Issuing a Clinipad Oral Health Survey

To issue an Oral Health Survey on Clinipad

  1. Click the patient appointment in the appointment book to open the Arrivals screen:

    PatientArrivalsScreenWithSmileSurvey(Clinipad)

  2. Establish whether the Oral Health Survey is Due or Not due:

     

     

    Due

    Not due

     

    Clinipad form

    icon_ClinipadSmileSurveyDue

    icon_ClinipadSmileSurveyNotDue

     

    Printed form

    icon_ClipboardSmileSurveyDue

    icon_ClipboardSmileSurveyNotDue

     

    Oral Health Survey Checkbox

    Checked

    SmileSurveyLink-forPrinting2

    Unchecked

    SmileSurveyLink-forPrinting-unchecked2

     

    Reasons:

    The patient has never completed this survey before.

    It has been more than the configured interval since the last survey.

    The Patient is under the minimum age - 18yrs default,

    The Patient has had a survey within the configured survey period - 2yrs default,

    The Patient has no dentist appointment today.

  3. Normal procedure is to select the Arrivals screen Arrive and Send to Clinipad button if you have a Clinipad device functional and available

    ArriveAndSendToClinipad-selected

    ... and then issue the appropriate Clinipad (from the appointment book Clinipad tab) to the patient for completion:

    IssueButton

  4. Monitor patient/s Oral Health Survey status by means of the Clinipad tab:

    See The Clinipad tab

  5. Check the Clinipad device back in when the patient has completed the Oral Health Survey.

    This will change the status to Needs Consult.

  6. To look at the Oral Health Survey, click the Needs Consult hyperlink.

    NOTE: Receptionists require special system permissions to be able to Complete the Oral Health Survey (completion by default is only performed by Clinicians).

  7. The Clinician will move the patient to the Chair, review the survey with the patient and create any required cosmetic treatment plan, for which the Receptionist creates bookings during the patient Departure.

    MoveToChairButton

Alternative procedures:

Oral Health Survey is not due:

If the Clinipad Oral Health Survey checkbox is de-selected (not required) but you do wish to issue it, you can manually override EXACT by selecting the checkbox:

ManuallySelectCheckbox

No Clinipad devices are available:

If no Clinipads are available, print a form for patient manual completion by clicking the Oral Health Survey hyperlink.

Then either

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 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

Showing and hiding the Oral Health Survey tab in the Chart

Oral Health Survey Troubleshooting and FAQ

Next >>

Issuing a Clinipad Oral Health Survey when it is not due