Managing from the Clinipad tab

To return Clinipad sessions without leaving your current screen

From v11.10 it is no longer necessary to return Clinipads from the Clinipad Screen or Tab.

You can still go to the main window to return a Clinipad session, but the Clinipad return menu has been modified to be more convenient.

It is now available to all users, and it enables you to Return a Clinipad session from any screen, without leaving that screen.

Simply click the down arrow beside the Clinipad icon in the workspace bar, and select the Clinipad to return for your area:

This is the row of tabs below the Appointment Book:

EXACT has to be configured to display the Clinipad.

To manage Clinipad operations from the Clinipad tab in the appointment book

The Clinipad returns tab shows a list of patients (or families) who have been issued Clinipad in order to complete forms.

When they return the device, it allows the user to check-in and manage the changes that patients have made.

For each Clinipad device issued to a patient or family there will be one line that shows

• An expander for drilling in to more information

  

  • Drilling in will show a line of all the forms that the patient was asked to complete.

    - You can only expand one line at a time.

    - In most situations it should not be necessary to drill into patient records to deal with forms going out or coming back.

• To whom the Clinipad device was issued.

  In the case of a family the head of family's surname + the number of patients is shown

  • Click a patient name to open their patient file:

    

  • Click a family expander to expand and show one line per family member:

    

    - Click individual family members to access their patient files.

    - You can further expand family member lines to show the forms due from each family member.

• The name of the Clinipad device that has been issued:

  

  • This device name also shows as an identifier on the bottom left of the Clinipad device home screen (iPads can all look the same).
• For how long the patient / family has had the device:

  

  • A timer counts up from zero while the device is in use. If the timer goes over twenty minutes it turns red to alert you that the patient may have completed forms:

    

  • A Return button for when they hand the device back:

    

When you click the Return button, EXACT will check to see if the patient has completed all of the required forms.

- If they have not, a Forms Incomplete dialogue will pop up to identify which forms are missing, and to give you the option of returning the Clinipad device to the patient:

If the patient has completed all the forms, or if you still want to return the device (you are not going to make the patient complete the missing forms), EXACT returns the device to the pool, and the onscreen view changes:

With the data returned each line now also shows

• Whose data has been returned

  In the case of a family the head of family's surname + the number of patients is shown:

  

  • Click a patient name to open their patient file:

    

  • Click a family expander to expand and show one line per family member.

    - Click individual patients to access the patient file.

    - You can further expand the line to show the forms due from each family member.

  • Each form shows whether the data has been updated:

    

  • Depending on your security settings you can click the forms to see the data returned.
• A Check and Dismiss button to check-in the data:

  

  (Note that this button is not shown for a family, it is only shown for individual family members).

• An Issue button, to use if the patient needs to have the Clinipad device given back to them:

  

  • Click the Issue button to bring up a dialogue allowing you to send the form.

Click the Check and Dismiss button to see if any data needs to be triaged.

• Changes to patient information, and patient’s doctor need to be reviewed before they are written to the database.
• Other forms such as medical history or Oral Health Survey do not need to be reviewed.

If there are changes that need to be reviewed a dialogue will pop up for each form showing the changes and asking for review.

Once the data has been accepted or rejected, or if there were no changes to triage, the patient is removed from the list.

To manage Clinipad Form statuses

These are the possible statuses shown in the Clinipad tab and screen:

Clinipad Form statuses for Patient Details:

Clinipad Form statuses for Medical History:

Clinipad Form statuses for Oral Health Survey: