EXACT stores both specialists and referral sources in the Specialists menu found under File - Specialists. This feature is useful for storing any outside business or personnel that need to be recorded (specialists, doctors, labratories, etc.)

• Adding a Specialist or Referral source
• Updating/Editing a Specialist or Referral Source
• Other Specialist Options
• Emailing, Exporting or Printing a list of Specialists

Adding a Specialist or Referral source

1. Navigate to File - Specialists.
   
2. The Specialists window will open, use +1 to create a new specialist or referral source.
3. The following screen will open, complete all known fields, ensuring to tick the box for the type of profile being created. Eg. Specialist, Referral Source, etc.
   
4. Press OK once complete to save the profile.

Updating/Editing a Specialist or Referral Source

1. When in the specialist window, use the select a profile option to select the Specialist to edit.
2. Highlight the desired specialist and click OK using the Type filter option to filter different types of specialist.
   
3. Edit the specialist as necessary and click the save icon once all edits are complete.

Other Specialist Options

Details on the various tick box options when creating a specialist profile.

A Referral Source will become an option in the Referred By field in the Patient Details.

A Specialist will become an option when emailing a specialist via the Patient section.

A Doctor or GDP will become an option in the Doctor section in the Medical Tab.

A Lab will become an option when charting a lab service item.

Emailing, Exporting or Printing a list of Specialists

To perform any of these tasks, please view the help article Contacting a Specialist including Email and Printing