History

Background on the patient that doesn't change visit to visit — what they have had before, what runs in the family, what they were immunised against, and the detail of an injury that brought them in.

Screen	Records
Health	Prior symptoms, past illnesses, surgeries, medications, lifestyle
Family	Family structure and hereditary conditions
Immunization	Vaccinations, with registry reporting
Auto Accident	Detail of a motor vehicle accident
Work Injury	Detail of an occupational injury
Work Restriction	Duty limitations and return-to-work status
Activities of Daily Living	Which everyday activities are affected

When to complete these

History is intake work. Most of it is captured once, when the patient first attends, and revisited when something changes — a new injury, a new diagnosis in the family, a further course of vaccination.

Paper first is normal, and expected

Where a patient is taken straight through to be seen, the history is often taken on paper and entered afterwards. That is the workflow these screens are built for — quick back-entry of a completed form, rather than a question-by-question interview at the keyboard.

Just mind the 72-hour rule if any of it is going to support that visit's note.

Why it matters beyond the chart

Three of these screens exist largely because someone outside your practice will eventually ask:

• Auto Accident and Work Injury feed narrative reports for attorneys, carriers and state agencies — documents that, as the legacy manual put it, "make or break the patient's case"
• Work Restriction is what an employer acts on
• Family and Health establish what pre-dated the current episode, which is the question a carrier asks when it wants to call something pre-existing

Detail recorded late is worth less

A mechanism of injury written down at intake is evidence. The same detail reconstructed months later, after a dispute has started, is a recollection. The screens are long because the questions get asked once and then matter for years.

How the routing works

Recording an accident here does not by itself send claims to the right payer. That is set per carrier on the patient's policy, where ticking Employment routes to workers' compensation, Auto Accident (with the state) routes to auto insurance, and leaving them clear leaves it with regular health cover.

Keep the two in step: the history screen holds the clinical and factual detail, the policy holds the billing consequence.