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 Quick Services
- Appointment Book Week View Colours and Appearance
- Appointment Search With Multiple Locations
Campaign / Marketing Manager
Care Manager
- Care Manager
- Care Manager - Viewing Opportunities
- Assigning Opportunities to Another User
- Contacting Patients Regarding an Opportunity
- Booking an Appointment via Care Manager
- Snoozing an Opportunity
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
- Adding and Pairing a Clinipad Device
- Assigning a Clinipad to a computer
- Clinipad
- Clinipad - Arriving Patients
- Clinipad - Contact Consent
- Clinipad - Medical History
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
- Creating a Patient List (Contact List)
- Contacting Patients Using a Patient List (Mail Merge)
- Creating and Editing Patient List Queries
- Viewing an Existing Patient List
- Exporting Patient Lists
- Contacting patients that have opted in
Custom Screens
Denplan
Instant Messenger
Medical History
- EXACT Medical History Printable Letter Templates
- Request a New Medical History for All Patients
- Printing/Exporting Medical History
- View/Set Patient Anaesthetic
- Specifically Patients Next of Kin
- Patient Doctor Information
MPC
- MPC - Adding and Editing Users
- Associates Report
- What is MPC?
- MPC - Using the Reports
- MPC - Data out of Date
- MPC - Setting up email notifications
NHS England & Wales
- Configuring NHS Providers and NHS Contracts (including VT/DFT's)
- NHS England 1st October 2022
- NHS Continuation Treatment (England & Wales)
- NHS Contact Details
- Dental Care Professional (DCP)
- Course Of Treatment Appearing As UOA Not UDA
NHS Northern Ireland
NHS Scotland
- Prior Approval Details Button (NHS Scotland)
- Managing Your NHS Scotland eDental connection
- NHS Scotland Claim Responses
- Installing the eDental ePractitioner Verification Certificate
- NHS Scotland codes not showing on NHS forms
- NHS Scotland SDR 154
Online Booking
- Adding your Online Booking Link to Facebook
- Configuring Online Booking Appointment Reasons, Services & Providers
- Expanding your Online Booking presence
- Integrate Online Booking into a website
- OLB - Google Analytics / Google Tag Manager
- Online Booking
Patient Communication
- 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
- Creating/Editing SMS Templates
Patient File
- Duplicate Email Address
- Medical Card - Troubleshooting
- Patient Alternate Reference (Alt Ref) Numbers
- Opening Contacts - File association error
- Emailing/Exporting Patient Contacts
- Patient Search - Find a Patient Record
Patient Portal
- Patient Portal
- Patient Portal SMS 2 Factor Authentication
- Patient Portal - FAQ's
- Patient Portal - Health Screening / COVID-19 form
- How to use Patient Portal as a Patient
- Turn off Patient Portal for a specific patient
Payment Plans
Payors
- VHI Insurance Payor Setup
- Practice Plan / Discounted Payor Setup
- Updating GMS Fees / Prices
- PRSI/GMS - Processing Payments
- Updating Service Fees
- Treatment Plan Colour for a Payor
Printing & Scanning
- Scanner Troubleshooting
- Zebra ZDesigner Printer Setup
- Printer Troubleshooting
- Printing A4 and A5 on the same printer
- Importing Documents
- Setting Up a Scanner
Recalls
- Automatically Setting Patient to Do Not Recall
- Setting when the Recall will Advance
- Setting Recall Default Values
- Recalls - Provider Configuration, Recall Prompt & Recall Types
- Enabling/Updating Recall Automation
- Manually Sending Recalls to Multiple Patients
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
Scheduler
SOE Connect
- Blank Screen when trying to connect to SOE Connect & Paymentsense Windows
- SOE Connect - Online Templates
- SOE Connect
- SOE Connect - User Roles
- SOE Connect / Paymentsense - User Creation & Registration
- SOE Connect - User Management
Technical Troubleshooting
Transactions
- Adjusting Allocations
- Adjusting Patient Transactions
- Configuring Adjustment Types
- Configuring Patient Payments
- Creating Patient Statements
- Deleting & Editing Payments
Users, Providers and Specialists
- Add a New User / Provider
- Resetting your EXACT Password
- Emailing a Specialist
- Updating Specialist / Referral Source Details
- Adding Specialist/Referral Source Details
- Setting a Provider Fee Schedule