Clinician review and signature is not required.

The form only has a patient signature area.

The patient completes and signs the form independently in Reception and hands it back to the Receptionist.

In this scenario,

When the patient fills in the medical history form as part of the arrivals process, they are not asked to sign the form, and a PDF copy of the form is not created.

When the patient goes into the surgery and the dentist reviews the medical history, some text informs them that there is new medical data that needs to be signed.

Using the Update MedHist using Clinipad then sends the new data back to Clinipad where it can be reviewed with the patient, and this time there is a signature box present for the patient (but not for the Dentist in this scenario).

Once the patient signs this, Clinipad generates a PDF.

This scenario is exactly as the one above, but when the patient signature box appears, so does a signature box for the Dentist to counter-sign, after which EXACT generates the PDF.

Arrival in Reception:

Receptionist at Arrival:

1. Register patient as Arrived in EXACT.

   An Arrival Workflow dialogue indicates what needs to be done for that patient.

2. Specify which Clinipad device, then click Arrive & Send to Clinipad button
   (if no devices are free, check patient in manually using Arrival Workflow hyperlinks)
3. Click Change Patient on the Clinipad to refresh and bring up forms.

   EXACT exports patient and forms data to the shared folder for that Clinipad.

4. Hand Clinipad to patient and issue instructions.
5. Depending on practice policy, mark the form as Reviewed.

Arriving Patient:

1. If required, complete forms, sign, and hand Clinipad back to Receptionist

Receptionist:

1. Click Return on the Clinipad tab to import the data.

   If a form is missing it will be indicated in the Clinipad Tab.

2. Preview the pending data and forms and accept them into the patient file.
3. If patient details were updated, click the Updated hyperlink to bring up a comparison window, to check on the changed data. Click OK in this window to check in the data and clear the line.

In the Clinic:

Clinician in the Clinic - possible actions:

1. Register patient as Moved to Chair in EXACT.
2. Issue Clinipad to patient and aid/review/discuss accurate completion of the Medical History Form. Depending on practice policy, mark the form as Reviewed.
3. Counter-sign the patient signature in the Medical History Form.
4. Create an Oral Health Survey if this has not already been completed. Review Oral Health Survey results and if possible create an Oral Health Treatment Plan.
5. Create an Estimate and send it to the Clinipad / specify the Clinipad device for signature.
6. Mark Patient as complete in EXACT and send patient to departure at Reception.

Patient in the Clinic - possible actions:

1. Enjoy treatment.
2. Complete the Medical History Form and sign it.
3. Complete and sign Oral Health Survey.
4. Sign Clinician's Estimate.
5. Hand Clinipad back to Clinician.

Departure from Reception:

Receptionist at Departure - possible actions:

1. Complete the Appointment Workflow Departure Task List, including creating applicable bookings.
2. Repeat the Patient signature process with any outstanding medical or other forms.

Patient at Departure - possible actions:

1. Complete outstanding forms.