Exact release notes provide information on features, improvements and bug fixes.
For Dutch Release notes see: https://soe-evolution.zendesk.com/hc/nl/articles/5010732941972-Wijzigingen-in-de-recente-updates
Exact release notes provide information on features, improvements and bug fixes.
For Dutch Release notes see: https://soe-evolution.zendesk.com/hc/nl/articles/5010732941972-Wijzigingen-in-de-recente-updates
Features |
A ‘Forgot Password?' link is now available on the login screen for all EXACT users.
Users who have entered an email address into their user record will be emailed a 6-digit code that will allow them to log in to EXACT and change their password.
Users who don’t have an email address will be advised to talk to their practice administrator to reset their password, and reminded that they can add an email email address for use next time.
Issues Resolved |
NHS England, Wales and Isle of Man: Fix for an issue where patient premium UDAs weren’t being displayed correctly on the Dispute UDA/UOA Amounts screen.
Features |
A new ‘Any Appointment by Payor’ condition was added to Patient Searches, which is an extension to the ‘Any Appointment’ condition with an added filter by Payor.
The maximum amount of payment methods displayed in the NHS Earnings Summary report was increased from 10 to 50.
Features |
Provider wizard improvements:
An NHS UDA contract can now be created for non-DCP providers.
On the last page of NHS details, a user no longer needs to highlight an already-filled performer number to enable the UDA contract option.
Updated the
Any Appointment search condition to allow entering a treatment code using multi-selection.
Features |
A new ‘Failed Appointment Occurrence’ condition was added to Patient Searches, which will allow users to find patients based on how many failed-to-attend appointments they have.
NHS Wales: Additional exemptions for Ortho COTs were added so patients who were exempt at the time of a referral can still have their patient charge waived regardless of the assessment date.
The Services configuration has been tidied up:
Advanced charting, stock items and appointment booking services have been moved into their own tabs in the ‘Add/Edit Services’ window.
A new Services/Stock Items submenu has been added under the ‘Configure’ menu, with the following options:
View Services
Add New Service
Add New Stock Item
Issues Resolved |
Fix for an issue where admin users couldn’t claim ownership of a database using their Cloud Auth credentials.
Features |
Adjusted the size of the View Email/SMS Templates window to fully show the code and description information for each template.
Updated the login screen for v24.
Issues Resolved |
Fixed an issue where Copy to Clipboard didn’t save the link to the chart tab appointment.
Fixed an issue where EXACT would crash when running a Patient List search that used advanced tools.
NHS England: Fixed an issue where services were reverting to Band 2 after being changed to Urgent.
Features |
NZ MOH: Added a new option to the payor rules which allows the fee to be limited by the same quadrant.
If email is not configured but appointment confirmations/cancellations are enabled, EXACT will no longer show ‘email’ as a confirmation/cancellation prompt option or send confirmation/cancellation emails.
The ‘Patient RID’ field has been added to the report layout editor.
Issues Resolved |
Fix for an issue where SMS appointment confirmations and cancellations wouldn’t send for practices that don't have email configured.
Fix for an issue where including a Unicode character in an SMS would reduce the maximum character limit per SMS and result in unexpected additional charges.
Features |
SMS that have been flagged as duplicates or sent to invalid numbers will now fail immediately and won’t be re-tried automatically. Failure reasons will now display as a tooltip when hovering over the cell phone icon in the outbox.
Added the invoice number to the default invoice report layout for all countries.
Issues Resolved |
Fix for an issue where EXACT would crash when previewing the Xray Audit report multiple times in a row.
Features |
NHS England: From March, the NHS will roll out a new measure to incentivise dentists to see new patients by granting practices additional UDAs in specific cases. We've made a change to include this additional UDA value, so that practices can accurately determine their confirmed UDAs against their contract targets.
'Appointment Length' was renamed to 'Appointment Book Interval' in provider files and the Add User/Provider wizard to avoid confusion.
Features |
Standard Link v2 embedded browsers are now closed when another user unlocks EXACT in order to prevent issues with cloud authentication.
