This is a collection of the release notes for EXACT Version 13, for the most recent release notes please see our EXACT Release Notes.

Tip: The type of change is highlighted at the beginning of the note, with GREEN identifying improvements, new features and more with PURPLE identifying fixes. Tip: Click the link in the notes to find out more information about a feature.

EXACT 13.1075 - 15th March 2024

• NEW FEATURE NZ MOH: Added a new option to the payor rules which allows the fee to be limited by the same quadrant.
• IMPROVEMENT If email is not configured but appointment confirmations/cancellations are enabled, EXACT will no longer show ‘email’ as a confirmation/cancellation prompt option or send confirmation/cancellation emails.
• NEW FEATURE The ‘Patient RID’ field has been added to the report layout editor.
• ISSUE RESOLVED Fix for an issue where SMS appointment confirmations and cancellations wouldn’t send for practices that don't have email configured.
• ISSUE RESOLVED Fix for an issue where including a Unicode character in an SMS would reduce the maximum character limit per SMS and result in unexpected additional charges.

EXACT 13.1068 - 6th March 2024

• IMPROVEMENT SMS changes:
  • SMS messages sent to invalid numbers will now fail immediately and won’t be retried automatically.
  • SMS messages that have been flagged as duplicates will now fail immediately and won’t be retried automatically.
  • SMS messages that have failed to send for the aforementioned reasons will display that reason as a tooltip when the user hovers over the SMS cellphone icon in the outbox.
    
• IMPROVEMENT The invoice number has been added to the invoice report layout as default for all countries.
• ISSUE RESOLVED Fixed an issue where EXACT would crash when previewing the Xray Audit report multiple times in a row.

EXACT 13.1067 - 4th March 2024

• NEW FEATURE NHS England: From March, the NHS will roll out a new measure to incentivise dentists to see new patients by granting practices additional UDAs in specific cases. We've made a change to include this additional UDA value, so that practices can accurately determine their confirmed UDAs against their contract targets.
• IMPROVEMENT 'Appointment Length' was renamed to 'Appointment Book Interval' in provider files and the Add User/Provider wizard to avoid confusion.

EXACT 13.1063 - 28th February 2024

• IMPROVEMENT Embedded browser content is now closed when another user unlocks EXACT in order to prevent issues with cloud authentication.

EXACT 13.1061 - 26th February 2024

• NEW FEATURE A new Security Search window has been added, you can find this via Configure - Security search, which can be used instead of or in addition to the original security window.
  This window allows authorized users to:
  • Search for a security setting by keyword.
  • Easily see who a setting applies to.
  • Turn a setting on/off for different security groups in one go.

Admin users will also see an ‘Add Group’ button for creating new groups and a bin for deleting groups that do not have any associated users.

• IMPROVEMENT Added the ability to capture contact details when creating a new user or provider, and enabled Cloud Authentication for new users by default.
• IMPROVEMENT Added a security option to manage the Cancel Day feature.
• IMPROVEMENT Added a new ‘First Visit by Payor’ search condition in Patient Lists, which allows the user to search for patients who are using a specific payor for their first appointment.
• IMPROVEMENT APAC: EXACT no longer allows users to enter a non-existent address suburb in a patient file. Instead, the ‘View Suburbs’ window will open and allow the user to choose an existing suburb or enter a new one.
• ISSUE RESOLVED Fix for an issue where EXACT crashes when trying to select either an email or an SMS template that doesn’t exist.
• ISSUE RESOLVED Fix for an issue where users couldn’t delete follow-up appointments in the Recalls tab.

EXACT 13.1056 - 19th February 2024

• UPDATE Users will now be warned when dragging appointments to the clipboard/hold list on the same day, rather than being told to reset the appointment status first.
• NEW FEATURE A new instructions button has been added to the the 'View and Edit Patient Search' window. The new window allows a user to add notes that can be referenced when running the search.
• NEW FEATURE A template viewing window has been added for email and SMS templates, providing a preview of the template before selection.
• IMPROVEMENT Patient Lists: Improved the treatment field on the conditions window so that users are able to easily see the full list of services/treatments selected.
• ISSUE RESOLVED Fix for an issue where therapists were unable to move patients to the chair from the appointment book sidebar.
• ISSUE RESOLVED Fix for an issue where some of the chart graphics were missing from the charting tab.
• ISSUE RESOLVED Corrected the merged address result as seen in the Details window after merging patient files. Addresses are now merged as a whole entity instead of line by line.
• ISSUE RESOLVED Fixes for the following historical bugs related to Stock Item transactions:
  • Stock payments were being deducted from the total owed, making the patient pay less.
  • Stock item invoices would disappear after selecting a family member.
  • When a patient is in credit and a stock item is added that makes the patient go into debit, the Payment Amount displays zero dollars/pounds/euros.
  • When a discount is added to a Stock item via the fixed discount on the payment screen, the discount never gets allocated.
  • When a patient has an outstanding treatment invoice and buys a stock item, the allocation of the stock payment is incorrect if taken before the treatment money.
  • When backdating a payment and adding a discount, after processing the payment, the discount shows the current date instead of the backdate.

EXACT 13.1047 - 7th February 2024

• ISSUE RESOLVED NHS Scotland: Filling service descriptions have been updated to match the SDR when displayed in Connect.

EXACT 13.1042 - 30th January 2024

• NEW FEATURE Added a new patient search condition that allows users to search for patients in an age range.
• IMPROVEMENT NHS Wales: Added a new warning that get displayed at TC time if a NHS COT contains any service with an Urgent band and a risk assessment.
• IMPROVEMENT NHS Wales: Added a new warning dialog when trying to complete a COT where the total number of teeth is less than the total number of decayed teeth.

EXACT 13.1038 - 24th January 2024

• ISSUE RESOLVED NHS England, Wales & Isle of Man: Fix for an issue where the UDA value was being miscalculated for band 2 items based on the count of the affected teeth, and tidied up UDA recalculation for band 2 items in general.

EXACT 13.1036 - 22nd January 2024

• NEW FEATURE NHS England, Wales & Isle of Man: A new ‘Dental care professional’ (DCP) field was added to the Provider window so it can be manually selected if necessary.
• NEW FEATURE MOH: An email signature will now be included for OHSA, SDS and OHSA ex-circ payors when claiming via email. The signature template can be configured using the Email & SMS Setup wizard.
• NEW FEATURE Added a new ‘Treatment by Provider’ condition to Patient Searches, which will allow users to find patients who had treatments completed by the selected provider(s).
• IMPROVEMENT Added tooltips to the portal icons on the Arrivals tab so that a user can quickly identify which forms are complete or outstanding by hovering over the icons.
• IMPROVEMENT Fixed an issue where changes to a patient's health fund were not being audited when updated via Clinipad.
• IMPROVEMENT Clarified and tidied up the text in the 'Confirm and Cancel' tab of the Automatic Appointment Messages window.
• IMPROVEMENT BPE stage, grade and stability assessments are now available for all regions.
• ISSUE RESOLVED Fix for an issue where users were unable to ‘Copy to Clipboard’ today’s completed family appointments in the appointment book.
• ISSUE RESOLVED Fix for an issue where a provider without the permission to modify appointments could not seat a patient.
• ISSUE RESOLVED APAC: Fix for an issue where resubmitting a new treatment plan did not copy the existing plan and appointment notes.

EXACT 13.1035 - 15th January 2024

• IMPROVEMENT All users can now search for patient files and records by record ID. This search option has been added to the “Patient File” toolbar, as well as the “View Patients” and the “Search Patients” windows.
• IMPROVEMENT Updated the tooltips for SMS confirmations and cancellations to reference “Configure” and “Automatic Appointment Reminders Menu”.
• IMPROVEMENT Added a new “Prescription Items” condition to Patient Searches, which will find patients with any prescribed items matching the given criteria.
• IMPROVEMENT Stability updates to the Relay service.
• ISSUE RESOLVED NHS: Fix for an issue where the correct Appointment Provider was not always displayed on the FP17 forms.
• ISSUE RESOLVED Fix for an issue where EXACT could crash when running the “X-Ray Audit Report”.
• ISSUE RESOLVED The HICAPS version number is no longer displayed in EXACT, as in some circumstances it can be inaccurate. Users can still check their HICAPS version by going to the HICAPS Connect Client.
• ISSUE RESOLVED Fix for an issue where the source patient before a merge operation didn’t retain their family members after the merge.
• ISSUE RESOLVED Fix for an issue where “Hide Quick Chart” was showing the Quick chart instead of hiding it.
• ISSUE RESOLVED Fix for an issue where EXACT crashed when selecting the “Patient with providers” search to set a Patient Trigger.

EXACT 13.1027 - 11th December 2023

• NEW FEATURE The Live Chat sidebar has been made modeless so that it can be moved around, resized and float on top of all other EXACT windows, in order to allow a user to continue chatting with support as they get help.
• NEW FEATURE Added a new ‘Invoiced Items’ query to Patient Searches, which will find invoiced items, including stock items.
• IMPROVEMENT Users can now only edit a past phone Contact record if they have the ‘Edit Contact’ security
• ISSUE RESOLVED Fix for an issue where new services were not being added to the Quick Chart correctly.
• ISSUE RESOLVED A redundant dial button was removed from the ‘Call Patient’ window.
• ISSUE RESOLVED Fix for an issue where ‘Call this patient' notes were not being saved in the patient’s Contact tab correctly if they were subsequently added after the note was first created.
• ISSUE RESOLVED Fix for a security loophole where the 'All' service category on the Quick Chart configuration window was incorrectly being shown to users that had the ‘Show All Service Category’ security disabled.

EXACT 13.1023 - 5th December 2023

• IMPROVEMENT MoH: Incomplete SDS treatments can now be TCed.
• IMPROVEMENT Improvements to patient merge function:
  • The destination head of the family is now always retained
  • Improved the accuracy of family member audit records after a patient merge
• IMPROVEMENT Changed the Set Patient Triggers button in the patient file configuration window to launch the new Patient List Searches window.
• NEW FEATURE Added a new user welcome screen to provide a helpful guide for users accessing EXACT for the first time.

EXACT 13.1017 - 29th November 2023

• IMPROVEMENT Updated a number of areas where a patient query template is selectable to launch a modified version of the new Patient List Searches window.

• IMPROVEMENT Combined the Automatic Appointment Follow Ups wizard with the Automatic Appointment Reminders wizard, and redesigned the Automatic Appointment Reminders wizard as a single window with tabs.

EXACT 13.1016 - 27th November 2023

• IMPROVEMENT MOH: Incomplete OHSA treatments can now be TCed.
• IMPROVEMENT NHS Scotland: Codes G001, G002, G003, G007, G008 and G009 have now been split into separate upper and lower jaw codes in claim XML.
• NEW FEATURE AUS: Added auditing for changes to patient Healthcare ID, Health Fund, Patient ID, Medicare IRN and Medicare card number.
• IMPROVEMENT Tidied up the usage of ‘Patient List' wording in preference to 'Contact List’ text in various parts of EXACT.
• IMPROVEMENT Public holidays can now be configured via the appointment book setup wizard, in addition to the Practice Settings window.
• IMPROVEMENT Extended family information auditing to record when the head of family is changed, when a family member is removed and when a family member is transferred from one family to another.
• IMPROVEMENT Merging duplicate patient files via the Online Appointments tab now renders the source patient file inactive instead of deleting it. A popup note is added to both patients recording that that they were merged, in case any remaining image links need to be retrieved.
• IMPROVEMENT The patient Record ID number is now visible to all EXACT users that have permission to view patient files. It can be used as an alternative numeric ID for patients. A merge field has also been created so this ID can be used in correspondence with third parties.
• ISSUE RESOLVED Fix for an issue where right-clicking and dragging on the appointment book resulted in an incorrect appointment length.
• ISSUE RESOLVED When merging patients there was an incorrect check that prevented appointments being merged if the patient had a 'do not book' flag set. Appointments will now be merged so that reception can be aware of bookings that were made on the source patient.
• ISSUE RESOLVED Fixed two issues with EasyPost recall automation:
  • EasyPost recalls could incorrectly cause a subsequent contact method to be sent where one was available. This issue affected configurations where the EasyPost was not the last method to be tried.
  • Family EasyPost recalls could be sent to multiple family members if they were due in the same recall period. A single EasyPost can now be sent to all family members due for recall in the same month.

EXACT 13.1010 - 15th November 2023

• NEW FEATURE AUS: The Department of Veterans' Affairs (DVA) was added to the automatic fee download process. Also, the Download button was added to the DVA fee schedule window to allow for the manual downloading of DVA fee files, should this be necessary.
• IMPROVEMENT The ‘Patient Query Templates’ option in the Configure menu is now hidden by default, as it is rarely used.
• IMPROVEMENT EXACT now prompts to update family members' addresses & phone numbers if either one of these patient details have been updated via Clinipad.
• IMPROVEMENT NZ MOH: The yellow ‘Prior Approval’ icon in a treatment plan's header will now turn green if an approval number has been added to the treatment plan.
• ISSUE RESOLVED Fix for a security loophole that allowed users without the 'Add, Edit or Delete Past Appointments' or 'Add, Edit or Delete Future Appointments' to drag past or future appointments respectively into the Follow Up tab.
• ISSUE RESOLVED NHS Scotland: A warning advising that some services require a minimum 1 day period before the COT can be completed was removed, as this warning is not currently being applied to the correct services.

EXACT 13.1008 - 13th November 2023

• NEW FEATURE AUS: The following new payor types are now available:
  • DVA
  • DVA Prosthetist
  • DVA Specialist
  • TAC
  • TAC Specialist
  • OHFFSS
  • WorkCover
• NEW FEATURE AUS: Medicare (Child Dental Benefits Schedule) was added to the automatic fee download process. The Download button was also added to the Medicare (CDBS) fee schedule window to allow for the manual downloading of Medicare (CDBS) fee files, should this be necessary.
• ISSUE RESOLVED Fix for a security loophole that allowed users without 'Add, Edit or Delete Future Appointments' enabled to cut future appointments from the Online Appointments, Arrivals and Follow Up tabs to the clipboard if the user was viewing a past date in the appointment book.
• ISSUE RESOLVED When viewing appointments in a patient's Recalls tab, users without the 'Add, Edit or Delete Future Appointments' security enabled will no longer be able to cancel or delete appointments that are booked for today or a future date.

EXACT 13.1003 - 8th November 2023

• IMPROVEMENT Auditing was added to the patient merge function.
• IMPROVEMENT When changing a family member's home address or home phone number, the ‘Update All Family Members’ prompt now shows a list of all the family members that will be affected by the change, in order to help safeguard patient data and prevent privacy breaches.
• IMPROVEMENT Checkboxes were added to the ‘Automatic Appointment Reminder’ wizard to control whether an email or SMS option is displayed in the appointment confirmation or the cancellation prompts.
• IMPROVEMENT Practices with Standard Links V1 can now choose a path to any product’s executable file without help from support.
• ISSUE RESOLVED Fix for an issue with the right-click on ‘Create next appointment’ option in the appointment book that was causing the dentist’s time grid to incorrectly auto-fill when the coordinated duties feature was enabled.
• ISSUE RESOLVED Fix for an issue that was causing the Quick Service length to be ignored when right-clicking on the appointment book to book an appointment.
• ISSUE RESOLVED NHS Scotland: Fix for an issue where adding Auto Notes to a COT would incorrectly pop up a warning advising that the COT contains invalid services.
• ISSUE RESOLVED Dragging an appointment with a status other than booked no longer displays the ‘Cut to Clipboard’ option in either the context menu or the ‘Edit Appointment’ window.

EXACT 13.999 - 3rd November 2023

• NEW FEATURE NZ: Added ACC to the automatic fee download process. Also added the Download button to the ‘ACC Fee Schedule’ window to allow for the manual downloading of ACC fee files, should this be necessary.
• IMPROVEMENT The width of the Description column in the ‘Patient List Searches’ window was increased and the window was modified so that double-clicking on a listed search runs the query.
• IMPROVEMENT Added a timestamp to the filename generated when exporting Delete Aged Data to ensure that exported files don't overwrite any previously exported files created on the same day. Additionally, the EXACT Exported Reports folder will automatically be created when exporting Delete Aged Data if the folder is missing.
• IMPROVEMENT If a practice has the Clinipad module registered, new users created using the ‘Add Provider/User’ wizard will now have the Consent and Estimates tabs added to their chart activity tabs. Similarly, when Clinipad is registered, the two tabs will be added to the chart activity tabs of all active users.
• PERFORMANCE Turned on database index read ahead to improve performance on large data requests.
• PERFORMANCE Turned on fast read for EXAMINE Pro image data.
• SECURITY Enabled users to turn on cloud authentication. This can be configured on the user setting screen, and once enabled will require a new password to be created.

EXACT 13.992 - 25th October 2023

• NEW FEATURE NHS England, Wales and Isle of Man: Added an Advanced Perio RSD service that can be charted per COT rather than per tooth. It was previously required to be tooth specific for sextant data to be correctly captured.
  Also additionally show an Advanced Perio RSD section on the TC window in order to allow sending the number of sextants involved in the treatment, irrespective of how Advanced Perio RSD services are charted.
• IMPROVEMENT Renamed the Old and NHS UDA/UOA reports to UDA/UOA report (by schedule date) and UDA/UOA report (by completion date) for clarity.
• IMPROVEMENT Made several improvements to the patient merge function, including adding a new confirmation window when merging patient files. The following patient information is now included in the merge:
  • treatment consent forms
  • emergency contact details
  • 'first visit' appointments
• NEW FEATURE Added an audit trail for changing patient home and work post codes.
• UPDATE NHS Scotland: Updated the recall services, which will be effective from 1 November 2023. If a practice's configured recall types include any of the services below, then the following new services will be added to the list:
  • if EXAM O FU or EXT EXAM O or EXT EXAM or DOMIEXAM18 exists, then EXAM EXTENSIVE and EXAM REVIEW will be added
  • if S/P exists, then EPA+TX INC CS will be added
• IMPROVEMENT Updated all HICAPS terminal error messages to direct users to this help article instead of calling support.
• IMPROVEMENT New users created using the Add Provider/User wizard will now have the Images tab added to their chart activity tabs if the practice has the EXAMINE Pro is registered. Similarly, the Images tab will be added to the chart activity tabs of all active users when EXAMINE Pro is registered.
• IMPROVEMENT Added an option to export a CSV file with a list of deleted patients as part of the Delete Aged Data process.
• ISSUE RESOLVED Fixed a corner case issue in the appointment book where users were able to create future appointments without appropriate security rights.
• ISSUE RESOLVED EXACT will now show a recall audit when the ‘Prevent Appointment booking’ option is chosen in the Recalls tab and a user chooses to set the patient as ‘Do Not Recall’.
• PATCH Reduced the default number of email and SMS retry attempts from 30 to 3, in order to address an issue some practices are experiencing with sending email and SMS messages.

EXACT 13.982 - 16th October 2023

• UPDATE The OHSA enrolment form was updated to the latest version.
• IMPROVEMENT The online booking email templates were updated with new descriptions and logo placeholders. A new appointment reminder template (PORTALREMINDER2LOGO) was also added to advise patients that they can fill out their portal forms online before their appointment.
• IMPROVEMENT NHS Isle of Man: Region-specific queries were added to the suggested searches in Patient Lists.
• IMPROVEMENT The list of standard online booking reasons was trimmed and the following have been retained:
  • Examination/Full Checkup
  • Oral Hygiene Visit
• IMPROVEMENT The Information About Patient List window was expanded to include the following data:
  • The list name
  • The number of patients returned by the search criteria
  • The search conditions that generated the list
  • The option to book an appointment for the patients in the list
• NEW FEATURE There is now a simplified the way to add treatment codes to patient searches. In addition to manually typing out treatment codes, you can now click the Treatment Codes button and search for and select the desired codes from the new Select Services window.
• ISSUE RESOLVED Fix for an issue where EXACT would crash upon login if the workstation had no license and all other licenses are in active use.
• ISSUE RESOLVED Fix for an issue where EXACT would display an error message when attempting to log in on a workstation if the country version was missing from the registry.
• ISSUE RESOLVED Fix for an issue with the server installer where some sites were prevented from upgrading. The installer now uses a temp path in ProgramData\SOEI\temp instead of Windows\TEMP and extra logging has been added when retrieving the install path from the registry.
• ISSUE RESOLVED Fix for an issue where education slides were missing on the server.
• ISSUE RESOLVED Fix for an issue that was preventing comments from being saved when editing a receipt.
• ISSUE RESOLVED Fix for an issue where the automatic appointment confirmation or cancellation prompt would appear even though the necessary email & SMS templates were not set.

EXACT 13.978 - 6th October 2023

• NEW FEATURE Added a new Oral Health Survey report, which lists all the Yes answers between a given date range for one or more providers and reports on whether they were discussed with the patient. Practice owners / managers can see whether the needs that their patients expressed are being followed up without having to trawl through individual records.

• NEW FEATURE Increased EXACT’s patient demographic auditing capabilities by including auditing on any patient information changes made via patient experience and online booking.

• IMPROVEMENT NZ: Reconfigured the filling and fissure sealant sections of the OHSA Individual Treatment Report to allow for more treatment to be displayed within them, as intended. Overflow filling and fissure sealant treatments will be listed in the Additional Services section, as normal.

• ISSUE RESOLVED Fix for an issue with Patient Searches where EXACT wasn’t always retaining newly altered prompt information if the search conditions were changed while previewing the list result and then the search was cancelled.

• ISSUE RESOLVED Fix for an issue where multiple databases with the same practice ID on a practice server caused SMS to have problems determining the sender.

EXACT 13.970 - 27th September 2023

• ISSUE RESOLVED Fix for an issue where Short Notice List was not allowing automated short notice SMS to be sent out.
• ISSUE RESOLVED Removed a faulty check which would sometimes prevent the use of cloud connected features such as terminal payments.

EXACT 13.968 - 27th September 2023

• IMPROVEMENT NHS Scotland: Added extra C services to the NHSCODETYPE table in preparation for 1st Nov fee updates. Some of these service types require materials to be filled in when the Course of Treatment is made.
  • C012 & C013 - filling (tooth, surface & material) services
  • C014 & C015 are tooth only services
• ISSUE RESOLVED NHS NI: Fixed an issue where treatments were not displaying in section 7a of the HS45 form.
• ISSUE RESOLVED Fixed an issue where moving an appointment when automatic email confirmation is enabled would create misleading entries in the Contacts tab.

EXACT 13.963 - 19th September 2023

• NEW FEATURE Appointment cancellations can now be sent via SMS.
• IMPROVEMENT Added a new Payor(s) search condition to patient lists. The Edit Selection window allows the user to choose one or more payors for a single search.
• IMPROVEMENT NZ: Added a new School search condition to patient lists, which allows the user to choose a school from EXACT's current list. The new condition effectively replaces the existing “Letter in ‘school’ matching” condition.
• IMPROVEMENT NZ: EXACT now supports the updated June 2023 OHSA Ex. Circ. payor forms. The High Caries Treatment Planning Summary Report now has an additional checkbox for 'other' sex, and displays the agreement holder's name in the agreement holder's signature field and the date of the claim in the date field.
• IMPROVEMENT NZ: EXACT now supports the updated June 2023 SDS payor forms. The Individual Treatment Report now has an additional checkbox for 'other' sex, and the Claim Summary Form now displays the agreement holder's name in the agreement holder's signature field and the date of the claim in the date field.
• ISSUE RESOLVED APAC: Fixed an issue where the Henry Schein button incorrectly pointed to the UK website instead of the AUS or NZ websites for APAC practices.
• ISSUE RESOLVED Fixed an issue where family members could not be removed when booking a family appointment if the family appointment window was opened from the single appointment window.

EXACT 13.958 - 12th September 2023

• IMPROVEMENT Added a new Provider(s) search condition to patient lists. The Edit Selection window allows the user to choose one or more providers for a single search.
• NEW FEATURE Added a new ‘Receipt Editing’ security setting under Transactions, which is disabled by default. When enabled, users can alter a receipt's provider and payment method. If the ‘Correct a receipt’ setting is also enabled, users can correct the receipt amount directly from the Show Allocations window and a receipt correction with the difference will appear in the transactions window.
  Learn more about this feature in the Deleting & Editing Payments help article.
  The receipt must meet the following requirements:
  • the receipt must be dated today​
  • the receipt cannot be from a payor, such as the NHS​
  • the receipt must not have been created by an online method, such as HICAPS or Connect
  • the receipt must not have been included in a payment bundle​

EXACT 13.956 - 5th September 2023

• IMPROVEMENT Added 2 new tooth positions to payor fee schedule rules: ‘upper premolar’ and ‘lower premolar’.
• NEW FEATURE Appointment confirmations can now be sent via SMS.
• NEW FEATURE NZ: Extended email claiming to include OHSA ex circ & SDS payors.
• NEW FEATURE Enabled Live Chat for the APAC region. Live Chat replaces the Help and Portal buttons in the workspace toolbar, and can also be accessed from the Help menu.
• IMPROVEMENT Contact documents are now sorted by date in descending order when displayed in the email attachment picker.
• ISSUE RESOLVED Fix for an issue that was preventing Triton from updating or activating product licenses.
• ISSUE RESOLVED Fix for an issue where workstation update poller was sometimes being removed from Windows services if the installer failed during a workstation update, causing the next workstation update to fail.
• ISSUE RESOLVED NZ:Fix for an issue where OHSA Individual Treatment report was printing blank forms for large claims.

EXACT 13.949 - 30th August 2023

• ISSUE RESOLVED Addressed an issue that was causing an error to pop up when Image Viewer failed to start.
• ISSUE RESOLVED Fixed an issue where instant messages were being blocked by the Tasks window if this was left open after login.

EXACT 13.945 - 23rd August 2023

• IMPROVEMENT The claiming ‘from date’ field is now blank for all countries when processing a claim, in order to help minimize the chances of missing past claims. Ministry of Health (MOH) email claiming.
• NEW FEATURE Added regional eLearning links to make it easier for users to access self-education resources. The links are available from the Help menu, the workspace toolbar and the Live Chat window.
• NEW FEATURE Added auditing for patient information changes made via Clinipad.
• IMPROVEMENT NZ: Update the OHSA Prior Approval Form:
  
  • Added the practitioner name to the practitioner's signature field and today's date to the date field
  • If an RCT5 treatment has been charted for OHSA or SDS, this is now displayed on the form
  • FIL2, RAD3 and EXT2 treatments have been removed from the form
• NEW FEATURE NHS England: EXACT is now sending incomplete treatment (dataset categories) with incomplete claims. We have added a new check at TC time for incomplete COTs, which asks the user to select the incomplete services they want to claim for. Only services with dataset categories are displayed in this list.
• IMPROVEMENT The Suggested Searches tab is now the default tab when opening the Create New List window.
• ISSUE RESOLVED Fixed an issue where attempting to access the Patient Portal via the Jump to Portal button would result in an error and subsequently crash EXACT.

EXACT 13.940 - 16th August 2023

• IMPROVEMENT NZ: Updated the OHSA payor forms. The Individual Treatment Report now has an additional checkbox for 'other' sex and the OHSA Claim Summary Form now displays the agreement holder's name in the agreement holder's signature field and the date of the claim in the date field.

EXACT 13.938 - 14th August 2023

• IMPROVEMENT Made further improvements around email logging to address rare cases where logging the failure to save the path of an email attachment could cause the email service to crash.
• IMPROVEMENT Presentation Manager 2 now preserves the original file format when importing a document as a template, so DOCX templates no longer open in compatibility mode. ​Additionally, PM2 now allows access to the form controls section in the Developer tab. Older documents that always open in compatibility mode, such as the templates that ship with EXACT, offer access to a limited range of form controls. ​
  • Note: The Developer tab cannot be enabled from within PM2. It must be configured in a regular Word instance via Options > Customize Ribbon.
•  NEW FEATURE We have introduced a new feature in Patient Lists that allows users to quickly identify if the patient search they are using will return the desired results. When a user first opens the Build New Search window, the Find Patients button will be replaced with a Preview Results button instead. When selecting Preview Results, EXACT will run the query and display the first 20 patients that meet the criteria. The query will only be saved when the user clicks either Save & Close, or Find Patients.
  
• NEW FEATURE NZ: The Ministry of Health are now supporting claiming via email. To facilitate this, we’ve added a Claim & Send Email button to the OHSA payor window, which will generate the required email with claim attachments required by the MOH. The claim email will contain PDF files for the individual treatment report and the claim summary. If claims require approvals, and the approval documents are attached to the treatment plan, the claim email will additionally include an Approval PDF.
  
  • SDS and High Caries email claiming will also be made available in the near future.
• ISSUE RESOLVED NHS Scotland: Fixed an issue with Clinipad GP17PR forms where the beneficiary first name would sometimes fail to be saved in EXACT.

EXACT 13.933 - 8th August 2023

• IMPROVEMENT Users will no longer receive new task notifications for tasks that are due later than today.
• NEW FEATURE We have streamlined and simplified the workstation relicensing process. The Unlicensed Computer window, which pops up when a user tries to log in on an unlicensed machine when the practice has no unassigned licences available, has been redesigned and a new 'transfer a license' option has been added to it. This new option contains a list of currently licensed machines with the date they were last used; machines that have an EXACT instance running on them are excluded from the list. ​Using this new feature delicenses the selected machine, transfers the licence to the new machine, and then allows the user to log in to their newly-licensed machine. Unlike Licence Manager, which continues to be restricted to admins, use of this new feature is unrestricted.
  
• IMPROVEMENT NZ: User-uploaded MOH approval documents are now automatically converted to PDF.
• NEW FEATURE Added 5 new SMS templates:
  • Online Booking Confirmation
  • Online Booking Recall
  • Online Booking Planned Treatment
  • SMS Appointment Confirmation
  • SMS Appointment Cancellation
• IMPROVEMENT Added auditing for changes to a patient’s hygienist, paying patient, adding and removing family members and un/ticking the Head of Family box.
• IMPROVEMENT Tidied up the usage of ‘Patient List' wording in preference to 'Contact List’ text in the appointment book.
• IMPROVEMENT Added a warning to the Add User/Provider Wizard when an existing user is not selected as a template when creating a new user.
• ISSUE RESOLVED Fix for multiple issues with Email Service logging that were causing intermittent crashes.
• ISSUE RESOLVED Fix for an issue where the length of an appointment could change when it was copied to the clipboard and moved to a different slot in the appointment book.
• ISSUE RESOLVED Reverted the CefSharp framework version update introduced in v13.912 as it was causing EXACT to crash on machines running Windows server 2012.
• ISSUE RESOLVED Fix for an issue where users who had cloud authentication enabled were unable to use Live Chat.
• ISSUE RESOLVED Fix for an issue where image thumbnails would not load in the sidebar when first launching Presentation Manager 2.
• ISSUE RESOLVED NHS England and Isle of Man: Fix for an issue where endodontic treatment was not being included in NHS claims correctly, for practices that had a PDS Custom payor created prior to their NHS payor in their database.
• ISSUE RESOLVED Removed a test in the installer which might have prevented the workstation icon from being updated.
• ISSUE RESOLVED NZ: Fix for an issue where the approval prompt was appearing at TC time when no approval was required.

EXACT 13.910 - 10th July 2023

• IMPROVEMENT Changes to the following patient information is now audited:
  • Mobile Phone
  • Home Phone
  • Work Phone
  • Email Addresses
  • Alternative Phone
  • Work Contact
  • Alternative Contact
• NEW FEATURE NZ: The Ministry of Health are now supporting claiming via email and (eventually) electronic claiming. To facilitate this, we’ve added a new context menu item to treatment plans that have an OHSA, OHSA ex. circ or SDS payor type. The new feature allows practices to attach a prior approval to a treatment plan so that it can be sent alongside a claim. Right-clicking on a treatment plan header and selecting the new ‘Attach Approval Document' option launches a dialogue box that allows the user to enter an approval number and attach an approval document (both are optional)
• ISSUE RESOLVED Fix for an issue where if an appointment book contained a blank provider it could cause the appointment book to turn black if the user/provider wizard was launched and then subsequently cancelled.

EXACT 13.907 - 5th July 2023

• ISSUE RESOLVED Emails with a signature but no template now default to using the HTML format.

EXACT 13.906 - 3rd July 2023

• ISSUE RESOLVED Fix for an issue where some x-ray images were showing the incorrect date in Presentation Manager 2.

EXACT 13.904 - 28th June 2023

• NEW FEATURE NZ: Ministry of Health fee files are now downloaded automatically.
• IMPROVEMENT Added a search function to the Patient List Searches window.
• ISSUE RESOLVED AUS: Reverted the change made in 13.896 that disallowed the deletion of all HICAPS payment adjustments. Users are once again able to delete HICAPS adjustments.
• ISSUE RESOLVED Addressed an issue where the desktop shortcut would sometimes be missing or still showing the 'update in progress' icon after an upgrade, by streamlining the installation process. Users are now able to launch EXACT while a workstation upgrade is in progress, so we have removed the 'update in progress' icon to avoid causing confusion.
• ISSUE RESOLVED Fix for an issue where the Task Manager workspace icon counter was not showing the correct number of outstanding tasks for some users.
• ISSUE RESOLVED ​Some characters that have been found to cause problems are no longer allowed. Users are no longer able to register a new practice name on the practice registration screen if the name contains any of the following invalid characters: ' / \
• ISSUE RESOLVED Fix for an issue where appointment book holiday blocks were not being respected when creating a new provider.
• ISSUE RESOLVED Fix for an issue where moving a custom-named appointment to a new position within a COT/TP caused its name, and the names of any custom-named appointments below it, to change.

EXACT 13.897 - 19th June 2023

• NEW FEATURE NZ: Added the ‘Download Fees' button to the OHSA, SDS and OHSA Ex. Circ 'Fee Schedule’ window. The download will fetch and import fees for all active OHSA, OHSA Ex Circ and SDS payors, regardless of the payor the download is activated for.
  New fees for the 1st July 2023 will be announced when they are available for download.
• IMPROVEMENT The delete button is now disabled when a HICAPS adjustment is selected in the Transactions window.
• ISSUE RESOLVED Fix for an issue in Patient List Searches where trying to enable the ‘prompt for entries’ option for a dentist in a saved search that included more than one dentist would cause an error.
• ISSUE RESOLVED Fix for an issue where adding brackets to search conditions using Advanced Tools in Patients Lists would remove existing parameters.
• ISSUE RESOLVED Fix for an issue where incorrectly generated names were being assigned to reports, invoices and statements when these were created as email attachments.
• ISSUE RESOLVED Fix for an issue where EXACT would open the incorrect database if a user changed the selected database option multiple times on the login screen

EXACT 13.893 - 13th June 2023

• NEW FEATURE Added an online Suggested Searches tab to the Patient List Searches window to make creating patient lists faster and more convenient.

• IMPROVEMENT Further improvements to Task Manager based on customer feedback:

  • Reverted changes made in v13.860 that caused the Task Manager window to pop up on login if the user had any incomplete future tasks, and the workspace icon counter to count all incomplete tasks. The Task Manager window now only pops up on login if the user has tasks that are overdue or due today, and the icon counter only counts incomplete tasks that are overdue or due today.

  • The 'To Do' tab is now reserved for tasks that are overdue or due today; tasks that are due tomorrow or later have been separated out into a new 'Future Tasks' tab. Additionally, the 'Show Completed' checkbox has been removed and all completed tasks have been moved into a new 'Completed Tasks' tab.​

  • Tasks that are assigned to more than 2 users now show a hyperlink that can be hovered over or clicked on to display a complete list of task assignees.

  • When opened the Task Manager only shows the 100 most recent tasks in any list. If you have more tasks that you want to see you can tick the Show All option to load the rest. Depending on the number of tasks this may take some time.

EXACT 13.886 - 6th June 2023

• IMPROVEMENT NHS: When adding a new NHS provider using the Add Provider Wizard, EXACT will launch the ‘Edit NHS Contract Number’ window for each active and future contract, making it easier to add NHS providers to all relevant contracts in one step.
• NEW FEATURE A filter option was added to the Tasks window to allow administrators to view and complete tasks for other (active) users. Non-administrators can be granted permission to use this feature by enabling the ‘See other user’s tasks' security setting under Administration > Tasks.
• IMPROVEMENT Tidied up the usage of ‘Patient List' wording in preference to 'Contact List’ text.

EXACT 13.880 - 29th May 2023

• IMPROVEMENT Quick Notes can now be used to add details when creating and editing tasks.

• IMPROVEMENT Made two improvements to Tasks:

  • Added a ‘High priority’ option to the task creation window, which marks important tasks with a red star so that these tasks are more immediately visible in the task list.

  • Added an option to the task creation window that allows users to request a notification when the task has been completed.

• IMPROVEMENT Added a new ‘New Task’ button to the Tasks window.

• ISSUE RESOLVED NHS England, Wales and Isle of Man: Fixed an issue where a schedule import, if unexpectedly interrupted mid process and suffered partial deletion during this interruption, could cause a duplication of UDA values on re-importing the failed file. Telemetry was also added to record when this fix is initiated to ensure we could check on sites who had suffered this issue and ensure they had recovered correctly.

• ISSUE RESOLVED Fix for an issue where adding a report to favourites would also automatically print it.

• ISSUE RESOLVED Fix for an issue where attempting to manually download NHS fees would fail on workstations.

EXACT 13.874 - 22nd May 2023

• IMPROVEMENT Added a message warning the user of a duplicate Alt. Reference when entering a reference that is already in use by another patient.
• IMPROVEMENT Expanded the ‘Ana. Pref’ field name to ‘Anaesthetic Preference’ in the Medical tab as the abbreviation can be confusing to users.
• IMPROVEMENT When adding a new provider, EXACT will try to ensure they are added to an appointment book by default. It will either select the only available book or if the practice has multiple appointment books, all books titled ‘Appointments’, ‘Appointment Book’ or ‘Appts’ will be ticked by default. The user can untick any options they wish.
• IMPROVEMENT Attempting to copy a user’s profile if no profile has been chosen will now pop up a message advising the user to select an existing user’s profile.

EXACT 13.871 - 15th May 2023

• IMPROVEMENT Payment plan clinical costs are now excluded from the List Invoices window and report.
• NEW FEATURE Added a new option to Tasks that will automatically mark a task as complete for all assignees when just one of the assignees completes the task.
• IMPROVEMENT For SDS, OHSA or OHSA Ex. Circ. treatment plans, the fee will now be calculated using the completion date of the service (instead of the earliest planned date of the TP). If the service is not completed, the planned date will be used.
  This will remove the need for practices to claim TP’s as non-completion prior to a fee update (1st July).
• IMPROVEMENT When adding or editing services, the DMF Category option ‘None’ is now preselected when it is the only available option.
• IMPROVEMENT The Cancel Day feature now pops up a 'Feature Unavailable' message if SMS is not configured.
• IMPROVEMENT Added 4 extra columns to the Patient List Searches and the Build New Search windows: Creation Date, Search Name, Category and Created By. Additionally, saved searches can now be sorted by column.
• ISSUE RESOLVED Fix for an issue where EXACT would crash upon launching for some sites.
• ISSUE RESOLVED Fix for an issue with Apollo registration that was causing high CPU usage and poor machine performance every 3 hours for practices with a large database.
• ISSUE RESOLVED The Cut and Copy buttons are now always displayed in the Edit Appointment window for both family and single appointments.

EXACT 13.863 - 5th May 2023

 

• IMPROVEMENT Patient Title can now be chosen as a patient file mandatory field when adding or editing patient records.
• NEW FEATURE 3 new online booking email templates have been added to the available options. There is one for booking planned treatment appointments, one for booking recall appointments, and one for appointment confirmations.
• IMPROVEMENT Made several improvements to Tasks:
  
  • The ‘Tasks’ workspace toolbar icon now shows all incomplete tasks, regardless of when they are due.
  • The ‘Tasks’ window will pop up on login if there are any incomplete tasks for the logged in user.
  • Assigned tasks now pop up individually as they are created, if created by another user.
• IMPROVEMENT Adjusted the security setting controlling the ‘Open List’ button so that the button is now visible to all users who can view the ‘Patient Lists’ window.
• IMPROVEMENT Added the ability to select multiple queries in the ‘Patient List Searches’ window, allowing users to import, export, delete and create new searches from multiple saved queries.
• IMPROVEMENT Made security lockouts mandatory for all EXACT users, with a default lockout time of 300 minutes. This change addresses the need for cloud auth tokens to be refreshed as the token is refreshed upon login from the lock screen.
• IMPROVEMENT Patients Lists: Improved the ‘Details’ button workflow on the new Patient List Searches window. Users can now run patient lists directly from this window, reducing the number of clicks required to create a patient list.
• IMPROVEMENT The title bar now shows "EXACT Professional/Evolution on Server" if a workstation is running directly from the server whilst the install is completing.
• ISSUE RESOLVED ‘Import' and 'Export' Contact list buttons are now only accessible by Admin users in the 'Configure > Patient Query Templates’ window.
• IMPROVEMENT Modified behaviour of tasks that are due upon user login so that only the task window is displayed instead of individual due tasks. This will allow users to close all tasks at once.
• IMPROVEMENT A new Clinipad version has been released that contains PHP and Apache updates.
• ISSUE RESOLVED Fix for an issue introduced in version 13.844 where the Service Health Monitor, the Remote Support Launcher and The Magic Toolbox could not be launched.
• ISSUE RESOLVED Fix for an issue where the ‘Tasks’ window was displaying the oldest, instead of the most recent tasks.
• ISSUE RESOLVED Restored backwards compatibility for the workstation update poller with the scheduler, which allows any version of the poller to upgrade to the latest versions of EXACT.

EXACT 13.846 - 17th April 2023

• NEW FEATURE Replaced the existing Patient List search query window with a streamlined and more intuitive version.
  
• IMPROVEMENT The NHS Triage feature is now hidden, as the NHS no longer requires this data.
  • The Triage button is no longer displayed in the Arrivals tab and the List Appointments window.
  • The Triage service remains visible in the service list, but it can no longer be added to COTs.
  • Old triage forms can still be viewed in the TC Triage tab.
• IMPROVEMENT NHS England, Wales, Isle of Man: Removed the AGP (Aerosol Generating Procedure) section from the TC window as the NHS no longer requires this data.

• ISSUE RESOLVED Fix for an issue where EXACT would crash when the scheduler tried to run the Appointment Book report.

• ISSUE RESOLVED Fix for an issue preventing users from being able to mark F.T.A. appointments as ‘Was Not Brought’ in the Cancels tab, if the appointment book was displaying a day in the past.

• ISSUE RESOLVED Fix for an issue where it was not possible to create a new patient task using the Tasks menu option in the Administration menu.

EXACT 13.846 - 17th April 2023

• IMPROVEMENT An improvement was made to the workstation update poller, which now employs side-by-side upgrade deployment. During a workstation installation, poller binaries are copied to a separate folder and the registry is updated to point to the new binaries before the service is restarted.
• NEW FEATURE Added a rollback option to the 'Search and Change’ wizard. Performing any of the other operations in the wizard will create a rollback file that can subsequently be used to revert the changes made.
  
• IMPROVEMENT The Arrivals tab now refreshes automatically after updating ‘Was Not Brought’ status in a family appointment via the appointment book.
• IMPROVEMENT The server installer is now improved by digitally signing more of the files used so that antivirus software has less to complain about. This should result in more successful installs.
• IMPROVEMENT The workstation installer has been improved so that EXACT workstations can now run from the file share on the server whilst an installation is in progress, or if an installation has failed.
• IMPROVEMENT Invoiced payment plan installments can now be adjusted.
• NEW FEATURE A ‘Cancel Day’ button was added to the appointment book, which allows a user to quickly cancel all appointments for that provider on that day.
  
  Now with a couple of clicks a practice can:
  
  • Immediately notify patients to not come in by sending them an SMS.
  • Cancel all the patients that can be contacted and leave only the more complex appointments for the reception team to work through.
  • Print out a copy of the day with phone numbers so there is a list for rebooking.
  • Block out the day to prevent accidental rebooking.
    
    If a day has to be cancelled half-way through, the system will perform all of the above actions from the current time onwards.
• ISSUE RESOLVED Fix for an issue with UDA Manager not displaying ‘target’ or ‘hours remaining’ for one provider in a particular practice.
• PERFORMANCE Limited the number of tasks that are displayed in the tasks window to 100 (newest first).
• ISSUE RESOLVED Fix for an issue where the ‘Was Not Brought’ status was being incorrectly retained for completed appointments and incorrectly removed when resetting appointment status.
• ISSUE RESOLVED Fix for an issue where the server installer would sometimes attempt to reboot during a silent install, leaving the installation in a broken state and causing a system down.
• FIX Presentation Manager’s RTF mode is meant to work on systems where a compatible version of Word is not installed. An issue where RTF mode would sometimes fail to launch was addressed.
• FIX For an issue that allowed a user with the permission to edit past appointments to edit a family member’s attending status in an F.T.A. family appointment, if ‘Was Not Brought’ was enabled.
• PATCH Removed the Microsoft Office 365 email defaults that were enabled for the secure mail rollout at the end of 2022. Users will no longer be prompted to use secure email if they have outlook details but have opted to use the “other email” option as a result of not being able to use Microsoft Office 365 secure email with any free Microsoft email accounts.

EXACT 13.827 - 20th March 2023

• IMPROVEMENT Added an ‘Add New Provider’ menu option to the File menu and to the Providers button in the workspace toolbar to make the feature more prominent.
  
• IMPROVEMENT Made two changes to the Was Not Brought feature to make the single and family appointment workflows more consistent:

  • The context menu for a family appointment in the appointment book now shows ‘Manage who Was Not Brought’ and selecting this option launches the Edit Family Appointment window.
    

  • The Was Not Brought button has been enabled for family appointments in the Cancels tab and clicking this button launches the Edit Family Appointment window.
    

•  

• NEW FEATURE Added an Add New User button to the User Settings window to make the feature more prominent.
  

• FIX For an issue where EXACT would crash when sending an email or SMS to a patient with a booked appointment, or when exporting a patient list that included patients with booked appointments, if a merge field needed to be substituted with a provider’s name containing an apostrophe.
• FIX For an issue where a family appointment would appear to be double-booked after it had been edited from the Arrivals tab.
• FIX NHS England, Wales & Isle of Man: Fixed an issue where claiming with a PDS custom payor and provider didn’t send the software name, version or NI number with the claim.

EXACT 13.820 - 8th March 2023

• IMPROVEMENT Added a progress bar to the new NHS claiming process to give the user a clearer indication that EXACT is busy processing a claim.

• FIX For an issue where charted services in a COT would sometimes duplicate or move to the miscellaneous tab when the COT was being charged.

EXACT 13.817 - 6th March 2023

• NEW FEATURE Added two new email & SMS merge fields which display appointment details, regardless of the number of appointments a patient has on the same day:

  • patient.nextapptdateALL will display all of the appointment times a patient has for the day. For example, “Fri 18 Jan at 10:00am” for a single appointment or “Fri 18 Jan at 10:00am & 11:00am” for multiple appointments.

  • patient.nextapptdateALLwithprovider will display all of the appointment times (including provider details) a patient has for the day. For example, “Fri 18 Jan at 10:00am with Dr. Jo Smith” for a single appointment or “Fri 18 Jan at 10:00am with Dr. Jo Smith & 11:00am with Dr. Jane Bloggs” for multiple appointments.

• NEW FEATURE Added two new buttons to the email template window that allow the user to copy an existing template or import an email template file.
  
  

• NEW FEATURE Added a Customise Workspace button that allows users to add, edit and remove items in the workspace toolbar. The feature is also available by right-clicking on the workspace toolbar and selecting ‘Customise…’ or by selecting User Settings from the Configure menu and clicking the Setup button next to Workspace Items.
  

• IMPROVEMENT Made several improvements to iCal functionality:

  • Fixed an issue that was causing reminders with incorrect start and end times to be sent out during daylight saving.

  • Appointment reminder titles now use the full name of the provider/s instead of the initials so that the service appears more personalised.

  • For practices with locations enabled, appointment reminders now use the appointment location’s address instead of the main practice address.
    Learn more about iCal functionality in the iCal Personal Calendar Appointments help article.

• NEW FEATURE Exposed a setting on the automatic appointment reminder wizard that allows users to manage how patients receive reminder messages if they have multiple appointments on the same day. EXACT can either send a single reminder or a reminder for each appointment on that day.

• IMPROVEMENT Improved the process of copying an existing but inactive user/provider profile so that the ‘inactive’ setting and the provider-specific ‘can't charge’ or ‘can't receipt’ settings are not copied to the new profile. Also added explanatory text to the Copy Profile page to help users understand the feature.

• IMPROVEMENT Expanded the Was Not Brought feature to include family appointments. Family appointments can be marked as ‘Was Not Brought’ in the Arrivals tab, the appointments list and in the Edit Appointment window, but not the Cancelled tab or by using the appointment context menu.
  

• FIX Fixed an issue where EXACT was sending out blank email and SMS communications for some practices.

• FIX Fixed an issue where booking an appointment linked to a COT that had appointments in unchronological order, duplicate appointment numbers or custom appointment descriptions could cause EXACT to crash.

EXACT 13.813 - 28th February 2023

• IMPROVEMENT Made further improvements to the SMS reply matching logic.

• IMPROVEMENT Aligned Was Not Brought buttons and menu options with appointment book security.

• FIX For an issue where a user in a security group with the right to view, but not create, patient lists could still create new patient lists.

EXACT 13.807 - 17th February 2023

• IMPROVEMENT Added the ‘Was Not Brought’ button to the Arrivals tab in the appointment book and the Arrivals tab in the List Appointments window. For more information and how this works read the help article, FTA and Was Not Brought.
  

EXACT 13.805 - 13th February 2023

• IMPROVEMENT Added an additional option to the 'Was Not Brought' query in Patient Lists that allows users to filter patients based on the number of W.N.B. appointments. For more information and how this works read the help article, FTA and Was Not Brought.
  

• IMPROVEMENT Made ‘Job Title’ a required field when entering Live Chat contact details and added a warning message if the user’s email address is already being used by another user.

• IMPROVEMENT NHS England, Wales, Isle of Man & Northern Ireland: Improved the claiming process so that it will no longer ask for missing information if there are no claims available.

• IMPROVEMENT Added a warning message advising users that draft documents created in PM1 are incompatible with PM2.

• IMPROVEMENT Changed ‘Not Active' to 'Inactive’ in provider files to maintain consistency across Exact.

• IMPROVEMENT Users can now copy any existing user’s profile, regardless of security group, when creating a new user. The new user’s security group will be blank if it does not match any of the logged-in user's permitted groups.

• IMPROVEMENT Removed the ‘time server synchronisation’ error that occurs when a workstation fails to sync its time with the server from the login screen.

• FIX For an issue where editing a family appointment that was booked at the end of a block would render the block invisible until the appointment book was reopened, if the appointment was opened and saved from the clipboard.

EXACT 13.799 - 7th February 2023

• NEW FEATURE Added new ‘Mark as Was Not Brought’ and 'Remove Was Not Brought status' options to the appointment context menu to help practices comply with SAFE guidelines. The ‘Mark as Was Not Brought’ option is available for booked, confirmed or F.T.A. appointments.
  For more information and how this works read the help article, FTA and Was Not Brought.
  

• FIX For an issue where the ‘Search and Change’ function would not make a patient inactive if an existing inactive patient shared the same code.

EXACT 13.795 - 31st January 2023

• NEW FEATURE Added a 'Was Not Brought' patient query for use in Patient Lists, which returns a list of patients marked as 'Was Not Brought', to help practices comply with SAFE guidelines.
  Find out more about using this patient list query in the FTA and Was Not Brought help article.
  

• NEW FEATURE Added a BPE patient query for use in Patient Lists, which returns a list of patients with poor scores so that they can be prioritised for bookings.
  Learn more about using the BPE patient list query in the Recording a BPE help article.
  

• IMPROVEMENT Made the following improvements to the View Payment Bundles window
  

  • Renamed the ‘Date’ column to ‘Created’

  • Added 'From' & 'To' date columns

• IMPROVEMENT The medical history icon and widget have been updated to make out of date patient medical history more obvious.
  Full information about patients medical history can be read in the Viewing Medical History help article.
  
  

• IMPROVEMENT New text added to the Disputed UAD/UOA Amounts window for UK DBs with the NHS features switched on: "You can print disputed claims using the NHS Claimed Versus Paid report".
  

• IMPROVEMENT The Schick link setting internal.link.cdr.version has been changed to imaging.link.cdr.version to allow site admins to configure the setting without having to call support.

• IMPROVEMENT The buttons to add, edit or delete service items are now visible to all users. A warning message will appear if a user with insufficient permission clicks one of these buttons.
  Read about services in our Create / Add a new Service help article.
  

• IMPROVEMENT Corrected a line of text in the Automatic Appointment Reminders wizard from "Include signature in replies forwards" to "Include signature in replies & forwards".

• IMPROVEMENT AKA (also known as) merge field was made more user-friendly. If the AKA merge field is blank, it will automatically be replaced with the patient’s first name.

• FIX NHS Scotland: Fix for an issue where the ‘pregnant’ or ‘gave birth within the last 12 months’ exemption options were missing for female patients between the ages of 18 and 25.

• FIX For an issue where the internet connection test would fail if the server was configured to use IPv6.

• FIX Addressed an issue where EXACT would sometimes auto-match an SMS reply to an incorrect patient.

• FIX For an issue where the ‘Show All Quick Notes’ button overlapped with the ‘Filter By’ input box in the 'NHS Alert Note(s) Collection' window.

• FIX For an issue where Perio percentages would appear to be incorrect when the scores decreased.

• FIX For an issue where Exact would crash when trying to process payor payments if a claiming patient had a middle name that exceeded 12 characters.

• FIX For an issue where hygienist-only iCal appointment reminders & cancellations had an improperly formatted title.

• FIX The prompt that appears after making changes to an appointment book’s appearance has been updated to advise the user that changes will not take effect until EXACT has been restarted.

EXACT 13.785 - 16th January 2023

EXACT 13.777 - 8th December 2022

• IMPROVEMENT Improvements to Presentation Manager 2: Learn more about Presentation Manager 2.
  • Fix for an issue where PM2 would crash when inserting a merge field into a textbox.
  • Empty merge fields are now greyed out and prevented from being added to a document​.
  • Fixed an issue where ‘Work in progress’ documents would lose their ability to be sent via EasyPost.
• IMPROVEMENT Added a new 'Re-authenticate' button to the email error window that launches either an informational pop-up (for non-admin users) or an OAuth re-authentication pop-up (for admin users). Read about modern authentication for Microsoft email accounts.
  
• Added an option to create a new blank appointment for a patient by right-clicking on one of their existing appointments.
  

Issues Resolved

• Fixed an issue introduced in 13.761 where some Campaigns would not send due to an “Unhandled merge field data type”. Find out how Campaign+ could help your marketing campaigns.
• NHS England: Fixed an issue where charting a filling, extraction or endodontic treatment service locked the banding as band 2, preventing users from changing the band for urgent treatment.

EXACT 13.772 - 2nd December 2022

• IMPROVEMENT Added a new ‘Registered Dentist’ column to the Chair Time Analysis report, so that the report now contains the appointment provider and the patient’s registered dentist for each appointment. Find out what the Chair Time Analysis report does.
  
• IMPROVEMENT The 'Login' window that pops up when a workstation cannot connect to a server has been expanded to include a series of troubleshooting steps.
• IMPROVEMENT NHS Scotland: The TC window now shows the COT continuation number (if the COT is a continuation) and the claiming dentist’s list number. If the COT is a continuation, the list number shown will be the latest valid number for the provider.
• IMPROVEMENT Added a popup to alert users that Presentation Manager is already open when clicking the Create a patient document button. Read about Presentation Manager 2.
  

EXACT 13.767 - 25th November 2022

• IMPROVEMENT Disabled the option to partially resubmit invoices for AUS and NZ. Find out more about resubmissions.
• IMPROVEMENT Added a popup alerting admin users that their OAuth token has expired and prompting them to re-authenticate. Read about Microsft Office OAuth here.
• IMPROVEMENT Removed the colour clash warnings from the Add Provider wizard as most users prefer to use the default colours. Learn how to add a Provider or User.
• NHS England: Any existing band fee file effective from 21 November 2022 will be deleted and a band fee file effective from 25 November 2022 will be added. Learn about Novembers England NHS changes.
• Resubmitted invoices and associated adjustments are now hidden by default in the transactions window and the manual selection window when printing a statement. Find out more about resubmissions.
  

Issues Resolved

• Fix for an issue with Presentation Manager where the preview image in the template selection window didn’t update when a template was modified. Read about Presentation Manager 2.

EXACT 13.761 - 21st November 2022

• Added the option to insert email and web address merge fields as QR codes into Presentation Manager 2 documents. Also added a quick filter to display all QR code merge fields. Read about Presentation Manager 2.
  
• IMPROVEMENT Users without permission to send SMS to patients will no longer see the SMS button in the create/edit appointment window. Learn more about EXACT security settings.
  
• IMPROVEMENT Removed 2 billing address merge fields from email templates and Presentation Manager as they return the same data as the patient’s home address merge fields and are therefore no longer required. Learn more about Presentation Manager 2.
• IMPROVEMENT Updated the invoice resubmission popups for APAC and NHS regions to give clearer and more accurate instructions. Find out more about resubmissions.
  
  
• IMPROVEMENT NHS: Increased the treatment segment limit from 30 to 100 for all O4C regions.

• Fix for an issue where Patient Portal forms completed in September were inaccessible for practices with Windows 11 servers due to a folder name mismatch.
• NHS England: Fix for an issue where claiming a COT containing the 'Removal of Suture' or 'Repair Denture' service items was incorrectly triggering a band category mismatch warning. Read more about NHS datasets.

EXACT 13.755 - 10th November 2022

• Added email as a direct option to the Presentation Manager template selector. You can now click a button from the template selector to send an email without having to open Presentation Manager first. Learn more about Presentation Manager 2.
  
• IMPROVEMENT Made improvements to the Presentation Manager document creation workflow:
  • Added the ability to rename existing templates
    
  • Renamed the Create Template button to Copy Existing Template
  • Renamed the Import Template button to Import New Template
  • Template naming and category selection have been moved to a prompt that pops up when copying or importing a template
• IMPROVEMENT NHS: Fee files will now always be downloaded when selecting the Download button, regardless of whether the site has the latest file. Find out about NHS fee downloads.

EXACT 13.751 - 7th November 2022

• NHS: Fix for an issue where the Ortho 18 and Over band had the incorrect code ORTHOAOVER instead of ORTHOOVER.

EXACT 13.750 - 3rd November 2022

• NHS Scotland: Added printing and Clinipad support for the new GP17PR form, which is available from 1 Nov 2022. Learn more about Clinipads.

EXACT 13.748 - 1st November 2022

• IMPROVEMENT NHS A link to a help article has been added to the three band warnings introduced in version 13.728. Read more about NHS dataset mismatching.

• Fix for an issue that prevented rtf template documents containing merge fields from being imported when Presentation Manager was enabled for the first time.
• NHS England, Wales & Isle of Man: Bands 2a/b/c are no longer shown in the Treatment tab.
• Fix for an issue where online appointment deposits were being rejected if the payment date provided was missing or in the past.
• NHS Wales: Fix for an issue where adding a fluoride varnish service to a free exam COT for a patient under 25 or over 60 incorrectly resulted in a patient charge.

EXACT 13.740 - 20th October 2022

Features

• IMPROVEMENT Improved the error message the user sees if sending a test email fails during email setup, by adding additional possible reasons for failure. Links to region-specific help articles have also been added to the message. Read about email troubleshooting.
• Added a new Reset New Mailbox Counter button to the Email and SMS Setup wizard to allow practices that have configured a new IMAP mailbox to reset their email settings themselves. A reset is necessary for the practice to start receiving email correctly.
• IMPROVEMENT NHS England: The English PR form will now include the provider's NHS number. Learn about Octobers NHS England changes.
• IMPROVEMENT NHS England & Wales: Updated the DCP provider field tooltip on the NHSFP17 form from Select a Dentist to Select a Dental Care Professional. Read about DCPs in EXACT.
  

• NHS England, Wales & Isle of Man: Fixed an issue where band warnings would sometimes pop up for urgent COTs.
• EVOLUTION: Fixed an issue where the new OAuth email setup pages and test email were not translated into Dutch.

EXACT 13.730 - 12th October 2022

Features

• NHS England:Treatment On Referral, Additional Services (Patient Pays) is now disabled in the Exemptions window if a treatment on referral COT is partially or fully charged. Additionally, if either Treatment On Referral, Advanced Services (Patient doesn't pay) or Treatment On Referral, Additional Services (Patient pays) is ticked in the Exemptions window:
  • The TC window no longer displays the new decayed teeth number or highest BPE score in the DMF tab.
  • The NICE recall interval can be set to Never or Not Set for adult patients.

EXACT 13.729 - 10th October 2022

Features

• NHS England, Wales & Isle of Man: As the NHS intends to implement validation on bands matching data set categories sent in a claim, O4C band checks have been added when TC-ing a COT to help prevent claims being rejected. A mismatch warning will appear in the following scenarios:
  • If a replacement is ticked for a service without a band 2 or 3 data set assigned.
  • If a COT has a total band of 1, 2 or 3, but none of the services in the COT have been assigned a category to match.
  • If any service in the COT has been assigned a data set category higher than the total band of the COT.
    
• IMPROVEMENT Several UI improvements to the email setup wizard, including changing the Configure menu item name to Email and SMS Setup and showing the connection status when authenticating an Office 365 email account.

Issues Resolved

• Fix for an issue where sending email would stop working if a practice changed their email configuration from OAuth back to legacy.
• Fix for an issue where it was possible to bypass the POP3 authorisation screen when changing from IMAP in the email setup wizard if the user completed the wizard with Receive Email disabled and enabled the setting later.

EXACT 13.721 - 27th September 2022

Features

• Added a new email configuration option to the email & SMS setup wizard, which uses the industry-standard OAuth 2.0 protocol to authenticate users and access email data more securely than the legacy option. If the practice is still using the legacy connection and an Office 365 email address, admin users in EXACT will be prompted to re-authenticate their practice's email address upon logging into EXACT.
• IMPROVEMENT Improved the error message when invalid credentials are entered in the Change to POP3 Warning confirmation box of the email setup wizard. In addition, using the enter key now triggers the Confirm button.
• IMPROVEMENT EVOLUTION: Translated OAuth admin reminder and email setup pages into Dutch. Additionally, secure email account setup is now available for OAuth as well as legacy email configurations.

• Fix for an issue where the OAuth feature was not enabled by default after upgrading EXACT if a practice’s email setup was configured to only receive emails.

EXACT 13.718 - 19th September 2022

Features

• IMPROVEMENT Updated the help file link in the View Signed FP17PR tamper warning popup.

• Removed the InstallAware server installer timeout and reverted the overall chocolatey timeout back to 12 hours (previously 4 hours) to prevent the server installer timing out once an install has begun. This should fix an issue where the workstation installer rolls back to the previous version and leaves a site unable to continue the upgrade or use EXACT.
• NHS England & Wales: Fix for an issue where claim codes 9378 and 9379 (decayed teeth and highest BPE sextant) were being incorrectly sent for band 3 treatments before 1st October and were being incorrectly sent for Wales (these claims codes should be sent for England only).
• EVOLUTION: Fix for an issue where the Contact List window title hadn’t been translated into Dutch.
• NHS England, Wales, Scotland, Northern Ireland & Isle of Man: Fix for an issue where the patient mobile number was partially hidden on general and ortho TC dialogues.
• Added a new print layout for appointment book reports. The new layout shows patient mobile numbers when multiple providers are selected.

EXACT 13.710 - 8th September 2022

Features

• NHS England 1st October 2022 changes (additional fields/warnings will only be visible for COT’s created on or after 1st Oct, when they are required to be included with claims):
  • Added a DMF tab, which contains the original decayed, missing and filled teeth fields, but in addition will also contain a new entry which calculates decayed teeth at the end of treatment. Adult patient’s highest BPE sextant score will also be required to be sent and can be entered/checked on this new tab.
  • Users will also be warned if adult patients completing band 1, 2 or 3 treatment do not have a NICE recall interval specified.

• NHS England 1st October 2022 changes (feature available for COT's created on or after 01/10/22):

  • Added a new Assess & Debond - Overseas Patient claim type for Ortho FP17 claims for patients under 18 years of age.

• IMPROVEMENT Added a new column in the Patient Contacts tab that will display email attachments.

• Fix for an issue where a missing registry key after a server move could cause a workstation to try upgrading in an endless loop.
• Fix for an issue where the scheduler service would not be able to get the correct server installed version, which could cause a workstation to try upgrading at random times.

EXACT 13.702 - 31st August 2022

• IMPROVEMENT NHS Wales: A popup warning will now be shown when completing a course of treatment if the patient has a red ACORN score but does not have the number of decayed teeth entered.
• NHS England: Added an optional DCP Provider field to the TC dialogue box. If this field is filled in, the claiming dentist’s GCD number and provider type will appear in the NHS claim. This feature will be available for CoTs created on or after 01/10/22 as part of the NHS 1st October 2022 changes.
• NHS Wales: For practices with the Contract reform checkbox ticked on the Practice Settings window, when booking a recall appointment for patients who are 18 years old or above and have a green ACORN score completed within the past 12 months, a warning will be shown in the Edit Appointment window if the appointment date is earlier than 12 months from the date the ACORN score was completed.

• NHS Wales: Fix for an issue where removing the Other clinical dataset category from a resubmitted course of treatment did not remove it from the new claim send file.
• Fix for an issue which could cause workstation installs to get stuck in a loop because the the right version of the installer was unavailable after a server upgrade.

EXACT 13.692 - 22nd August 2022

Features

• IMPROVEMENT The Live Chat support email address was updated for UK and Ireland.
• Addition of a Copy File To Clipboard button that allows users to copy attachments from the Contacts tab in a patient's file into their machines clipboard.

• Fixes for issues with emailing Presentation Manager documents:
  • The email attachment picker now filters out draft documents regardless of whether EXAMINE PRO is registered or unregistered.
  • The email attachment picker now displays a contact document’s name and file type.
  • Contact documents printed using Presentation Manager are now given new and more descriptive filenames when these documents are attached to an email.
  • The EXACT window is now maximised when sending an email from within Presentation Manager, if the email wizard is shown.
  • The Presentation Manager window is maximised when the 'Continue or finish editing' prompt is shown.
• Fixes for issues with the EXACT Workstation upgrade process:
  • The workstation installer now removes some files that were left behind by a previous version and are no longer needed.
  • When a workstation is not already updated, double clicking on the EXACT icon will now directs the user to wait for the update, and take steps to make sure that happens rather than giving them a manual install. This will take effect for the upgrade after this version is installed.
  • The automatic workstation update will now handle and recover from a locked file error, that would previously cause it to fail.
• EVOLUTION: Added Dutch translations for patient notes and contact list windows.
• EVOLUTION: Fix for an issue where the items in theAdministration>Patient Lists (Contact Lists)submenu weren’t capitalised in Dutch.

EXACT 13.684 - 8th August 2022

Features

• NHS England & Wales: Patient Experience now supports Revision 10 of the NHS PR form for Wales, and Revision 9 for England. The Welsh form had altered wording regarding the length of personal data being held from 10 to 8 years. The English form also had this wording change, alongside new ‘Opt out’ Email and Mobile number checkboxes added for the patient.
• NHS England & Wales: EXACT and Clinipad now support Revision 10 of the NHS PR form for Wales, and Revision 9 for England. The Welsh form had altered wording regarding the length of personal data being held from 10 to 8 years. The English form also had this wording change, alongside new ‘Opt out’ Email and Mobile number checkboxes added for the patient.

• Improved the reliability of the EXACT Server upgrade process by:
  • Changing a process that was liable to fail on Windows 7 / Server 2008 servers during the backup step, causing the upgrade to freeze and the system to be left in a ‘not running’ state.
  • Performing the disk space check before stopping the services so they don’t have to be restarted if the disk space check failed.
  • Reducing the timeout allowed so an automatic update will finish and recover from a failure before a practice starts work in the morning.
  • Putting the workstation files in place only after a successful server upgrade, so that the workstation files will always match the server version.
  • Removing a step in the install process that could sometimes cause it to stop unexpectedly leaving the system in a not running state.
• NHS Northern Ireland: Fixes for two CliniPad issues. The first resolves an issue with signing part 2 of the NHS PR form. The second no longer enforces a college be entered on the form if the patient was under 18, but not in full time education.

