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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lumina Core 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Q9 · marked no longer applicable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.
lumina Core 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.
lumina Core Clinical readiness
2 need attentionAK
Today · Tue 13 May

Medical histories

Send reminders
JO
Jordan Okafor
09:00 · Routine exam · v5 signed by both
Approved
PN
Priya Nair
09:30 · Hygiene · v7 submitted, 3 changes
Review changes
LB
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.
lumina Portal Medical history
PN
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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