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Receptionist

Patient

Clinician

1.

Arrive at Reception.

2.

Click the patient appointment to open the Arrivals screen.

At top right an Oral Health Survey icon indicates whether the Oral Health Survey is due or not, and whether by Clinipad or by printed form (clipboard icon):

Clinipad, due: Clinipad, not due: Printout, due: Printout, not due:

The Oral Health Survey checkbox is checked (ticked) as due if

- the patient has never completed this survey before, or

- it has been more than the configured interval since the last survey:

Normal procedure in the Arrivals screen is to Select the Arrive and Send to Clinipad button if you have a Clinipad device functional and available:

... and then issue the appropriate Clinipad to the patient for completion:

Alternatives:

• If the Oral Health Survey checkbox is de-selected (not required) you can still manually select it.
• If no iPads are available, print a form for patient manual completion by clicking the Oral Health Survey hyperlink. The patient takes this form to the Clinic, where the Clinician creates a digital Oral Health Survey and transcribes the information while consulting with the patient

3.

Start the Oral Health Survey.

4.

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

Locate the patient name in the Clinipad tab and click the expander [+].

You'll see icons of the forms that apply to the patient, including one for the Oral Health Survey. Against each form is a status. For example:

5.

Hand completed Oral Health Survey back to the Receptionist.

6.

Check the Clinipad back in.

Oral Health Survey status changes to Needs Consult, which is a cue for the Clinician.

(Receptionist can optionally click this status to view details)

7.

Move patient to the chair:

8.

Go to Clinic.

9.

If set to pop up, the Medical History will display first - when you close the Medical History the Oral Health Survey will display.

(Optionally open Oral Health Surveys from the Oral Health Surveys tab in the Chart)

Discuss Smile and oral health options with the patient. Enter Notes.

Save.

Mark Oral Health Survey as Complete only if no further action is needed (when Complete it becomes read-only).

Create an Oral Health treatment plan if patient agrees.

Complete current treatment.

The Appointment Workflow departure task list then displays in the Receptionist's appointment book.

ALTERNATIVE: In the case of a joint appointment using co-duties, the Oral Health Survey review will be done by the first provider seeing the patient. If that provider is not the dentist, they should notify the dentist when the dentist takes over the patient that there is something to discuss in the Oral Health Survey.

10.

Go to Reception.

11.

Depart the patient by means of the Appointment Workflow, creating bookings for the Oral Health treatment plan if required.