•  

EXACT 13.678 - 1st August 2022

• Improvements to Contact Lists:
  • Contact Lists has been renamed to Patient Lists (Contact Lists) in the Administration menu, workspace toolbar and appointment book tabs, as these lists are not solely used to contact patients.
  • Added two sub-options to the Administration menu item: View Saved Lists and Create New List to help navigate to the desired action easily.
  • Added a drop-down menu containing the Create New List item to the workspace button so that menu’s can be accessed consistently from either location.
  • Added a new Refresh List button that allows users to easily recreate lists they have already run in the past without having to go through the new list workflow.
  • Added a new Search column to describe what query/search criteria was used to create the list.
  • The View List button has been renamed to Open List

• NHS Wales: If any service with a fluoride varnish data set is charted alongside a free exam, EXACT will ensure the fee remains 0, without the need to alter the band.
  Update 07/10/22 We have found that this change has not been successful as the exemption Under 25/Over 60 is not being included on the claims, we are working on fixing this ASAP in a future build.

EXACT 13.672 - 25th July 2022

• Improved the reliability of EXACT server upgrades by adjusting the space required for database backups. This addresses situations where EXACT databases used a network path or pointed to a non-existent drive.

EXACT 13.667 - 18th July 2022

• IMPROVEMENT NHS England, Wales & Isle of Man: The NICE recall interval selected on the TC window will now flow through to the patients recall settings. Previously, users had to manually update the interval separately in the Recalls tab.

• Ireland: The GMS form layout has been slightly altered to fix an issue with the B5 denture section displaying incorrectly.

EXACT 13.661 - 11th July 2022

• IMPROVEMENT EXACT services were upgraded to .NET 6.0 in order to improve security and reliability.

• NHS SCOTLAND: Fixed an issue where patients between 18 and 26 were being charged a fee for denture services.

 

EXACT 13.655 - 28/6/2022

• NHS WALES: A new Contract Reform checkbox has been added to Practice Settings. If enabled, this will automatically add a Fluoride Varnish service for a patient with an ACORN red tooth decay score, to help sites meet fluoride varnish metrics.

• Made a fix available which will repair most users where a recent Windows update caused Presentation Manager to open with an unembedded Word. This fix will automatically be offered where an affected user opens Presentation Manager when the problem is detected.

• Fixed an issue that could cause Patient Experience to crash and prompt for the resetting of every patient, if a demo or duplicate databases were present in the list of active databases.

• IRELAND: The GMS form has been updated to reflect the latest claiming changes required for 1st May 2022.

EXACT 13.648 - 20/6/2022

• The Contact Lists window has been improved:

  • The Edit button has been moved to the top of the screen and renamed to View List

  • A new Created By column has been added

  • The Closed column has been renamed to Completed.

• Fixed an issue where an Unauthorised Access error would pop up for some Windows 7 users when starting Exact and another issue that was preventing users from launching multiple instances of Exact via the desktop shortcut.

• NHS WALES: Fixed an issue where the Last Examination field in the Recalls tab was not updating when the Extensive exam (General) or Simple assessment (General - Urgent exam) services were completed.

• NHS: Exam Type and Patient Presented with data is no longer sent with orthodontic claims. These fields have been removed from the orthodontic TC window.

• EVOLUTION: Fixed an issue with PIEN 2.0 incorrectly using a SoE certificate instead of a customer certificate.

EXACT 13.642 13/06/22

• Improved the reliability of EXACT Server upgrades completing by improving the database backup process.

• Contact lists will now show patients mobile phone numbers if they have one. This will be applied to all existing and new contact lists.

EXACT 13.638 - 7/6/2022

• When creating a new appointment from a previous appointment using Copy to Clipboard, the chair time, completion and last edited data are no longer copied across to the new appointment. This has also fixed a related issue where reminders were being sent out to patients too far in advance of the appointment dates.

• Fix for an issue where some patients were not being sent a confirmation SMS after booking an appointment from the short notice list.

• Fixed an issue where the Ortho button would launch the Connect embedded browser window behind the Tooth History screen.

• NHS: Fix for an issue where the National Insurance number validation message would appear when completing a treatment plan that didn’t require a valid NI number.

• Improved the reliability of the EXACT server installer:

  • Silent upgrades no longer fail if the current server name does not match the old server name in login.ini after a server migration.

  • Silent upgrades no longer fail if the uninstall folder was missing and Exact couldn't be uninstalled.

• Fix for an issue with the Patient Experience window that was causing Exact to crash if the PX window was closed before it finished loading.

• NHS Wales: The banding of several services has been corrected and the Sedative service description has been changed to Anxiolysis.

• Fix for an issue that was preventing some users from registering online with SOE Connect when attempting to use the Register Online button in the User Settings window. The location of some buttons and checkboxes in the User Settings window have also been tweaked.

• IMPROVEMENT Country code is now included when directing to help pages to direct to the relevant countries help pages.

• IMPROVEMENT A new Show All Quick Notes button has been added to Quick Notes. Additionally, the Pop-up Options... button has been renamed to Display Note When... and a new Show All Quick Plans button has also been added to Quick Plans. Some labels in these screens have been renamed

EXACT 13.627 - 23/5/2022

• A new COVID-19 New Zealand health screening form has been enabled for NZ practices.

• Ireland: A new COVID-19 Irish health screening form has been enabled for EIRE practices.

• Some sites have experienced issues logging in to a workstation after an upgrade. EXACT workstations will now update using a new more reliable installer that will lead to less workstation install failures.

• A warning message will now be sent to administrators if the EXACT upgrade process notices that disk space is running out on the practice server.

• IMPROVEMENT The ‘updated fees' instant message now only triggers if the effective date & last modified date have both changed, so users will no longer receive a message that their fee file has been updated for a past date.

EXACT 13.620 - 10/5/2022

• Fix for an issue where online booking deposits were becoming lost due to a time data mismatch based on timezone.

• Fix for an issue that was causing Vipre antivirus software to block workstation updates.

• EVOLUTION: Help centre bot messages now appear in Dutch instead of English.

EXACT 13.614 - 2/5/2022

No customer facing changes.

 

EXACT 13.604 - 19/4/2022

• Fix for an issue causing HS1Pay Tyro allocations to fail when overallocated.

• IMPROVEMENT Admin users can now correct the payment method on the allocation window for HS1Pay transactions if it was entered incorrectly at payment or claim time.

• IMPROVEMENT EXACT Workstation installer:

  • Improved reliability of workstation installations.

  • Improved ability to install on Windows 7.

  • Improved ability to recover if an install did not complete automatically.

EXACT 13.602 - 14/4/2022

• NHS Wales: Payor 9000 codes were added to the new Welsh services so sites could easily identify them. This also corrected an issue where patient fees were not being correctly applied to COT’s that only had these services charted for patients under 25 or over 60.

• IMPROVEMENT When a patient is manually re-onboarded through the Reset Patient Portal process, outstanding forms for inactive patients are now removed.

EXACT 13.599 - 11/4/2022

• Fix for an issue where online payments/deposits would not update the text displaying patients balance until the transactions window was opened and closed.

• Fixed an issue where OSHA claims could be left unpaid after reconciliation.

• Fix for an issue where contact details entered in the FP17 Clinipad form were not being populated in the exemptions window after linking the form.

• • NHS Wales: Completed support for the new Welsh NHS FP17PRW form. This includes patient portal, Clinipad and printing onto new paper forms.

• IMPROVEMENT Text entry fields in the patient medical history tab now allow more characters to be typed.

• IMPROVEMENT The warning message for when another user has edited patient information for the patient you are currently edited has been updated to include more detail.

 

EXACT 13.590 - 4/4/2022

• IMPROVEMENT If the EXACT installation disk has less than 1 GB remaining, a popup warning will be displayed upon login alerting that disk space needs to be available.

• IMPROVEMENT Added an option to re-request outstanding Patient Experience forms when a patients portal is reset.

EXACT 13.587 - 28/3/2022

• Fix for an issue where fissure sealants were not showing on the list in the Clinical Dataset tab.

• STABILITY Fix for an issue causing threads in the Relay service to accumulate over time, occasionally causing the service to crash.

• Moved the NHS fee effective date text so it is accessible to more users.

EXACT 13.578 - 21/3/2022

• PERFORMANCE IMPROVEMENT Increase the performance of EXACT workstations by bulk reading data, in many situations reducing round trips to the server and hence producing faster load times.

• Improved the reliability of downloading NHS fee files automatically by adding a configurable timeout, defaulted to 5 minutes.

EXACT 13.576 - 14/3/2022

• NHS Wales: A new FP17PRW form is being launched on 1st April. EXACT has been updated to handle the new opt out checkboxes & removal of preferred contact method logic. Online forms & printing support is currently being worked on and will be released in a future version. 
• The workstation upgrade monitor has been replaced with a new and improved one. 
• EVOLUTION: Updated the live chat function to point to a dedicated Dutch help centre.

EXACT 13.571 - 7/3/2022

Issues Resolved

• Invalid Patient Experience forms will now display as an orange icon in the arrivals list.

Features

• NHS Wales & England: Added clinical dataset categories to the UDA breakdown report.

• NHS Scotland: A new health screening form has been added.

EXACT 13.566 - 28/2/2022

Issues Resolved

• Fix for an issue causing some online payments from the stripe payment provider to be duplicated (this does not fix pre-existing duplicated online payments).

Features

• NHS England and Wales: Included flexible commissioning data in the UDA or UOA Breakdown report.

• NHS England and Wales: Included flexible commissioning data in the UDA or UOA report when ‘Show Detail’ is selected.

EXACT 13.561 - 21/2/2022

Issues Resolved

• Fix for an issue that was causing some Patient Portals to be unable to reset.

Features

• NHS Wales: A text error was corrected for the NICE guidance text on the NHS FP17 window.

• NHS Wales: Added text to in the ‘Clinical Data Set' tab to show ‘upper’ or 'lower’ text for dentures, retainers, and appliances.

• United Kingdom and Ireland: Live Support chat has now been enabled for all practices in the United Kingdom and Ireland.  Click Live Chat in the top right of EXACT to speak to our support team at a pace that suits you. Click here for full details on EXACT Live Chat.

EXACT 13.556 - 14/2/2022

Issues Resolved

• Fix for an issue where NHS transmissions were failing due to an apostrophe, plus or colon in patient email address.

• Fix for an issue where NHS claims were being rejected due to the NI number being automatically included in the claim record when it is not required.

• Fix for an issue where Tyro invoice items for a patient were not being allocated correctly when multiple providers shared the same provider number.

Features

• The logic for determining what help documentation would be launched has been simplified.

• NHS Wales: Exam Type & Patient Presented with dropdowns will be visible on the TC dialog for COT’s created after 1/4/22. This data will be included in NHS claims created after 1/4/22 as part of the 1st April 2022 changes.

EXACT 13.541 - 24/1/2022

Issues Resolved

•  The loading times for notes all across EXACT were improved. This should be particularly noticeable when loading the chart for patients with long histories.

Features

• NHS Wales: “Data Set 1” and “Data Set 2” in the TC dialogue have been combined into one tab named “Clinical Data Set”, and now only shows the used categories.

• NHS Wales: Added new NHS services to the FP17/O Data Set dropdown when editing service items that will become claimable from the 1st of April 2022

EXACT 13.525 - 14/12/2021

Issues Resolved

• Fixed an issue that could cause previously charged, resubmitted and then deleted service items to reappear as completed treatment in the patients chart planning area. Some items of treatment with default SNOMED codes attached could re-appear on a patients chart showing as completed treatment if they had previously been charged and then resubmitted before being deleted.

• Patient Experience: Fixed an issue where Health Screening icon were not being displayed if triggered via Automatic Appointment Reminders.

• ALT reference numbers are now generated in a way that will not cause duplicate values.

• Loyalty bonuses/limit boosts are now associated to the correct patient when processing Tyro claims.

•  Performance has been improved for the TC process if there is only one instance of a patient file open.

• Ireland: An issue has been resolved where patient Medical cards could not be validated.

• Improved our handling of date formats when receiving baby due date from the FP17PR form, returned from Patient Experience.

•   The email service will no longer return an unhealthy status when the email module is not registered.

•  Quick note lists will now load significantly faster.

• Fixed an issue where EXACT was not saving Connect claims (Tyro & Whitecoat) if the course of treatment had a payor.

•  The chart history has been made a lot faster which will be most noticeable where a patient has a large number of long clinical notes.

•  A further approximately 10% improvement in speed when saving the chart.

• Fixed an issue that occasionally caused the wrong version of the Patient Experience Health Screening form to be sent to patients.

•  The save and TC processes on the chart will now complete approximately twice as fast, which is noticeable where the patient history contains a large number of notes or treatment records.

•  NHS England, Wales, and Isle of Man: Changed the wording of the Advanced Perio root surface clinical dataset to Advanced Perio (RSD) to closer match the NHS wording. This text change will be noticeable in the “FP17/O Data Set” dropdown when editing a service, and on the FP17 TC dialog.

Features

• NHS Wales: BPE data for Wales for Courses of Treatment on or after 01/04/2022.

• The contact button on the live chat sidebar will now show the “Alternative Contact Methods” dialogue. The dialogue has also been updated so clicking the email address will open the default email client.

• NHS Wales: NHS changes that will come into effect on the 1/4/22:

  • The urgent care checkbox will be removed from the NHS Risk Assessment form as it will no longer be required for Acorn data capture from 1/4/22

  • A patient's plaque score as recorded in the NHS Risk Assessment form will be included in NHS claims from 1/4/22

• The Help menu and workspace bar have been simplified when live chat is enabled:

  

• NHS Wales: The Acorn risk assessment form will no longer allow a user to say that a patient is both under 12 and edentulous. As of 1/12/2021 the user will only be able to select one of these options at a time, to ensure the correct data is being sent to the NHS.

EXACT 13.499 PF1 - 15/11/2021

Issues Resolved

• A new version of Clinipad is included in this point fix, that resolves an issue where Clinipad was incorrectly displaying the text If you drink alcohol, how many units per day?. This has been fixed to display the text If you drink alcohol, how many units per week?.

EXACT 13.499 - 4/11/2021

Issues Resolved

• To avoid sending patient’s a link to the Patient Portal that doesn’t work, EXACT will now check each time that they have a valid record on the portal and tell the portal to create a new record if they don’t.

Features

• NHS England, Wales and Isle of Man: NHS Bands & fees are now automatically downloaded, ready to be applied from their effective date.

EXACT 13.495 - 1/11/2021

Issues Resolved

• Fixed an issue that caused a new patient to get duplicate records if they were subsequently sent a welcome email containing a patient portal link.

• EVOLUTION: Added missing Dutch translation for tele dentistry and outstanding SMS/Email form templates.

• EVOLUTION: Added missing Dutch localizations in some areas of EVOLUTION.

Features

• NHS England, Wales and Isle of Man: EXACT will now automatically roll over your regular NHS contracts 30 days ahead of their expiry date ready for the next year. You can manage which contracts are automatically rolled over by ticking or unticking the “Contract Rolls Over” checkbox on the Edit Contract window accessed from the File, NHS Contracts menu.

EXACT 13.485 - 28/10/2021

Issues Resolved

• An issue with the services has been fixed that could cause some features in Exact to stop responding correctly. Affected services could include the appointment reminders, portal forms or online appointments not updating or the presentation manager not working.

• FP17PR forms that patients have not completed correctly on the Patient Portal will now be saved in the Contacts tab. Invalid NHS forms will not change the colour of the Portal Forms icon to green on the Arrivals tab of the Appointment Book. Invalid NHS forms will not be able to link with Course of Treatments.

• Fixed an issue where Short Notice List SMS reminders were occasionally not automatically generating

• EVOLUTION: A new configuration setting has been added to set the timeout for the BSN. If you experience a timeout when checking for BSN numbers you can experiment with longer timeouts to resolve the problem by changing this setting from the Configure, Settings menu option. new configuration has been added to set the timeout for the BSN check
  practice.nld.webservices.bsn timeout

• Fixed an issue on the video tab where a patient's image could very rarely be overwritten by another image imported later on the same day by changing file name to include a timestamp.

• Fixed an issue in the arrivals window where Patient Portal form icons would not display correctly if the patient had the same form requested more than 30 days in the past and it is still outstanding.

• EVOLUTION: Added missing translations for updating online information in the patient information.

• EVOLUTION: Fixed an issue that was causing the service text in chart history to not display correctly.

• Fixed an issue where under some circumstances, automatic SMS reminders were not being generated.

• When sending Patient Portal links to patients, EXACT will now check that the link is valid before sending it. If the link is not valid, it will attempt to create a new Patient Portal link.

• Made changes to the Soei.RemoteSupportLauncher.exe so it no longer gets falsely flagged by (Kaspersky) anti-virus software when it tries to be installed.

Features

• NHS England and Isle of Man: You can now select if a Course of Treatment included Flexible Commissioning in the TC dialogue.

