When the need arises to update a VT to a provider you can use the change username functionality in the provider settings.

Making a junior or VT provider a permanent provider at your practice requires a new user for that staff member. This is made simple via this functionality by creating a new user profile with all the settings and appointments seamlessly transferred.

Updating a VT to a provider

Ensure all users are logged out of EXACT before proceeding with this functionality.

1. Go to file - providers - view providers.
2. Select a provider.
3. Click the option to change the username.
   • This menu will look different depending on your region.
   • Please read all information presented on screen to ensure you are happy with the steps that will be actioned.
   • Complete the fields as required, including the new username and name (if changed).
   • Entering any regional-specific information.
   • Click OK to proceed.

Tips and Tricks

• The original provider username will be made inactive but will still exist, this is for historical treatment that contains the original username.
• EXACT V24.97 introduced this functionality.
• From EXACT V24.106: Personal/performer numbers and prior approval tier limits are copied to the new username.
• From EXACT V24.109: If the original username was assigned to a room, the new username will be assigned to the room.