The Health Maintenance block can be used to see at a glance if a patient is up-to-date on certain things that you want to track, showing, for example, when they last had a mammogram, bone density scan, or other preventative test. We can load in a basic set up US Preventive Task Force health maintenance trackers to get you started, and you can easily add your own rules.

Health Maintenance rules can apply to patients based on their age, sex, and whether they have one of the specified diagnosis codes in their chart (PMH or Assessment). If the rule applies to a patient based on the set parameters, the name of the rule will appear in that Patient's Health Maintenance block, with a space to enter the date that item was last done. If the patient is overdue or has never had a date recorded for that item, it will be shown in red.

You can also run practice-wide reports on who is overdue or coming due for different Health Maintenance trackers under Admin > Advanced Patient Search > Health Maintenance Report.

Add a New Health Maintenance Tracker:

Add or edit a health maintenance tracker by clicking on the pencil icon in the upper right-hand corner of any patient's Health Maintenance block OR by clicking on Admin > Manage > Health Maintenance.

Name - Give the tracker a short but descriptive name as you would like it to display in patients' Health Maintenance blocks.

Age, sex, dx codes - you may use the fields provided to restrict which patient charts the tracker appears on by sex, age, or diagnostic code(s), or leave defaults in place to have the tracker appear on all patient charts.

Frequency - Specify the recommended interval between instances of the test/evaluation/other criteria. If it is something you want to be able to record in the Health Maintenance block, but never want to be shown as overdue, you can specify 999 years as the interval.

Applies to - If you opened the management pop up from a patient chart, set whether the tracker should apply to all matching patients or only to that specific patient. Generally, you would select All matching patients.

Override - In some cases, there is a secondary rule that should override the primary health maintenance rule, for example: women with certain risk factors might want more frequent mammograms that the population at large. If this is the case for criteria that you track, you can set a rule to override an existing rule. The result will be that the overriding rule will appear (and the overridden rule will not) in cases where both rules apply.

Description - Add a description, if any, that you want to appear when you hover over that rule in the Health Maintenance block.

Using Health Maintenance Trackers:

To track patient's health maintenance items, just click on the tracker in their health maintenance block, and enter the date they completed the item (it will auto populate today's date), then click "Save":

You'll then be able to see at a glance when a patient last had these items done (if no date has ever been entered, it will show "Never"):

Advanced Uses

In some cases, you might want to use the Health Maintenance block for some non-traditional trackers that you want to be able to run date-based reporting on. For example: you sell a specific package to patients that is good for a period of time, but does not automatically recur, and you want to not only be able to see at a glance if the patient has an active package, but also be able to run reports to see who is nearing the end of their package deal. To use Health Maintenance to track this:

  1. Create a fake diagnosis code (to apply when the patient purchases the package) under Admin > Manage > Diagnosis Codes, click on Add New. Give your custom diagnosis a name, a "code", and select "non-ICD" as the type of code.
  2. Create a Health Maintenance rule that is triggered by that particular "diagnosis code"
  3. Add the code to the PMH block of patients's charts when they purchase the package.
  4. To remove the Health Maintenance rule (if they had a lapsed package and opted not to purchase again), you could remove diagnosis code from their PMH so that the rule no longer applied to them.