Import EXACT Services/Fee List from one practice to another
It is possible to import your EXACT services/fees from one another practice.
Please Note: This process requires access to both practice servers at the same time with all users and providers logged out of EXACT at the practice receiving the imported list. |
Please be aware that this process will:
- Add new service codes but leaves original services on the system (it does not overwrite services with the same code but will overwrite some values, see below).
- Overwrites the below fields on existing service codes:
- Description
- Pricing method
- Dataset
- Chart Graphic
- Custom screen
- Invoiced category
- Failure category
- Auto
- Only for provider
If you wish to perform this, please contact the EXACT support team to arrange a time when this is suitable.
You can access support from within EXACT, click Live Chat to get in touch with our friendly support team or ask our support bot to search for help articles from the EXACT help centre.
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