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Setting Up Workflow Arrival Procedures for Terms and Conditions

Terms and Conditions can be prompted for as part of the arrival workflow to request patients to sign the practice Terms and Conditions of visiting their dental practice. Terms and Conditions can be enabled/disabled and the Terms and Conditions wording changed.

Select Configure > Appointment Book, and in the Appointment Book Setup screen, select the Arrival Options button to display the Appointment Arrival Options window:

To enabled/disable Terms and Conditions check/uncheck the “Terms and Conditions Enabled” box.


There are three options to decide when a patient signs this form.

New Patients only Previous Terms and Conditions documents were collected on paper:

This option is for practices that have routinely been collecting terms and conditions documents from their patients using a paper system. The arrivals process will only state that the document needs to be collected for new patients.

Patients with no Terms and Conditions document on file:

This option is for practices that have not been collecting terms and conditions, but are going to start now, or practices starting to collect terms and conditions on the computer system using new forms. All patients without a record of terms and conditions stored on the computer system will be asked to sign a copy.

Patients who haven’t signed a since Terms and Conditions last changed on [Date] :

This option is for practices that have been using terms and conditions on the computer for a while, but then need to update their terms and conditions, meaning those that have already signed must sign again. Choose this option and the date the change occurred to make patients receive a request to sign, if they haven't yet signed the updated document.

At the bottom you can edit the Terms and Conditions wording.

(This is the plain text statement for the patient to sign)

Type the changes or paste (CTRL+V) from an existing terms and conditions document.
Formatting is limited to spacing and carriage returns.

 

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