Showing and hiding the Oral Health Survey tab in the Chart

NOTE: The tab display is configured per Provider. The Oral Health Survey settings that are accessible from that tab screen apply to the entire practice.

To show the Oral Health Survey tab in the Chart

  1. Log in as a dentist and select any Patient in the Patient desktop.
  2. In the Chart tab, select the Spanner button at the bottom of the Service List pane:

    ServiceList

  3. In the first page of the Service List Setup Wizard, check (tick) the checkbox for Select which tabs you use in the activity areas and then click Next>>:

    ServiceListSetupWizard1

  4. In the next screen,

    ServiceListSetupWizard2

    1. Select Oral Health Surveys in the left pane,
    2. Move it across to either the Upper Tab or the Lower Tab by clicking the appropriate >> button,
    3. Order it for display by means of the Up and Down arrows.
    4. Select Finish.

    You will see the tab displayed in the Chart:

    SmileSurveysTabInChart

  5. Select the Oral Health Survey tab to display all Oral Health Surveys that this patient has completed:

    SmileSurveysTabInChart2

    Each row displays information:

    Receptionists normally create Oral Health Surveys, but Dentists have this option as well, by means of the +1 button.

    See also: Creating a new Oral Health Survey from the Chart | Configuring Oral Health Survey settings

To hide the Oral Health Survey tab in the Chart

Repeat the above process but in the Service List Setup Wizard, move the Oral Health Survey option back to the left pane.

See also...

Using Oral Health Surveys

Clinipad Oral Health Surveys 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

Creating a new Oral Health Survey from the Clinic

Reviewing the Oral Health Survey with a patient

Oral Health Survey Troubleshooting and FAQ

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Oral Health Survey Troubleshooting and FAQ