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Medical Conditions

Medical conditions are displayed to customers during the Kiosk and Web Sign flow and stored on the customer profile. Staff can also add a condition directly from the customer profile when it comes up during a session. Configure the list at Settings → Customers → Medical Conditions.

FieldPurpose
NameThe name of the medical condition.
Condition TypeThe type of medical condition: Allergy, Condition, or Disease.
Input TypeHow the condition is presented during signing. See below.
RequiredWhether the customer must answer this condition during signing.
Display OrderControl the position by dragging and dropping.

Conditions are grouped by type:

  • Allergies — e.g. latex, adhesives, metals, topical anesthetics.
  • Conditions — e.g. hemophilia, heart condition, pregnant, prone to fainting.
  • Diseases — e.g. hepatitis, HIV, blood-borne pathogens.

Input types control how the condition appears to the customer during the signing flow.

TypeBehavior
Yes/NoThe customer answers yes or no. Required: an answer must be given. Optional: unanswered counts as no.
Yes/No & TextSame as Yes/No with an additional text field for details (e.g. “List medications”).
TextA text field for free-form input (e.g. “Other conditions”).

When a customer has medical conditions on file, the Safety Panel on their session expands on its own, so the information is reviewed before work begins. Conditions are grouped by type, required conditions first.

Customers → Medical Info controls who sees the details of a customer’s conditions. Without it, a user sees that conditions exist (a count) but not the specifics. Managers and everyone with a skill have it; Front Desk doesn’t.

Editing the conditions list itself takes Medical Conditions → Manage — included in the Manager role. See Roles & Permissions.