Appointment Book
- Adding Mobile Number to Appointment Daylist Printout
- Add Activity Tabs on the Appointment Book
- Add Or Remove Appointment Book Provider Columns
- Appointment Book Week View Colours and Appearance
- Appointment Search With Multiple Locations
- Arrivals Tab
Campaign / Marketing Manager
Care Manager
Charting
- 16 Bit Tooth Surface Charting
- 3D Charting
- Adding Service Categories
- Appointment Notes
- Attaching Treatment Plan Estimates to an Email
- Chart Activity Tabs
Clinipad
- Adding and Pairing a Clinipad Device
- Clinipad
- CliniPad - Contact Consent
- Clinipad - NHS Friends and Family Test
- CliniPad - Oral Health Survey
- Clinipad - Patient Details
Configuration
- Installing EXACT Workstation
- Delete Aged Data
- Teledentistry
- Printable Oral Health Survey
- GDPR Compliance & EXACT
- Dental Referrals Button Installation
Contact Lists
- Contacting Patients Using a Contact List (Mail Merge)
- Creating a Contact List
- Creating and Editing Queries
- Viewing an Existing Contact List
- Exporting Contact Lists
- Contacting patients that have opted in
Custom Screens
Denplan
Instant Messenger
Medical History
- Request a New Medical History for All Patients
- Printing/Exporting Medical History
- View/Set Patient Anaesthetic
- Specifically Patients Next of Kin
- Patient Doctor Information
- Mark Medical History As Reviewed
MPC
NHS England & Wales
- NHS Isle of Man - Changes in EXACT (December 2021)
- NHS Wales - Changes in EXACT (December 2021)
- NHS England - Changes in EXACT (December 2021)
- NHS Wales - £0 Fluoride Varnish Charge for Under 25 / Over 60 Patients
- NHS - Orthodontic Treatment
- NHS - Incomplete Treatment
NHS Northern Ireland
NHS Scotland
- NHS Scotland - Under 26 Exemption Changes 24th August 2021
- Scottish Index of Multiple Deprivation (SIMD / Child Smile)
- eOrtho Discontinuation & Continuation
- Updating NHS Payor Fees (Scotland & Northern Ireland)
- Updating Providers NHS Details - Scotland & Northern Ireland
- SOE Connect Prior Approvals List
Online Booking
- Adding your Online Booking Link to Facebook
- Expanding your Online Booking presence
- Online Booking - Adding Google Analytics
- Online Booking - Adding Provider Images
- Online Booking is showing the wrong Google Maps location for my practice
- Online Booking Web Setup - Practice Logo, Information & Colour Scheme
Patient Communication
- Adding Chart Information onto a Letter
- Adding X-rays/Education Images onto a Letter
- Automatic Appointment Follow-ups
- Configuring Automatic New Patient Confirmation & Cancellation Emails
- Create/Editing Email Templates
- Creating an Email Signature
Patient File
- Patient Search - Find a Patient Record
- Contact Consent Preferences Audit
- Configuring Automatic Appointment Reminders
- Updating Patient Appointment Preferences
- Updating a Patients Recall
- Patient+Triggers (alerts) & Toolbar Colours
Patient Portal
- Patient Portal - FAQ's
- Patient Portal - Health Screening Triage Form (COVID-19)
- How to use Patient Portal as a Patient
- Turn off Patient Portal for a specific patient
- Patient Portal - Checking Form Completion Status
- Patient Portal - NHS FP17PR
Payment Plans
Payors
Printing & Scanning
Recalls
- Automatically Setting Patient to Do Not Recall
- Setting when the Recall will Advance
- Setting Recall Default Values
- Setting Provider Recall Types
- Enabling/Updating Recall Automation
- Manually Sending Recalls to Multiple Patients
Reporting
- Family Allowance Services - Childrens Check Up List
- Reporting on Oral Health Surveys
- X-ray Grade Audit Report (Custom Screen)
- Clinical Audit Report (BACD)
- KPI Report
- Invoiced Work by Owning Dentist Report
Reputation Manager
Scheduler
SOE Connect
- SOE Connect - Online Templates
- SOE Connect
- SOE Connect - User Roles
- SOE Connect - User Creation
- SOE Connect - User Management
- Checking Prior Approvals in SOE Connect
Transactions
- Adjusting Allocations
- Adjusting Patient Transactions
- Configuring Adjustment Types
- Configuring Patient Payments
- Creating Patient Statements
- Generating Patient Invoices
Users, Providers and Specialists
- Adding New Users / Providers
- Emailing a Specialist
- Updating Specialist / Referral Source Details
- Adding Specialist/Referral Source Details
- Setting a Provider Fee Schedule
- Sending Booking Notifications to Providers