Goals of care (see Adding goals of care)

Medical history (see Recording patient medical history)

Surgical history (see Recording patient surgical history)

Family history (see Recording patient family history)

Social history (see Recording patient social history)

Risk factors (see Viewing patient risk factors)

Obstetrical care (see Recording prenatal information and Recording a pregnancy result)

In the patient dashboard view, click Start/Open > Health Profile.

In the patient summary, you can view the individual health profile sections.
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From an encounter or letter template (see Adding health profile items to an encounter or letter template).

You can add medical history and surgical history to letter and encounter templates. They can be configured to include the 15 most recent active entries.

Social history, family history, risk factors, and goals of care can also be pulled into letters and encounter templates.

Providers can click into the Health Profile variables in an encounter template to edit them. These edits update the Health Profile in the patient chart upon saving the encounter.
📌 Note: Health Profile variables cannot be edited when using letter templates.

Diagnosis in the Assessment and Plan section of an encounter does not save into the Medical History section of the patient's chart until the encounter has been signed. See Recording an encounter diagnosis.

Obstetrical care appears in the Dashboard and Summary views and is there for record-keeping purposes only; it does not currently pull into other areas of the CHR (for example, Encounters or Forms).