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The patient's basic details (name, date of birth, address, contact details, last recall date) will be printed. In addition, any or all of the following options may be selected to be viewed or printed out:

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Print patient medical

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: Select this option to print a summary of the patient's medical details, including medical history, their medical record (or a note to say if it has not been initialised); any infectious notes, current medication, and any medical notes.

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Include all medical history

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: This is intended for audit purposes, and not for transferring data to another clinician.

If you check this checkbox, the printout will have ALL historical medical history entries, including those that were changed within the same day (whether from error correction or update).

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Print patient notes

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: This option will print any patient notes (as recorded on the Notes Tab of the Patient Details window).

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Print patient transactions

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: Select this option for a summary of the patient's transactions, including invoices, receipts, estimates, etc., and what treatment the transactions relate to.

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Include prices

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: Show the prices of services on the report.

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Print treatment history

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checkbox,grey-uncheckedImage Removed Include chart only items

checkbox,grey-uncheckedImage Removed Include voided items

: Click this option for a summary of the patient's treatment history, including historical and current treatment and their charges. If you wish to include individual Chart only items (those items recorded on a patient's chart to represent existing conditions), and/or voided treatment items, click the appropriate checkbox.

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Print tooth chart

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checkbox,grey-uncheckedImage Removed Permanent teeth

checkbox,grey-uncheckedImage Removed Deciduous teeth

: Click this option to print a representation of the patient's tooth chart, using the checkboxes to choose to show either deciduous or permanent teeth or both.

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Include DMF scores

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: Click on this checkbox if you wish to include the patient's DMF (Decayed, Missing, Filled) scores from their Perio tab.

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Include BPE scores

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: Click on this checkbox to include the current patient's Basic Periodontal Exam score in the Patient Details report.

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Print patient appointment history

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: Tick this option to display/print the patient's appointment dates, times, which provider the appointment was with, and the appointment status.
If you require more than one copy of the printout, click in the box and change the number displayed.

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Click the 'Print' button to send a copy of the Patient Details to the printer.

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Click the 'Preview' button to view the Patient Details on the screen. If you wish to print the details after viewing them, there is another 'Print' button on the Preview screen, or you can print an individual page of the preview screen.

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Click the 'Email' button if you wish to email the patient details to the patient, with a copy to the specialist if required.

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Once you have selected what information you want you now have 5 buttons/options

Print: Print out the selected information

Preview: Preview on screen the information to view this. From here you can print it, you also have the option of printing a certain page.

Email: Will open up the send email window and add this information as a PDF attachment. This is where you would send to a specialist if required.

Export: Will export the report from EXACT as a 'csv' file, to be opened by other applications such as a spreadsheet program.

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Close: Exit the Print Details window.

Sample print output:

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titleUpgrades to this report:

EXACT v12.3 SP5

From EXACT v11.3 SP5 there is an option to print an audit trail of all medical history entries for a patient, by means of the Include all medical history checkbox in the Print Patient Details screen.

EXACT v12.8

From v12.8 the Print Patient Details dialog has a checkbox option to checkbox,grey-uncheckedImage Removed Include Pricing. This is a sub-option underneath checkbox,grey-checkedImage Removed Print patient Transactions and applies to ALL Pricing:

IncludePrices-uncheckedImage Removed

Scenario for not printing prices: The practice is moving areas/Dentists, the treatment history is required, but the estranged Dentist does not want to show the price of services.

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titlePRX Layout info

The standard Patient Details Report historically had option of hiding prices, so practices that did not want to print prices had to choose the No$ layout file, which shipped as a selectable layout within EXACT.

These practices are now able to use the default Print Patient Details Report. To this end, on upgrade to v12.8 the EXACT software automatically switches to the new SOEstd1.408 layout even if the practice is using a customised PRX.

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