How do patients access their portal?

Patients access their portal using a link which they can use on their phone, laptop or other personal device.

You can add the portal link to SMS' and emails using the merge field [patient.portalURL]

How and when are forms added to a patients portal for them to complete?

When appointment reminders are sent, if the merge field [patient.portalURL] is present in the email or SMS Exact will check which forms the patient needs to complete for their appointment and send them to the portal automatically.

When we turn on Patient Portal we add templates to your reminders which contain the merge field. If you want to use your own templates you just need to add the merge field to your existing templates. You can add the merge field to all three appointment reminders, or just one.

Where are forms saved after a patient completes them?

• Patient Demographics, Terms & Conditions and Contact Consent are all saved on the contacts tab

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• Medical history forms are saved on the Medical tab

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• Oral Health/Smile Surveys are saved under Oral Health on the Chart tab

   

How to NHS forms link with a patient’s course of treatment?

Completed FP17PR & FP17PRW forms will link to the patients NHS course of treatment when the NHS COT is opened (as long as it’s opened on the same day as the patients appointment).
These forms do not expire.

Exact saves a patient’s NHS form and links it to a course of treatment for you when you create it and updates the exemption fields automatically.

You can view the patient’s form from the exemptions window.

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