Patient Portal - Health Screening / COVID-19 form
Following the outbreak of COVID-19 around the world it is important for dental practices to be able to look after the safety of their staff and patients in relation to the virus. Understanding if patients are potentially infectious or at high risk to COVID-19 prior to their appointment will allow practices to manage appointments safely. This Health Screening pre-appointment questionnaire collects the relevant patient information and saves it back in Exact, triggering medical alerts where required.
This is available from EXACT Version 13.144 for customers using Patient Portal.
| Note: This is not available for Clinipad |
What questions does the form ask?
Form for the United Kingdom
Enabling/Disabling the form
How does Exact decide if a patient needs to complete the form?
Where is the form saved?
What if the patient answers yes to a question?
How do I know that the patient has completed their covid triage form?
What questions does the form ask?
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Note: Different forms are available based on regional advice, there are two main forms available. These are based on guidance from governing bodies in the United Kingdom and New Zealand. We aim to update these based on the latest guidance as quickly as possible. Patients must answer YES or NO to every question and sign the form to save it. |
United Kingdom form (based on guidance from the NHS as of 14/12/21)
Enabling/Disabling the form
Available from EXACT version 13.620.
If you decide as a practice you no longer wish to send Health Screening / COVID questionnaires this can be switched off / disabled by the following the below instructions:
| Note: You may require EXACT administrator rights to complete these instructions. |
- Go to Configure - Patient Experience.
- Untick Enable Health Screening form.
| Note: patients who have already received their appointment reminder or have an incomplete COVID-19 form on their portal from a previous visit you will still have access to the form. This process will stop any further forms being created |
How does Exact decide if a patient needs to complete the form?
Forms are considered valid if they are completed within 14 days of the appointment.
| Note: EXACT defaults to 14 days. This can be configured to a different date range, please contact support if you would like this altered. |
Where is the form saved?
Navigate to a patient file, select the Contacts tab, any health screening forms will be titled ‘Health Screening’. By Double-clicking the entry in EXACT this will display the completed form.
What if the patient answers yes to a question?
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The relevant medical alert on the medical tab will be ticked automatically
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On the default form, answering yes to any of the questions will result in an infectious alert
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On the long for, 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.
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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.
How do I know that the patient has completed their covid triage form?
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.
The arrivals tab allows for scrolling through future days easily to review future appointments as well.
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