Creating Clinipad Signed Estimates

To create Signed Estimates (Dentist)

1. Create a CoT for a patient.
2. Create an Estimate by
   • Clicking the Estimates button in the CoT window:

     

   • Right-clicking the CoT and choosing the Create Estimate option, or
   • Right-clicking the CoT > Edit Course of Treatment > Create Estimate, or
   • Under Estimates Tab > +1 (Create Estimate)
3. Select the Date and Provider, then click OK:

   

4. Choose applicable Estimate details from the Print Standard Estimate window, and then Instead of printing the Estimate, select the Clinipad button:

   

   EXACT will check that the selected Estimate has a signature area defined, and that Clinipad device is available (if there is a problem EXACT will display an error message).

5. Select the Clinipad device to display the Estimate. In most cases there will only be one suitable device, and you can simply click OK:

   

   NOTE: While the Clinipad session is active you are constrained to the current Patient File. Only when the Clinipad session has been returned by means of the Return button can you navigate to other patient files.

6. If necessary, tap Change Patient at bottom right on the Clinipad device to bring up that patient with the option to view their Estimate:

   

7. On the Clinipad, press the Estimate button to call up the Estimate, then explain the form to the patient and request a signature.

   

   The Estimate displays on the Clinipad:

   

8. The patient reviews the Estimate and then taps the Sign button:

   

   They are presented with a screen showing the first signature box on the form. From here they can Cancel if they want to go back, but the forwards options are not available until they have signed.

9. The patient reviews and signs the Clinipad Estimate using a finger or a stylus:

   

   The signature field is labelled using the label defined in the EXACT Estimate layout, so it can clearly state who is supposed to sign and what the signature is for.

   For example, with appropriate configuration it is possible to have the patient sign and the dentist countersign in confirmation.

10. The patient selects the Send button to display the signed PDF form, and if satisfied with this form, selects the Done button:

    

    The Estimate button on the Clinipad front screen displays a check (tick):

    

11. When the patient has either signed or decided not to sign the Estimate, click the drop down menu next to the Clinipad icon in your workspace bar to bring up an entry for Estimate, then click this to see a list of patient Clinipad Estimate sessions:

    

    (If there are no patients with signing sessions open the drop down menu will inform you)

12. Click the session / patient name to end the session for that patient, remove their name from the list, and display the signed Estimate.

    If the session resulted in a signed Estimate it will be stored against the Estimate record in the Estimates tab as a PDF file. The listed record displays a Signed icon:

    

    If the patient declined to sign, the Estimate record will still be created, but there will be no PDF file stored against it.

    If the Estimate was returned by mistake, or you need to amend it before the patient will sign, return to the Chart and either create a new Estimate, or reprint the existing one from the Estimates tab.

13. Offer to physically print and/or Email the Signed Estimate to the patient from the Estimates tab, then select the Estimate and click the Print button.

    

    This causes the PDF version of the Estimate to display in your Adobe Reader, from where you can Print or Email the PDF form using standard Reader functions: