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| maxLevel | 2 |
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Introduction
Custom Screens are used to design customised data entry windows that can be 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 Chart 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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Create custom screens and link them to services so that they pop up as required during charting.
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On request from EXACT users a software update in version 12.5 changed the behaviour of Quick Plans that have custom screens attached.
However, this change proved problematic for many other users, so to satisfy the needs of all users, the following applies from v12.6:
From v12.6 EXACT by default reverts to the earlier behaviour (pre v12.5).
A configurable setting (off by default) has been added to retain the new behaviour.
Summary:
When popup mode is planned or completed, quick plans with custom screens attached continue to use the current custom screen version and default values.
With popup mode disabled, quick plans with custom screens attached use the custom screen version and the custom screen values from the original charting used to create the quick plan.
However, you can optionally disable this behaviour to rather use the current custom screen version and default values.
To change the default behaviour, go to Configure > Settings and edit this setting: patient.chart.quick plan.custom screen.default to "1".
Default:
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Optional:
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TIPSTIPS:
Build custom screens on the practice computer that has the lowest screen resolution. The reason for this is that if you build it on a wide screen PC and then try and use it on a smaller screen part of the custom screen may be cut off.
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Select Configure > Custom Screens… to open the List Custom Screens window, which lists all custom screens that are currently in your database:
Click the +1 button on the tool bar at the bottom of the screen to add a new Custom Screen.
Create the custom screen from this window:
Code
- Click in
the Codethe Code field and enter a brief name for the custom screen (no more than 10 characters, and it must be unique, as it will be used to identify this screen).
Title
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- Click in
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the Title
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field and enter a brief title for the custom screen that indicates
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(This can be up to 99 characters).
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Edit, Add, Delete.
The screen creation process is a matter of adding and positioning controls and fields on a blank screen, and editing or deleting them where necessary.
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the purpose of the screen, such as "Instructions to Hygienist", "Medical History Update", "Prescription background details". etc.
You can use the e|d, +1 and delete option below to build the contact list
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Configure custom screens to pop up as required during charting:
Three mutually exclusive choices are available in the service record.
Go to Configure > Services > double-click a service to display the Edit Service Item window.
The choices are displayed alongside the selected Custom Screen field:
Popup disabled (don't pop-up). Use this option to create a new screen that you don't want to use just yet. When you are ready to use it, select either of the next two options.
Popup when planned (when charting). This will display the custom screen when the charting details are entered.
Popup when completed (when the patient chart is saved).
Add Extra Tabs to the Patient File for Custom Information
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In the "Add Custom Screen" window, click the
button to display the Add Form Field window:
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)
Type | Click the drop-down and select a field type for the custom screen: Label - Use to add a label to the custom screen (e.g., a section heading, data entry instructions, etc). Date - Enables a date to be recorded Number - Records a number Number 1 dec - Records a number with one decimal place. Text Box - This field enables any text to be entered in a box. Check Box - Inserts a check box which enables the field to be set to either On or Off (ticked or not ticked). Money - Records the information as currency. Example: $xx.xx Option Group - Create a group of 'radio buttons', where each field in the group is only one mutually exclusive option of several possibilities. Create an option group before specifying option buttons. Option Button - Use Option buttons to specify the different options (fields) within an option group. Only one option per group may be selected. Combo Box - Creates a combo box (drop-down menu). Create this before adding any combo entries into the combo box. Combo Entry - Specify the entries available within a combo box. Note Field - Write longer notes about a treatment item, or another entry on the custom screen. Tab - Use this field to specify on which of the available tabs the element is to appear. When present, tabs will be drawn at the top of the custom screen, with the name given to them in the Title field. The tabs required can be selected by name. Only tabs that have previously been entered for the custom screen may be selected from. |
Tab | Use the drop-down arrow to select the Tab on which this field is to appear (this field will be greyed out if no tabs have been defined). |
Title | Click in the ‘Title’ field and enter a title for the form. |
Number of letters | If the type of field selected is for data entry, use this field to select the maximum number of characters that may be entered in the text box field. |
Group | Use the Group field in conjunction with the Option Group and Combo Box options to determine into which group the selections will be entered. If you add Combo Entry fields immediately after creating the Combo Box field they belong to, the Group field number is automatically assigned. |
