EXACT Help Articles

Appointment Book

• Appointment Workflow
• Short Notice List

• Adding Mobile Number to Appointment Daylist Printout
• Add Activity Tabs on the Appointment Book
• Add Or Remove Appointment Book Provider Columns
• Appointment Book Quick Services
• Appointment Book Week View Colours and Appearance
• Appointment Search With Multiple Locations

Campaign / Marketing Manager

• Campaign + / Marketing Manager
• Campaign Plus - Dashboard
• Creating & Editing Campaign Templates
• Creating A Campaign
• Viewing an active Campaign Design

Care Manager

• Care Manager
• Using Care Manager

Charting

• 16 Bit Tooth Surface Charting
• 3D Charting
• Adding Service Categories
• Allow or Prevent users to edit service fees on the chart
• Appointment Notes
• Attaching a document to a service

Clinipad

• Clinipad
• Clinipad add your practice logo
• Clinipad adding and pairing a tablet
• Clinipad arriving patients
• Clinipad configure availability to computers
• Clinipad contact consent

Configuration

• Setting your default fee schedule
• Create a new fee schedule
• Transfer Booked Appointments For a Provider Having Time Off
• Demo Database
• Removing the resubmit button for selected users
• Lock EXACT Automatically

Patient Lists

• Practice closure messages
• Patient Lists
• Contacting Patients Using a Patient List (Mail Merge)
• Creating a Patient List (Contact List)
• Creating and Editing Patient List Queries
• Viewing an Existing Patient List

Custom Screens

• Adding a Custom Screen as an Extra Tab
• Attaching Custom Screens to Services
• Creating Custom Screens
• EXACT Custom Screen Archive
• Importing / Exporting Custom Screens

Denplan

• Enabling the Denplan Tab
• Denplan Care & Denplan Essentials Setup
• Recording a Denplan Oral Health Score
• Performing a Denplan Assessment
• Configuring Denplan Service Items

Instant Messenger

• Instant Message Quick Notes
• Sending an Instant Message
• Formatting Instant Messages
• Viewing Historical Messages/Conversations
• Instant Message Windows Notifications

Medical History

• EXACT Medical History Printable Letter Templates
• Request a New Medical History for All Patients
• Printing/Exporting Medical History
• View/Set Patient Anaesthetic Preference
• Specifically Patients Next of Kin
• Patient Doctor Information

MPC

• MPC - Adding and Editing Users
• Associates Report
• My Practice Cloud (MPC)
• MPC - Using the Reports
• MPC - Data out of Date
• MPC - Setting up email notifications

NHS England & Wales

• NHS England / Wales Responses
• SNOMED CT

• NHS England & Wales Transmit Setup
• NHS England November 2022
• Configuring NHS Providers and NHS Contracts (including VT/DFT's)
• NHS England 1st October 2022
• NHS Continuation Treatment (England & Wales)
• NHS Contact Details

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

• eOrtho Prior Approval
• eOrtho Treatment Claims
• Prior Approval Details Button (NHS Scotland)
• Managing Your NHS Scotland eDental connection
• Regulation 9 claim (NHS Scotland)
• NHS Scotland Claim Responses

Online Booking

• Online Booking
• Online Booking adding Google Analytics and tag manager
• Online Booking adding provider images
• Online Booking configuring appointment reasons, services & providers
• Online Booking configuring clinics
• Online Booking duplicated patients

Patient Communication

• Email Configuration
• Patient Letters

• Presentation Manager 2
• Automatic Appointment Follow-ups
• Configuring Automatic Appointment Reminder SMS Replies
• Configuring Automatic New Patient Welcome, Confirmation & Cancellation Emails
• Create/Editing Email Templates
• Creating an Email Signature

Patient File

• Patient Link / Link to other Windows
• Duplicate Email Address
• Medical Card - Troubleshooting
• Patient Alternate Reference (Alt Ref) Numbers
• Opening Contacts - File association error
• Emailing/Exporting Patient Contacts

Patient Portal

• Patient Portal
• Patient Portal SMS 2 Factor Authentication
• Patient Portal common FAQ's
• Patient Portal health screening (COVID-19) form
• Patient Portal what a patient see's
• Patient Portal disabling for an individual patient

Payment Plans

• Creating Payment Plans
• Invoicing Instalments and Reporting on Payment Plans
• Charging Treatment to a Payment Plan
• Adding Payment Plan Payments for Patients
• COT Costs Exceed Invoices Report

Payors

• Updating Service Fees
• MED 2 Information
• VHI Insurance Payor Setup
• Practice Plan / Discounted Payor Setup
• Updating GMS Fees / Prices
• PRSI/GMS - Processing Payments

Printing & Scanning

• Dymo label configuration
• Scanned images only displaying the first page
• Scanner Troubleshooting
• Zebra ZDesigner Printer Setup
• Printer Troubleshooting
• Printing A4 and A5 on the same printer

Recalls

• Automated Recalls
• Tracking Patient Referrals
• Automatically Setting Patient to Do Not Recall
• Setting when the Recall will Advance
• Setting Recall Default Values
• Recalls - Provider Configuration, Recall Prompt & Recall Types

Reporting

• Completed Courses Of Treatment
• New Patients In a date range
• User Unable To View Existing Cashing Up Bundles
• Family Allowance Services - Childrens Check Up List
• Reporting on Oral Health Surveys
• X-ray Grade Audit Report (Custom Screen)

Reputation Manager

• Configuring Locations with Reputation Manager
• Configuring Reputation Manager
• Opting Patients Out of Working Feedback / Reputation Manager Surveys
• Reputation Manager
• Using Reputation Manager Kiosk
• Working Feedback

Scheduler

• Creating a Scheduled Event
• Viewing Your Current Scheduled Events

SOE Connect

• Blank Screen when trying to connect to SOE Connect & Paymentsense / Dojo Windows
• SOE Connect - Online Templates
• SOE Connect
• SOE Connect - User Roles
• SOE Connect / Paymentsense / Dojo - User Creation & Registration
• SOE Connect - User Management

Technical Troubleshooting

• Presentation Manager opens separately to Microsoft Word
• EXACT Not Opening on Screen / Minimised for one user
• File errors and re-indexes
• Time server synchronisation error

Transactions

• Paymentsense

• Adjusting Allocations
• Adjusting Patient Transactions
• Configuring Adjustment Types
• Configuring Patient Payments
• Creating Patient Statements
• Deleting & Editing Payments

Users, Providers and Specialists

• Tasks

• Resetting your EXACT password
• Add a New User / Provider
• Contacting a Specialist including Email and Printing
• Adding/Updating Specialists and Referral Sources
• Setting a Provider Fee Schedule
• Sending Booking Notifications to Providers