Patient Portal - Pre-Appointment Triage Form (COVID-19)

There are different forms available based on regional advice, there are two main forms available which are based on guidance from governing bodies in the United Kingdom and New Zealand. We aim to update these based on the latest guidance as quickly as possible.

Patients must answer YES or NO to every question and sign the form to save it.

Forms are considered valid if they are completed within 14 days of the appointment.

Exact defaults to 14 days but this is configurable, if you would like to change this please contact Support.

In the contacts tab named ‘Health Screening’

Open

Double-clicking the line in Exact will display the completed form so that you can view the answers.

• The relevant medical alert on the medical tab will be ticked automatically

  • On the default form, answering yes to any of the questions will result in an infectious alert

  • On the long for, answering yes to the first 5 questions will result in an infectious alert. Answering yes to the last 6 questions will result in an alert, which indicates that they are potentially vulnerable.

• A pop-up medical note will be added on the medical tab informing that the patient is potentially infectious, potentially vulnerable, or both

On the arrivals tab reception can see the patient’s medical alert for appointments today and in the future to manage appointments safely.
The arrivals tab allows for scrolling through future days easily to review future appointments as well.