Patient vitals and medical history in one file
BOC’s medical history and vitals feature records weight, height, blood pressure, blood sugar, and temperature on each visit, and keeps blood type, allergies, previous surgeries, diseases, and medicines on the patient file. In Dr. Room and in the BOC app, the doctor sees all of it in the Clinical snapshot, together with the patient’s insurance cover, before writing a note or a prescription.
What it does
Vitals belong to the visit. The Visit vitals pane in Dr. Room shows five tiles: Weight in kg, Height in cm, Blood pressure in mmHg, Blood sugar in mg/dL, and Temperature in °C. Edit vitals opens the form to fill in or correct them, and the same values can be edited from the appointment drawer on the calendar with Edit Vitals, and from the visit form in the BOC app.
The history belongs to the patient. The Overview tab of the customer file holds the medical details, blood type, allergies, and previous surgeries, and the Diseases & Medicine tab keeps one record for each disease or medicine, with the date it was added and the staff member who added it, and on the web an optional colour to make an entry stand out. Dr. Room gathers all of this, together with the patient’s insurance and policy number, in the Clinical snapshot.
Vitals at the right moment
When Visit Vitals is on, BOC opens the Visit vitals form the first time a patient enters the room, with Save vitals and Skip buttons, so the nurse or doctor records the readings at the start of the visit. BOC asks once per visit; after that, the doctor updates the values from the pane whenever needed. In the BOC app, the same prompt also opens when the visit goes into the room from the cashier, the appointment list, or the appointment form.
Each visit keeps its own readings, so the next appointment starts with a fresh set of tiles while earlier readings stay with their own visits. Clinics that skip vitals altogether switch off Enable Visit Vitals in Business Setup, Config, and the form and the pane disappear from the room. View Vitals and Edit Vitals are separate permissions, so an assistant can read the readings while the nurse records them.
The clinical snapshot
Clinical snapshot is a short list of cards in Dr. Room: Insurance with the provider and policy number, Blood type, Allergies, Previous Surgeries, Diseases, and Medicines. When the patient has several entries, See more opens the full list, so the doctor reads the whole history before treating or prescribing. For an insured patient, See more also adds the Coverage Type, Plan Type, Group Number, start and end dates, the primary insured, Insurance Status, Coverage Percentage, Pre-Approval Number, and Insurance Notes.
The card ends with the reminder Keep this information updated for better care, and Edit opens the patient’s file on the Overview tab to update the details. Staff with the right permission add new records on the Diseases & Medicine tab with Add Record, choosing Disease or Medicine and typing the name, and the snapshot picks them up on the next visit.
How it works in BOC
- Fill in the medical details. On the Overview tab of the customer file, record blood type, allergies, and previous surgeries.
- Add diseases and medicines. On Diseases & Medicine, press Add Record, choose Disease or Medicine, and type the name.
- Bring the patient in. In Dr. Room, press Get in room. BOC opens the vitals form for the visit.
- Record the vitals. Enter weight, height, blood pressure, blood sugar, and temperature, then press Save vitals, or Skip.
- Check the snapshot. Open Clinical snapshot to read insurance, blood type, allergies, surgeries, diseases, and medicines before you treat.
Who it is for
Clinics Clinics record vitals at the start of each consultation and read the history before prescribing.
Dental clinics Dentists check allergies, diseases, and current medicines before anaesthesia or a prescription.
Dermatology and laser Laser and skin clinics read skin conditions and current medicines in the snapshot before a session.
Physiotherapy Physiotherapists record weight and blood pressure at each session and keep past surgeries on file.
What your team gains
- Five visit vitals: weight, height, blood pressure, blood sugar, and temperature.
- A vitals form the first time the patient enters the room, with a Skip button.
- Blood type, allergies, and previous surgeries on the patient file.
- Diseases and medicines recorded with the date and the person who added them.
- A Clinical snapshot in Dr. Room with the patient’s full insurance details.
- Vitals editable from Dr. Room and from the calendar’s appointment drawer.
- Separate View Vitals and Edit Vitals permissions.
Questions
Can BOC record patient vitals?
Yes. Each visit holds weight, height, blood pressure, blood sugar, and temperature. Doctors record them in Dr. Room, and staff can also edit them from the appointment drawer on the calendar.
Do we have to record vitals at every visit?
Recording vitals is optional. BOC offers the form when a patient first enters the room, and Skip moves straight on. Clinics that skip vitals altogether can switch off Enable Visit Vitals in Config.
Where do I record allergies and blood type?
On the Overview tab of the customer file, under the medical details. Blood type, allergies, and previous surgeries then appear in the Clinical snapshot in Dr. Room.
What is the clinical snapshot?
It is a one-screen summary in Dr. Room with the patient’s insurance and policy number, blood type, allergies, previous surgeries, diseases, and medicines. Edit opens the patient file so the doctor can update it.
Does the clinical snapshot show insurance details?
Yes. The Insurance card shows the provider and the policy number, and See more adds the coverage type, plan, group number, dates, coverage percentage, pre-approval number, and insurance notes. The doctor knows the patient’s cover before treating.
Can I keep a list of the patient’s diseases and medicines?
Yes. The Diseases & Medicine tab keeps one record per disease or medicine, with the date and the staff member who added it. The entries show in the clinical snapshot during the visit.
Which units does BOC use for vitals?
Weight in kg, height in cm, blood pressure in mmHg, blood sugar in mg/dL, and temperature in °C. Blood pressure is typed as one reading, such as 120/80.