 months)- sometime we get patients that have had medical changes and need to complete the MH again before the 6 month mark. It is fine doing it in surgery verbally but when there has been big changes we really need to be able to give them the iPad and get them to do it themselves. I understand that we can email the patient a link etc but when they are elderly or don't have their phone on them extra it is much easier doing on the tablet. 

 

Please can you look into if there is a way of the pt updating their MH even if it is less than 6 months.

Hey ​@Sarah Salisbury 👋

The trick here is to tell Dentally that the existing medical history is no longer valid. As soon as you do that, Concierge treats it as “due” and the iPad shows the form straight away. Here are some quick instructions:

  1. On your computer/laptop

    • Open the patient record and go to the Medical tab.

    • Click the most-recent medical-history entry.

    • If the form was taken less than 24 hours ago, click Delete.

      If it’s older, choose Mark as → Invalid, add a short note like “new medication” and save.

    Deleting or invalidating instantly raises the red Medical history required banner and creates an “outstanding action” for that patient.

  2. On the iPad (Concierge)

    • Back out to the appointment list or tap refresh, then open the patient again.

    • You’ll now see a Medical History card even though the last form was under six months old. Hand the iPad over and let the patient complete the questionnaire themselves.

After they submit, the fresh form appears in the Medical tab, the banner disappears, and the six-month timer restarts from today.

 

I  understand being able to push a Medical History to Concierge with a single button would be much smoother, especially for patients who struggle with email links. I’ll pass your feedback to our Product team and I’ll let you know in case there’s any updates 😊

Give the steps a try and let me know if it works! 


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