Configuration can be done at any time as long as you have the right user access. To update the Medical History open any patient file and go to the Medical Tab.

In the Medical tab, click the Configure (spanner)

This will open the configuration screen.

From here you can:

• Setup the Medical History Form being used.

• Set how often a Medical History is requested.

• Whether the Medical History Alert flashes and whether it is appears whether it appears when you move patient to the chair.

• If you have CliniPad whether the Medical History is done in the Surgery and whether the dentist signs it.

Please Note: If you edit or change the Medical History form being used, all patients will be required to fill in a Medical History again from scratch. You will be met with the below message in EXACT if this is the case when updating the medical history directly from the patient file.
Changing the Medical History form back to a previously used "fixed" option will however pre-populate the patient's previous answers if their last medical history used the same version of the form.  

Setting the Medical History Form

You can use custom forms or our fixed pre-set forms. Please note if you are using CliniPad or Patient Portal you must use our pre-set medical history forms.

1. Decide whether to use a Custom medical history form or a Fixed template.
   ----If Custom----

2. Specify the custom screen used for the medical questionnaire (the system comes with a default screen, but this can be customised or you can create new screen options by means of the Configure > Custom Screens menu item):

   Choose the required Medical Questionnaire by either

   • Entering the appropriate code, or

   • Using the (up/down) buttons, or

   • Click the (List) button to display the available options, select an option, and then click OK:

   
   This questionnaire has been configured from the Patient File Configuration > Custom Medical Questionnaire.

   TIP: If you need to create a new custom screen, or edit an existing one, you can do this (provided you have the appropriate security permissions) via the Configure > Custom Screens menu item.
   ----If Fixed----

3. Select the Fixed Medical History radio button. You'll see that the drop down menu becomes accessible:

   

4. Select either Simple, Default or Advanced option from the drop down menu

Sample Medical History Forms

Simple:

Default:

Advanced:

This Advanced form is available for both on-screen and Clinipad.

It features questions with three answer options: Yes, No and Don't know:

Setting How Often the Medical History is Taken (Medical History Alert)

You can decide how often a Medical History is taken by changing the ‘Alert if Medical History is X months overdue'. The number of months you add will decide how long after the last Medical History is taken that EXACT will prompt users to update it.

Note: If you set this to 0 it will not prompt users to take a Medical History regardless of how long it was since it was last updated.

Other Configuration Options

This part of the Medical History configuration is per Provider. i.e. Providers in your practice can use different configurations.

From the Medical History Configuration you can configure as follows:

• Decide if the Medical History Alert icon will flash.

• For Clinipad, require that the Medical History Form be reviewed in the surgery by a Dentist.

  • With this option, also require that the Dentist counter-sign the form after reviewing it with the patient.

• By default the Receptionist will be prompted at patient arrival to complete a medical history form, but this can be disabled so that it is not prompted.

To configure Arrival procedures for Medical History

1. Select Patient File > Medical (tab) >

   

2. Select a user from the User settings for dropdown list:

   (The options that you configure in the User settings for box will apply to this Provider only)

   

3. Medical Alert Flash Checkbox - specify whether the Medical Alert must flash for this user.

   Leave this box checked to cause the medical alert icon shown below to flash at the top of a patient’s details view if the patient has a medical condition. This is useful too in circumstances where a patient has both the medical and infectious alerts active, as it will alternate between each icon. However, some users prefer to have the flashing icon turned off as it can be distracting.

   

4. Open Medical History on Move to Chair Checkbox - specify whether the Medical History Form must open when this user selects Move to Chair to move the patient from reception to clinic.

   If set, this option will cause the medical history tooltip to open in a window when either of the "Move to chair" buttons (Patient preview, or Sidebar appointment book) is clicked. This allows the provider to view the patient's medical history and update it if required.

    

5. (Clinipad only) Patient/Dentist Signatures Checkboxes - specify a strategy for this User's review of the Forms, with options as follows:

Clinician review and signature is not required.

The form only has a patient signature area.

The patient completes and signs the form independently in Reception and hands it back to the Receptionist.

In this scenario,

When the patient fills in the medical history form as part of the arrivals process, they are not asked to sign the form, and a PDF copy of the form is not created.

When the patient goes into the surgery and the dentist reviews the medical history, some text informs them that there is new medical data that needs to be signed.

Using the Update MedHist using Clinipad then sends the new data back to Clinipad where it can be reviewed with the patient, and this time there is a signature box present for the patient (but not for the Dentist in this scenario).

Once the patient signs this, Clinipad generates a PDF.

This scenario is exactly as the one above, but when the patient signature box appears, so does a signature box for the Dentist to counter-sign, after which EXACT generates the PDF.

Select OK to save the Medical History Configuration.