---
title: Completing a Sample Minor Ailment Assessment
description: Learn how to complete a sample Minor Ailment assessment in MedEssist so your team can familiarize themselves with the workflow before assessing patients.
---

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3. [Minor Ailments and Prescribing](https://help.medessist.com/clinical-tools?hsLang=en#minor-ailments-and-prescribing)

# Completing a Sample Minor Ailment Assessment

## Learn how to complete a sample Minor Ailment assessment in MedEssist so your team can familiarize themselves with the workflow before assessing patients.

1\. On your MedEssist dashboard, click **"Schedule"** on the left hand side.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/411075d9-6afe-4b09-ac7a-dc3b61eaf1b8/ascreenshot_6b7dc8db4198443ab160d0b0780f2963_text_export.jpeg)

2\. Click **"New"** in the top-right corner and select **"Registration"** from the drop-down.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/da58ac4d-acd0-4bfb-b028-e70dd90f1b93/ascreenshot_42dde7cb01cf4c128699285ae7cfd146_text_export.jpeg)

3\. Select **"Minor Ailments & Conditions"** and choose a condition from the dropdown menu, then click **"Assess Now".** A new popup window will appear.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/6139faf2-eb65-4d6f-a919-2effd6513a4e/stack_animation.webp)

### Clinical Assessment

4\. Complete the patient questionnaire using sample patient information. 

**Tip:** Intentionally select some responses that may trigger a red or yellow flag to see how they appear on an assessment.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/d20c2fd4-871c-4cbb-a00a-4b84a214bd12/ascreenshot_b875b3b14acb416eaf3cfc12a995f68d_text_export.jpeg)

### Patient Information

5\. Enter test patient information

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/aa87ab3d-98c9-4c5e-9f0c-a9fe0dee8415/stack_animation.webp)

6\. Click **"Submit"**

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/c7c4f59e-8b33-49d6-99d1-bd22875cb3d8/ascreenshot_1d525b0c05a8496ea25b5d410c8ccfba_text_export.jpeg)

7\. Click **"Yes"** to continue the test assessment as a walk-in

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/dea195e7-b737-4e20-95a7-341188094ca4/ascreenshot_dd5fa0bd0bde448b85023dbcc88d707f_text_export.jpeg)

### Documentation Finalization

8\. Return to your MedEssist dashboard. Click **"Review"** to access the completed patient questionnaire and assessment documentation

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/0845fba9-7179-49c5-b35b-cd656f8e7426/ascreenshot_f5eccdc342ad46728dd7f150e5a76ff8_text_export.jpeg)

9\. Practice completing the assessment: view responses, red/yellow flags, clinical pearls, treatment options, and more.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/bca837d9-0752-4891-8c87-452588a71a5a/stack_animation.webp)

### Appointment Management

10\. If you would like to remove the test appointment from your schedule, exit the assessment without saving and click the menu icon

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/ed507340-a5c5-4da9-b241-e02047865606/ascreenshot_5a4fa73a91874b87bb6c2bfba7f793d7_text_export.jpeg)

11\. Click **"Rebook/Cancel"**

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/14934e4e-ef04-4f37-ba6c-a57263151a6e/ascreenshot_5ba30790a3824524a074a187e3438448_text_export.jpeg)

12\. Click **"Add to Recycle Bin"**

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-12/4fb2ec05-b68f-4100-ab7a-3d989fb3db54/ascreenshot_9a20f1012f174a2fa1e25a77c7174fcd_text_export.jpeg)

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