Clinipad Electronic Forms and Signatures

The Clinipad module enables patients and/or staff to complete and sign forms digitally by means of electronic tablet devices.

Signed documents are stored electronically and can be verified as original and un-altered, with genuine signatures that are accepted as legally binding.

This technology modernises and speeds data capture, saves on printing and paper storage costs, and enhances patient perceptions of the dental practice.

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Overview

Purpose | Features | Benefits | Requirements

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Using (workflow, screens and procedures)

Clinipad workflow

Launching Clinipad in EXACT

Using Clinipad with Patient arrival

• Family Appointment procedures
• Managing from the Clinipad tab
• Managing from the Clinipad screen

Using Clinipad with Oral Health Surveys

Having patients sign Clinipad Terms and Conditions

New patient referral-source capture

Using Clinipad with Marketing Consent

Treatment Consent Forms

Using Clinipad in the Clinic

• Marking Records as Reviewed
• Viewing signed Medical Histories in EXACT
• Using Clinipad Treatment Consent Forms
• Clinipad Signed Estimates

Instructions to the Patient:

• Updating your Patient Details
• Updating your Medical History
• Signing your treatment Estimate on Clinipad
• Completing your Oral Health Survey on Clinipad
• Signing your Terms and Conditions document
• Signing your Contact Consent on Clinipad

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Configuring (setting up and customising)

Installing and configuring Clinipad

Adding and Pairing Clinipad Devices

Configuring Clinipad for multiple computers

Setting up Adobe Reader to view signed Clinipad forms

Customising a Clinipad logo

Adding Clinipad to the Workspace and Activity bars

Configuring Appointment Arrival Options

Configuring Medical History Forms & Reviews

Configuring Clinipad Estimate signing

Configuring new patient referral-source capture

Configuring Clinipad Treatment Consent Forms

Configuring Marketing Consent with Clinipad

Checking Clinipad module registration

Troubleshooting Clinipad

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Resources (videos, PDFs )

Portal video: How Clinipad works

Portal video: Clinipad

Portal video: Clinipad configuration screen and tab layout

Portal video: Clinipad signed Terms and Conditions

User Guide

Training Competencies Checklist

Patient guide to using Clinipad