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Sheets: Exam Sheets Setup

Exam sheets are a type of Sheet and can be customized.  To generate exam sheets for a patient, see Generate Exam Sheets.

1. In the Main Menu, click Setup, Sheets.
2. Copy a sheet or create a new one. See Add or Customize a Sheet.

  • Highlight the internal Exam Sheet sheet and click Copy.  Then double click the custom sheet. 
  • Click New and create a new custom sheet with an ExamSheet type. 
  • Double click an existing custom sheet of ExamSheet type to edit.
  • Highlight an existing custom sheet of ExamSheet type, then click Duplicate to copy it.

Below is a copy of the internal Exam Sheet.

3. Change the sheet as needed.

Some options on exam sheets can be used in patient letters. See Sheets: Patient Letters.

4. Click OK to save.


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