This page is a Work in Progress. Some information will be incomplete.
Below I am going to talk through the steps on how to configure which forms are available to sign on your clinipad.
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Remember to click on any image to enlarge it. |
Firstly to see the form configuration you must go to Configure → Appointment Book
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Then click on ‘Arrival Options’ in the bottom right of the Appointment book screen.
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You will then be presented with the below configuration box.
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Scroll Down to see what each area allows you to configure and control.
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One thing to bear in mind, is these settings are reflected on Clinipad and Patient Portal. For more information on the patient portal click here |
Patient Details |
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This setting allows you to control how often the patients details on the patients record should be updated.  |
FP17 |
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This setting allows you to set when a patient will be asked to fill out an FP17 form. If you do turn this on to collect signed FP17/GP17 forms, it will still only prompt a patient to sign one if they aren't already in the middle of an NHS course of treatment. 'Only if the patient has an NHS Payor' is the setting we recommend here.  But there are other options to choose form;
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Medical History |
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Medical History is configured by this button.  You will then be presented with the below Configuration Box for the medical history. For use on clinipad you will need to ensure ‘Fixed’ medical history is selected. Custom Medical forms are not currently a feature on clinipad. By selecting the button ‘Request new Med Hist for all patients’ This will prompt every patient to have to sign a new medical history form the next time they arrive at the practice even if they already signed one within your chosen interval.  The interval on when a form will next be requested is set under ‘Alert if medical history is “?” months overdue’ which is in the middle of the screen shot above. Underneath that you will see that you can set a Printable Medical history if needed. To set this it must be added onto exact as a Presentation manager Document. For assistance with adding/creating a letter template please click here. At the Bottom of the screenshot you can see that there are a few settings which can be changed per provider. This is encase your dentists like to do things slightly differently.  Med Alert Flashing Means they will have a Flashing icon at the top of the patients record if the medical history they filled out flags up something wrong. Otherwise it will warn but just be a solid colour of either red or yellow depending on if the patient is infectious or not. Open Medical History of ‘Move to Chair’ Means that as soon as the dentist clicks move to chair on the workflow the patents med history will open before anything else. Have Patients sign medical History in surgery allows you to tick the option for the dentist to to sign the medical history also. ‘Require dentist signature’ This is handy to have enabled if you are using the clinipads directly in your surgeries |
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FP17
This setting allows you to set when a patient will be asked to fill out an FP17 form.
If you do turn this on to collect signed FP17/GP17 forms, it will still only prompt a patient to sign one if they aren't already in the middle of an NHS course of treatment.
'Only if the patient has an NHS Payor' is the setting we recommend here.
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But there are other options to choose form;
Never, PR form isn't collected upon arrival.
Only if another form is required.
Only if the patient has an NHS payor
Always.
Medical History
Medical History is configured by this button.
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You will then be presented with the below Configuration Box for the medical history.
For use on clinipad you will need to ensure ‘Fixed’ medical history is selected.
Custom Medical forms are not currently a feature on clinipad.
By selecting the button ‘Request new Med Hist for all patients’ This will prompt every patient to have to sign a new medical history form the next time they arrive at the practice even if they already signed one within your chosen interval.
...
The interval on when a form will next be requested is set under ‘Alert if medical history is “?” months overdue’ which is in the middle of the screen shot above.
Underneath that you will see that you can set a Printable Medical history if needed. To set this it must be added onto exact as a Presentation manager Document. For assistance with adding/creating a letter template please click here.
At the Bottom of the screenshot you can see that there are a few settings which can be changed per provider. This is encase your dentists like to do things slightly differently.
...
Med Alert Flashing Means they will have a Flashing icon at the top of the patients record if the medical history they filled out flags up something wrong. Otherwise it will warn but just be a solid colour of either red or yellow depending on if the patient is infectious or not.
Open Medical History of ‘Move to Chair’ Means that as soon as the dentist clicks move to chair on the workflow the patents med history will open before anything else.
Have Patients sign medical History in surgery allows you to tick the option for the dentist to to sign the medical history also. ‘Require dentist signature’ This is handy to have enabled if you are using the clinipads directly in your surgeries.
Oral Health Survey
The Oral Health Survey or as some call it The Smile Survey, allows you to collect confidential information about how your patient feels about their smile.
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Oral Health Survey |
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The Oral Health Survey or as some call it The Smile Survey, allows you to collect confidential information about how your patient feels about their smile.  The configuration screen (above) allows you to
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Terms and Conditions |
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Allows you to set and/or update your Terms and Conditions for the patients to sign and agree to |
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Contact Consent |
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Contact Consent. This allows you to choose whether to collect marketing consent for your patients or not. |
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Patient Data Use |
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