Integrating Allergies, Medications, and Medical History (Problems) into Your Forms
Overview
Adit Patient Forms include three clinical custom fields — Allergies, Medications, and Problems (medical history) — that connect directly to the master lists in your EHR. When you add one of these fields to a form, Adit automatically pulls the corresponding list from your EHR so patients can select from real, chart-ready options. When the patient submits the form and your team approves it, the selections are imported straight back into the patient's chart.
This creates a true two-way clinical data flow: existing chart data pre-populates the form for the patient, and the patient's updates flow back into the chart — with no retyping by your staff.
Who Is This Article For?
Practice administrators and staff who build or maintain intake and medical history forms in Adit. You will need access to the Patient Forms module and an active EHR integration with Allergies, Medications, and Problems data synced.
Key Behaviors at a Glance
| Behavior | Details |
|---|---|
| Source of list options | Pulled automatically from the master list in your EHR. |
| Pre-population | Patients with existing entries on their chart (e.g., current medications) see them already filled in when they open the form. |
| Write-back to chart | Selections made from the predefined dropdown are imported to the chart once the form is approved. |
| Manually typed entries | Captured on the form, but not imported into the chart. |
| One per form | Each custom field (Allergies, Medications, Problems) can appear only once per form — the Copy option is disabled for these fields. |
Step 1: Open the Form Builder
- Navigate to the Patient Forms module in Adit.
- In the left navigation menu, click Form Manager.
- Click the Create Form button to build a new form, or click the Form Name or Edit icon on an existing form you want to update.
- On the form building page, a toolbar appears on the left side of the screen. This toolbar contains all the field types you can place on your form, organized by section.
Step 2: Add the Clinical Custom Field
- In the left toolbar, scroll to the Custom Fields section.
- Drag the Allergies, Medications, or Problems field onto your form and drop it where you want it to appear.
- A confirmation pop-up appears, explaining that the field will automatically populate its list based on the master list in your EHR. Select Yes to continue.
Step 3: Configure the Field Properties
Once the field is placed on your form, the field properties panel opens in the right-hand column. Configure the following options:
| Property | Description |
|---|---|
| Field Label | The question shown to the patient. Write it in clear, patient-friendly language. Recommended examples: • Allergies — "Are you currently allergic to any of the following?" • Problems — "Do you currently have any of the following problems?" • Medications — "Are you currently taking any medications?" |
| Hidden | Toggle ON to hide this question from the patient-facing form while keeping it on the form structure. |
| Required | Toggle ON to make the field mandatory — patients cannot submit the form without answering. |
| Copy | Disabled for all clinical custom fields. Each form may contain only one Allergies field, one Medications field, and one Problems field. |
| PMS Field | Defines where the data writes in your EHR. Because this is a clinical custom field, it is automatically mapped to the corresponding section of the patient's chart (Allergies, Medications, or Problems). No manual mapping is needed. |
| Allergy / Medication / Problem Name | The individual list items, automatically pulled from your EHR's master list. These are the options patients will see in the dropdown. |
| Reset | Discards any changes you've made to the field's list (hidden or removed items) and restores it to its original state, so you can start over. |
Step 4: Curate the List (Optional)
You can control which items from the EHR master list patients are able to see and select:
- Click the Eye icon next to an item to hide it from the patient-facing dropdown. The item stays on the list and can be unhidden later.
- Click the X next to an item to remove it from the field completely.
- Click Reset at any time to undo your changes and restore the full list.
Adding new items to the list: New allergies, medications, or problems cannot be added from within Adit. They must first be added directly in your EHR. Once that information syncs over to Adit, remove and re-add the custom field on your form to refresh its list with the new items.
Step 5: Save the Form
When you are satisfied with the form, go to the top navigation and click Save (to keep working) or Save & Exit (to finish). The form is now ready to send to patients.
What the Patient Sees
When you send a form request, the experience on the patient's side works as follows (the example below uses Medications, but Allergies and Problems behave the same way):
- Pre-populated entries: Patients who already have medications associated with their profile in the EHR will see those medications automatically filled in when they open the form. They simply confirm or update the list rather than entering everything from scratch.
- Adding from the dropdown: Patients can click the dropdown and select from the predefined list of medications. Items selected this way will be imported into the patient's chart once the form is approved.
- Typing manually: Patients can also type in a medication that is not on the list. Manually entered items appear on the completed form for your team to review, but they are not imported into the chart automatically.
- Managing entries: Patients click + to add another row, or X to remove one.
Frequently Asked Questions
Q: A medication my office uses isn't appearing in the dropdown. How do I add it?
Add it in your EHR first. After it syncs to Adit, remove the Medications field from your form and re-add it — the refreshed list will include the new item.
Q: A patient typed in a medication manually. Will it reach their chart?
No. Manually typed entries are visible on the completed form so your team can review and chart them manually, but only dropdown selections are imported automatically.
Q: Can I add two Allergies fields to the same form?
No. Each clinical custom field can be used only once per form, which is why the Copy option is disabled for these fields.
Q: When does the imported data appear in the chart?
After the completed form is approved by your team — not at the moment of patient submission.
Related Articles
- Mapping Fields in Your Patient Form to the EHR (PMS Field Mapping)
- Toggling Auto-Import ON or OFF
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