Issuing a PRINTED Oral Health Survey from Reception

Circumstances in which to issue a printed Oral Health Survey:

• The practice has no Clinipad.
• All Clinipad devices are in use.
• The patient refuses to use a Clinipad device.

Requirement:

• You need to have either specified the default Oral Health Survey printable form or customised your own form in Presentation Manager.

To issue a printed Oral Health Survey from the Appointment Arrivals screen

1. Select the appointment to mark the patient as Arrived.
2. The Arrivals screen pops up.
3. Click the Oral Health Survey link to print the form:

   

   (The above screen is for a practice with no Clinipad. A practice with Clinipad would see a Clinipad checkbox below the Oral Health Survey hyperlink)

4. Issue the form to the patient with appropriate instructions.
5. When the patient returns the completed form, the data on this form will need to be captured into the EXACT database.

   This is normally achieved by the Dentist creating a New Oral Health Survey by means of the +1 button in the Oral Health Survey tab in the Chart screen, and then checking boxes and transcribing comments to match the printed form while consulting the patient. (for procedures see Creating a new Oral Health Survey from the Chart)

   It could also be done by the Receptionist.

   NOTE: If the patient is not present when this electronic version is created, select the Save button at this time and the survey data will be saved so that it can be reviewed the next time the patient comes in for an appointment.

   The new Oral Health Survey displays as a line in the Oral Health Surveys tab, with a Status of Needs Consult:

   

   The Clinician double-clicks the Oral Health Survey to open it in consultation with the patient.

   After consultation the Clinician selects the Complete button and the Oral Health Survey has the Status of Complete: