Patient Portal - Health Screening Triage Form (COVID-19)
COVID-19 Pre-Appointment Questionnaire
Following the outbreak of COVID-19 around the globe 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 in EXACT Version 13.144 and above for customers using Patient Portal (It is not available for Clinipad).
What questions does the form ask?
There are different forms available based on regional advice, there are two main forms available which 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. |
UK Form - based on guidance from the NHS (As of 14/12/21)
How to enable / disable the form
You can enable / disable the form under Configure->Patient Experience by ticking or unticking Enable Health Screening Form.
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.
EXACT defaults to 14 days but this is configurable, if you would like to change this please contact Support.
Where is the form saved?
In the contacts tab named ‘Health Screening’
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What if the patient answers yes to a question?
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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. ![]() |
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