Problem List
Problem List holds Past Medical History (PMH) and Past Surgical History (PSH)—the patient’s own problems and procedures. Keep it current for care and for an accurate Face Sheet. It is not Family History, not Allergy List, and not ROS.
What Problem List Is For
Two sub-tabs: Past Medical History (medical problems/diagnoses) and Past Surgical History (surgeries/procedures). Each problem has a name (and optional code), status (Active, Inactive, or Resolved), optional appointment link, and notes. This is the patient’s own history—not relatives’ diseases.
Where and When to Use It
Open chart → Problem List at intake, visits, care transitions, or before printing a Face Sheet. Switch to Past Medical History or Past Surgical History depending on what you are documenting. Some visit workflows mention problems “for this appointment,” but linking a visit is optional unless your screen hides the field because you opened from a visit context.
How the Screen Works
Choose Past Medical History or Past Surgical History. Each sub-tab has its own Add and permissions. Table shows the problem (and code if set), Status, Appointment (linked or not), Notes, and Actions. Search by problem, status, or notes. Filter status: All, Active, Inactive, Resolved.
Fields on Add / Edit
Past Medical/Surgical Problem (required): type at least a couple of characters to see suggested standard terms (name + code); you can also keep free text. Status (required): Active, Inactive, or Resolved. Appointment (optional): searchable visit list (may be hidden when already scoped to an appointment). Notes for extra detail. Cancel closes; Submit or Update saves.
How to Add Past Medical History
Open Past Medical History → Add → search/type the problem (for example Hypertension) → pick a suggestion when it fits → set Status (often Active) → optionally link an appointment → add Notes → Submit.
How to Add Past Surgical History
Switch to Past Surgical History → Add → enter the procedure (for example Appendectomy) → set Status (Resolved is common for completed surgeries) → optional appointment and notes → Submit.
How to Edit or Delete
Edit: pencil → change problem text/code, status, appointment, or notes → Update. Delete: confirm Delete Past Medical/Surgical Problem. PMH and PSH each need their own view/add/edit/delete permissions. If you cannot see either sub-tab, you may see that you do not have permission to view Problem List.
Common Issues
Sub-tab missing: Past Medical or Past Surgical History permission. Face Sheet outdated: save history before download. Putting mother’s diabetes here: use Family History. Putting drug allergy here: use Allergy List. Putting today’s symptom checklist here: use ROS. Patient not saved yet: finish Add Patient first.