li>As appropriate (age and gender etc.):
Complete patient Medical, Surgical, Social, Family, and Gyn Histories (update during follow-ups):
(Female Patients) Check last mammogram add to Health tab, GYN section, in Mammogram area, and comments as to "patient reported," if normal or abnormal with date performed (update in, must have month and year).
For every patient, request notes from appropriate other specialists (for example, Med Onc, ENT, urology, neurosurgery, surgeons) (may need to send multiple requests and follow up with a phone call to the office).