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Access the Appointment Workflow Wizard and then configure from the Departure Details screen for any or all of these options:
Configuration Tasks | See |
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| Configure the Appointment Arrival Task options. This includes configuring arrival tasks for Medical History, Oral Health Survey, Terms and Conditions and Marketing Consent. | Configuring Appointment Arrival Options, and sub-topics: |
| Specify the parameters for the Departure List (which standard tasks the Receptionist must process during patient departure), and create custom tasks for the Receptionist to process. | |
| Prompt the Receptionist to schedule bookings based on the Providers' planned treatment on the chart | Configuring Planned Treatment Appointment |
| Prompt the Receptionist to issue a web address to the patient via SMS and/or Email so that the patient can self-book planned treatment appointments online. | Configuring online booking of planned treatment |
| Prompt the Receptionist to book future Recall appointments for patients whose current treatment is completed, and for whom no further treatment has been planned on the chart. | Configuring Recall Appointments |
| Prompt the Receptionist to process patient payments | |
| Prompt the Receptionist to ask for contact details if a patient's email address is missing, or mobile phone number is missing from the records. | Configuring Contact Details |
Prompt the Receptionist for custom reasons that are not by default included on the Departure Details screen. For example:
| Configuring Custom Departure tasks |
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Configuring Arrival Procedures for Terms and Conditions
Select Configure > Appointment Book, and in the Appointment Book Setup screen, select the Arrival Options button to display the Appointment Arrival Options window:
| Terms and Conditions | |
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| Check patient details every [x] months | Set how often to ask patients to check their details. Patient details are sent to Clinipad alongside every other request for a form or update, so this option only comes into its own if no other forms are due when the patient checks in. Note that 0 months = Don’t check patient details. From v11.6 this configuration is no longer in the Configure > Patient File screen |
| Terms and Conditions Enabled | This check box toggles the entire Terms and Conditions feature on or off.  |
Who needs to sign a Terms and Conditions document:
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In the Appointment Arrival Options window, click the Contact Consent tab:
When checked, EXACT will display Contact Consent as a required task in the Arrivals Task List, if the patient has not yet given consent.
Contact Consent text
EXACT delivers a simple contact consent text template, but you can optionally edit this as required - simply click in the text box and edit it, or paste text from another application.
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If the Receptionist fails to capture Contact Consent at arrival, EXACT will then prompt again at departure, from the Departure Task List:
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- Access the Appointment Workflow Wizard and check
Book a Planned Treatment Appointment.
- Book a Planned Treatment Appointment: Check / select this if you want patients with planned treatment appointments to book those appointments before leaving the Practice.
- Sending to the Follow Up Tab is an option to send unbooked appointments to a postponement area, for handling later (for example, if receptionists are expected to be exceptionally busy):
- Select Prompt to have the system ask whether to send the unbooked appointment to the Follow Up tab.
- Select Always to send unbooked appointments to the Follow Up tab anyway.
- Select Never if you do not want to configure this option.
- When Providers specify appointment requirements, they may include a booking interval - the minimum time required before the next appointment. These intervals carry through to the display on the Departure List, where the EXACT software calculates and displays the first available time slot in the appointment book. EXACT uses the default booking interval unless a Provider manually specifies otherwise. the default options are from 1-7 days, and then 2 weeks, 3 weeks, or 4 weeks.
For example, today the patient has had a crown preparation visit, and Lab work is now required. There is no point in re-booking the patient for the crown fitting before the Lab work has been completed, so a minimum interval must be specified, anticipating the Lab work duration.
- No further configuration is required for Planned Treatment Appointments. Click Next> or Finish.
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This is checked by default
However, this functionality is resource-intensive, so if your system struggles to cope, you may opt to un-check this box. When un-checked
NOTE: Users with appropriate permissions can achieve the same result by enabling the Configure > Settings > patret.disable first available hyperlink option:
Summary: If your system is performing well you need do nothing.
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This task relates to blank Email and/or Mobile Phone fields in the patient record. If either of these change for a patient, EXACT has no way of knowing, and will not create a task in the Departures Task List. To cover this possibility, you could configure a Custom task to "Ask patient if any contact details have changed."
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- Access the Appointment Workflow Wizard, and in the Departure Details screen, select Custom Options:
- Click Next >
- Depending on your configuration selections, you may need to configure other screens first, but you will come to the Custom Options screen, from which you need to select the
button:
- When the Add Custom Option screen displays, complete the fields to create your custom task for the Receptionist to process. For example:
Type a Description (up to 25 characters) and free text Notes, in a way that will be understandable when later displaying on the Departure List.
- Select Patients by Query Template. Select a template using the
or 
buttons (the latter will allow you to create a new query, if required). - Select OK.
The new custom task displays in the Custom Options window, from where you can use the buttons to Edit selected, Add another task, or Delete the selected:
- Click Finish. This task will now appear in the Departure List.
Selecting
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Patients by means of Query Templates
At various points in EXACT you can select patients by means of Query Templates, which are saved queries/searches.
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- Open Configure > User Settings.
- Select the User (in this example, "DEMO"):
- Under the Appointments area, check (tick) Hide Appointment Workflow:
(You will only see this checkbox if you have EXACT version 11.3 or later, and the Appointment Workflow has been enabled under Configure > Practice Settings)
- Click the Save button at the top of the page:
- NOTE: If the User is logged on, he/she will need to close and re-open the Main (Appointment) screen to see the change.
To close:
