Creating a new Oral Health Survey from the Clinic

(This assumes that the Clinician has added the Oral Health Survey tab to the Chart)

Circumstances in which Clinicians may need to create new Oral Health Surveys from the Clinic:

• This could possibly be the standard workflow for your practice.
• The patient may have completed a printed Oral Health Survey, and the Clinician creates the electronic equivalent into which to transcribe the written survey data.
• The patient may have refused the survey in Reception, but had a change of heart when speaking to the Dentist.

To create a new Oral Health Survey from the Clinic

1. For the appropriate patient, select the Oral Health Surveys tab and then click the +1 button at bottom right as follows:

   

2. The Oral Health Survey appears on the EXACT screen:

   

   The last question in this window relates to direct marketing permissions. See Question for direct marketing permission

3. Consult with the patient as you complete the form.

   Note the Resolved checkbox for each item. You can check these as a means of managing the "To Do List".

   If you leave items Unresolved, EXACT will warn you when you attempt to Complete the Survey.

   The Save button is a means of saving without Completing.

4. Check that all items are resolved and then select the Complete button to finalise the Oral Health Survey.

   Completed surveys become read-only medical records, so select the Complete button when you are sure that there are no more changes to be made.
   Note however that there is also the option to Reopen the record.

   If you have any items Unresolved (with un-checked Resolved checkboxes), EXACT will prompt for completion:

   
   

   Once you select Yes, the record in the Oral Health Survey tab shows as Complete:

   
   

5. View the Survey at any time by double-clicking it in the Oral Health tab.

   

   From this window you can optionally Reopen the Survey to edit it.

   Add Provider Notes if required.