• NHS Scotland and Northern Ireland: As an extension to the automated fee download feature, an instant message will be used to notify admin users when NHS fees are automatically downloaded and imported by EXACT.NHS England and Wales: NHS Contact Preferences in the exemptions window will now default the patients communication preference to email or mobile if either of them are available. If both are available, email will take priority

• NHS Wales: Acorn form changes for Perio Health/BPE window that will be automatically applied from the 1st of December, 2021. Two new fields have been added, Patient is edentulous in the Relevant History tab, and Patient unable to tolerate periodontal examination in the Perio Health tab.
  - If Patient is edentulous is checked in the , then the Perio Health will not be able to be edited
  - If Patient unable to tolerate periodontal examination is checked, the other perio health information will not be able to be edited

• NHS Scotland and Northern Ireland: NHS fee updates will now be downloaded and imported automatically when the next fee file update occurs, preventing users from needing to do this themselves in future.

•  NHS England, Wales and Isle of Man: Added new Clinical Data Set categories & services when completing NHS treatment. The new Clinical Data Set categories will automatically appear after the 1st of December 2021.
  A feature flag can be used to control this date: Internal.payor.nhs.01122021 changes

•   NHS Wales and Isle of Man: Added functionality to record how many aerosol generating procedure (AGP) appointments are done per course of treatment.

  • NHS Claiming: AGP appointment count will now be added to claims for Wales and IOM for courses of treatment started on or after 01/12/2021.

  • An AGP check box has been added to the edit service item window to allow practices to configure which services are counted towards the AGP total.

  • The TC dialog shows the AGP count so that users can confirm it is correct before sending the claim.

• Two merge fields have been added that show longer date formats for the short notice gaps. These can be use to provide a better patient experience in TXT messages.
  [patient.shortnoticegapmid] e.g. 17/9/2021 @ 08:35am
  [patient.shortnoticegaplong] e.g. Fri 17th Sep 2021 @ 08:35am

• Added three new buttons to the live, ‘Contact', ‘Help', and ‘Remote'. The ‘Contact’ button will open the 'Getting Help’ window. The 'Help’ button will open help documentation. The 'Remote’ button will open the remote support dialog.

• Apollo will now use IoT Hub in Azure to make connections to EXACT servers.

• Scotland and Northern Ireland NHS: When the Download fees button is selected, EXACT will update fees for all active NHS payors and show the effective date of the fee update on the payor window.

EXACT 13.456 - 6/9/2021

Issues Resolved

•  Made performance improvements when opening and closing the Chart History window for patients that have a large number of notes or custom screens.

Features

• A new patient query has been added to allow users to search for patients who have or have not been communicated to from a selected template in the last X months.

EXACT 13.451 - 30/8/2021

Issues Resolved

•  Fixed an issue that was causing cancelled HICAPs claims to be excluded from the Cashing Up report, causing the report not to balance.

• Fixed an issue with the Invoiced Treatment report, where items with a zero fee were double counted if the item had been resubmitted and charged through again.

•  Made improvements to Pien 2.0.

• Fixed an issue that could cause EXACT to crash when selecting or adding a security group from security settings.

Features

•  EXACT’s GP17PR printing overlay can now be used on the new paper PR form containing the under 26 exemption.

• Extend the upsize reporting tool to include preAuthNo for payment transactions and allow longer patient email address up to 100 characters.

EXACT 13.446 - 23/8/2021

Issues Resolved

•    Fixed an issue where the Relay and Email services were not responding to health checks causing them to be restarted.

•    Fixed a crash that occurred when some services were shutting down where the system did not wait long enough for the shutdown to complete.

• Fixed an issue on the video tab where a patient's image could very rarely be overwritten by another image imported later on the same day.

• Added a new Configure Individual Patient Portal Dialog and Portal Reset Button in the Patient experience dialog to force a patient re-onboard.

• The Transport service no longer crashes when the Relay service responds with an error. This will resolve an issue that was blocking SMS reminders to not be generated

•   The Relay service uptime has been increased. Previously, if the Relay service lost its connection to the Database service, it would restart itself. This no longer happens, and it will now retry its connection to the database rather than restarting.

Features

•  Added a Download Fees button for Scotland in the NHS payor fee schedule window. This button will allow sites to download and import the latest NHS fee files in one step.

• NHS Northern Ireland Added a Download Fees button for Northern Ireland in the NHS payor fee schedule window. This button will allow sites to download and import the latest NHS fee files in one step.

EXACT 13.439 - 16/8/2021

Issues Resolved

• The EXACT workstation installer process will now be terminated if it has been running longer than 6 hours. This is to allow a new installation to occur if the previous installation process was hung.

• Fixed and issue where the [Sys] DAL Relay service would connect multiple times to the database. The DAL service should now only make one connection at a time.

• Improved the reliability of Online Bookings performed by patients.

Features

• Payments taken through Connect now display additional transactional information in a new ‘Ref’ column in the cashing up report. This information can be used by to help reconcile payments made with 3rd party payment providers.

• NHS Northern Ireland - The August 21 NHS Fee File update adds in the new 3001 PPE code .
  This code will automatically become active for claims from the 8th of September 2021.

Exact 13.433 - 06/8/2021

Features

•  NHS Scotland - new under 26 exemption has been introduced. This exemption will be available from the 24th August 2021. This has resulted in form updates. Due to paper GP17 claim forms no longer being supported by the SNHS for several years, a new version has not been made available. We have therefore had to remove the view of the old form in EXACT as a result of this change. Please note the majority of the data previously displayed on the form is already visible on the TC dialog in EXACT, and this change has not affected any GP17PR functionality.

Issues Resolved

•  Fix to the feature flag that allows the SNOMED code selector to pop up for non NHS courses of treatment. Normally the popup requesting that a provider choose a SNOMED code will only appear for NHS COTs, but if the setting snomed.NHSonly is set to 0 it can appear for all COTs

• Fixed a crash that users would occasionally see when logging out of Exact

• Fix for Patient Experience failing to onboard practices when the Online Information field is blank

• Fixed a crash relating to the data cache, that could cause EXACT to exit unexpectedly

• Fixed an issue with populating the recent patients drop down list when using EXACT through a remote desktop connection

• Improved the reliability of the EXACT shortcut icon appearing on the desktop when upgrading workstations

• Improved stability of the Database service

Exact 13.424 - 26/7/2021

Features

• Fixed a problem that could cause incoming SMS replies to fail to match to a patient's mobile number.

• A warning will now be shown if a mobile number cannot be converted to the correct format (E164) when adding/editing a patient's mobile field. This check is on by default but can be turned off in the Patient File. If mobile phone is marked as a mandatory field, it will also check and warn about existing numbers that are not in the correct format when saving.

Issues Resolved

• Fix for a crash in the Transport service which would sometimes cause it not to start up.

•  Multiple minor fixes for the SNOMED functionality.

  • SNOMED will now work for Scottish NHS courses if desired by the practice.

  • EXACT will now save the Snomed items against a service even if the service is ticked as not requiring SNOMED codes. It is now the providers choice (Jira EX-61435).

  • It is now possible to edit the SNOMED items for a charged/completed chart item. This functionality will be reviewed again once there is further guidance on what the SNOMED codes will be used for.

• Fix for the Relay service which would occasionally cause it not to start properly, and which could end up with it re-starting in a loop.

• Fix to change the calculation for NHS form requests to look at the dentist field instead of the original booked provider (Jira EX-61214).

• Fix to resolve an issue where patients would sometimes see an error that says “A Problem Has Occurred” on the Online Booking portal, which required the EXACT services to be restarted (Jira EX-60885).

• Fix for crash in the cache mechanism which occurred occasionally when two parts of EXACT try to read or edit a setting at the same time which could cause the program to exit unexpectedly.

Exact 13.418 - 15/7/2021

Features

•  NLD Evolution: Patient’s email and home or mobile phone number are now prevented from appearing in MZ301 claim files if the Clearing house to send paper invoices to patient checkbox is ticked in the patient’s file (Jira EX-61414).

•  Clinipad: The patient demographics form has been re-arranged to cut down on the number of requests for help to reception when patients have to fill it in. The Medicare field has been moved down and a label added to indicate that it and the work information fields are optional.

•  NLD Evolution: Evolution will now warn users when creating COTs that will result in non-compliant claim files for Vecozo (Jira EX-61207).

• Users can now choose to include email signatures in replies and forwards. This email signature option can be accessed from the Configure, Automatic Appointment Reminders wizard in EXACT (Jira EX-59902).

• Attachments are no longer included in email replies, as per standard email behaviour, preventing unnecessary large email sizes.

Issues Resolved

• Fix to stop EXACT attempting to create appointment reminders when sites don’t have email or SMS setup. 

•  NLD Evolution: Fix for NLD-LAB / L00 codes are not being included in the MZ claim file in certain situations (Jira EX-61319).

• Stability improvement: Instead of exiting the Relay service will now wait if the database does not respond immediately. When the database is ready the Relay will automatically continue.

• Fix for the EXACT Configure Settings window not displaying correctly for Computer, User and Location sertting in some situations (Jira EX-61442).

• For practices using the location feature with online booking fixed an issue with the location field not being set in appointment records (Jira EX-60869).

• Performance improvement: Removed unnecessary disk access where it was necessary to look up the Payor type for a particular COT. This results in faster updates for the chart and the appointment book.

•  Performance improvement: Removed a large amount of unnecessary disk accesses when TCing an NHS COT which has the Triage tab. The result is that these COT can now be TC’d much more quickly.

• Fix for a workstation install issue that could cause the installer to freeze and not finish resulting in the Exact icon not being available after an automatic update.

•  Performance improvement: The amount of disk access has been dramatically reduced when loading the patient chart with SNOMED features enabled making the chart load more quickly.

• Performance improvement: Unnecessary disk access was removed when editing or saving the chart whilst checking to see if other users were locking a chart item.

• NLD Evolution: Fix for warnings in Dutch referencing DPSI instead PPS.

• Performance improvement: Reduced disk access to the disk while performing orphaned Course of Treatment checks so that the patient chart loads more quickly.

• Performance improvement: Reduced the number of times the network share path is accessed to improve performance of EXACT across the network.

• Performance improvement: Used a data cache to load popup chart when the data was already in memory in order to reduce disk access in the chart.

• Practice Information is now updated for Patient Experience even if OLB is not registered (Jira EX-61339).

Exact 13.403 - 21/6/2021

Features

• Service descriptions are now displayed on the workflow sidebar tooltips. (Jira EX-36727).

• NLD Evolution: Evolution is now using the correct version of PIEN, after it changed to version 2.0 (Jira EX-61059).

Issues Resolved

• Performance improvement: Fix to speed up the drawing of appointment on the chart tab when they have been collapsed to show on a single line.

Exact 13.400 - 22/6/2021

Features

• Fix for Email server intermittently crashing soon after starting up.

• Fix for users having to mark patients as arrived twice if using List Appointments Screen/Arrivals Tab (Jira EX-60975).

• EXACT now sends the Privacy Policy Link in the correct format and specifies markdown when sending to the subscription provider (Jira EX-61359).

• Patients won’t be onboarded to the Patient Portal if they don't have email or sms.

• An Appointment Book wizard button has been updated to reflect its ability to create both users and providers.

• NHS England: Friends and Family Survey wording has been updated as per new NHS guidelines (Jira EX-59997).

Issues Resolved

• A memory leak was found and fixed in the Worker service.

• Fix for Patient Experience error 500 when requesting forms (Jira EX-61309).

• A private health fund claiming issue was corrected, where the invoice/service item was not being processed correctly for a family claim.

• Fix for EXACT throwing an exception when trying to save the number of available licenses check at login if no licenses were created.

• MFA: The relevant patient details are now sent to 3PD every time a portal link is generated (Jira EX-61296).

• NLD Evolution: EXACT is no longer prompting for DPSI when completing a treatment if PPS is turned on.

• Fix for Short Notice Confirmation Reply not going to patients who have successfully booked their appointment via Short Notice List (Jira EX-61239).

• Fix for EXACT not respecting the private health fund claiming printing options. EXACT will no longer print a copy of the patient’s statement if the user has selected to print on the terminal only. (Jira EX-61221).

Exact 13.368 PF1 - 3/6/2021

Issues Resolved

• MFA: The relevant patient details are now sent to 3PD every time a portal link is generated (Jira EX-61296).

• Fix to the Server installer which would sometimes cause the workstations to not install automatically. If the workstation resource folder is already correctly shared, the server install will no longer attempt to create it.

Exact 13.377 - 20/5/2021

Features

• The EXACT MPC Workspace URL is now updated to load the correct login page (Jira EX-61206).

• Stage, grade and stability fields were added to the BPE Screen. Users can optionally enter this data and a diagnosis statement if they wish. If entered, this data will be displayed on the patient toolbar (Jira EX-59200).

• Relay Service reliability improvements: The relay service can now handle requests from other service more quickly and efficiently so that it doesn’t get overloaded and crash. This in turn makes all the services more reliable.

• Update of development tools to Visual Studio 2019. Please note that the self check-in module (APC) will stop working after this update.

• Added a control to user settings to allow users to turn on or off the boxes that can show x-rays around the tooth chart.

• Changed the user interface for buttons that link to a Twain device to scan or capture images. Buttons will now stay enabled and clicking on them will search for new Twain image sources if a device is not already connected.

• Added a control to user settings to allow users to add contact information. This provides a central accessible place to store the practice directory.

Issues Resolved

• Fix for HSO Payments not allocating correctly in EXACT, in certain scenarios (Jira EX-60101)

• The text in the Appointment Book Setup Wizard has been changed from "user names" to "User Settings".

• Fix for emails sometimes sending multiple times. Sometime on slow connections the email would time out in such a way that the retry limit was bypassed, Emails should now try a maximum of 3 times after which no further attempts will be made (Jira EX-61029).

• Fix to the Server installer which would sometimes cause the workstations to not install automatically. If the workstation resource folder is already correctly shared, the server install will no longer attempt to create it.

Exact 13.368 - 10/5/2021

Features

• X-Ray Audit Report Performance Improvement. The Xray audit report has been sped up by approximately 4-6 times. It has also been decked out with some progress bars so that you can see what stage it is up to. (Jira EX-54935).

• The X-Ray Audit Report now allows for grades of A nd N to be correctly classified. Grade A stays in column 1 and N is added to column 3 allowing the report to remain backwards compatible with older data. The report now also shows Exposure information in the details section if this was captured. (Jira EX-60842).

Issues Resolved

• Files that have excessively long names will no longer prevent network backups from completing (Jira EX-60540).

Exact 13.362 - 4/5/2021

Issues Resolved

• NHS Wales: Decayed tooth numbers are now sent in additional claim cases (as advised by the NHS) to help prevent claim rejections (Jira EX-61219).

• Fixed an issue which caused the Workstation install to stop unexpectedly whilst on the OLE Registration/Configuring Firewalls step (Jira EX-60898).

• Fix for Images tab not updating automatically when new X-Rays are taken in Examine Pro (Jira EX-60924).

Exact 13.356 - 27/4/2021

Features

• NLD Evolution: The ability to create a PPS score for a patient is now available in EXACT (Jira EX-60173).

Issues Resolved

• NLD Evolution: Dutch translations have been updated (Jira EX-61117, EX-61094).

Exact 13.352 - 19/4/2021

Issues Resolved

• Fix for appointment confirmation not being generated in EXACT when a patient replies "book" to a Short Notice List gap sms, despite the appointment getting booked (Jira EX-61052).

• Fix to remove the Friends and Family Survey WPF wrapper control error that appeared when trying to do a survey (Jira EX-61196).

• Improved the reliability of the server and workstation installs.

  • Issues relating to an empty resources folder or a missing excutable have been fixed. (EX-61071, EX-61053).

  • An issue which stopped the server install completing leave the server uninstalled has been fixed (EX-61079, EX-61178).

  • An issue which prevented the server install from starting properly has been fixed ('chocolateyPending' error)

  • An issue which stopped the workstation installer due to an OLE registration step has also been fixed (EX-60898)

• Fix to remove the recall automation WPF wrapper control error that appeared when trying to add a contact method (Jira EX-61175).

• Resolved a crash in the database service when it occasionally stopped unexpectedly when sending a GRPC message.

