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What questions does the form ask?

There are different forms available based on regional advice, there are two main forms available which are based on guidance from governing bodies in the United Kingdom and New Zealand. We aim to update these based on the latest guidance as quickly as possible.

Patients must answer YES or NO to every question and sign the form to save it.

UK Form - based on guidance from the NHS

Note (07 Sept 2020): we are in the process of updating the symptoms list to align with the latest NHS guidelines and will be releasing these shortly. No upgrade of Exact will be required.

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New Zealand Form - based on guidance from the Ministry of Health

Note (07 Sept 2020) : we are in the process of updating the symptoms list to align with the latest MoH guidelines and will be releasing these shortly. No upgrade of Exact will be required.

Based on Ministry of Health Guidance

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How are forms sent to the portal?

• Forms will be automatically requested when automatic appointment reminders are sent.
  
  You must include the [patient.portalURL] merge field in any appointment reminder where you wish for patients to request their forms as this it what triggers Exact to automatically request required forms.
  

• You can also manually request the form via the patient portal window launched on the patient file

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How does Exact decide if a patient needs to complete the form?

Forms are considered valid if they are completed within 14 days of the appointment.

Exact is defaulted to 14 days but this is configurable, if you would like to change this please contact support.

Where is the form saved?

• In the contacts tab named ‘Health Screening’

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Double clicking the line in Exact will display the completed form so that you can view the answers.

What if the patient answers yes to a question?

• The relevant medical alert on the medical tab will be ticked automatically

  • On the default form, answering yes to any of the questions will result in an infectious alert

  • On the long for, answering yes to the first 5 questions will result in an infectious alert. Answering yes to the last 6 questions will result in a an alert alert, which indicates that they are potentially vulnerable.

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• On the arrivals tab reception can see the patient’s medical alert for appointments today and in the future to manage appointments safely.
  The arrivals tab allows for scrolling through future days easily to review future appointments as well.

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How do I know that the patient has completed their covid triage form?

• An icon on the arrivals tab will display green if there is a valid form and black if there is not a valid form.
  The arrivals tab allows for scrolling through future days easily to review future appointments as well.
  

  

• There is an icon that displays on the appointment card on the appointment book if the patient has any outstanding forms in their portal
  

  

How does the patient complete their form?

Patients can complete their form on any personal device by logging into their portal using the link which you can include in your appointment reminders and other communications.

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