Configuring Holidays
EXACT has the ability to input holidays (i.e statutory holidays, maintenance or training) that can be applied across all appointments books automatically.
Note: Only users with Administrator security privileges can configure holidays. The dates of movable annual holidays (such as regional bank holidays that do not have a fixed date each year), will either need to be edited once a year, or they will need to be set up a few years in advance. |
For individual provider holidays see Creating Blocks and Clinics
Adding a Holiday or 'Clinic Closed' day
EXACT 13.1014 and above
- Open your appointment book.
- Click the configuration spanner.
- Select Configure Holidays.
- Click the +1 button to add a new holiday. Enter a Description and a Date then click OK when complete.
- Check the holiday details in the Holidays window and save by clicking the button.
- This will now be added to the appointment book, you will need to close and re-open any open appointment books.
EXACT 13.1014 and below
- Select Configure - Practice Settings.
- Then click the Configure Holidays button.
- The Holidays window will open.
- Click the +1 button to add a new holiday. Enter a Description and a Date then click OK when complete.
- Check the holiday details in the Holidays window and save by clicking the button.
- This will now be added to the appointment book, you will need to close and re-open any open appointment books.
Deactivating a Holiday
When a new holiday is added, it defaults to active, with a checked checkbox against its Description.
To retain the holiday in EXACT but have it set to inactive, simply un-check its checkbox and select OK to save.
Editing a Holiday Record
To make an edit to the Description and/or Date for a holiday.
- Select the appropriate record in the Holidays window.
- Click the Edit e|d button, change the details as required.
- Click the OK button to save.
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