Page Comparison

The Contacts tab stores contacts with or on behalf of a patient. Contacts take the form of letters sent/received, phone calls made, and email sent/received, if these features have been activated. Each time a contact is generated within EXACT, an entry will appear in the patients Contacts tab.

Standard Features

• Phone Conversations can be listed with a brief description

• Letters Sent can be listed with a brief description

• The list can be filtered by Category.

EXDOC option

If the EXDOC document management module is installed, the following additional features are enabled:

• Phone conversations can be listed with extensive notes

• Letters sent can be listed and viewed

• Documents sent and received can be listed

• Patient documents can be imported and viewed

• Documents can be scanned with a TWAIN-compatible scanner.

EXDOC^e option

If the EXDOC^e document management module is installed, the following additional features are enabled:

• Sent email and SMS messages (such as appointment reminders) are recorded.

• From EXACT v11.8 the Contacts Tab features Reply and Forward buttons, as in the above image.

Presentation Manager option

When the Presentation Manager is installed, documents, letters, email messages and document templates can all be viewed, edited and printed in the Presentation Manager.

If the CTI module is registered, the Contacts tab will record call notes created when calls are received from patients and the patient file, appointments or patient transaction records are accessed.

Date Column: This displays the date the document was assigned when scanned into the patient file. This is generally the date the document was scanned or imported but can be changed at the time of scanning/importing to reflect the document creation date.

Type: The type of contact is indicated by the symbol displayed to the right of the date. A status tooltip displays when you hover your mouse cursor over SMS contacts.

Descriptions: Displays the description of the document.

Creator: The name of the person who created the document.

Category: The name of the person who created the document.

Contact List: If the Contact entry was generated from a Contact List, the Contact List name will be displayed here.

SMS Status: This column will display a brief explanation of the status of any SMS message that has been initiated to send to a patient, corresponding to whichever of the six SMS status icons is in the Type column.

Filed to Specialist: If a copy of a document was also sent or emailed to a specialist, their name will be recorded here (conversely, any communication with a specialist and also copied to the patient will be recorded in the Specialist's "Contacts" tab.)

Import: Import an existing document (EXDOC only)

Reply: Reply to a Contact (EXDOC^e)

Forward: Forward a Contact (EXDOC^e)

File: File the current document against a patient and/or specialist. This will open the following dialog:

View: The View button is used to view email messages, and is greyed out for other documents. To view other documents, double-click the item.

Source: Select Scanner (EXDOC only)

Scan: Scan Document (EXDOC only). Select this to open the Scan Type window: See Scanning / Importing Patient Documents

Attach: Highlight a document on the contacts tab, then click this button to send the document as an email attachment to the patient (they must have an email address set up in their patient file). The button is greyed out and inactive until a document is highlighted.

Information: Opens a window for displaying and editing the contact information for the highlighted item:

Edit: Edits the selected Contact. Alternatively double-click on a Contact entry (editing of letters is available only if EXDOC is installed).
The document will be opened in the Presentation Manager if it is configured, otherwise it will open in Microsoft Word.
If the contact was an SMS the details will be displayed, but you cannot edit it apart from marking the message as read/unread.

Delete: Deletes the highlighted item.