Medical alerts and patient history

Medical alerts

Medical alerts are the things every dentist must know before treating a patient. They show at the top of the patient's page and in Quick Visit, and Quick Visit checks medicines and surgery against them.

Kinds of alert

Pick one of these where possible. Standard alerts are what the safety checks recognise. For anything else, choose Something else and type it.

Adding an alert

On the patient's page, in Medical alerts:

1. Choose the kind and the alert, or Something else.
2. Add a note if useful, for example "Rash in 2019".
3. Click Add.

Anyone at the front desk or in the chair can add alerts. Ask about allergies, conditions and medicines at registration and at every new course of treatment. Alerts mentioned during a Quick Visit can be added from the visit and show from Quick Visit.

If the alert already exists: "That's already on the patient's record."

What the checks catch

• A medicine the patient is allergic to, or one in the same family, by generic or common brand name (for example amoxicillin with a penicillin allergy, or azithromycin with a macrolide allergy). Free-text allergies such as "allergic to Brufen" are checked too.
• Painkillers (NSAIDs) such as ibuprofen or diclofenac for a patient with NSAID sensitivity, asthma, a stomach ulcer, or on blood thinners.
• Surgery and work under local anaesthetic (extractions, implants and so on) for a patient whose alerts affect it, such as blood thinners, diabetes or bisphosphonates.
• Alerts mentioned during the visit itself, not only the ones already on file.

Warnings appear on the item in Quick Visit. They never block you: clinical judgement stays with the dentist.

Changing or removing an alert

Edit an alert to update its note. Remove one that no longer applies (for example after pregnancy). Removed alerts are kept in the history and can be reactivated.

The AI history summary

For a patient with a long record, History summary on the patient page (and in Quick Visit) lets Bee read every visit, treatment, medicine and bill and give you the story in a few lines.

1. Click Summarize history. "Bee is reading the file."
2. The summary appears in three parts:
   • Watch out: alerts and anything risky, first.
   • Ongoing: unfinished treatment and open plans.
   • Key history: the important past events.
3. Use the speaker button to have it read aloud, handy with gloves on.

The summary is saved. When new records are added you'll see "New records since then — refresh to include them". Click Refresh summary.

Available to Doctors and Clinic Admins on plans that include the AI patient summary. Contact details are removed before the record is sent to the AI.

The complete patient history

Every patient's page ends with Patient history, a full timeline with tabs for Appointments, Consultations, Treatments, Plans, Prescriptions, Bills & payments and Messages. See Patient records.