Configuring arrival procedures for Terms and Conditions

To configure procedures for Terms and Conditions

  1. Select Configure > Appointment Book, and in the Appointment Book Setup screen, select the Arrival Options button to display the Appointment Arrival Options window:

    Clinipad11.6-ArrivalOptions2_labelled


Terms and Conditions

 

 

 

 


Check patient details every [x] months


Set how often to ask patients to check their details. Patient details are sent to Clinipad alongside every other request for a form or update, so this option only comes into its own if no other forms are due when the patient checks in.

Note that 0 months = Don’t check patient details.

From v11.6 this configuration is no longer in the Configure > Patient File screen.


Terms and Conditions Enabled


This check box toggles the entire Terms and Conditions feature on or off.
TCs_enabled

 

Who needs to sign a Terms and Conditions document:

This provides three options for when to generate the request for terms and conditions, and for whom:

radiobutton,grey-checked New Patients only:

Previous Terms and Conditions documents were collected on paper.

This option is for practices that have routinely been collecting terms and conditions documents from their patients using a paper system. The arrivals process will only state that the document needs to be collected for new patients.

radiobutton,grey-checked Patients with no Terms and Conditions document on file:

This option is for practices that have not been collecting terms and conditions, but are going to start now, or practices starting to collect terms and conditions on the computer system using new forms. All patients without a record of terms and conditions stored on the computer system will be asked to sign a copy.

radiobutton,grey-checked Patients who haven’t signed a since Terms and Conditions last changed on [Date] :

This option is for practices that have been using terms and conditions on the computer for a while, but then need to update their terms and conditions, meaning those that have already signed must sign again. Choose this option and the date the change occurred to make patients receive a request to sign, if they haven't yet signed the updated document.

 

To edit Terms and Conditions:

(This is the plain text statement for the patient to sign)

Type the changes or paste (CTRL+V) from an existing terms and conditions document.
Formatting is limited to spacing and carriage returns.

See also...

Configuring Appointment Arrival Options

Configuring arrival procedures for Medical History

Configuring arrival procedures for Oral Health Survey

Configuring arrival procedures for Contact Consent

Next >>

Configuring arrival procedures for Contact Consent