Introduction

This document will talk you through how to set up Flexible Commissioning and all the relevant configuration steps to complete this in the correct way. It is quite a lengthy process so we’d recommend allocating an hour or so to go through this article.
SOE cannot be responsible for configuring this for you. but If you have issues or questions regarding this article please contact our support desk or email us at support@soeuk.com.
Related Articles: How to report on Flexible Commissioning

Before you start

Before you start ensure you have downloaded the 4 Custom Screen .CSV files above if you have not already been provided these. These will need to be imported into EXACT later on.

Flexible Commissioning Service Codes

For the flexible commissioning to work correctly there are a set of required codes that will need to be added into EXACT. Below is a list of the required flexible commission service codes which are required. These were used when trialling the flexible commissioning guidelines at a live practice.
When you add the service codes to EXACT ensure there are no spaces in the code.

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Once you have added all the relevant information for the first service code click OK at the bottom of the ‘Add Service Item’ window to save the service code. Once this has been saved, it will be necessary to repeat the steps starting from [+1] to create all other service codes.

How to add a Service Code Category

While in the edit service window click the “Add category” button.

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Select the Category and click “OK” or click +1 to create a new category then click ok to save the changes.

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How to add Custom Screens into EXACT

In order to use the new Custom Screens they will need to be imported into your EXACT system. You can do this by following the instructions below;

1. Go to ‘Configure’, ‘Custom Screens'.

2. From here click “import”

3. Locate and select the custom screen/s saved onto your computer, then click on ‘Open’.

4. You can now follow the same steps to add the other required Custom Screens.

How to add the Custom Screens to a service code

Once you have imported your Custom Screens you will need to apply these to your service codes which are listed under the ‘4 New Custom Screens’ section of this document. To do this please follow the steps below;

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3. Once you are happy with this you click on OK and it will save the changes and you can move onto the other service codes which need the Custom Screens adding.

4 Flexible Commissioning Custom Screens

To find out how to add a Custom Screen to a service code please view ‘How to add the Custom Screens to a Service Code’ section of this document. 

Caries Risk Assessment 0 -3 Years

Below is the Caries Risk Assessment 0 -3 Years Custom Screen
This Custom Screen will need to be applied to the following service codes.

Caries Risk Assessment 3 – 6 Years

Below is the Caries Risk Assessment 3 - 6 Years Custom Screen
This Custom Screen will need to be applied to the following service codes.

Caries Risk Assessment 7 – 18 Years

Below is the Caries Risk Assessment 7 - 18 Years Custom Screen
This Custom Screen will need to be applied to the following service codes.

Additional Medical Questions

Below is the IPP Additional Medical Questions Custom Screen
This Custom Screen will need to be applied to the following service codes.

How to add a Quick Plan into EXACT

Quick plans are used in EXACT to help increase the speed at which users can create complex Courses of Treatment. A Quick Plan is essentially a template of a Course of Treatment, and allows the user to quickly add services, appointments and clinical notes.

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