Requirements for Oral Health Surveys

• EXACT version 11.3 SP7 or later.
• Appointment arrivals workflow needs to be enabled and configured.
• Electronic completion of surveys requires at least one functional Clinipad, with the Clinipad module.
• Printed surveys require Presentation Manager.
• Clinicians who will be Saving and Completing Oral Health Surveys after discussion with the patient must have the appropriate permission set in the Security settings. For example, the role of DENTIST:

  

  (For procedures see Configuring Security Settings for Oral Health Surveys)

Limitations:

Oral Health Surveys can only be reviewed by Receptionists with extended security clearance.

NOTE on global Oral Health Survey configuration:

Oral Health Surveys is enabled / turned ON for the entire practice by default, which causes the Arrivals screen to pop up in the Appointment Book.

To disable Oral Health Surveys,

1. Display the Oral Health Survey tab in any Dentist Chart screen
2. Select the Spanner at bottom right of the chart screen
3. Uncheck (un-tick) the Oral Health Surveys Enabled checkbox.