🚨 Important to note: This is different from the Dentally Portal app! Read our guides on using Portal devices here.
With the iPad app, patients can complete their medical history and sign it while in the waiting room. Reception staff can save and upload it in seconds and the signed copy is saved for good against the patient’s record, keeping your reception paper free!
Here’s how you do it:
In the iPad app, with the relevant patient selected, any previous medical histories will be shown in the ‘Medical’ tab at the bottom of the screen.
Tap on New Medical History
Tap Enable Patient mode. This will lock the iPad app so the medical history form is all they can see.
Once the patient is happy with the answers they have given, they can sign the box at the bottom and press Done. They will then be told to pass the iPad back.
The iPad can then be unlocked by a member of staff who taps on Save. The signature and answers checked and the signed form saved.
The signed medical history form can now be seen in the Medical tab of the patient’s record. It will have a pen icon against it to show it has been signed and as such cannot be edited.
Note:
A Medical History form completed by the patient is signed and therefore cannot be edited by a user.
If a user in the practice wishes to comment on this medical history with their own notes, a new entry should be created by that user. The new Medical History will be created in their name and the user is free to add their own comments, edit and delete as required. The answers previously completed by the patient will be automatically added, leaving the user free to simply add their own comments.
If the medical history is completed via a SMS link then it will be locked. It can not be edited but if you need to then you will need to create a new one for the patient to complete.