Preventative Care
Feature Overview
⚠ OPTIONAL FEATURE
Preventative Care is not enabled by default. It must be manually added to the account by a developer or admin before it can be used.
What Is Preventative Care?
Preventative Care is a panel that appears on a patient record and lets you track preventative health services the patient has received. Each entry logs a specific service, when it was performed, and how it is categorized — giving staff a quick reference for a patient's preventative care history without digging through claims or notes.
Where It Appears
Once enabled, Preventative Care appears as a section in the left-hand navigator on the patient record page. Clicking it opens the list of preventative care entries for that patient, where you can view and add records.
Fields
Each preventative care entry includes the following fields:
- Service Date — The date the preventative service was performed.
- Category — The type or grouping of preventative care (e.g. screenings, vaccinations, wellness visits).
- Service Code — The procedure or service code associated with the care received.
Heads Up
- Preventative Care records are tied directly to the patient — they are not linked to a specific claim or charge.
- This panel is informational and for tracking purposes — it does not generate claims or affect billing.
Getting Access
This feature must be manually added to your account by a developer or admin. Contact your admin or support team to request access.