Clinician tasks

Dental practice workflow

• Facilitate patient processing through the practice by means of the Appointment Workflow
  (move the patient to the clinic chair following arrival processing at reception, and process the patient back to reception after treatment)
• Understand the functionality of the 'Arrivals Door' in the EXACT interface, especially how to move the next patient to the chair and how to return a patient to the waiting room

Patient records

• Medical History - display, update and monitor the patient medical details
• Mark medical records as Reviewed
• Add Medical Notes (including popup notes)
• View and use the Medical History List
• View/set patient Anaesthetic Preference
• Configure EXACT to automatically open patient medical history on 'Move to Chair'
• Create a new patient record
• Search for, Add, Edit and Delete patients (including families) in the Patient File > Details tab

Appointment book

• Monitor a multi-column (multi-Provider) appointment book
• Monitor patient appointment status and stage of care through information in the appointment book
• View records of historical appointments for a patient
• Transfer appointments from one Provider to another
• Online appointment bookings and their appearance in the appointment book

Charting and Treatment

• Understand how to use the Chart Tab, including price editing for services and charting, tooth chart modes, and chart configuration
• Use charting options such as 16-surface charting and the Quick Chart Menu
• Understand how to use and customise the Services List
• Add Quick Notes to service items
• Chart services for both base charting and treatment charting
• Use the Perio Tab to record extensive periodontal charting
• Use the Pathology Tab to create and maintain both intra-oral and extra-oral diagnosis pathology charts
• Create Treatment Plans / Courses of Treatment
• Enter, modify and delete Patient Notes from the Notes tab
• X-rays / intra-oral camera
• Manage patient recalls from the Patients Recalls Tab and the Set Recalls popup prompt.

Dental practice productivity

Instant messaging within the practice

• Understand how the Instant Message utility affects the Clinician role
• Send an Instant Message to: selected EXACT users / all EXACT users
• Create and send a 'Panic' message

Task management within the practice

• Understand how the Tasks utility affects the Clinician role
• Add a New Task
• Mark Tasks as Completed
• Add Notes to a Task
• Deal with popup reminders

Reporting

• Clinician reporting activity depends on the practice. See Reporting for an introduction.
• Create an Estimate

Communications

• Patient Education (GURU, 3D charting)
• Instant Messaging within the practice
• Exemptions
• Quick Plans
• Prescriptions

See also:

Clinician Masterclass: Quick Charting, Quick Plans, Quick Notes

Clinician video series starting here: Medical History