Line | Use the ‘Line’ field to determine which line the field will be displayed on. The Line number will change automatically when a new selection is added. This may need to be changed if more than one selection is to be placed on the same line, or if the line assigned is not where you want the field to be. If you have two or more fields on the same line, be sure to use the next two 'Offset' fields to position them so they don't overlap. To check the positioning of the fields, click the Set Default entries button to view how the finished screen will appear. |
Label left offset | Use the Label left offset field to set the left margin of the first character of the field Title. |
Field left offset | Use the Field left offset field to set the left margin of the field in the custom screen. |
Width | Use the Width field to set the width of the field displayed. This is generally automatically calculated, based on the other field parameters, so that it is sufficient to accommodate the number of characters in a string. If you need to set this manually, set it to be equal to the maximum number of characters multiplied by 7, plus 15. |
Height | Use the Height field to set the height of the entry/display box for a ‘Note’ field (for other field types, this will be ‘greyed out’). If this is only one line, set it to 19, or add 10 for each extra line of height you want to display. This field does not control how many lines of notes can be entered, only how many are displayed. For example, if you specify a height of 29 (two lines) and more than two lines of text are entered, then the field will display up/down arrows at the side, so the user can scroll up/down to view the extra lines. |
Bold | If required, check the Bold checkbox to display the Title of the field in bold type. |
Italic | If required, check the Italic checkbox to display the Title of the field in italic type. |
Show zero as blank | Checking this box will show a blank field for any number fields that are 0. If unchecked, an entry of 0 (zero) will be displayed as 0, indicating that it was deliberately entered, rather than being left blank by mistake. |
Don't display title | Checking this box will suppress the title of the field in the Custom screen. This is generally used only where a field is display only and doesn't need a prompt to tell the user what the field is for or what to enter. |
Triggers Medical Alert | A custom screen can trigger a medical alert if it's used as a custom Medical History screen. The Medical Alert Trigger is only intended for use with Medical History, and does not trigger in other system areas such as Charting. |
3. As you enter each field, click the OK button to save it.
Example 1 - Simple Custom Screens
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From the Configure menu, select Custom Screens….
Click the
button at the top of the window to add a new Custom Screen.
Enter LABS as the unique code.
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.
Click the
button to add a field to the Custom Screen.
Select Combo Box as the field type from the drop down list (this is the field type for drop-down menus).
Enter Lab Used as the Title. The remaining fields should be completed as in the example window below:
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.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) |
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Add a second laboratory name: |
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c) Add the 'Shade' drop-down field: | d) Add a value for 'Shade': |
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e) Add a second value for 'Shade' | f) Add a third value for 'Shade' |
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g) Add 'Date Sent' field | h) Add 'Date Received' field |
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i) Add a 'Checked' status drop-down | j) Add a 'Checked' status code |
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k) Add a second 'Checked' status code | l) Add a Text field for a user's initials |
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The ‘Add Custom Screen’ window will now look similar to the following:
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.
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.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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From the ‘Configure’ menu, select ‘Custom Screens’ (if this window is not already displayed).
Click on the
button to add a new Custom Screen.
Enter ‘HYGDET’ as the unique Code.
Enter ‘Hygiene Details’ as the Title.
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.Click the 'OK' button to save the field.
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.
a) Add a check box for 'Firm' | b) Add a second check box for 'Boggy' |
The first two fields will look like this: | |
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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).
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Type
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Title
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Field left offset | Other | Type | Title | Line | Field left offset | Other |
|---|---|---|---|---|---|---|
Label | Gingiva | 0 | 5 | Tick 'Bold' | ||
Check box | Firm | 0 | 75 | |||
Check box | Boggy | 0 | 150 | |||
Check box | Fibrotic | 0 | 225 | |||
Check box | Hyperplastic | 0 | 300 | |||
Label | Colour | 1 | 5 | Tick 'Bold' | ||
Check box | Pink | 1 | 75 | |||
Check box | Red | 1 | 150 | |||
Check box | Dark Red | 1 | 225 | |||
Check box | Blue/Red | 1 | 300 | |||
Label | Papilla | 2 | 5 | Tick 'Bold' | ||
Check box | Pink | 2 | 75 | |||
Check box | Red | 2 | 150 | |||
Check box | Dark Red | 2 | 225 | |||
Check box | Blue/Red | 2 | 300 |
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:
Type | Title | Group | Line | Field left offset | Other Type | Title | Group | Line | Field left offset | Other |
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Option Group | Margins | 1 | 3 | 5 | 'Label left offset' 5 | |||||
Option Button | Normal | 1 | 3 | 70 | ||||||
Option Button | Recession | 1 | 4 | 70 | ||||||
Option Button | Irregular | 1 | 5 | 70 | ||||||
Option Button | Rolled | 1 | 6 | 70 | ||||||
Option Button | Bulbous | 1 | 7 | 70 | ||||||
Option Group | Oral Hygiene | 2 | 3 | 175 | 'Label left offset' 210 | |||||
Option Button | Very Good | 2 | 3 | 300 | ||||||
Option Button | Good | 2 | 4 | 300 | ||||||
Option Button | Fair | 2 | 5 | 300 | ||||||
Option Button | Poor | 2 | 6 | 300 | ||||||
Option Button | Very Poor | 2 | 7 | 300 |
The last group of fields insert the last line which contains a label and two combo boxes regarding Bleeding.