- Older Versions -

Features Snomed update for April 2021. A ‘Created by’ label has been added to the ‘Edit Appointment’ screen, so that users can easily see the appointment creator. (Jira EX-61095). Online Templates: Online templates can now be selected and used from the Recall Automation screens in EXACT. For more information on online templates see Online Templates New security settings have been added to control a user's ability to edit the Provider and Hygienist fields on the patient file. (Jira EX-51124). EXACT Registration: Users will no longer be prompted to register EXACT, this will happen automatically. (Jira EX-60170, EX-61022). Issues Resolved Patients are now correctly displayed in Care Manager after a database split has occurred. (Jira EX-60948). Email Server improvements to prevent it crashing in certain circumstances. (Jira EX-60856, EX-60911, EX-60918, EX-60960). Performance improvement: Removed unnecessary disk access when load the patient chart history so that the history opens much more quickly. (Jira EX-60143: EX-61084: EX-61106)

Features EXACT will now automatically correct the login date, if the user leaves the login screen displayed overnight. This will prevent a previously confusing warning appearing as the user attempted to login with a previous date. (Jira EX-60559). Issues Resolved Fix for Rebate Estimate not sending the Provider Number through (Jira EX-59927). Fix for EXACT placing the next item at the top of charting when adding another service to a COT after editing clinical note (Jira EX-60530). Fix for version.txt having an incorrect number which could cause the workstation installer to launch unnecessarily. SMS replies in Australia and New Zealand weren’t able to be found to match for some sites. This was due to the date format being received by the SMS provider in US format. This meant that during the first half of the month, replies would be saved in Exact on the wrong day (for example 2nd May instead of 5th Feb). This has been resolved. NHS: When viewing electronically signed NHS forms a new pop-up message will notify users the form has been altered since the date it was originally signed. This is to alert users that the exemptions in Exact may differ from the electronic form being viewed and need to be reviewed. This will apply in England (FP17PR), Wales (FP17PRW), Northern Ireland (HS45PR) and Scotland (GP17PR) and to both Clinipad and Patient Portal forms.

Features The Appointment book spanner button has been moved on the standard appointment book to sit in line and to the right of the provider columns, to make it more discoverable. Users are now warned if they use POP3 rather than IMAP when setting up email accounts, due to the risk of all inbox items being potentially removed from the mail server and downloaded to EXACT (Jira EX-60546). Database connection reliability has been improved. NHS Wales: A BPE refresh option has been added to the Risk Assessment form. This will allow users to easily pull through the patient’s latest BPE record, if it was recorded after the form was launched. (Jira EX-60696). Improvements to the Appointment Book Wizard so that more appointment book related tasks (adding new providers, changing provider working hours and search and change options) can be accessed directly from it. A new tool has been added to the EXACT Server Administrator that lets you view the status of your EXACT services and restart them if they are not running. To launch the tool, on the practice server, right click on the Server Administrator tray icon and select ‘Monitor Service Health…’ from the menu. This will launch the service monitor at the top of the screen. Each dot is a service. Green means the service is running, red means it is stopped. Click on the dot to start or stop the service. Please Note: Stopping/Restarting the SPR or DB services will kick every user out of EXACT and lose any unsaved changes. The toolbar can be slid up or down using the green arrow to keep it out of the way or it can be pinned using the thumbtack. Hover over the dots for more information about the service. Issues Resolved NHS England: Fix for auto notes preventing TC if charted after treatment on a COT that contains triage services (Jira EX-61023). Fix for the Remote Support launcher crashing on querying version. Fix for Web Installer on Windows 7 that under certain rare circumstances would prevent EXACT from installing. Fix for the workstation installer sometimes getting stuck and leaving the update icon on the desktop.

Issues Resolved NHS England: Fix for auto notes preventing TC if charted after treatment on a COT that contains triage services (Jira EX-61023).

Features Online Templates: A scheduled task was created to automatically download the latest version of online templates. This will ensure any updated online templates are applied to EXACT’s automated features in a timely manner. For more information on online templates see Online Templates NLD Evolution: Vecozo moved their server which resulted in an issue sending claims. Evolution has been updated so claims will now send correctly. NLD Evolution: practices can now change the COT payor like they could previously. This was changed to only be on the patient details for other regions but for Evolution practices this has been turned back on. NHS England: Any non banded services will now be ignored as treatment on initial triage COT’s. Previously only Auto Notes were being excluded. This change allows users more flexibility to add items to an initial triage COT while maintaining its initial triage status. For more info on triage functionality see NHS Triage Claims A ‘Copy Profile’ button was added to the Add User/Provider Wizard. New providers can now be easily created by using an existing provider’s settings and configurations as a base. (Jira EX-58870, EX-60574). The 'Remote Support' menu entry in EXACT now launches a new application which allows a quick Bomgar connection to the support team member who is helping you. NHS Scotland: the NHS forms a patient completes in the portal will populate the exemptions on the patient's COT. Issues Resolved Fix for the Remote Support launcher crashing on querying version. Planned treatment links sent from Care Manager were setting the incorrect appointment length. Instead of using the main appointment length the link would be generated based on the sum of the services which would result in appointments being booked for too long or too short. Stability fixes for EXACT Framework, Database and Relay services (Jira EX-60875, EX-60779, EX-60979). The Framework service will now keep the last good list of databases it got from the Relay service, meaning intermittent Relay issues will not cause the Framework service to become unhealthy. Fix for the Framework service stopping and not being automatically restarted. Patient Portal: Some users would see an Error 53 (record is not unique on all indexes) when manually requesting some portal forms. This has been resolved. Online Templates: Fix for the subject line of online email templates being incorrectly mapped in EXACT (Jira EX-60893). Fix for EXACT crashing when attempting to match a patient to another patient that has made a booking, if the patient has a blank name (Jira EX-90965). Fix for Workstation Installer not completing if the disk space was low. Fix for the Server Installer sometimes taking hours to finish because it gets stuck "Setting file permissions to EXACT directories" (Jira EX-60349). Fix for the Server Installer sometimes failing to properly share the ‘EXACTResources’ folder after an upgrade. Fix for Support email addresses being out of date for some non-European regions. NHS England: Fix for the initial triage being sent as an in-treatment triage when Autonote is added to an NHS Triage claim submission (Jira EX-60927). A rule was added to exclude auto notes as treatment. Fix for Patient Record getting locked when trying to TC a COT from the Chart Screen if the address is incomplete (Jira EX-60929).

Issues Resolved NHS England - NHS England Triage - Removed a claim overlap warning that was displayed when TCing a triage COT. The warning was not required as sending Triage COT’s does not cause an overlapping claim condition.

Features The Connect user registration window no longer prompts automatically on EXACT login, for Practices signed up with Connect. Users who did not want to register found this an unnecessary extra step each time they logged into EXACT. A user can now choose to register with Connect via a ‘Register Online’ button from the EXACT User Setting window. NHS England - The NHS Triage feature upgrade notification has been released. Patient Portal - When phone numbers are saved in Exact from the patient details form the country code is no longer displayed. For example, +64212233445 will now be saved as 0212233445 The need to re-index the Appointment table was removed so that upgrade times would not be extended unnecessarily. NHS - Updated button for sending NHS forms to Clinipad devices from the exemptions window. Users can now send to Clinipad in one click. The main button will automatically send to the device named, or users can select the drop down and chose another device from the list. The users preferred device will be defaulted.     Client side telemetry and feature usage tracking were added for some features. A Payor column is now available in the Arrivals tab and will display the appointment payor. Issues Resolved A fix for a crash that occurred when a patient books online and has the same date of birth and sex as a patient record with an invalid mobile number. Exact would crash when opening the appointment book if the online appointments tab was in focus, or when opening the online appointments tab once on the appointment book. NHS England - NHS England Triage - Removed warnings on optional fields to reduce confusion. Fix for a problem that would sometime stop the transport service from starting up. Fix for workstation installer which would sometimes fail to update because it was blocked from removing the old workstation updater. Fix an issue for new server installs where it could infinitely retry asking for a country code if there was a problem with the user name. NLD Evolution: Fix for Dutch insurance claims not being picked up in 'samenvatting declaraties'. Fix for an issue where users were being told that an error had occurred while trying to delete a chart item that had not yet been saved. Fix for “Created By” date on the edited appointment record displaying the incorrect date in some circumstances. This issue was introduced in 13.215 https://soeidental.atlassian.net/wiki/spaces/PHS/pages/817594380/Exact+Release+Notes#Exact-13.215---9%2F10%2F2020

Features NHS England - The NHS Triage feature upgrade notification has been released. NHS England - NHS Triage data can now be submitted from EXACT. For more information see NHS Triage Claims Patient Portal: New error messages explain to users why Patient Portal isn’t available for certain patients. For example, the patient has opted out of using portal or the patient does not have a mobile number to receive their verification code for log in (verification codes for log in are coming soon). More logging was added to the workstation install to better catch any remaining failures. The default text set for Email smart sections have been updated to more seamlessly merge with email templates. Logging has been increased to diagnose Transport service not starting properly sometimes. The network backup performance improvement released in 13.215 https://soeidental.atlassian.net/wiki/spaces/PHS/pages/817594380/Exact+Release+Notes#Exact-13.215---9%2F10%2F2020 has now been turned on by default for all sites. Issues Resolved The Database Service will be automatically restarted if it runs out of threads. User will be able to retry their connections and and resume work instead of manually having to restart the services on the server. Fix for workstation installer which would sometimes fail to update because it was blocked from removing the old workstation updater. Fix for the update icon being occasionally left behind on the desktop. Fix for an issue where the Transport service could be slow to start, and get re-started before it had a chance to report a healthy status. The Exact installer has been made more robust to recover from some upgrade conditions where the services could not be restarted. Occasionally stock item payments from online payment providers were being recorded in Exact with the amounts doubled. The charge to the patient was not being doubled, only the entry in Exact. Payment entries in Exact now always match what was charged to the patient.

Features The fix for freeze on chart screen, initially released in version 13.215 https://soeidental.atlassian.net/wiki/spaces/PHS/pages/817594380/Exact+Release+Notes#Exact-13.215---9%2F10%2F2020, is now enabled for all sites by default. Patient Portal: Portal form icons have been updated to have 3 status'. No icon = no form required Black icon = form required but not complete. Notify the patient to complete the form in their portal Green icon = form required and complete Issues Resolved Workstation installer now shows an updating symbol on the Exact Icon whilst an update is in progress. If a user tries to log in whilst this is happening, they will see a message to wait and try again later. Firewall exception added to server install so that workstation can more easily access the server when updating. This results in the installer running approximately 30 seconds faster. Fix for certain practices experiencing crashing due to antivirus changes. Some antivirus systems caused the server to run out of memory/threads because workstations were forced to reconnect every few seconds. The server now cleans up and recovers the lost memory much more quickly.

Features Online Templates: EXACT now shows the online templates even if a Connect user isn't logged in. Online templates are created in Connect (our web platform) and can be made available to a wider group of practices to save time for corporate customers managing communication templates. This feature allows templates to be viewed and selected without every EXACT user needing to be registered with Connect. For more information about Connect and online templates see Online Templates. Patient Portal Quick Links: Send patients their portal link with one click.   Email and SMS templates have been created with the code ‘QUICKLINK’.  To customise the messages, edit the templates as you normally would by going to Configure>Email Templates or Configure>SMS Templates and select the template with code ‘QUICKLINK’. Once you have saved your changes this will update immediately. Email:   SMS (Characters make less than 1 SMS): Patient Portal NHS: Red text will display on the Exemptions screen when a COT doesn't have a signed electronic NHS form linked. This is in response to feedback that providers didn’t know that an NHS form hadn’t been completed. Patient Portal: Default templates for quicklinks have been set so users won’t need to create and select them. Quicklinks are coming soon - send portal links with one click from the Patient Portal window to save time when patients need to complete their forms and need a new link. Issues Resolved Patient Portal: Fix for titles being returned in all capitals from the patient details form. Titles are now saved in sentence case Patient Portal: Fix for SMS mobile not being ticked when a new mobile number is entered via Patient Portal. SMS mobile will now be ticked when mobile numbers are entered in the patient details form.

Issues Resolved Fix for EXACT crashing when returning CliniPad EXACT. Fix for telemetry causing services to stop unexpectedly. Fix for EXACT crashing when selecting 'Kiosk Management' from the Configure>Patient Experience window. The arrivals tab was causing a performance issue on the appointment book where arriving an appointment would freeze and take a long time to update, or not arrive the patient until selecting ‘arrive’ second time. This was caused by too many database hits when loading / re-loading the tab. Enhancements have been made to reduce the number of hits to improve appointment book performance. Fix for telemetry enricher in services failing to initialize metadata.

Features Online Booking: Improvements to the rules that determine if a patient record created via online booking is a potential duplicate of an existing patient. If a patient record created via online booking matches either of the following, it will be flagged as potentially duplicate: If the first name and last name are an exact match If sex and date of birth are an exact match and at least one of the following match: email phone surname Potential duplicates are flagged on the online appointments tab with the triangle icon shown below. Foundational work for a more reliable replacement workstation installer has been shipped. This doesn’t do anything yet, and will be activated by a later update. A new email template selector introduces search functionality. Issues Resolved Fix for the framework service occasionally not starting correctly or starting slowly on some systems. Patient Portal: A fix for practices who were experiencing issues (53 error) requesting forms as a result of using family appointments. Please contact support if you see this error and they can apply this fix.

Features The upgrade notification has been changed to always display the first time a user logs in after an upgrade. Patient Portal: Form icons are now available to use on the List Appointments Screen so users can see which forms a patient has completed. Issues Resolved Fix for an issue where the Transport service could be slow to start, and get re-started before it had a chance to report a healthy status. The Exact installer has been made more robust to recover from some upgrade conditions where the services could not be restarted. Occasionally stock item payments from online payment providers were being recorded in Exact with the amounts doubled. The charge to the patient was not being doubled, only the entry in Exact. Payment entries in Exact now always match what was charged to the patient.

Features Ability to specify the installation folder for SoeAdmin tool. Additional telemetry has been added to better track issues and give insight to allow support to give better service to our customers. The SMS selector has a new column called ‘Type’ to specify if a template is a practice template, or an online one. Online templates are coming soon, they will be created in Connect to be made available to a wider group of practices to save time for corporate customers managing communication templates. Northern Ireland: The NHS Registration Date field is now editable, to ensure its accuracy when sending registration only claims to the NHS. The appointment creation time was added to the appointment information window. The last edited date was also removed for new appointments, to prevent confusion.   A redesign of the way patient lists are generated is underway. The first part of this is now in the software as a replacement screen where new queries are generated. This is turn off by default, but you can preview the early draft of this screen by changing the setting setting patient.query.use classic window to zero. Many more changes an updates to come in later updates. Search functionality has been added to all SMS template selector windows. The email and sms selectors in Care Manager have a new column called ‘Type’ to specify if a template is a practice template, or an online one. Online templates are coming soon, they will be created in connect to be made available to a wider group of practices to save time for corporate customers managing communication templates. The title 'Mx' has been added as an option on the patient file in EXACT. Mx (Mixter) is a title commonly used by non-binary people as well as those who do not identify with the gender binary. The installer now supports rapid delivery of new versions to customer groups that require urgent changes compliance issues. e.g new government regulations. Examine Pro: Images will now load 2 to 5 times faster when changing patients depending on your system configuration. Examine Pro: If Examine Pro is closed accidentally it will now re-launch when clicking on the Examine Pro launch button in the chart tab without having to log out of Exact and back in again. Some largely unused controls have been hidden by default to simplify the user interface. Patient Portal: The New Zealand health screening form has been updated to align with the latest Ministry of Health guidelines released on 24 August. If a patient selects yes to any of the questions on this form, an infectious medical alert will be set. Reception can review the medical alerts on the arrivals tab on the appointment book, and a pop-up note will be set to alert anyone opening the patient file. Issues Resolved The Network Backup performance has been improved by only copying files that have changed since the last backup. This functionality is available via a setting turned on by support and will be enabled more widely in a future release. Fix for practices using the ‘Practice Live Link’ button to get information directly from Simply Health about their Denplan patients. A recent change to the popup browser caused the link to stop working, but this functionality has now been restored. Fix for an error being displayed when logging in EXACT the first time. The error comes up with the SOE Connect registration prompt. When a draft email was deleted either from the Outbox, or from the patients Contact tab, a ‘ghost’ record was left behind. A change has been added to this release so that the draft email is properly deleted. Exact Update Installer A reindex for the Notes table was being done occasionally when it wasn’t necessary. This took a long time, especially if it happened more than once. The reindex will now only occur it is needed. The update install is now able to check the disk space requirements for practice thats have multiple entries in the databases.ini file using a UNC path. The update will no longer force an reboot if it is being run in silent mode. The update is now better able to determine the install country for automated installs - this consistently causes the auto-update process to fail for a small percentage of sites. Fix for freeze on Chart screen. When a user is working on the chart, generally TCing, EXACT needs to lock the patients chart to ensure the data is saved correctly. This used to appear as a “freeze” when another user tried to access the patients chart during this process. The user will now be warned instead of seeing this apparent “freeze”, until the TC process is complete. This functionality is available via a setting turned on by support and will be enabled more widely in a future release. When exporting a contact list it now correctly defaults to .csv format. NLD Evolution: Fix for treatment plans disappearing from the chart tab. Fix for crash that could occur when the login window was dragged causing it to close unexpectedly. Teledentistry The [provider.teledentistryLink] merge field will now look up the link for the appointment provider for communications sent in the context of an appointment, e.g. an appointment reminder. For communications sent elsewhere it will use the link for the patient’s dentist. Fix for a crash that could occur when receiving an instant message. Fix for GDI handle leaking in CChartManager, BaseWpfWrapper and other areas. Fix for crash that could occur when the mouse is hovered over the Short Notice list in the appointment book. NHS Wales: EXACT will no longer incorrectly request Perio data on the ACORN risk assessment form if the patient is ticked as not being able to tolerate a BPE exam. NHS Scotland: Claims containing services 4004, 4005 or 4006 can now be claimed correctly. EXACT was previously not including the required tooth notation for these services, which could cause claim rejection. Conversions: The XML import was improved so it does not need any re-indexing of EXACT tables after importing

Features Conversions: Support for deciduous teeth and "entire tooth" / "central position" treatment items in XML Outputter. Issues Resolved Network Backup enhanced to no longer get stuck on certain unnecessary files. Fix for a crash where the practice logo on the background screen failed to load occasionally. This would have been seen as Exact exiting suddenly shortly after logon. Fix for a common crash where the medical history indicator was being updated on the arrivals list. This could cause random exits from Exact at almost any time as the list was updating in the background. PF5 - Fix for a crash introduced in 13.190 that could cause an unexpected shut down of Exact when editing a patient's contact preferences.

