When marking that a patient has arrived for their appointment, the arrival prompt will be displayed. This display gives you the option to decide what forms to send to the CliniPad for patients to complete.

• Individual Patients Arrival
• Family Appointments Arrival
• Returning a Clinipad session without leaving your current screen

Individual Patients Arrival

When an individual patient has arrived for their appointment;

1. Check (tick) to specify which forms to send to Clinipad.

2. Select a Clinipad hardware device to issue to the patient.

3. Click the Arrive and Send to Clinipad button to cause EXACT to register the patient as arrived and send the checked forms to the Clinipad that is selected on the dropdown menu.
   

4. Click the Arrive button to simply register the patient as arrived in the normal way.

5. Pick up the chosen Clinipad. Check its number at the bottom left on the screen:
   

6. Before handing it to the patient, on the main screen press Change Patient to refresh the screen with the newly arrived patient’s details and forms:
   
7. Issue the patient with the Clinipad and offer brief instructions.
   This will place a session on the CliniPad tab which you can monitor along with any other sessions.
   You will be able to see the patient’s name, which Clinipad device they have, which forms they are required to complete and how long they have had the device.
8. The patient completes the data capture and hands the Clinipad back.
   An icon will now display on the appointment book when a patient has a Clinipad issued to them so that the dentist can know if they are ready to be called into surgery.
   If this icon is displayed, the patient is completing forms on a Clinipad device so is not ready to be called:
   
   Once the Clinipad is returned the stick man will appear, letting you know that they are ready to see the dentist.
9. Click the Return button against that patient name. When you click the Return button, EXACT will check to see if the patient has completed all of the required forms.
   If they have not completed all their forms, a Forms Incomplete dialogue will pop up to identify which forms are missing, and to give you the option of returning the Clinipad device to the patient:
   
   Returning the device available for the next arriving patient, and displays the status of the patient's efforts on the screen. You can see which forms were Updated by the patient and those that had No Change.
10. For forms that were not updated or Not done:
    You can Issue again if the patient missed them in error.
    If you have finished reviewing the forms and are not issuing the device back to the patient. Click the Check and Dismiss button to check-in the data:
    (Note that this button is not shown for a family, it is only shown for individual family members).
    Once you have clicked the Check and Dismiss button EXACT will display any information you need to triage.
    
    1. Changes to patient information, and patient’s doctor need to be reviewed before they are written to the database.
    2. Other forms such as medical history or Oral Health Survey do not need to be reviewed.
       If there are changes that need to be reviewed a dialogue will pop up for each form showing the changes and asking for review.
       Once the data has been accepted or rejected, or if there were no changes to triage, the patient is removed from the list.
       
       If Patient details have been updated Compare the CliniPad value with the current details and either approve the change by selecting OK.
       or
       If you wish to reject any of the changes that the patient made you can select the current value of each item and then select OK:
       
       If Doctor details have been updated then you will be asked to select a doctor from, your list of Doctors already in your database or you can use the +1 to add that Doctor to your database.
       

Family Appointments Arrival

Handling family appointments is a slightly different workflow for both Reception and the Patient.

The initial Arrival dialogue shows the entire Family

Click the + buttons to see details for each family member:

Select one family member at a time on the Clinipad:

As each patient completes their form, they press Change Patient to move to the next patient.

In the Clinipad tab and Clinipad screen, Family members are initially displayed as contracted:

Click the expander + icon to display them separately, one line per family member:

You can further expand each member line to show the forms due for that member.

Click individual patients to access the patient file.

Returning a Clinipad session without leaving your current screen

If you are using the Clinipad Workspace icon you can simply click the down arrow beside the Clinipad icon in the workspace bar then select the Clinipad to be returned.