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Table of Contents
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The Practice Settings window is used to control practice-wide settings that affect how EXACT functions.

WARNINGS:

Apart from a few parameters that may occasionally need to be reset or altered, most items are of the “set once then forget” variety, and will have been configured appropriately at the time EXACT was installed.

Do NOT change any of the settings except under instruction by SOEI Support personnel.

Note that some of the details below will only be visible to users with administrator security privileges.

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Prompt for Opening Balance: Check this box to have EXACT prompt you when you are charging a patient, so you are aware of the patient account balance.

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Include Wait List Features

If checked, wait listing will be enabled, and the Wait List tab willdisplay in the Patient File.

Enable Locations

If your practice has multiple clinics, and the Enable Locations checkbox is ticked, then the Locations file will be added to the File menu.

Some data entry screens will also have an extra field to specify location, for example:

  • A Preferred Location field is added to the Patient Details window, so that patients can be referred to the appropriate clinic.
  • A Location field will be added to the Edit Appointment window, to specify which clinic an appointment will be at. This defaults to a patient's preferred location (if specified), but can be changed if required.

If not already set up, location details will have to be created using the Locations option on the file menu.

Enable User Accessibility:

When the Enable Locations checkbox is ticked, the Enable User Accessibility is no longer 'greyed out'. This gives you two options:

  • You can enable user accessibility by making sure the checkbox is ticked. The user's available locations are then defined in User Settings. Consequently, when users login to EXACT, they will be have to choose which location they are logging in to. If their user settings limit their choice to only one location, then this is the location they will be logged into when they enter their login code and password.
  • Leave the checkbox empty, so that Accessible Location" are not displayed in the "User Settings window. All users will have access to all locations.

Payments are taken for individual Providers

Un-check to rather take payments for all Providers.

Market to patients without recorded consent

"Without recorded consent" refers to settings for which the patient has made no explicit choice:

WithoutContactPermissions2

NOTE: This checkbox is checked by default. 


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Reset System Numbers button

This button will reset ALL system numbers to the next suitable number.

Only use this option under instruction from SOEI support team members.



View Merge Fields

ViewMergeFields-EIRE

Displays the Merge Fields used for Letters and email. You can use the list displayed to create new letters and/or email messages.

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