Exam Sheet
Exam Sheets are customizable documents used to track exam findings. They're generated in the Chart Module and support Electronic Signatures. Completed Exam Sheets can be viewed in:
- Progress Notes in the Chart Module
- Communications Log in the Account Module
Access Exam Sheets
To access Exam Sheets, go to the Chart Module and click the Exam Sheet button in the toolbar at the top. The Exam Sheets window will open.
Setup
The "Setup" button at the top is a shortcut to Sheet Setup that can be used to customize Exam Sheets or create new ones.
Show Types Filter
All Exam Sheets are visible in the Exam Sheets grid by default. However, you can choose a specific Exam Type from the Show Types Filter box for faster searching if need be.
Add
The Add button at the bottom is used to generate a new Exam Sheet for the selected patient.
View
To view a previously completed Exam Sheet, simply double-click it in the Exam Sheets grid.
Add and Complete an Exam Sheet
Open the Chart Module and click the Exam Sheet button from the toolbar at the top. Then, click the Add button at the bottom of the Exam Sheets window. The Pick Sheet window will open.
In the above example, the practice only uses one Exam Sheet, but practices can have unlimited Exam Sheets (as set up through Setup Sheets) and all available options will display in the Pick Sheet window.
To select an Exam Sheet to complete for a patient, double-click on your preferred Exam Sheet from the list. A Fill Sheet window similar to the one below will open.
Note that Exam Sheets use traditional Sheets logic, meaning yellow areas are for data entry. Your sheet may have other field types as well, such as checkboxes, to complete.
Create PDF
The Create PDF button converts the Exam Sheet into a PDF, which can then be saved to your computer.
Print
The Print button sends a copy of the Exam Sheet to your office printer.
Email
The Email button opens the Email Edit window in Practice-Web and attaches a copy of the Exam Sheet to it. If the Patient Information section has an email listed for the patient, it will automatically populate as well.
Print/Email
When you click the Print/ Email button, the following dialog will open.
By default, only one copy of the Exam Sheet will be printed, but the number can be changed if desired. Also note that, although the patient's email address automatically populates if one is listed in the Patient Information section, the checkbox to email the patient is unchecked by default. Click the "E-mail to patient" checkbox to enable it and send.
Save
Click the Save button to save the Exam Sheet. The window will remain open.
OK
Click the OK button to save and close the Exam Sheet.
Cancel
To exit the Exam Sheet without saving changes, click the Cancel button.
Delete
The Delete button permanently deletes the Exam Sheet.
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