What I do is to go directly to Summary Sheet and enter each preventative item on the "name" and the exact date it was done on the "description". I do this one after another to start with, and eter one as it comes. I add the next date of the same procedure separated by a semi-colon.
It works great to see what I have done for that particular patient. I always check the result everytime, by switching to imported items where the results are saved.