Transcribing print-form Oral Health Survey data into EXACT

(see also Issuing a printed Oral Health Survey from the Appointment Arrivals screen)

To add the Oral Health Survey data from a printed, manually completed form into EXACT

Create a New Oral Health Survey by means of the +1 button in the Oral Health Survey tab in the Chart screen, then check boxes and transcribe comments to match the printed form (for procedures see Creating a new Oral Health Survey from the Chart)

The completed Oral Health Survey displays as a line in the Oral Health Survey tab:

SmileSurveyRecordedInTab

Note that the Status in the above example is 'Needs Consult'. It will remain this way until the Dentist consults with the patient and selects the Complete button, after which the Status will be 'Complete':

SmileSurveyRecordedInTab2

See also...

Issuing a PRINTED Oral Health Survey from Reception

Next >>

Creating a new Oral Health Survey from the Clinic