Oral Health Surveys Enabled

Disable and Enable Oral Health Survey by means of this checkbox (default is checked (enabled)).

With the Oral Health Survey enabled, an Oral Health Survey section is added to the appointment Arrivals Screen, and the screen will pop up by default.

When processing patient arrivals, Receptionist are prompted to issue the Oral Health Survey questions, depending on patient age and how long ago they last looked at a survey.

With the prompt disabled you will lose the Receptionist prompt in the patient Arrivals screen, so if you're considering disabling it, the recommendation is to leave it enabled and then decide whether to issue the survey on a patient-to-patient basis.

Patients should be required to fill out Oral Health Surveys every...

Set how often the patient should be prompted to update their Oral Health Survey.
The default is 24 months.
Select 0 months to always show the survey when a patient arrives for an appointment.

Only collect Oral Health Surveys for patients over...

Select the minimum age at which a patient should first be asked to complete an Oral Health Survey. The default setting is 18 years.

If the patient is under the minimum age the section will still appear in the arrivals window, but will always be unchecked (unticked) by default and display a message stating that the patient is underage.

Collect Oral Health Surveys before appointments with

Specify whether the Oral Health Survey should be collected only for Dentist appointments, or for all providers.

The default setting is for Dentist only. This is recommended in order to ensure that the Dentist can always review the Oral Health Survey and carry out any diagnosis required for the patient concerns.
With this setting, when the patient arrives for their appointment, if they are not due to see the dentist at this appointment or later in the day, then the Oral Health Survey will not be requested at all.

If set for All Providers, the Oral Health Survey will be conducted by the first Provider to see the Patient. It is important in this case to have a practice standard procedure where that first Provider will inform other affected Providers if any issues arose with the Oral Health Survey. This applies especially to co-duty appointments.
See Creating a std procedure for co-duty appointments.

Template to use when printing a paper form

Select a Presentation Manager template to print if there is no Clinipad available, or the practice does not have the Clinipad module. A Presentation Manager 'Oral Health Survey' template ships with EXACT.

You can import this template and edit it to remove any questions that you don't want to ask (the default is all questions asked). You can uncheck (untick) any questions that you don't want to ask. For example if your practice does not offer orthodontics or whitening, you may wish to uncheck just those questions. Alternatively you may want to leave them in to discover how many of your patients would be interested in those services if you were able to offer them.

Ask patient...

Ask patient on Clinipad if they would like relevant information to be sent to them.

Optionally include this marketing-related question so that patients who agree can be included in marketing campaigns. Their answer options are:

• Leave blank (this is the default and applies if they ignore the question)
• Yes
• No

Select Questions

Customise the Clinipad Oral Health Survey by selecting and de-selecting questions.
See Removing unwanted questions from the Oral Health Survey