If you need to print a copy/copies of the Oral Health survey. 

• Issuing a Printed Oral Health Survey from Reception
• Adding a completed printed Oral Health Survey form into EXACT
• Configuring a printable template
  • Importing the default Oral Health survey print template
  • Configuring Oral Health Surveys to use a particular template.
• Customising a printable template

Issuing a Printed Oral Health Survey from Reception

1. Select the appointment to mark the patient as Arrived.
2. The Arrivals screen will open, 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).
3. Issue the form to the patient with appropriate instructions.
4. When the patient returns the completed form, the data on this form will need to be captured into the EXACT database.

Adding a completed printed Oral Health Survey form into EXACT

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

1. Open the patient file, then select the Oral Health tab.
2. Create a New Oral Health Survey by means of the +1 button.
3. Tick boxes and transcribe comments to match the printed form.
4. The completed Oral Health Survey displays as a line in the Oral Health Survey tab.
   
5. 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.

• Importing the default Oral Health survey print template
• Configuring Oral Health Surveys to use a particular template.

Importing the default Oral Health survey print template

1. Go to the Patients file 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. Click the +1 button to open the Create Template screen.
   
5. In the Create Template screen, open the (Standard Templates) Misc category.
6. Select the Oral Health Survey template.
7. Select Import Templates button.
8. In the Open File dialogue, browse in the Letter Templates - Misc folder for Oral Health Survey.pm and select it.
9. Select the Open button.
   
10. 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).
    
11. 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.

Configuring Oral Health Surveys to use a particular template.

1. 1. Navigate to the patient file then Chart - Oral Health 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.
      
   4. This opens the Document Templates screen.
      Locate your template (don't double-click) then select the OK button.
      
      

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

   5. Back in the Oral Health Surveys Configuration you will now see that the template is selected.
      
   6. Now when you create a printable Oral Health Survey, EXACT will automatically print this template.

Customising a printable template

Ensure that you know which print template to customise before proceeding, you can check this in the Oral Health Configuration screen from Configure - Appointment Book - Arrival Options.

1. Select the Create a Patient Document button.
   
2. The Document Details screen will open, locate your template then double-click it.
   
3. The template will now Presentation Manager.
   
4. Edit the document as required.
5. When you have made completed making changes, click Save.