You can print and email patient details from EXACT.

The steps to perform both of these options are the same, until the final step.

Printing and Emailing Patient Details

1. Select your patient from the patient details screen.
2. Select the print option at the top of their file.
3. A Print Patient Details window will open for you to select the details you require.
   The patient's basic details (name, date of birth, address, contact details, last recall date) will be printed. In addition, any or all of the following options may be selected to be viewed or printed out:
   • Print patient medical, select this option to print a summary of the patient's medical details, including medical history, their medical record (or a note to say if it has not been initialised); any infectious notes, current medication, and any medical notes.
   • Include all medical history, this is intended for audit purposes, and not for transferring data to another clinician.
     If you check this checkbox, the printout will have ALL historical medical history entries, including those that were changed within the same day (whether from error correction or update).
   • Print patient notes: This option will print any patient notes (as recorded on the Notes Tab of the Patient Details window).
   • Print patient transactions, select this option for a summary of the patient's transactions, including invoices, receipts, estimates, etc., and what treatment the transactions relate to.
   • Include prices, shows the prices of services on the report.
   • Print treatment history, click this option for a summary of the patient's treatment history, including historical and current treatment and their charges. If you wish to include individual Chart only items (those items recorded on a patient's chart to represent existing conditions), and/or voided treatment items, click the appropriate checkbox.
   • Print tooth chart, click this option to print a representation of the patient's tooth chart, using the checkboxes to choose to show either deciduous or permanent teeth or both.
   • Include DMF scores, click on this checkbox if you wish to include the patient's DMF (Decayed, Missing, Filled) scores from their Perio tab.
   • Include BPE scores, click on this checkbox to include the current patient's Basic Periodontal Exam score in the Patient Details report.
   • Print patient appointment history, tick this option to display/print the patient's appointment dates, times, which provider the appointment was with, and the appointment status.
4. If you require more than one copy of the printout, click in the box and change the number displayed.
5. Once you have selected what information you need you can choose to Print, Preview, Email, or Export the information.

Tips and Tricks

• You can view the details rather than printing them by selecting the Preview button. This option is useful for seeing what each of the report options does to the printed output before you make your final selection and click the Print button.
• If you wish to have a digital copy of this information as a PDF, click into the Printer option, then use the selection button to select your PDF printer, click OK then Print to create your PDF.