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Medical History - Always updatable on Ipads

  • June 5, 2026
  • 4 replies
  • 44 views

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Hey - I think it should be an option to always send medical history forms to in house Ipads, as not all patients have smart phones/may need help to update theirs. Some patients need to update them more frequently too.

 

4 replies

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  • Dentally Team
  • June 5, 2026

Hi ​@MelissaLJones , thank you for the request. I have passed this feedback on to the team, but if you have any more immediate concerns, please reach out to support.


Hebe Lowen
Community Manager
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  • Community Manager
  • June 8, 2026

Hi ​@MelissaLJones, I just wanted to clarify that if you’re using Concierge to allow patients to complete forms on a tablet in the practice, then they should always be seeing a medical history form when required, so what you’ve requested should already be the case. If you’re not seeing this, then this is not expected behaviour.

If Concierge (in-house iPad tool connected to Dentally for digital form signing) is configured correctly, outstanding medical history forms should be available for every patient to complete (if required) on your tablet device when they’re in the practice. This should mean those who aren’t able to do so at home in advance can do it when they arrive, as you’re wanting.

If you’re not seeing this happen, it could be because your device isn’t configured correctly for Concierge.

I have asked someone from the support team to reach out to help you with this - please keep an eye out for a message from them. 


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  • Savvy Contributor
  • August 11, 2026

I have a similar request if possible please.  We have our patient medical history signing parameter set to 365 days.  There are regularly patients who have not already completed their medical history prior to their appointment and when the clinician checks he is advised of a medical history change.  Can you please consider a development whereby, if a change is made to the medical history (regardless of the date parameter), the patient is able to sign this on the Ipad.  I appreciate there are ways round this currently - sending sms message for patient to do on phone or asking them to sign on to the Portal at home however we feel this is not a reliable/realistic approach for many patients.  This therefore leaves a situation where a patient’s medical history has had a change noted but the patient may not be invited to sign it for some months hence (once the 365 threshold has been met).  

I would be pleased to hear thoughts on this and whether this might be something considered for development.

Many thanks

Kate

 


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  • Savvy Contributor
  • August 11, 2026

Sorry I think that may be a bit unclear - the scenario I mention above is when a patient is in surgery at the start of their appointment and the clinician is checking their medical history. Thank you!