Following the outbreak of COVID-19, the Health Screening Form was introduced to Patient Portal, enabling dental practices to look after the safety of their staff and patients.

This Health Screening pre-appointment questionnaire collects the relevant patient information, saving it in EXACT, and triggering medical alerts where required.

Enabling or Disabling the Form

Available from EXACT V13.620.

You can stop sending this form to your patients with the following instructions;

1. Go to Configure - Patient Experience.
   
   • You may require EXACT administrator rights to complete these instructions.
2. Untick the Enable Health Screening form option.

Health Screening Form Questions

Different forms are available based on regional advice with there being two main forms available. These are based on guidance from governing bodies in the United Kingdom and New Zealand.

Patients must answer YES or NO to every question and sign the form to save it.

Form Completion

• The default date range for form completion is 14 days, this can be re-configured if required. Forms completed within the 14-day time frame are considered valid. Please contact the EXACT support team if you would like this adjusted.
• All completed forms are saved in each Patients File under their Contacts tab.
• The relevant medical alert on the medical tab will be ticked automatically if a patient answers yes to any question.
• On the default form, answering yes to any of the questions will result in an infectious alert.
• On the long form, answering yes to the first 5 questions will result in an infectious alert. Answering yes to the last 6 questions will result in an alert, which indicates that they are potentially vulnerable.
• A pop-up medical note will be added on the medical tab informing that the patient is potentially infectious, potentially vulnerable, or both.
  
• On the arrivals tab reception can see the patient’s medical alert for appointments today and in the future to manage appointments safely. The arrivals tab allows for scrolling through future days easily to review future appointments as well.
  
• The heart icon on the arrivals tab represents the health screening form. It will display green if there is a valid form, black if there is a form an outstanding form.

Tips and Tricks

• Introduced to EXACT V13.144 for customers using Patient Portal.
• The form for the United Kingdom is based on guidance from the NHS as of 14th December 2021.
• Any patients who have already been sent a form before disabling the form being sent will still have this available in their Patient Portal.