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With a Patient selected in the Patient desktop, select the Print button.

The Print Patient Details Screen displays:

Print Patient Details screen

This window allows you to print the currently selected patient's details by clicking the Print button in screens such as the Patient Details window, the Contact List window and the Recall Lists window.

TIP: You can also view the details rather than printing them, by selecting the Preview button (see below). This option is useful for seeing what each of the report options does to the printed output before you make your final selection and click the Print button.

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:

 Click here to expand...

checkbox,grey-unchecked Print patient medical

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.

checkbox,grey-unchecked Include all medical history

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).

checkbox,grey-unchecked Print patient notes

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

checkbox,grey-unchecked Print patient transactions

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

checkbox,grey-unchecked Include prices

Show the prices of services on the report.

checkbox,grey-unchecked Print treatment history

checkbox,grey-unchecked Include chart only items

checkbox,grey-unchecked 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.

checkbox,grey-unchecked Print tooth chart

checkbox,grey-unchecked Permanent teeth

checkbox,grey-unchecked 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.

checkbox,grey-unchecked Include DMF scores


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

checkbox,grey-unchecked Include BPE scores


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

checkbox,grey-unchecked Print patient appointment history

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.

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

Preview button

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.

Email

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

Click the 'Export' button if you wish to export the report from EXACT as a 'csv' file, to be opened by other applications such as a spreadsheet program.

If you wish to exit from the 'Print Patient Details' dialog, click this button.


Sample print output:

PrintPatientDetails-PricesIncludedPrintPatientDetails-PricesNOTIncluded
 Upgrades 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-unchecked Include Pricing. This is a sub-option underneath checkbox,grey-checked Print patient Transactions and applies to ALL Pricing:

IncludePrices-unchecked

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.

 PRX 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.

IMPORTANT: EXACT automatically switches the VREPORT.layout value to SOEstd1.408, even if your practice is using a customised PRX for VREPORT.layout. If this applies to you and you wish to continue using your custom PRX, you will need to manually switch back to your custom PRX layout after upgrading.

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