Reviewing the Oral Health Survey with a patient

Reviewing is a Clinician task.

The survey cannot be reviewed by Receptionists unless they have extended security clearance.

IMPORTANT: Clinicians who will be Saving and Completing Oral Health Surveys after discussion with the patient must have the appropriate permission set in the Security settings. See Configuring Security Settings for Oral Health Surveys

To review the Oral Health Survey with a patient

1. Open the Oral Health Survey tab in the Chart screen.
2. Locate and double-click the patient's Oral Health Survey in the Oral Health Survey tab:

   

3. Review and discuss the selected information and the comments:

   

4. Add your own Provider Notes.
5. Use the Save button as a means of saving without completing.
6. Select the Complete button to finalise the Oral Health Survey.

   Completed surveys become un-editable, read-only medical records, so only select the Complete button when you are sure that there are no more changes to be made.

   The record in the Oral Health Survey tab shows as Complete:

   

To view completed Oral Health Surveys

Simply double-click the Oral Health Survey record in the Oral Health Survey tab.

TheOral Health Survey will display with information on who completed it and when: