How to use the patient's anamnesis

On this page

The anamnesis is the history taken at the start: reason for visit, medical history, development, habits. It is filled from the specialty’s template, and each clinic can adjust it.

Fill it in on the record

  1. Open Patients, enter the profile and go to the Anamnesis tab.
  2. Press Fill in anamnesis (or Edit if there is one) and pick your specialty’s template.
  3. Answer and press Save as a new version. Every save is a version; none is deleted.

The anamnesis’s Medical History section is the same as the record’s: what you add there shows in Medical History.

Let the patient fill it in

  1. On the Anamnesis tab, press Send to the patient and copy the link. Share it by WhatsApp or email.
  2. The patient confirms the last 4 digits of their ID and answers one question per screen on their phone.
  3. Their answers reach the record as Patient’s answers. Nothing enters the record until you review it: confirm or discard each history item they reported and press Accept as version. What the patient left blank keeps what was already recorded.

Ask for it before the visit with SarAI

Under Services, add a requirement of type Anamnesis. It does not block booking: when someone books on WhatsApp, SarAI asks for the anamnesis the way you choose:

  • Link: sends the secure link.
  • One question at a time: asks the questions one by one in the chat.
  • One message: sends every question at once and only asks again for what is missing.

It is asked once per patient. A patient who already has an anamnesis is not asked again.

Adjust the templates

Under Templates → Anamnesis are the system templates by specialty. Press Customize to make a copy for your clinic: remove, add or reorder questions, and write the question in plain words under How the patient reads it.