Approve Perio Exams

When approving a perio exam record type, the Edit/Review Perio window displays.

Note: If the exam is incomplete, the Complete button is enabled.

To approve a perio exam:

  1. Review the perio exam.

    2. Tip: An Incomplete label displays in red if the perio exam has not yet been completed.

  2. (Optional) Modify the fields as necessary.
  3. (Optional) If you want to complete the exam, click the Complete button to mark the exam as complete.

    4. Note: If the logged in user (e.g., faculty member) is not the provider that performed the exam, a Complete Perio Exam message displays. If prompted, click Yes to confirm the completion.

  4. Complete any of the following:
    • Click Approve to approve the perio exam.
    • Click Cancel to cancel the approval and keep the perio exam listed in the Patient Approvals window.

      • Note: If you click Cancel and other items are selected for approval, the Abort Approval Process Question window displays. Click Continue or Stop as necessary.