History & Physical (H&P)

A History & Physical (H&P) is a specific encounter note that includes certain baseline information, such as the patient's medical history and current physical exam, and is required by insurance providers to be updated on a yearly basis.

You will designate the encounter as an H&P by sliding the "Select as H&P" toggle in the History section of the encounter note.  This allows you to document if the patient’s annual history and physical (H&P)was completed during the encounter.  The last completed H&P date will appear next to the toggle when available.  The toggle will turn green when selected. 

NOTE: Engaging the toggle will indicate a completed H&P, even if no data is edited in the history fields. 

The date the H&P was last updated will be displayed after the note is finalized.

• Comprehensive
• Limited
• PD
• HHD

The patient's medical history can also be documented in the Clinical Summary section of the chart. To modify the patient's history, hover over the applicable section and click the "edit" icon that appears to the right.

Locating H&P Encounter Notes

Encounters with the applicable information documented and marked as having a completed H&P will show an "HP" indicator next to the encounter note type in the Clinical Summary section of the patient's chart.

Content on this site is for informational purposes only and does not represent actual patient data.