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Setting Up workflow Arrival Procedures for Medical History

When a patient arrives EXACT can be configured to inform you if a Medical History update is required.

To configure arrival options for Medical History

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

Medical History configuration

By default the Arrival screen shows the Medical History prompt as ticked:


Receptionists can un-tick this field if it proves unnecessary.


To configure Arrival procedures for Medical History

Select either

Configure > Appointment Book > Arrival Options > Medical History



The Alert if Medical History is [x] months overdue field is by default set to a value of 1.

Consequently, Medical History will be prompted for update once a month, and the arrival window Send a Medical History form to Clinipad tick-box will be ticked by default, unless the patient has already completed their Medical History forms within the last month.

To disable this auto-prompt for a patient, set the value in the above field to 0, and click OK.

 

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