Appointment Book
- Adding / Removing Appointment Book Provider Columns
- Adding Mobile Number to Appointment Daylist Printout
- Appointment Book (Multiday)
- Appointment book quick-book and default services
- Appointment book settings and options
- Appointment Book week view colours and appearance
Campaign Plus / Marketing Manager
Care Manager
Digital Imaging
Clinipad
Configuration
- Google Workspace and Gmail Email Accounts
- Making a User Inactive
- Security Search settings
- Updating Patient Information in Bulk Using Search and Change
- Rolling back a search and change
- EXACT Workstation Update Failed Due to Environmental System Path
Patient Lists
- Contacting Patients by Post using Patient Lists (mail merge)
- Contacting Patients by SMS using Patient Lists (mail merge)
- Accessing a Previously Created Patient List
- Communicating with patients using Patient Lists
- Printing, emailing and exporting Patient List search results
- Patient Lists suggested searches
Custom Screens
Denplan
Instant Messenger
- Troubleshooting Instant Messaging
- Panic Messages with Instant Messaging
- Messaging Yourself with Instant Messaging
- Sending Instant Messages
- Formatting Instant Messages
- Instant Messaging History
Medical History
- EXACT Medical History printable letter templates
- Request a New Medical History for All Patients
- Printing, exporting and emailing medical histories
- View/Set Patient Anaesthetic Preference
- Specifically Patients Next of Kin
- Patient Doctor Information
MPC (My Practice Cloud)
- Introduction to MPC Custom Dashboards
- Creating MPC Custom Dashboards
- Adding KPI Targets to MPC Custom Dashboards
- Adding and Deleting Users on MPC
- Associates Report
- Understanding and Using MPC Reports
NHS England & Wales
- NHS charting, exemptions and FP17s (England & Wales)
- NHS claiming, responses and schedules (England & Wales)
- NHS configuration (including contracts, transmissions and NHS.net email) (England & Wales)
- NHS management (excluding reporting) (England & Wales)
- NHS Orthodontics (England & Wales)
- NHS providers (England & Wales)
- NHS reporting (including UDA management) (England & Wales)
- NHS services, datasets and categories (England & Wales)
- NHS Wales Risk Assessments (ACORN)
- SNOMED Clinical Terms
- Changing a VT to a Provider
- DAP Referrals
- Deleting NHS Claims Bundles
- NHS Contact Details
- NHS FP17DC and FD17DCO Forms
- Regulation 11 Fee is Incorrect
NHS Northern Ireland
- Configuring NHS Northern Ireland Transmissions
- NHS Northern Ireland - Orthodontic Treatment
- NHS Northern Ireland 3001 Code - Level 2 PPE for AGP services
- NHS Northern Ireland Payment Schedules
- NHS Northern Ireland prior approvals
- NHS Northern Ireland Responses
NHS Scotland
Online Booking
- Accessing your Practice Website from Online Services (Online Booking and Patient Portal)
- Disabling New Patient Booking
- Google Analytics and Online Booking
- Online Booking adding provider images
- Online Booking configuring appointment reasons, services & providers
- Online Booking configuring clinics
Patient Communication
- Appointment confirmations and cancellations
- Automatic appointment follow-ups
- Configuring Automatic Appointment Messages
- Configuring Keywords for SMS Replies
- Creating Email Templates
- Creating/Editing SMS Templates
Patient Feedback
Patient Record
- Address Autocomplete
- Viewing Interaction Logs
- Merged the Wrong Patients
- Contacts tab
- Record ID (RID)
- Patient and appointment audit
Patient Portal
- Resetting a patients Patient Portal
- Patient Portal SMS 2 Factor Authentication
- Patient Portal common FAQ's
- Patient Portal Health Screening (COVID-19) Form
- Patient Portal - What the patient sees
- Patient Portal disabling for an individual patient
Payment Plans
Payors
- Reverting a Fee Update
- Adjusting Ministry of Health (MoH/OHSA) Claims
- Medicare: CDBS Easyclaim Setup
- Updating ACC fees in EXACT
- Updating DVA, TAC, WorkCover fees in EXACT
- Processing Payor Payments in New Zealand
Printing & Scanning
- Scanning with EXACT
- Dymo label configuration
- Scanned images only displaying the first page
- Scanner Troubleshooting
- Zebra ZDesigner Printer Setup
- Printer troubleshooting
Recalls
- Tracking patient referrals
- Automatically setting patients to do not recall
- Setting when the recall will advance
- Setting recall default values
- Recalls configuration for providers, including recall prompt and recall types
- Enabling/Updating Recall Automation
Reporting
- Creditors List Report
- Top Patients by Receipts report
- Oral Health Survey report
- GST Summary
- EXACT reports
- Completed Courses Of Treatment
Scheduler
SOE Connect
- Tyro FAQ's
- SOE Connect - Online Templates
- SOE Connect - User Roles
- SOE Connect - User Management
- Checking Prior Approvals in SOE Connect
- How to Add a List Number into SOE Connect
Technical Troubleshooting
- Adding a new dataset to the database.ini (internal)
- Adding GDC numbers to prescriptions (PRX)
- Adding/removing a default user login
- Country.txt errors and resolutions
- Dental Referrals troubleshooting
- EXACT Dental icon not displayed on the desktop
Treatment Charting
- 16 Bit Tooth Surface Charting
- ADA codes - FAQ's
- ADA Item Code Update 2022
- Adding a Service to a Service Category
- Adding Appointments to a Course of Treatment
- Allow or Prevent users to edit service fees on the chart
Transactions
- Confirming Payments
- Adjusting Allocations
- Adjusting Patient Transactions
- Cancelling an Approved Claim
- Configuring Adjustment Types
- Configuring Patient Payments
Users, Providers and Specialists
- Making an Inactive Provider Active
- Logging into EXACT
- Creating a New User Login
- Changing a Provider Username
- Adjusting instant messaging text size
- Configuring your EXACT Password