What Forms Are Available?

Practices must use the 'Advanced' Medical History form, if you are using Default and need to switch the data will be transferred over so patients don't need to complete a new form.

If you are using a form type that is not Default or Advanced prior to Patient Experience, patients will need to complete a new blank form.

Patients can select only 'YES' answers if they desire.

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To save time patients can select only 'YES' answers if they desire.

**Note: currently on patient portal this form is not customisable, it will ask all questions regardless of if you haven’t unchecked some within Exact.

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These must be accepted by the patients in order for them to access the portal.

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For the full details of SOE’s General Privacy Policy see: https://softwareofexcellence.co.uk/wp-content/uploads/2018/07/Software-of-Excellence-General-Privacy-Policy.pdf

This form is generated if enabled in the Appointment Book - Arrival Options.
This is also where you will need to go to configure your custom Terms and Conditions content.

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To opt in to this patients must select the box and 'save'.

If patients do not wish to give consent they can minimise the form and not complete it.

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See here - Pre-Appointment Health Screening Form (COVID-19)