Patient Merge Enhancements | 12.20

Enhancement to Patient Merge, which allows a user to mark the source patient as Inactive and select an Inactive Reason: Patient Merge - Mark as Inactive (Jira EX-56627).

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Refund Wizard Changes | 12.19

1. Additional ability to correct a receipt if the amount has been entered incorrectly. This can be done without deletion even if the receipt has been partly or fully allocated.
2. Reworked the screens to provide more direction up front and show adjusted or involved amount where it makes sense. 
3. Options that can't be done are now grayed out.
4. Security can be set for each option in the 

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Adjustments can also make use of the reverse allocations capability introduced for the refund wizard. If the amount adjusted is more than the unallocated amount remaining on a receipt, then funds will be retrieved from any invoices that they were distributed to. If adjusting an invoice and the amount remaining is lower than the amount of funds already allocated to the invoice, then they will be pushed back to the receipt.

Additional Changes | 12.19

• The new EXACT services that were added for Patient Experience (SOE Communications Service, SOE Worker Service and SOE Scheduler Service) are installed automatically, but the feature flag is off by default (“internal.subscription provider.host” setting is blank). If the flag is turned on, the new services will be used for Online Booking – the user experience will not be altered though: New EXACT Services.
• The canary to notify us of chart/invoice mismatches have been retriggered (Jira EX-57301).
• Fix for inaccurate coding of deciduous teeth in adults (Jira EX-56763).

Sorting on Patients Contacts Tab | 12.18

By default the Contacts tab of a Patients file are sorted by Oldest to Newest, with the latest contact at the bottom of the list.

You are now able to change the sort order of a Patients Contacts Tab to display the Newest contact entry at the top of the list.

Transaction Changes | 12.18

Refund Wizard

1. Additional ability to correct a receipt if the amount has been entered incorrectly. This can be done without deletion even if the receipt has been partly or fully allocated.
2. Reworked the screens to provide more direction up front and show adjusted or involved amount where it makes sense. 
3. Options that can't be done are now grayed out.
4. Security can be set for each option in the 

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Adjustments can also make use of the reverse allocations capability introduced for the refund wizard. If the amount adjusted is more than the unallocated amount remaining on a receipt, then funds will be retrieved from any invoices that they were distributed to. If adjusting an invoice and the amount remaining is lower than the amount of funds already allocated to the invoice, then they will be pushed back to the receipt.

Edit Allocations Security update | 12.18

A security option to edit allocations is now available, so non-admin users can now edit allocations

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There is now a new Security option which will enable User Groups to be able to Edit Allocations. 

Additional Changes | 12.18

• NHS Wales Urgent exams can now be charged for under 25 & over 60
• The contacts on Patient File can now be sorted by date, with the newest contact being displayed at the top of the list
• A workspace icon for Live Chat is now available for UK and Ireland
• The 'Patient Extra Tab' screens now have the option to filter, with most recent entry at the top
• The practice email address has been extended to 99 characters

Associates Report | 12.17

This report shows all invoices, receipts, adjustments, and allocations for a selected time period – the report is turned on by default in this version of EXACT.

Single Screen Perio | 12.15

For full information on this feature please see Single Screen Perio Charting

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To speed up data entry, providers can enter data using the numeric keypad.
Many keys function as a toggle, by going through the values for that field.

Application Proxy | 12.15

For full information on this please see Application Proxy

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Initially, Application Proxy will service EXAMINE Pro, with new Partners being brought on as and when required.

Genuine Server Check | 12.15

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In 12.15 the GSC is still shipped turned off by default, but it can be turned on by setting "internal.genuine server check.enabled" to 1. 

When turned on the check will behave as follows:

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Note: Start State is whether the database has previously been flagged as 'Not Genuine' by an authorised user. 

Note: There is another setting called "internal.genuine server check.prevent send receive" which is also turned off by default. This setting is currently not supported as it doesn't fully do what we want yet. The intention is that when implemented Sending and Receiving of SMS, Emails, Easypost and Claiming will be disabled. Currently with this setting off ( set to 0) then sending is available in all circumstances except the Error state. 

If the user sees the not genuine iconImage Removedin the work space bar they can click on to see what the problem is. Hovering over the icon will give a tooltip.

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Clicking on the icon will bring up a dialogue with more detailed information.

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The user can make a decision about this dataset. If they decide to claim that this is their real data they will be shown another dialogue asking for Administrator credentials to prove that they are allowed to make this choice. 

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If the user enters enters valid credentials then then request to make the database the genuine copy is made. If the request is successful then the icon goes away. 

If the user chose "This is a Copy" the as not genuine, then the not genuine steady icon will show in the toolbar.  It won't flash. It acts as a non-intrusive reminder that the database is not the practice's real database. The dialogue is available through the icon if it is flashing or in steady state. If the user wishes to change their mind and make the database genuine, they can click on this icon.

Obfuscate a Database | 12.15

A Tool which can be utilised in order to obfuscate an EXACT database. ("alter code while preserving its behavior but conceal its structure and intent..." ) 
This tool deletes the practice ID & creates false patient communication information, making it impossible for the data to connect to 3^rd party systems automatically.For full information see Obfuscate a Database

Live Chat | 12.15

As of EXACT 12.15, the UK/EIRE Country install will contain functionality to initiate a Live Chat session with an EXACT Support Rep.

There will be a controlled roll out of this Live Chat Service, and ultimately access to it needs to be controlled centrally via SOE Connect, but for MVP it will be enabled per database via a Super User config setting.
If Trials are successful, and resources are available, APAC Support may well require the Live Chat options to be enabled in a future version

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Clicking Live Chat opens the PC's Browser, and launches:  https://chat.soeidental.com/ and Submitting a request will send an Alert to a Live Chat enabled Rep via the BOMGAR Representative Console.

NHS Scotland Prior Approvals Button | 12.15

In 12.15+ (July 2018), inside EXACT, we are including a revised method (visible during TC) of including Prior Approval date (existing, current method) and new optional "Prior Approval Reference" number.

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For more information see NHS Scotland Prior Approval

Additional updates | 12.15

• Scotland NHS: Code changes required for the latest Scottish fee updates (for 1^st July).
• Scotland NHS: Ability for sites to manually enter the Prior Approval reference number in EXACT
• Pop-up notes can now be assigned to other security groups:
• Inactive Patients can now be excluded from sending Contact Lists