Oral Health Surveys

Oral Health Surveys are enabled by default, which causes the appointment workflow Arrivals screen to pop up with a prompt. See Configuring Oral Health Survey settings if you wish to disable this prompt.

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Overview

Purpose | Features | Benefits | Requirements, Limitations

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Using - workflow, screens and procedures

Normal workflow

Questions added in v12.6

Question for direct marketing permission

Contact Lists, Patient Queries for Oral Health Surveys

Sample Clinipad Oral Health Survey

Issuing a Clinipad Oral Health Survey

Issuing a Clinipad Oral Health Survey when it is not due

Issuing a PRINTED Oral Health Survey from Reception

Transcribing print-form Oral Health Survey data into EXACT

Review with the patient

Creating a new Oral Health Survey from the Clinic

Create a standard procedure for co-duties

Showing / hide the Oral Health Survey tab in the Chart screen

Troubleshooting and FAQ

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Configuring - setting up and customising

Configuring Oral Health Survey settings

Editing questions in the Oral Health Survey

Adjusting the survey due period and the minimum age

Configuring a printable Oral Health Survey template:

- Importing the DEFAULT Oral Health Survey print template

- Customising an Oral Health Survey print template

Creating a std procedure for co-duty appointments

Configuring Security Settings for Oral Health Surveys

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Competencies - check your skills

Competencies Checklist

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Resources - videos, PDFs

Portal video v12.6 Release - see the Oral Health Surveys video on this blog page

Portal video: New Features Webinar, v11.3 SP7 and v11.4, including Oral Health Surveys

Oral Health Surveys User Guide

Oral Health Surveys Competencies Checklist