Professionals working outside of your dental practice can be saved in your system as specialists. This allows you to store their credentials and record any communication with them within your system.

Adding a Specialist to EXACT

1. Navigate to File - Specialists to open the Specialists screen.
2. Click +1 to create a new specialist.
3. The Add Specialist screen will open.
   • Complete all required fields.
   • Tick the Specialist checkbox or the appropriate specialist type.
4. Press OK once complete to save the profile.
   

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.