Patient forms and recalls
Record a patient's form answers at the desk, have a clinician review them into the medical history, and keep recalls moving.
Patient forms
Templates are configured under Settings → Clinical templates → Patient forms. The practice starts with a Medical history form and ten consent forms (general, extraction, endodontic, crown and bridge, implant, whitening, periodontal, sedation, orthodontic and denture), each needing the patient's signature; the Defaults card there restores any that are missing. On the clinical record's Medical tab, the + beside Forms lists the templates; choose one to enter the patient's answers as they give them.
The same tab holds the medical history above the forms: the alerts in force today (a bell marks one that pops up when the record opens), then conditions, medications and allergies. Type a name into the box under a list and press Enter to add it; the pencil opens the full form to correct a fact, the archive icon retires it, and Show archived brings retired facts back into view.
A field that asks for one raises a provisional alert straight away (for example an allergy the patient reports), so the front desk sees it before a clinician has looked.
Review
A dentist, hygienist or therapist clicks Review on a submission awaiting review. The answers are shown; fields that propose a medication, allergy or condition are pre-filled and can be edited or removed. Choose the outcome:
| Outcome | Effect |
|---|---|
| Accepted / Accepted with changes | The listed facts join the medical history marked From form; the provisional alerts are confirmed |
| Rejected | Nothing joins the history; the provisional alerts are archived |
The review is recorded under the clinician's registration and cannot be changed; a second review is a new row.
Forms the patient completes themselves (kiosk, portal link) arrive later in Phase 2 through the same review; the answers are captured raw first.
Recalls
Recall types and their intervals are configured under Settings → Clinical catalogue → Recall types; the practice starts with Examination and Hygiene every 6 months and Periodontal review every 3 months, and completing a code that names one schedules it (or records the completion on the recall already open). A patient has at most one recall per type. On the clinical record they sit on the Appointments tab, above the appointment lists, one row per recall: the due date (red once it has passed), the type and interval, the status, the last time it was done, and the actions as icons.
- Schedule recall creates it, due after the type's interval unless you set a date.
- Reschedule, Completed, Contacted, Missed record what happened; completing moves the due date forward by the interval unless you set the next date.
- Pause stops the recall being chased (with a reason); Resume puts it back.
Every change is an event in the recall's history, shown under the recall's name. The due recalls also appear in the To do worklists.
Clinical notes and medical history
Write, complete and sign clinical notes, and keep the patient's conditions, medications, allergies and alerts as an append-only history.
Account and payments
The patient's ledger on the clinical record — charges, payments (cash, card or on a card reader), refunds, adjustments, reversals, invoices, credit notes and period close.