A new SMS Appointment Confirmation and Cancellation notification was added for admin users upon login to encourage practices that have the prompt turned off to automatically send SMS confirmations and cancellations.
Features |
A new Security Search window is located in Configure > Security search which can replace the old security window. This window allows authorized users to:
Search for a security setting by keyword
Easily see who the setting applies to
Turn the setting on/off for different security groups in one go
Admin users will also see an ‘Add Group’ button for creating new groups and a trashcan for deleting groups that do not have any associated users.
Added the ability to capture contact details when creating a new user or provider, and enabled Cloud Authentication for new users by default.
Added a security option to manage the Cancel Day feature.
Added a new ‘First Visit by Payor’ search condition, which allows the user to search for patients who are using a specific payor for their first appointment.
APAC: EXACT no longer allows users to enter a non-existent address suburb in a patient file. Instead, the ‘View Suburbs’ window will open and allow the user to choose an existing suburb or enter a new one.
Issues Resolved |
Fix for an issue where EXACT crashes when trying to select either an email or an SMS template that doesn’t exist.
Fix for an issue where users couldn’t delete follow-up appointments in the Recalls tab.
Features |
Users will now be warned when dragging appointments to the clipboard/hold list on the same day, rather than being told to reset the appointment status first.
Added a new Instructions button to the 'View and Edit Patient Search' window. The new window allows a user to add notes that can be referenced when running the search.
Added a template previewer for email and SMS templates.
Patient Lists - Improved the treatment field on the conditions window so that users are able to easily see the full list of services/treatments selected.
Issues Resolved |
Fix for an issue where therapists were unable to move patients to the chair from the appointment book sidebar.
Fix for an issue where some of the chart graphics were missing from the charting tab.
Corrected the merged address result as seen in the Details window after merging patient files. Addresses are now merged as a whole entity instead of line by line.
Fixes for the following historical bugs related to Stock Item transactions:
Stock payments were being deducted from the total owed, making the patient pay less.
Stock item invoices would disappear after selecting a family member
When a patient is in credit and a stock item is added that makes the patient go into debit, the Payment Amount displays zero dollars.
When a discount is added to a Stock item via the fixed discount on the payment screen, the discount never gets allocated.
When a patient has an outstanding treatment invoice and buys a stock item, the allocation of the stock payment is incorrect if taken before the treatment money.
When backdating a payment and adding a discount, after processing the payment, the discount shows the current date instead of the backdate.
Issues Resolved |
NHS Scotland: Filling service descriptions have been updated to match the SDR when displayed in Connect.
Features |
Added a new patient search condition that allows users to search for patients in an age range.
NHS Wales: Added a new warning that get displayed at TC time if a NHS COT contains any service with an Urgent band and a risk assessment.
NHS Wales: Added a new warning dialog when trying to complete a COT where the total number of teeth is less than the total number of decayed teeth.
Issues Resolved |
NHS England, Wales & Isle of Man: Fix for an issue where the UDA value was being miscalculated for band 2 items based on the count of the affected teeth, and tidied up UDA recalculation for band 2 items in general.
Features |
NHS England, Wales & Isle of Man: A new ‘Dental care professional’ (DCP) field was added to the Provider window so it can be manually selected if necessary.
MOH: An email signature will now be included for OHSA, SDS and OHSA ex-circ payors when claiming via email. The signature template can be configured using the Email & SMS Setup wizard.
Added a new ‘Treatment by Provider’ condition to Patient Searches, which will allow users to find patients who had treatments completed by the selected provider(s).
Added tooltips to the portal icons on the Arrivals tab so that a user can quickly identify which forms are complete or outstanding by hovering over the icons.
Fixed an issue where changes to a patient's health fund were not being audited when updated via Clinipad.
Clarified and tidied up the text in the 'Confirm and Cancel' tab of the Automatic Appointment Messages window.
BPE stage, grade and stability assessments are now available for all regions.
Issues Resolved |
Fix for an issue where users were unable to ‘Copy to Clipboard’ today’s completed family appointments in the appointment book.
Fix for an issue where a provider without the permission to modify appointments could not seat a patient.
