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Custom Screens are used to design customised data entry windows that can be attached to various parts of the EXACT program.

Custom screens are usually attached to service items, although they can also be used to record medical history and create extra tabs in the Patient File window to record specialised information. When applied to treatment services, custom screens remain editable after the treatment is charged, up until midnight on the day of charging - see Editing and Viewing Custom Screens and Clinical Notes

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Some custom screens will have been set up for you when EXACT was installed, or as part of an upgrade process. If you wish to add a new custom screen, but are unsure of what to do even after reading the following instructions, please contact SOE Support.

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1. In the "Add Custom Screen" window, click the button to display the Add Form Field window:

   

2. Complete the fields in this window as follows (note that any attributes that are inapplicable for a particular type, or that are set by the system, or that cannot be set at this point, will be greyed out)

3. As you enter each field, click the OK button to save it.

Example 1 - Simple Custom Screens

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1. From the Configure menu, select Custom Screens….
2. Click the button at the top of the window to add a new Custom Screen.
3. Enter LABS as the unique code.
4. Enter Monitoring Laboratory Work as the title.

   

   NOTE: The Set Default Entries button is inactive at this point in the process. As fields are added to the Custom Screen, you will use this button to view the way the screen will look.

5. Click the button to add a field to the Custom Screen.
6. Select Combo Box as the field type from the drop down list (this is the field type for drop-down menus).
7. Enter Lab Used as the Title. The remaining fields should be completed as in the example window below:

   

8. Click OK to save the field entry information. This will return you to the Add Custom Screen window and display the entry as shown below:

   

   NOTES:
   The Set Default Entries button will display the custom screen being created, provided that at least one field has been added.
   To view and/or modify the settings for a field, click on it to highlight it, then click the Edit button.
   Highlight a field and click on the Delete button (bin) to delete it.

9. Repeat the above steps, selecting the appropriate Type and other variables, to add the following fields according to the examples shown below:

   
   

   a) Add a laboratory name:	b) Add a second laboratory name:
   c) Add the 'Shade' drop-down field:	d) Add a value for 'Shade':
   e) Add a second value for 'Shade'	f) Add a third value for 'Shade'
   g) Add 'Date Sent' field	h) Add 'Date Received' field
   i) Add a 'Checked' status drop-down	j) Add a 'Checked' status code
   k) Add a second 'Checked' status code	l) Add a Text field for a user's initials

   
   

10. The ‘Add Custom Screen’ window will now look similar to the following:

    

11. Click the Set Default Entries button to view the completed custom screen and set any default entries.
    Setting default entries means that the selected options will be displayed each time the custom screen is used, minimising the amount of data entry for instances where a particular value is more commonly used than the other options. For instance, in this worked example, the checked status 'Satisfactory' is much more likely to be used than 'Unsatisfactory', so you would set that as the default.

    

    To set a default, click a drop-down, or enter a value in a field, as appropriate.

12. If any of the fields are incorrect - for instance, there is a spelling mistake, two fields have been assigned to the same line and overlap, or a field is too short to allow the necessary data to be entered, click the Cancel button, and return to the 'Edit Custom Screen' window.
    Click on the field that needs editing, and click the Edit button to open the 'Edit Form Field' window for that field.
    Use the Set Default Entries button again to check the results.
13. After setting the defaults, click ‘OK’ to save the selected defaults and close the window, then click the Save button save the custom screen and make it available for use throughout EXACT.

Example 2 - Complex Custom Screens

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1. From the ‘Configure’ menu, select ‘Custom Screens’ (if this window is not already displayed).
2. Click on the button to add a new Custom Screen.
3. Enter ‘HYGDET’ as the unique Code.
4. Enter ‘Hygiene Details’ as the Title.
5. Click on the button to add the required fields. The first one will look similar to this example:

   
   Note that it is a 'Label' type field, and that the 'Bold' checkbox is ticked, as we want it to stand out from the other labels on the screen.

6. Click the 'OK' button to save the field.
7. Following the same steps as outlined in Example One (steps 5-8) add the following fields to create the ‘Hygiene’ Custom Screen.
   Note that for each checkbox, we need to add an offset from the previous one on the same line.
   To keep them nicely lined up, we'll make this an even increment of 75.

To work out the 'Field left offset' for even spacing with no overlap, take the number of characters plus spaces for the longest field (apart from the right-most one), multiply this by 7, and add 15. So for our example, this is 'Dark Red', with 8 characters (including the space). This comes to (8 x 7) +15 = 71. To make the increment easier to calculate, this could be rounded off to 75 or even 80 (if we wanted a bit more space between fields).
So, the label has an offset of 5 (to space it out from the edge of the window, and subsequent fields have offsets of 75, 150, 225, and so on.

Rather than show each window, below is a summary of the settings for each field for the first three lines of the table. (Note that inapplicable fields have been omitted from the table).

The next group of fields are slightly different, in that they are Option Groups and Option Buttons.
They are also arranged in two columns, on five lines each. They are set up as summarised in the following table:

The last group of fields insert the last line which contains a label and two combo boxes regarding Bleeding.

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Whether you set default entries for each field, and what defaults you choose, is up to you. On the one hand, if you set the defaults to the most common options, it minimises data entry. On the other hand, leaving fields blank forces the user to enter a value, which tends to make them check the defaulted values are correct. However, unlike other screens in EXACT, custom screens do not force mandatory data entry for fields. If there is a label on the window instructing users that particular fields should not be left blank, it will help minimise missing data.

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Portal blog and video: Custom Screens - Design your own EXACT!

Portal blog and video: How to start using Custom Screens

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