Creating a Custom Screen

See this portal blog and video: Custom Screens

Purpose:

Create custom screens and link them to services so that they pop up as required during charting.

v12.6 change: Quick Plans where the service custom screen popup is set to disabled

On request from EXACT users a software update in version 12.5 changed the behaviour of Quick Plans that have custom screens attached.

However, this change proved problematic for many other users, so to satisfy the needs of all users, the following applies from v12.6:

From v12.6 EXACT by default reverts to the earlier behaviour (pre v12.5).

A configurable setting (off by default) has been added to retain the new behaviour.

Summary:

When popup mode is planned or completed, quick plans with custom screens attached continue to use the current custom screen version and default values.

With popup mode disabled, quick plans with custom screens attached use the custom screen version and the custom screen values from the original charting used to create the quick plan.
However, you can optionally disable this behaviour to rather use the current custom screen version and default values.

To change the default behaviour, go to Configure > Settings and edit this setting: patient.chart.quick plan.custom screen.default to "1".

Default:

Optional:

TIPS:

Build custom screens on the practice computer that has the lowest screen resolution. The reason for this is that if you build it on a wide screen PC and then try and use it on a smaller screen part of the custom screen may be cut off.

When building a combo box add a combo entry with a blank title, so that you can set the default as blank rather than already having an entry.

To create a Custom Screen

Select Configure > Custom Screens… to open the List Custom Screens window, which lists all custom screens that are currently in your database:
Click the +1 button on the tool bar at the bottom of the screen to add a new Custom Screen.

Create the custom screen from this window:

Code

Click in the Code field and enter a brief name for the custom screen (no more than 10 characters, and it must be unique, as it will be used to identify this screen).

Title

Click in the Title field and enter a brief title for the custom screen that indicates the purpose of the screen, such as "Instructions to Hygienist", "Medical History Update", "Prescription background details". etc.

(This can be up to 99 characters).

Edit, Add, Delete.
The screen creation process is a matter of adding and positioning controls and fields on a blank screen, and editing or deleting them where necessary.

Use the +1 (Add) button to add entry fields to the custom screen

Configure custom screens to pop up as required during charting:
Three mutually exclusive choices are available in the service record.

Go to Configure > Services > double-click a service to display the Edit Service Item window.

The choices are displayed alongside the selected Custom Screen field:
- Popup disabled (don't pop-up). Use this option to create a new screen that you don't want to use just yet. When you are ready to use it, select either of the next two options.
- Popup when planned (when charting). This will display the custom screen when the charting details are entered.
- Popup when completed (when the patient chart is saved).