🚨 Important: The ability for nurses and dental assistants to edit perio exams is currently rolling out across Dentally practices and therefore you may not yet be able to see this.
You can allow nurses and dental assistants to create and edit periodontal exams on behalf of a practitioner.
Exams are always saved under a practitioner, with a full audit trail showing who created or edited them.
Who can be granted access to edit perio exams?
This feature is controlled by a grantable permission and can be enabled for:
User level 2 and above
Users who are not practitioners (e.g. dental assistants, nurses)
To grant the user permission:
Go to 'Settings' and 'Users'
Select the 'Edit' option next to the user you wish to give access
Go to 'Security'
Find the 'Can create and edit periodontal exams' tickbox and check this.
Save changes
Selecting a practitioner
When creating or editing a perio exam as a nurse or dental assistant, you must select a practitioner to complete the exam
A default practitioner is selected where possible:
Patient’s hygienist if one is set
Otherwise, the patient’s dentist
If no default exists, a practitioner must be selected manually
If no practitioner is selected during data entry, you will be prompted to choose one when you save the exam.
Auditing perio exams
All activity is recorded in the patient’s Audit tab, including:
Who created the perio exam
Who made edits to the perio exam
Which practitioner the perio exam is assigned to
This ensures full clinical traceability when it comes to perio exams.