Issuing a Printed Oral Health Survey from Reception

1. Select the appointment to mark the patient as Arrived.

2. The Arrivals screen pops up.

3. Click the Oral Health Survey link to print the form:

   (The above screen is for a practice with no Clinipad. A practice with Clinipad would see a Clinipad checkbox below the Oral Health Survey hyperlink)

4. Issue the form to the patient with appropriate instructions.

5. When the patient returns the completed form, the data on this form will need to be captured into the EXACT database.

   This is normally achieved by the Dentist creating a New Oral Health Survey by means of the +1 button in the Oral Health Survey tab in the Chart screen, and then checking boxes and transcribing comments to match the printed form while consulting the patient.

   It could also be done by the Receptionist.

   NOTE: If the patient is not present when this electronic version is created, select the Save button at this time and the survey data will be saved so that it can be reviewed the next time the patient comes in for an appointment.

   The new Oral Health Survey displays as a line in the Oral Health Surveys tab, with a Status of Needs Consult:

   The Clinician double-clicks the Oral Health Survey to open it in consultation with the patient.

   After consultation the Clinician selects the Complete button and the Oral Health Survey has the Status of Complete:

   

Transcribing print-form Oral Health Survey data into EXACT

To add the Oral Health Survey data from a printed, manually completed form into EXACT

Create a New Oral Health Survey by means of the +1 button in the Oral Health Survey tab in the Chart screen, then check boxes and transcribe comments to match the printed form 

The completed Oral Health Survey displays as a line in the Oral Health Survey tab:

Note that the Status in the above example is 'Needs Consult'. It will remain this way until the Dentist consults with the patient and selects the Complete button, after which the Status will be 'Complete':

Configuring a Printable Template

If the practice has no Clinipad module, it is still possible to configure a printable Oral Health Survey by means of Presentation Manager.

Import the Default Oral Health Survey Print Template

1. Go to the Patients desktop and select any patient.

2. Select the Create a Patient Document button:

   

3. (Optional) In the Document details screen, create a Category called Oral Health Survey:

   

4. Select the +1 button to open the Create Template screen.

5. In the Create Template screen,

   
6. Open the Misc category.
7. Select the Oral Health Survey template.
8. Select Import Templates button.
9. In the Open File dialogue, browse in the Letter Templates > Misc folder for Oral Health Survey.pm and select it.
10. Select the Open button.

11. This will immediately re-open the Document Details screen, and you'll see Oral Health Survey now listed as the last template on the page. Drag it to the Oral Health Survey folder (if you created one):

    

12. To customise this template, simply double-click it and it will open in Presentation Manager.

    From here you can edit it as for any MS Word document and Save it back into the Document Details screen. At this point you haven't yet told Oral Health Surveys to use this template, so you can optionally create multiple custom templates and store them in the Oral Health Survey folder.

13. To inform Oral Health Surveys to use a particular template,

    1. (Any Dentist) Open the Oral Health Surveys tab in the Chart tab.

    2. Select the Spanner button.

    3. In the Oral Health Surveys Configuration, select the Browse button alongside Template to use when printing a paper form.

14. This opens the Document Templates screen.

    Locate your template (don't double-click) and then select the OK button at the bottom of the screen.

    

15. NOTE: If you double-click the template it will open in Presentation Manager for editing.

    Back in the Oral Health Surveys Configuration you will now see that the template is selected:

    Now when you create a printable Oral Health Survey, EXACT will automatically print this template.

Customise a Print Template

1. Ensure that you know which print template to customise. The current template used by your practice is specified in the Oral Health Configuration screen from Configure > Appointment Book > Arrival Options

   

2. Select the Create a Patient Document button:

   

3. This opens the Document Details screen. Locate your template and double-click it:

   It will open in Presentation Manager:

   

4. Edit the document as required.

   For example: Select and delete appropriate table rows:

   

5. Save and Close from the left panel: