Appointment Book
- Adding / Removing Appointment Book Provider Columns
- Adding Mobile Number to Appointment Daylist Printout
- Appointment book quick-book and default services
- Appointment book settings and options
- Appointment Book week view colours and appearance
- Appointment book, cancels tab
Campaign Plus / Marketing Manager
Care Manager
- Filtering Care Manager Opportunities
- Reopening Care Manager Opportunities
- Rejecting Care Manager Opportunities
- Assigning Opportunities in Care Manager
- Snoozing Care Manager Opportunities
- Booking Appointments with 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
- Single Column of Patient List Data Exported
- Exporting Patient Lists
- Exporting Patient List Searches
- Patient List Search Conditions
- Reporting on Lapsed Patients
- Contacting Patients by Post using Patient Lists (mail merge)
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
- Patient Anaesthetic Preferences
- 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
- My Practice Cloud 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 or DFT 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
- Duplicated Patients Added by Online Booking
- Online Booking adding provider images
- Online Booking and Google Tag Manager
- Online Booking configuring appointment reasons, services & providers
Patient Communication
- Appointment confirmations and cancellations
- Automatic appointment follow-ups
- Configuring Automatic Appointment Messages
- Configuring Keywords for SMS Replies
- Creating and Editing SMS Templates
- Creating Email Templates
Patient Feedback
Patient Record
- Patient Types
- Auditing Patients Contact Preferences
- Updating a Patients Contact Preferences
- Pop-Up Notes
- Address Autocomplete
- Viewing Interaction Logs
Patient Portal
- Manually Request Patient Forms with 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
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
- Configuring Label Templates
- Importing label templates
- Troubleshooting Keyscan Scanner
- GDI Scanning Error
- Scanned or Imported Contacts Not Saving
Recalls
- Recall Automation Best Practice
- Tracking patient referrals
- Unable to Manually Amend a Recall Length
- Automatically setting patients to do not recall
- Setting when the recall will advance
- Setting recall default values
Reporting
- User Activity Report
- Creditors List Report
- Top Patients by Receipts report
- Oral Health Survey report
- GST Summary
- EXACT reports
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
- Backup Troubleshooting: Disk is Full
- Backup Troubleshooting: No Database Specified in the Login.ini Network Error
- Backup Troubleshooting: Server “null” and Database “null” Errors
Treatment Charting
- 16 Bit Tooth Surface Charting
- ADA codes - FAQ's
- ADA Item Code Update 2022
- Adding a Service to a Service Category
- Adding and Editing Notes for an Appointment
- Adding Appointments to a Course of Treatment
Transactions
- Confirming Payments
- Adjusting Allocations
- Adjusting Patient Transactions
- Cancelling an Approved Claim
- Configuring Adjustment Types
- Configuring Patient Payments
Users, Providers and Specialists
- Merging Specialists
- Updating Referral Sources
- Creating Referral Sources
- Updating a Specialists Details
- Removing a Provider from EXACT (Legacy Article)
- EXACT Hub