General Assessment examination

General patient assessment form capturing overall condition in CAPS28 dental practice management software
The General Assessment form captures the patient’s overall condition and vital signs on a single page.

The General Assessment is the quickest of the three examination formats and is typically the first one you complete at a new-patient visit or before a procedure. On a single page it records the patient’s overall condition and a full set of baseline vital signs, giving you an at-a-glance picture of fitness for treatment and a reference point for future visits.

What the General Assessment records

  • Mental Orientation — Normal, Alert, Fearful, Anxious, Suspicious or Distressed. A fast read on the patient’s state of mind, useful for planning anxiety management.
  • Physical Appearance — Normal or Other (with room to describe).
  • Stature, Posture, Gait, Communication — free-text observations of the patient’s build, bearing, movement and ability to communicate.
  • Pulse — heart rate, with the normal range shown as a prompt (60–100, average 72).
  • Blood Pressure — Systolic and Diastolic, each with its normal range as a guide.
  • Respiration — breaths per minute (normal 12–15).
  • Temperature — body temperature (normal ~37 °C).

Why it matters

Recording vitals before treatment is a basic safety check: an unexpectedly high blood pressure or pulse can be a reason to defer an elective procedure or refer for a medical opinion. Because CAPS28 stores each General Assessment with a date, you build a running record of the patient’s baseline observations that any clinician in the practice can pull up later. The inline normal ranges act as a built-in reference so even a new team member records values with the right context.

How to complete a General Assessment

  1. On the Examinations tab, click New → General Assessment.
  2. Select the orientation and appearance options and type your observations.
  3. Enter the measured vital signs.
  4. Save — the assessment is filed against the patient and available as a PDF.