@rch2017kerdtjYou can resume an incomplete perio exam on a patient's record.
Important: If you do not finish an incomplete perio exam or save as a draft, it will be deleted the next day at 11:59 PM.
Exams that are saved as drafts display in the patient chart > Perio tab > list of exams with a Draft label. Exams that are started but unsaved display in the patient chart > Progress Notes tab.
Note: You must have the Review Perio exams security right to view draft exams.
To resume an incomplete perio exam
How to get there
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From the Patient menu, under Clinical, select Perio.
The patient's clinical record displays with the Perio tab selected.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
How to get there
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On the Patient menu, under Clinical, select Progress Notes.
The patient's clinical record displays with the Progress Notes tab selected.
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Perform one of the following to display the exam:
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Open a saved exam draft.
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On a patient's clinical record > Perio tab, clicktap the exam drop-down and select a saved draft from the list.
Tip: Draft exams display with a Draft label.
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ClickTap the Manage button menu and select Edit Exam.
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When prompted with an Edit Perio Exam window, modify the fields as necessary and clicktap Edit Exam.
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Open an unsaved exam.
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On a patient's clinical record > Progress Notes tab, next to an incomplete perio exam, clicktap Resume.
Tip: You can filter the progress notes to display a list of perio exams.
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When prompted with a New Perio Exam window, complete one of the following:
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To continue the incomplete exam, clicktap Resume Exam.
The exam displays on the Perio tab, and the last tooth that data was entered for is selected automatically.
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To delete the incomplete exam and start a new one, clicktap Discard Exam & Create New One.
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Work on the exam as necessary.
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When ready, complete one of the following to save your work:
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If the exam is still in-progress and will be completed another day, clicktap Draft.
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If you have finished the exam, clicktap Finish Exam.
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If prompted with the Finish Perio Exam window because the patient has a previous exam, complete one of the following:
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To save the current exam with the previous exam's measurements in places where there are no new measurements, clicktap Save Exam with the Previous Values.
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To save the current exam without any of the previous exam's measurements, clicktap Save Only New Values.
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