How to Add a New Complaint to an Appointment

Adding a complaint to an appointment allows you to record the patient's reason for seeking care, including relevant clinical details, referral information, assigned practitioners, and the current status of the condition. This information helps maintain an accurate record of active and historical complaints throughout the patient's treatment journey.

When to Use This

Use this article when:

You want to create a new complaint, injury, condition, or reason for care on an appointment

Adding a New Complaint to an Appointment

In the Appointment window, find Complaints
To create a new complaint, click +Add

The Complaint window will open

Enter the information about the complaint

Title	Enter a brief description of the patient's primary complaint or reason for seeking care
Onset Date	Enter the date when the complaint, symptoms, or condition first began
Onset Location	Enter the body region where the symptoms or condition first occurred
Laterality	Select whether the complaint affects the Left, Right, or Both sides of the body
ICD Code	Enter the applicable ICD diagnostic code associated with the patient's condition, if known
Treating Practitioner	Select the practitioner who is currently responsible for managing and providing treatment for this complaint
Requested Practitioner	Select the practitioner the patient has requested to see or has been assigned to see for care
Referring Practitioner	Select the healthcare provider who referred the patient for assessment or treatment, if applicable
Referral Category	Specify the general category of the referral
Referral Type	Indicate the type of referral received
Details	Enter any additional information relevant to the complaint, including symptoms, circumstances, history, or treatment considerations.
Priority	Select the urgency level for the complaint: Low, Medium, High, or Urgent
Status	Indicate whether the complaint is currently Active, Inactive, or Discharged

Click Save
After the complaint has successfully saved, close the window
Click Refresh

Click the down-arrow and select the complaint

After all relevant details are entered, save the appointment

Result

The complaint is added to the appointment and will appear in the patient's profile in the Active Complaints section. The complaint can be selected when creating appointments and completing charts, supporting accurate documentation and continuity of care.