Features Medical history

Lumina Core

See what changed, not just what was submitted.

A medical history is not a form to file, it is a clinical record to govern. In Lumina every submission is stamped as a new version, nothing is ever overwritten, and the clinician sees the question-level changes that matter before care is delivered.

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Medical history

Changes to reviewAK

Priya Nair · version 7

What changed since v6

Approve and sign

New allergy: penicillin

Q4 · added by patient · flagged important

Added

Lisinopril · 10mg to 20mg

Q7 · medication dose changed

Changed

Asthma

Q9 · marked no longer applicable

Removed

Patient signed · from Portal · 09:12 Awaiting clinician signature

Governed end to end

From the patient's sofa to a signed clinical record.

Portal

Completed before the visit

Email and SMS reminders before bookings; completed from home, or on a tablet in practice.

Core

Changes surface themselves

A question-level change set against the last approved version, not a 40-question re-read.

Core

Signed and approved

Patient and clinician signatures on the version that was actually reviewed.

Core

Preserved for good

Every version kept, so you can show what was known when care was delivered.

Versioned by design

Every submission is a new version. Nothing is overwritten.

The question clinicians actually ask is not "what does the form say?" but "has anything changed since I last treated this patient?" Lumina keeps the full history, every version, every change set, every signature, so you can answer it for any point in time.

Full version history

Every submission preserved with who completed it, when, and where it came from.

Question-level change sets

Added, changed and removed answers between any two versions, not a spot-the-difference exercise.

Important flags

Allergies and high-risk answers flagged so they are never buried in a long form.

Version history

Priya NairAK

Medical history · 7 versions

Record timeline

Compare any two

Version 7 · today

from Portal · 3 changes · awaiting clinician signature

In review

Version 6 · 12 Nov 2025

tablet in practice · signed by both

Approved

Version 5 · 14 May 2025

from Portal · 1 change · signed by both

Approved

Version 4 · 9 Nov 2024

from Portal · no changes declared · signed by both

Approved

Approval workflow

Reviewed and signed before care is delivered.

Approval is part of the workflow, not a checkbox. The clinician reviews the change set, the patient signs, the clinician countersigns, and the day list shows it green before the appointment starts. This is clinical governance, not form collection.

Two signatures, on the record

Patient and clinician sign the version that was actually reviewed, with time and source recorded.

What was known at the time

For any visit, show whether the record was signed and approved when care was delivered.

Missing histories chase themselves

Reminders go out before bookings; a gap on the day raises a task with an owner.

Clinical readiness

2 need attentionAK

Today · Tue 13 May

Medical histories

Send reminders

Jordan Okafor

09:00 · Routine exam · v5 signed by both

Approved

Priya Nair

09:30 · Hygiene · v7 submitted, 3 changes

Review changes

Luca Bianchi

10:00 · Crown fit · no history on file

Missing

Reminder sent to Luca · task assigned to reception

Your form, not ours

Configurable forms, completed wherever suits the patient.

Build the medical history your practice actually uses with Form Builder, or let Form Builder AI convert the PDF you have today. Patients complete it from home in the Portal, on a tablet in the waiting room, or with staff at the desk, and it lands as structured, versioned data either way.

Form Builder

Sections, question types and important flags, configured for your organisation.

Form Builder AI

Turns your existing paper or PDF history into a digital form, ready to review and publish.

Home, tablet or desk

Portal completion with email and SMS reminders before bookings; tablet completion through Lumina apps in practice.

Medical history

Before Tuesday's appointment

Takes about 4 minutes · saves as you go · last updated 12 Nov 2025

Your details

confirmed · nothing changed

Medications

you noted one change since last time

Allergies

please review this section

Review and sign

your dentist countersigns at the practice

Connected by design

The history is there when care happens.

Core

Exams start informed

The exam flow opens with the current approved history and its important flags, so allergies and medications are in front of the clinician, not in a tab.

Structured exams

AdminCore

Gaps become tasks

A missing or stale history is a signal: it raises a task with an owner and a due date instead of being discovered chairside.

Tasks and signals

Admin

Evidence, already collected

Signed versions, change sets and audit history are exactly the records audits and due diligence ask for, kept automatically.

Compliance and CQC readiness

Governance, not form collection.

Versioned medical history is part of Lumina Core on every plan.

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