Using CliniPad As a Patient

Your patients may need guiding through the form completion process. When you hand the device to the patient ask them to fill out the sections until all options have been ticked.

Suggested instructions to the Patient:

"If the correct name is not displaying, click the Change Patient button. If the correct name still does not show, please ask a staff member to assist."

If this is a Family Appointment then you will need to sign forms for each separate family member. You can click Change Patient to switch between each family member.

See also the instructions for specific forms.

Updating your Patient Details

Tap the Patient Details button to display a Patient Information screen:
To change any field, tap that field and then type by means of the on-screen keyboard:

NOTE: There is no need to digitally sign a Patient Details Form.
When all fields are as correct as you can make them, tap the Send button
Back on the main screen you should now see your Patient Details as checked (ticked):
Either tap the next Form for completion or return the Clinipad device to your dental practitioner.

Updating your Medical History

Tap the Medical History button to display a Medical History screen:

You may see an Advanced screen where you have multiple options for each medical health issue:
Yes, No and Neither (Don't know / Neither)
Tap a checkbox to check (tick) it, and tap again to clear it.
For any text input box, tap to display a keyboard that you can use for typing:
The Form is over multiple pages, so drag on the screen to scroll up and down.
Sign in the Signature box with your finger or with a stylus. If you need to try again, first tap the Clear link to clear the Signature box.
When all fields are as correct as you can make them, tap the Send button
Preview the display that then appears on the screen to check that all is correct.
Tap the Done button at top left (if you cannot see the button, tap the screen to make it appear).

Back on the main screen you should now see your Medical Details as checked (ticked):

Signing your Treatment Estimate on Clinipad

Instructions to patients:

Estimates are created by Clinicians for anticipated treatment and costs, and displayed on Clinipad for you to digitally sign.

To sign an Estimate on Clinipad (Patient)

Tap the Estimate button:

The Estimate displays as a PDF form.
Carefully review the information.
If you find it acceptable, tap the Sign button:

You will see a screen showing the first signature box on the form. Cancel if you want to go back, but the forwards options are not available until you have signed.
Sign the Clinipad Estimate using a finger or a stylus:
Select the Send button to display the signed PDF form, and if satisfied with this form, selects the Done button:

The Estimate button on the Clinipad front screen displays a check (tick):
Hand the Clinipad back to the Clinician.

Completing your Oral Health Survey on Clinipad

To complete your Oral Health Survey on Clinipad (Patient)

Tap the Your Oral Health button:
Tap to select (tick) all applicable buttons:
Tap in a text box to display the screen keypad, and use it to type applicable text:
Tap the Send button when finished.
Tap the Done button:

On the main Clinipad screen you will see that the Your Oral Health button is checked (ticked):

Signing your Terms and Conditions Document

To sign the Terms and Conditions on the Clinipad

Tap the Terms and Conditions button:
Read the Terms and Conditions on the screen (the signature area is not interactive in this screen):
Select the Sign button at top left:
Sign by means of a pen, stylus or finger in the Patient's Signature area:

(Select the Clear hyperlink at top right of the signature box if you need multiple attempts)
With your signature completed, select the Send button:
Do a final check with your signature displayed in context:
Select the Done button at top left:

On the main Clinipad screen you will see that the Terms and Conditions is now checked (ticked).

Tap the Contact Consent button:

The Contact Consent text displays on Clinipad. For example:
Carefully review the information.
Note that the number of pages shows at the bottom of the screen (e.g. 1/1) , and you will need to swipe to further pages if the text extends to more than one page.
If you find it acceptable, tap the Sign button:
You will see a screen showing the first signature box on the form.
Cancel if you want to go back, but the forwards options are not available until you have signed.
Sign the Contact Consent using a finger or a stylus:
Select the Send button.
You will now see your signed PDF form displayed on the screen:
Review the form, and if satisfied with it, select the Done button:

The Contact Consent button on the Clinipad front screen will then display a check (tick):

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