APAC: Fix for an issue where resubmitting a new treatment plan did not copy the existing plan and appointment notes.
Features |
All users can now search for patient files and records by record ID. This search option has been added to the “Patient File” toolbar, as well as the “View Patients” and the “Search Patients” windows.
Updated the tooltips for SMS confirmations and cancellations to reference “Configure” and “Automatic Appointment Reminders Menu”.
Added a new “Prescription Items” condition to Patient Searches, which will find patients with any prescribed items matching the given criteria.
Stability updates to the Relay service.
Issues Resolved |
NHS: Fix for an issue where the correct Appointment Provider was not always displayed on the FP17 forms.
Fix for an issue where EXACT could crash when running the “X-Ray Audit Report”.
The HICAPS version number is no longer displayed in EXACT, as in some circumstances it can be inaccurate. Users can still check their HICAPS version by going to the HICAPS Connect Client.
Fix for an issue where the source patient before a merge operation didn’t retain their family members after the merge.
Fix for an issue where “Hide Quick Chart” was showing the Quick chart instead of hiding it.
Fix for an issue where EXACT crashed when selecting the “Patient with providers” search to set a Patient Trigger.
Features |
The Live Chat sidebar has been made modeless so that it can be moved around, resized and float on top of all other EXACT windows, in order to allow a user to continue chatting with support as they get help.
Added a new ‘Invoiced Items’ query to Patient Searches, which will find invoiced items, including stock items.
Users can now only edit a past phone Contact record if they have the ‘Edit Contact’ security enabled.
Issues Resolved |
Fix for an issue where a single patient could unnecessarily be prompted with the update family members window after changing their family name.
Fix for an issue where new services were not being added to the Quick Chart correctly.
A redundant dial button was removed from the ‘Call Patient’ window.
Fix for an issue where ‘Call this patient' notes were not being saved in the patient’s Contact tab correctly if they were subsequently added after the note was first created.
Fix for a security loophole where the 'All' service category on the Quick Chart configuration window was incorrectly being shown to users that had the ‘Show All Service Category’ security disabled.
Features |
MoH: Incomplete SDS treatments can now be TCed.
Improvements to patient merge function:
The destination head of the family is now always retained
Improved the accuracy of family member audit records after a patient merge
Changed the Set Patient Triggers button in the patient file configuration window to launch the new Patient List Searches window.
Added a new user welcome screen to provide a helpful guide for users accessing EXACT for the first time.
Features |
Updated a number of areas where a patient query template is selectable to launch a modified version of the new Patient List Searches window.
Combined the Automatic Appointment Follow Ups wizard with the Automatic Appointment Reminders wizard, and redesigned the Automatic Appointment Reminders wizard as a single window with tabs.
Features |
MOH: Incomplete OHSA treatments can now be TCed.
NHS Scotland: Codes G001, G002, G003, G007, G008 and G009 have now been split into separate upper and lower jaw codes in claim XML.
AUS: Added auditing for changes to patient Healthcare ID, Health Fund, Patient ID, Medicare IRN and Medicare card number.
Tidied up the usage of ‘Patient List' wording in preference to 'Contact List’ text in various parts of EXACT.
Public holidays can now be configured via the appointment book setup wizard, in addition to the Practice Settings window.
Extended family information auditing to record when the head of family is changed, when a family member is removed and when a family member is transferred from one family to another.
Merging duplicate patient files via the Online Appointments tab now renders the source patient file inactive instead of deleting it. A popup note is added to both patients recording that that they were merged, in case any remaining image links need to be retrieved.
The patient Record ID number is now visible to all EXACT users that have permission to view patient files. It can be used as an alternative numeric ID for patients. A merge field has also been created so this ID can be used in correspondence with third parties.
Issues Resolved |
Fix for an issue where right-clicking and dragging on the appointment book resulted in an incorrect appointment length.
When merging patients there was an incorrect check that prevented appointments being merged if the patient had a 'do not book' flag set. Appointments will now be merged so that reception can be aware of bookings that were made on the source patient.
Fixed two issues with EasyPost recall automation:
EasyPost recalls could incorrectly cause a subsequent contact method to be sent where one was available. This issue affected configurations where the EasyPost was not the last method to be tried.
Family EasyPost recalls could be sent to multiple family members if they were due in the same recall period. A single EasyPost can now be sent to all family members due for recall in the same month.
Features |
AUS: The Department of Veterans' Affairs (DVA) was added to the automatic fee download process. Also, the Download button was added to the DVA fee schedule window to allow for the manual downloading of DVA fee files, should this be necessary.
The ‘Patient Query Templates’ option in the Configure menu is now hidden by default, as it is rarely used.
EXACT now prompts to update family members' addresses & phone numbers if either one of these patient details have been updated via Clinipad.
NZ MoH: The yellow ‘Prior Approval’ icon in a treatment plan's header will now turn green if an approval number has been added to the treatment plan.
Issues Resolved |
Fix for a security loophole that allowed users without the 'Add, Edit or Delete Past Appointments' or 'Add, Edit or Delete Future Appointments' to drag past or future appointments respectively into the Follow Up tab.
NHS Scotland: A warning advising that some services require a minimum 1 day period before the COT can be completed was removed, as this warning is not currently being applied to the correct services.
Features |
AUS: The following new payor types are now available:
DVA
DVA Prosthetist
DVA Specialist
TAC
TAC Specialist
OHFFSS
WorkCover
AUS: Medicare (Child Dental Benefits Schedule) was added to the automatic fee download process. The Download button was also added to the Medicare (CDBS) fee schedule window to allow for the manual downloading of Medicare (CDBS) fee files, should this be necessary.
Issues Resolved |
Fix for a security loophole that allowed users without 'Add, Edit or Delete Future Appointments' enabled to cut future appointments from the Online Appointments, Arrivals and Follow Up tabs to the clipboard if the user was viewing a past date in the appointment book.
When viewing appointments in a patient's Recalls tab, users without the 'Add, Edit or Delete Future Appointments' security enabled will no longer be able to cancel or delete appointments that are booked for today or a future date.
Features |
Auditing was added to the patient merge function.
When changing a family member's home address or home phone number, the ‘Update All Family Members’ prompt now shows a list of all the family members that will be affected by the change, in order to help safeguard patient data and prevent privacy breaches.
Checkboxes were added to the ‘Automatic Appointment Reminder’ wizard to control whether an email or SMS option is displayed in the appointment confirmation or the cancellation prompts.
Practices installing a new Standard Link button or adding a new workstation that needs the button will now be prompted choose a path to the product’s executable when they first try to use it. Previously they would need to file without help from support.
Issues Resolved |
Fix for an issue with the right-click on ‘Create next appointment’ option in the appointment book that was causing the dentist’s time grid to incorrectly auto-fill when the coordinated duties feature was enabled.
Fix for an issue that was causing the Quick Service length to be ignored when right-clicking on the appointment book to book an appointment.
NHS Scotland: Fix for an issue where adding Auto Notes to a COT would incorrectly pop up a warning advising that the COT contains invalid services.
Dragging an appointment with a status other than booked will no longer display the ‘Cut to Clipboard’ option in either the context menu or the ‘Edit Appointment’ window.
Features |
The width of the Description column in the ‘Patient List Searches’ window was increased and the window was modified so that double-clicking on a listed search runs the query.
Turned on database index read ahead to improve performance on large data requests.
Turned on fast read for Examine Pro image data.
Enabled users to turn on cloud authentication. This can be configured on the user setting screen, and once enabled will require a new password to be created.
NZ MoH: Added ACC to the automatic fee download process. Also added the Download button to the ‘ACC Fee Schedule’ window to allow for the manual downloading of ACC fee files, should this be necessary.
Added a timestamp to the filename generated when exporting Delete Aged Data to ensure that exported files don't overwrite any previously exported files created on the same day. Additionally, the
EXACT Exported Reports folder will automatically be created when exporting Delete Aged Data if the folder is missing.
If a practice has the Clinipad module registered, new users created using the ‘Add Provider/User’ wizard will now have the Consent and Estimates tabs added to their chart activity tabs. Similarly, when Clinipad is registered, the two tabs will be added to the chart activity tabs of all active users.
Issues Resolved |
Fix for an issue where EXACT would freeze when viewing patient files from Recall Manager.
Addition of auditing to the inactivation of patients via ‘Search and Change’.
Fix for an issue with sending email and SMS messages that affected practices with low performance machines and a large number of old messages in the outbox.
Fix for an issue where passwords containing spaces could not be used when configuring the email service.
Features |
NHS England, Wales and Isle of Man: Added an Advanced Perio RSD service that can be charted per COT rather than per tooth. It was previously required to be tooth specific for sextant data to be correctly captured.
Also additionally show an Advanced Perio RSD section on the TC window in order to allow sending the number of sextants involved in the treatment, irrespective of how Advanced Perio RSD services are charted.
Renamed the UDA/UOA reports for clarity.
Made several improvements to the patient merge function, including adding a new confirmation window when merging patient files. The following patient information is now included in the merge:
treatment consent forms
emergency contact details
'first visit' appointments
Added an audit trail for changing patient home and work post codes.
NHS Scotland: Updated the recall services, which will be effective from 1 November 2023. If a practice's configured recall types include any of the services below, then the following new services will be added to the list:
if EXAM O FU or EXT EXAM O or EXT EXAM or DOMIEXAM18 exists, then EXAM EXTENSIVE and EXAM REVIEW will be added
if S/P exists, then EPA+TX INC CS will be added
Updated all HICAPS terminal error messages to direct users to this help article instead of calling support.
New users created using the Add Provider/User wizard will now have the Images tab added to their chart activity tabs if the practice has the EXAMINE Pro is registered. Similarly, the Images tab will be added to the chart activity tabs of all active users when EXAMINE Pro is registered.
Added an option to export a CSV file with a list of deleted patients as part of the Delete Aged Data process.
Issues Resolved |
Fixed a corner case issue in the appointment book where users were able to create future appointments without appropriate security rights.
EXACT will now show a recall audit when the ‘Prevent Appointment booking’ option is chosen in the Recalls tab and a user chooses to set the patient as ‘Do Not Recall’.
Reduced the default number of email and SMS retry attempts from 30 to 3, in order to address an issue some practices are experiencing with sending email and SMS messages.
Features |
The OHSA enrolment form was updated to the latest version.
The online booking email templates were updated with new descriptions and logo placeholders. A new appointment reminder template (
PORTALREMINDER2LOGO) was also added to advise patients that they can fill out their portal forms online before their appointment.
NHS Isle of Man: Region-specific queries were added to the suggested searches in Patient Lists.
The list of standard online booking reasons was trimmed and the following have been retained:
Examination/Full Checkup
Oral Hygiene Visit
The Information About Patient List window was expanded to include the following data:
The list name
The number of patients returned by the search criteria
The search conditions that generated the list
The option to book an appointment for the patients in the list
There is now a simplified the way to add treatment codes to patient searches. In addition to manually typing out treatment codes, you can now click the Treatment Codes button and search for and select the desired codes from the new Select Services window.
Issues Resolved |
Fix for an issue where EXACT would crash upon login if the workstation had no license and all other licenses are in active use.
Fix for an issue where EXACT would display an error message when attempting to log in on a workstation if the country version was missing from the registry.
Fix for an issue with the server installer where some sites were prevented from upgrading. The installer now uses a temp path in ProgramData\SOEI\temp instead of Windows\TEMP and extra logging has been added when retrieving the install path from the registry.
Fix for an issue where education slides were missing on the server.
Fix for an issue that was preventing comments from being saved when editing a receipt.
Fix for an issue where the automatic appointment confirmation or cancellation prompt would appear even though the necessary email & SMS templates were not set.
Features |
Added a new Oral Health Survey report, which lists all the Yes answers between a given date range for one or more providers and reports on whether they were discussed with the patient. Practice owners / managers can see whether the needs that their patients expressed are being followed up without having to trawl through individual records.
Increased EXACT’s patient demographic auditing capabilities by including auditing on any patient information changes made via patient experience and online booking.