Features Patient Payor Mismatch Warnings Charging through with a treatment plan payor that doesn’t match the patient’s payor is now prevented and an option to move to new plan is given. This will prevent a lot of rework where a resubmission is required for incorrectly charged treatment. Patient Payor Mismatch Warnings For UK and Ireland there is now a warning to providers if they are about to charge through treatment to a Payor that doesn’t match the one set for the patient. Users will now be notified when Exact has been updated since the last time they logged in. The notification will give them access to the release notes and any feature highlights. Database, framework and transport services were added to the Supervisor service. The Supervisor service, monitors all the other services to keep them healthy and log any problems. Patient Portal: To comply with GDPR requirements for subject erasure requests you can now Turn off Patient Experience for a specific patient . This will prevent stop further processing of patient data with the portal. If this is ticked, patients will no longer be able to receive links to complete their forms online or self-check-in. This is in response to GDPR requirements in the UK but is available in all countries. Practices can now see when their automatic updates are scheduled for by going to the Help menu and selecting the About screen. Please contact support if your upgrade night hasn’t been scheduled yet or for any further information. Issues Resolved Patient Portal: When patient self-checked in for their appointment, a failed to check-in message was displaying to the patient. The arrival icon on the appointment was also not displaying unless the appointment book was closed and re-opened. This been fixed - the correct arrival message now displays to the patient and the arrival icon displays automatically. England - Display fix for NHS Aresol Generating Procedures (AGP) field being partially obscured on the TC FP17 Dialog for incomplete treatment claims. Patient PortalWales: Fix for the portal forms column on the arrivals tab. The NHS form icon now displays for the FP17PRW form. Fix for chart screen freezing if another workstation has the Recall Prompt open as a result of a patient save or charging treatment. Fixes for other freezing scenarios will follow. This is a setting based fix and will be enabled for sites by support. The character limit for the merge field [patient.nextapptprovider] has been increased to stop it cutting off long provider names when using co-duties appointment booking method.

Features Scotland NHS: A ‘View’ button was added to the ‘Approvals’ tab in the appointment book. This allows both Prior Approval and Ortho applications to be easily launched and accessed from this location. Issues Resolved Wales NHS: Old ACORN assessment data sent with FP17W claims will now be accessible when viewing historical treatment. Security - email templates: Users can no longer add, edit or delete email templates from the template selector window. Template management can be done via the configure menu. This allows practices to manage who can add, edit and delete email templates using the security setting. Note: the same change has been applied for sms templates in 13.185 SFD to EXACT conversion: Improvement of XML import behaviour when a patient has a large number of treatments. Wording clarification on the ‘Search and Change’ wizard when moving appointments for providers. England NHS: The NI number is now validated at the TC time, so claims can't be sent without the NI number if it is required. A standard error message will be displayed if it is invalid. Fix for ''Price'' or “Price 2” not showing in some circumstances in the chart service list. The new email selector window was flashing when opened, this has been fixed. Exact install now won’t fail if the disk space check doesn’t give a valid answer. Fix for Workflow - Depart bar prompting to book recall and planned treatment at the same time. This can be turned on the Exact settings. If turned on, where there is both a planned and recall prompt, the prompt to book the recall will be hidden .

Features Scotland: The embedded browser has been added for Scottish eDental worklfows to create a more seamless, integrated solution. Launching the embedded browser for eDental workflows; the Private Ortho button on the chart; and the Ortho button on the Chart History window are now all enabled by default. Scottish Orthodontics Scotland NHS: 17th August 2020 (SDR 147) - EXACT now supports claiming of the new 1446 filing service included in the latest Scottish NHS COVID Fee File. Customers that use our tools URV & SOEadmin can now install using Chocolatey. A right click menu entry has been added to the chart screen to move uncharged treatment to a new plan so that if a patient changes payor half way through a plan the pricing can be updated without re-charting. The patient’s payor is now shown on the arrival screen.   Issues Resolved Exact installer has been changed to reduce the incidents where Antivirus software misidentifies it as a virus and quarantine some files causing a failed update. England NHS: The NHS England FP17 "Aerosol Generating Procedure Appointments" field now only accepts 2 digits to match NHS data entry expectations.

Features Smart Sections : Smart Sections for appointment reminders so that you can tailor your communications to your patients and their unique appointments. Smart, customisable merge fields. Smart sections will only display if a patient’s appointment meets certain criteria. Available for reminders relating to Patient Portal forms and Teledentistry https://soeidental.atlassian.net/wiki/spaces/PHS/pages/885817484/New+Medical+tab+view Scotland NHS: EXACT will now auto-save then close the Prior Approval embedded browser when switching patients, locking or closing EXACT. Scottish Prior Approvals - Updates Scotland NHS: Prior Approval and Ortho data will now automatically be saved when switching between tabs and before closing the browser. As a result, the save button has been removed. Scottish Orthodontics Issues Resolved Fix for EXACT Chocolatey package not re-downloading the installer if it failed validation.

Features TeleDentistry: Teledentistry Appointment reminders that only provides TeleDentistry links for TeleDentistry appointments can now be sent via SMS and email. England NHS: AGP - Aerosol Generating Procedure appointment count is now available for sending with FP17 claims. NHS England - AGP - Aerosol Generating Procedure Appointment Count ‘Cancel’ button was removed from the classic installer once the installation is in progress. Implementation of the EXACT side of Apollo PayorsPlugin. Northern Ireland NHS: Fee File for August 2020 is available for import from EXACT (if not already downloaded from the portal). Scotland NHS: Covid Fee File SDR146 now available for import from EXACT (if not already downloaded from the portal). Issues Resolved Appointment providers are no longer being overwritten for new patients. Fix for slowness and crashing on all PCs at Teachers Union Health site. Databases listed in database.ini will always be backed up during a ‘fresh’ install. Fix for TeleDentistry section making the Stickman Queue overlap. Scotland NHS: Fix for "Quad Helix Present" information not being carried across into SOEConnect, resulting in Ortho PA failure.

Features Wales NHS: ACORN questionnaire. NHS Wales - ACORN Risk Assessment Patient Portal: Form Icons for Patient Portal Icons for the patients requested and completed forms now all the Receptionist to see if patients have completed specific forms before their appointment. Additional tags were added to Apollo. Issues Resolved Patient Portal: Fix for failing to update the portal URL after the merge of patient files.

Features Creation of settings for smart template sections. Providers can now see a tick box for "SNOMED Not required for this service code" when on the SNOMED Service selector. This will save them time as they will not have to edit each service item they don’t want the SNOMED pop up to appear for. The “reboot is required” flag should not get stuck anymore and it won’t prevent the installer from running. Patient Portal: The default Terms of Use for Patient Experience has been updated to the latest version. Patient Portal: Appointment reminders that only ask patients to complete portal forms if they have outstanding forms are now sent via SMS. TeleDentistry: A new appointment category called Teledentistry is now available. TeleDentistry: A new upgrade process will populate the defaults, so practice managers can start using them straight away. TeleDentistry: A field to store the TeleDentistry link was added for each dentist. This was also made a merge field. Issues Resolved Fix for iCal appointment times being incorrect . Fix for charging through a COT resetting the progress arrow to the top of treatment. Patient Portal: Fix for onboarding button not working due to leading spaces on email addresses in EXACT. Patient Portal: Removal of patient identifiable information when onboarding. Patient Portal: Fix for automatic appointment reminder form requests causing issues with family appointments. Fix for Web Installer failing to update on auto upgrade. Fix for ‘Charge’ button always being enabled in the charting tab. Fix for pricing method being incorrect on services since upgrade from 12.13. Fix for Patient Portal links being broken due to an extra "HTTP://" string before the URL merge field. The HTML Editor is now back to ON by default.

Features The new HTML Editor is now defaulted to ON for all sites. Online Registration flag is now defaulted to ON for all sites. SNOMED: A database upgrade step was added to set more service defaults. This upgrade step only applies to databases with NHS enabled payors (except for Scotland), regardless of the SNOMED flag Scotland NHS: fix for new COVID codes conflicting with occasional treatment Scotland NHS: New Scottish Filling Codes 1445, 1881 and 1882 are now added to the fillings list in EXACT. Issues Resolved Web Installer reliability improvement SOE EMail Server: Fix for too many connections to Netcom servers causing automatic IP black list Fix for HTML .NET error when saving email templates if the HTML editor tab is opened, but not the WYSIWYG tab. Fix for EXACT freezing when clicking Attach and sending an email. Patient Portal: Fix for FP17PR Forms not Linking to COTs. Patient Portal: Fix for inability to request FP17PRW forms for Welsh NHS sites. Patient Portal: Change in outstanding forms logic to update single appointments. Fix for EXACT Server upgrades leaving behind old services that cannot be removed, causing issues with the new services. Fix for Port 22012 missing and causing Appointment Book slowness & Patient Portal form sending issues. Fix for duplicate appointment reminders being sent for audited appointments.

Features Patient Portal: Patients can now complete the COVID-19 triage form before their appointment Pre-Appointment Health Screening Form (COVID-19) Patient Portal: Alert flags are set based on the responses to the Health Screen Questionnaire. This way, receptionists can see if patients are infectious or vulnerable Patient Portal: A new icon representing the health screening form is now available on the ‘Outstanding Forms’ column in the ‘Arrivals’ tab. This way, receptionists can see if patients have completed their health screening and ensure forms are completed before appointments. Patient Portal: Outstanding Forms icon is no longer showing for appointments where the patients have self-checked in. Patient Portal: A medical note is added after completing the Patient Experience health screening, so dentists will know if patients’ infectious or vulnerable status is specific to COVID-19 and they can be prepared for their appointment. Scotland NHS: NHS Scotland practices will have new EXACT menu options which will directly launch additional Connect pages. Existing MediaHawk APIs were moved over to V2 The wording on the add user/provider wizard has been changed to "Is this a provider?" to prevent confusion and Support calls. Medical questions are not duplicating on the health screening form so patients don't have to answer the same questions on separate forms. Scotland NHS : Covid-19 Fee File for 1st June 2020. Issues Resolved Fix for EXACT crashing with DMP file error when sending a confirmation email after booking an appointment. Support staff can now see if a practice has Patient Experience when they call. Fix for appointments not being removed from the Appointment Book after they were cancelled or rescheduled. Netherlands: Fix for graphical pop-up notes bug: the button text on the pop-up note changed from “Deze opmerking in het vervolg niet meer weergeven” to "Permanent sluiten". Fix for Email Server pulling in the same emails to inbox until they are deleted from the mail server. England: SNOMED is set to be off by default Fix for installer killing itself when an old copy with the same name of the installer process is inside the EXACT directory. The exe files are now ‘killed’ based on full path, not just name Scotland NHS: Fix incorrect tooth count for services New Zealand MoH – COVID-19 Response: Temporary change over 18-year-old extension of eligibility under the CDA. Effective: 13th May 2020 Detailed logging was added to classic server installer and the structure was changed to avoid leaving a site uninstalled on failure. Extra logging to investigate Onboarding button not working for random patients. Performance improvements for outstanding forms and the relay service.

Features Plugin for patient contact preferences. A new form type was added as a setting for the COVID-19 form. Terms of Use is now set automatically when Patient Experience is turned on. Automatic practice on-boarding for Patient Experience. If a practice already has Online Booking, EXACT now skips the on-boarding step. A success code will be returned if the practice has Patient Experience. EXACT can now request the COVID-19 form using a form ID. Receptionists can now easily see if patients are infectious or vulnerable, so appointments can be managed appropriately. Dentists can now view patients’ COVID-19 triage form, enabling them to review their answers. A new button to request a 'Health Screening' form is now available, enabling patients to complete a COVID-19 triage forms. Issues Resolved Fix for NLD infomedics clearing house 'tickbox' not working anymore. Fix for the NI Number format – one COT in Claim bundle not showing on Compass Fixes for issues found in Beta, concerning the email selector window

Features The text displayed on the Online Templates tab when a practice has no tenancy ID has been changed to the following: “To find out more about our online templates please contact the SOE Team” A new merge field is now available for a patient’s unsubscribe link, under Patient Information session: “patient.unsubscribeLink”. NLD Evolution: Fix for part of the email configuration not being visible. Patient Portal: Advanced Medical History is now applied automatically when Patient Experience is turned on. Issues Resolved Fix for CTI 'SoeiDental.CtiService.exe' file not being installed as a Service with Exact Server install.

Features eOrtho: A new Ortho button has been added to the Chart history. This will help users to quickly​ view previous Ortho assessment data for a patient from EXACT. Receptionists can now see what forms need completing for booked appointments, so they can encourage patients to complete them before arrival. Issues Resolved Fix for Chocolatey install errors.

Features The "postponement" IM message is only sent if the feed has a newer version of EXACT. Reputation.com can be moved to a new server. A new setting "internal.reputation.com api address" is now replacing the previously hardcoded location of the server in EXACT, so that uses can be moved across slowly. List Payments report and export details column are now aligned with the information displayed on the dialog itself. ‘Cancel’ button from the ‘Edit Patient’ modal dialog is now removed, as it caused confusion about what was saved and what wasn't. Corporate practices can now access online email templates so that communications can be sent to patients. The new email template selector is now enabled by default. eOrtho: User feedback has been incorporated to improve the embedded browser experience for Scottish eOrtho. Patient Experience can now be turned on using one setting: internal.patient experience. Issues Resolved Fix for version check for schedule updates. Web installer stability fixes. Fix for Perio Screen flashing for all users and on all computers. Fix for eDental PA button showing incorrectly. Fix for EXACT not saving after a note is sent straight to history when done via Appointment Book.

Issues Resolved Fix for rounding inaccuracy with patient limit. Fix for NHS orphaned COT processing.

Features Swap Site ID command (Merge DB tool) is now working. Workstation usage telemetry, primarily for version number. Change detection when editing an email is now more robust. The email server shortcut has been removed from the start menu. Email service smart health checks. Holland: Fix for MZ-files generating incorrectly. Issues Resolved Fix for Patient File drop down not working when using remote desktop. Fix for slowness when logging in after server move. Fix for scheduled auto upgrade failing.

Features Improved logging to help with the investigation, where a specific patient is not able to access the portal. The Email service has been moved to Supervisor service. Increased test automation coverage for SNOMED. Pipeline improvements. Issues Resolved Fix for the memory leak in the CliniPad setup screen, that caused EXACT to crash. Fix for no results being returned when running a contact list query for patients without entry in CHI number. Fixes/enhancements for the HTML Editor Replacement: 1. Fix for EXACT crashing when editing old email templates in the HTML editor. 2. Fix for older style template images not being visible after being sent, despite looking correct in EXACT. 3. Fix for markings being more visible on emails/templates etc. compared to the older version.

Features HTML Editor Replacement. EXACT UI: Templates window was moved WPF. Test automation and pipeline improvements. Issues Resolved Reliability improvements for the new services: 1. Fix for Production clients registering with QA Apollo. 2. Practices can now be assigned to a feed so that they can schedule updates. 3. Fix for the supervisor not being able to stop the worker service.

Features Users now have the ability to say that a particular service does not require a SNOMED code, so that the pop up does not happen. Australian users now have access to a Patient’s Health Fund details on the Payment Screen, which they can update if required. Automation work. Issues Resolved Fix for EXACT crashing since upgrading to 13.60. Fix for EXACT hanging on lock screen.

Features SNOMED service charting: 1. Addition of an upgrade process to map services to default SNOMED codes. This upgrade process is only available for NHS England, Wales, Northern Ireland and Isle of Man. 2. Addition of default SNOMED codes when a service is charted: the "default" codes for the Service, all tooth-specific codes and all surface-specific codes. 3. UI addition to allow viewing and selecting of SNOMED codes from an edit chart item. 4. Update of SNOMED codes when a user changes tooth or surface information for a charted surface. 5. The title of the SNOMED window will show the service code when editing selected SNOMED items on the chart. 6. The filtered list of codes are automatically shown when clicking into the SNOMED search. The complete workflow for Northern Ireland NHS form (HS45PR form) is now available, with CliniPad installer being updated. Only relevant outgoing SMSes are visible now, making matching an SMS is easier. Apollo plugin to allow access to site configurations. Automation work. Issues Resolved Fix for HTML Editor Library Issue, where clicking in the html editor sometimes causes crashes. Fix for GDI leak when sending emails. Fix for EXACT crashing when opening the Kiosk Management dialog, in the Patient Experience configure window. Fix for Claim Estimate statement not showing benefit payment, card and membership number. Fix for ticking in some patients crashes EXACT. Fix for Feature Usage Report not showing OLB stats correctly.

Features A bootstrapper was added for the supervisor service so that it will start up faster and more reliably. Automation: improvements and new tests addition.