Customising an Oral Health Survey print template

(requires Presentation Manager)

To customise an Oral Health Survey print template

1. Ensure that you know which print template to customise. The current template used by your practice is specified in the Oral Health Configuration screen from Configure > Appointment Book > Arrival Options

   

2. Select the Create a Patient Document button:

   

3. This opens the Document Details screen. Locate your template and double-click it:

   

   It will open in Presentation Manager:

   

4. Edit the document as required.

   For example: Select and delete appropriate table rows:

   

5. Save and Close from the left panel: