Every person who needs access to EXACT must use a unique login. In EXACT there are two types of user:

• Users, these are general users, who require access to the features of the software but do not treat patients or have appointments such as receptionists or management.
• Providers, are any user who treats patients or requires an appointment book such as a dentist, hygienist.

Creating a New Provider Account

1. Go to Configure - Add User / Provider or click the spanner on the appointment book then select Add User / Provider.
2. The Add User window will open.
   • You can create a new user from scratch or base their settings on an existing user.
   • You will need to add the new users' login details, this is commonly their initials.
   • Make sure to answer yes, to the question about the user being a provider.
   • Add all the users' contact details and set their password and security settings.
3. On the subsequent windows you can enter all the additional information required to create a Provider. During this process you will;
   • Set the provider security level and password.
   • Add any professional information and contact details.
   • Configure their appointment book settings, including working times.
   • Setup recall options.
   • Enter any payor settings such as NHS performer details and configure their information to any NHS contracts.
4. Once you have entered all of these details, your new user is ready to get started.

Tip: Each new user will be greeted with a welcome screen, providing them access to a wealth of help articles and everything they need to know to get started using EXACT for the first time.

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.