New Practice / User Education

Welcome to EXACT

We have created this collection of articles that we think will be helpful to get you started with us on your journey with EXACT and the team here at Software of Excellence.

Don't forget you can always access help inside EXACT by clicking on Live Chat in the top right, there you can search for more help articles or click Get in touch to chat with our EXACT support team.

If there is an issue its also worth checking our incident page. Any issue affecting many practices will be placed on here for users to keep an update on progress - EXACT Incident Page

Reception users

• Booking an Appointment
• Processing Payments
• Adjusting Patient Transactions
• Appointment Workflow - Reception
• Printing / Emailing Patient Details

Surgery users

• Charting Treatment
• Charting Supernumerary
• Using Quick Charting
• Editing Charged Treatment / Resubmitting
• Appointment Workflow - Surgery

Configuration / Practice Management

• Changing Security
• Reset User Password
• Create / Add a new service
• Adding / Editing an email template
• Adding a User / Provider
• Creating / Editing Providers Rotas
• Creating / Editing Blocks & Clinics
• Adding / Removing Appointment Book Columns
• Creating / Editing Letter Templates