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Type
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Title
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Group
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Line
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Field left offset
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Type | Title | Group | Line | Field left offset | Other |
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Label | Bleeding | 0 | 8 | 5 | Tick 'Bold' |
Combo Box | On Probing | 3 | 8 | 125 | Label left offset 65 |
Combo Entry | Low | 3 | 8 | 125 | Width 60 |
Combo Entry | Medium | 3 | 8 | 125 | Width 60 |
Combo Entry | High | 3 | 8 | 125 | Width 60 |
Combo Box | With Scaling | 4 | 8 | 290 | Label left offset 225 |
Combo Entry | Low | 4 | 8 | 290 | Width 60 |
Combo Entry | Medium | 4 | 8 | 290 | Width 60 |
Combo Entry | High | 4 | 8 | 290 | Width 60 |
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Another problem is that the drop-down items (Combo Boxes) for 'Bleeding' drop down to obscure the 'OK' and 'Cancel' buttons. One way to get around this, is to add another field on line 12 which adds an extra line between the other fields and the buttons. (We could also add it on line 13 to add two extra lines, if required). If we add a 'Label' field on line 12, and save it with a blank 'Title', space is allocated in the window for it, moving the 'OK' and 'Cancel' buttons down, but it is effectively invisible, with a width of 0. The resultant screen looks like this:
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Field Order and Default Values
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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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Configure > Services...
Locate and double-click the service in the Services list.
The Edit Service Item screen displays.
In this example the objective is to attach the a custom screen called LABS - Monitoring Laboratory Work to service C - Crown Related Services ('Monitoring Lab Work' was created in an earlier example)
In the Custom Screen field, use the list selector button
(or the F4 key) to open the View Custom Screens window, from where you can select the required Custom Screen:
Back in the Edit Service Item window, select the appropriate popup behaviour for the custom screen:
The norm is Popup when planned or Popup when completed, unless the popup has been disabled until a particular date when you want to start using it.
Click OK to save the changes and your screen should look similar to the following:
The outcome is that this custom screen will popup when you plan service C.
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Portal blog and video: Custom Screens - Design your own EXACT!
Portal blog and video: How to start using Custom Screens 
The blog post includes a download link to these custom screen examples:
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Select Configure > Custom Screens:
Select the service item for which you wish to set up a custom screen and click the Set Services button at the bottom of the screen:
The Custom Screen Services window displays for that service:
 | The new window’s title will be appended with the name of the custom screen. In the example above, the custom screen is RAD. |
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 | The list of available services displays in the left pane. |
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 | The custom screen(s) used by the services are shown in the Custom Screen column. |
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 | The right hand panel shows a list of services that use the custom screen currently being edited (in this example, only RADS). |
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 | Use the >> << controls to move highlighted services either right (add them to list of services using the custom screen) or left (remove them from the list). Use CTRL-click to highlight more than one item for moving. |
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 | The D, P, C boxes indicate whether the custom screen has |
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popup Disabled, popup |
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on Planning, or popup |
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on Completion. The default setting for new services brought across to the right hand list |
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is Disabled (this enables you to set up services and custom screens without them being inadvertently being used while you are setting them up.) The popup settings are mutually exclusive - a service can |
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have only one |
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setting at a time. Change Statuses by clicking in another checkbox. When the window initially loads these boxes take their setting from the service. |
Once you've configured the custom screen services, select OK to save or Cancel to discard.
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This shows Field widths ranging from 10 units to 400. Numbers have been entered into the fields to give you an idea of the amount of text different size fields can contain. The letters ‘M’ and ‘W’ are wider than most characters, and therefore have more of an effect on the overall amount of text a field can display.
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Tips when Creating Custom Screens
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It can be difficult to manipulate treatment plans when large custom screens are attached to services. Consider creating a set of services specifically to hold the custom screens. These can be added to the Course of Treatment when it is time to complete the custom screen and not before. To easily locate and recognise a custom screen service, create a separate Service Category ‘-Custom Screens’ to list these.
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Bulky Custom Screens
There is a limit to the number of fields allowed on a custom screen. Split large custom screen designs into two or more parts and attach these to separate Services.
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