NZ: Reconfigured the filling and fissure sealant sections of the OHSA Individual Treatment Report to allow for more treatment to be displayed within them, as intended. Overflow filling and fissure sealant treatments will be listed in the Additional Services section, as normal.
Issues Resolved |
Fix for an issue with Patient Searches where EXACT wasn’t always retaining newly altered prompt information if the search conditions were changed while previewing the list result and then the search was cancelled.
Fix for an issue where multiple databases with the same practice ID on a practice server caused SMS to have problems determining the sender.
Issues Resolved |
Fix for an issue where Short Notice List was not allowing automated short notice SMS to be sent out.
Removed a faulty check which would sometimes prevent the use of cloud connected features such as terminal payments.
Features |
NHS Scotland: Added extra C services to the NHSCODETYPE table in preparation for 1st Nov fee updates. Some of these service types require materials to be filled in when the Course of Treatment is made.
C012 & C013 - filling (tooth, surface & material) services
C014 & C015 are tooth only services
Issues Resolved |
NHS NI: Fixed an issue where treatments were not displaying in section 7a of the HS45 form.
Fixed an issue where moving an appointment when automatic email confirmation is enabled would create misleading entries in the Contacts tab.
Features |
Appointment cancellations can now be sent via SMS.
Added a new Payor(s) search condition to patient lists. The Edit Selection window allows the user to choose one or more payors for a single search.
NZ: Added a new School search condition to patient lists, which allows the user to choose a school from EXACT's current list. The new condition effectively replaces the existing “Letter in ‘school’ matching” condition.
NZ: EXACT now supports the updated June 2023 OHSA Ex. Circ. payor forms. The High Caries Treatment Planning Summary Report now has an additional checkbox for 'other' sex, and displays the agreement holder's name in the agreement holder's signature field and the date of the claim in the date field.
NZ: EXACT now supports the updated June 2023 SDS payor forms. The Individual Treatment Report now has an additional checkbox for 'other' sex, and the Claim Summary Form now displays the agreement holder's name in the agreement holder's signature field and the date of the claim in the date field.
Issues Resolved |
APAC: Fixed an issue where the Henry Schein button incorrectly pointed to the UK website instead of the AUS or NZ websites for APAC practices.
Fixed an issue where family members could not be removed when booking a family appointment if the family appointment window was opened from the single appointment window.
Features |
Added a new Provider(s) search condition to patient lists. The Edit Selection window allows the user to choose one or more providers for a single search.
Added a new ‘Receipt Editing’ security setting under Transactions, which is disabled by default. When enabled, users can alter a receipt's provider and payment method. If the ‘Correct a receipt’ setting is also enabled, users can correct the receipt amount directly from the Show Allocations window and a receipt correction with the difference will appear in the transactions window.
The receipt must meet the following requirements:
the receipt must be dated today
the receipt cannot be from a payor, such as the NHS
the receipt must not have been created by an online method, such as HICAPS or Connect
the receipt must not have been included in a payment bundle
Features |
Added 2 new tooth positions to payor fee schedule rules: ‘upper premolar’ and ‘lower premolar’.
Appointment confirmations can now be sent via SMS.
NZ: Extended email claiming to include OHSA ex circ & SDS payors.
Enabled Live Chat for the APAC region. Live Chat replaces the Help and Portal buttons in the workspace toolbar, and can also be accessed from the Help menu.
Contact documents are now sorted by date in descending order when displayed in the email attachment picker.
Issues Resolved |
Fix for an issue that was preventing Triton from updating or activating product licenses.
Fix for an issue where workstation update poller was sometimes being removed from Windows services if the installer failed during a workstation update, causing the next workstation update to fail.
NZ: Fix for an issue where OHSA Individual Treatment report was printing blank forms for large claims.
Features |
Updated the APAC help file links to point to the Zendesk Help Centre.
Issues Resolved |
Addressed an issue that was causing an error to pop up when Image Viewer failed to start.
Fixed an issue where instant messages were being blocked by the Tasks window if this was left open after login.
Features |
The claiming ‘from date’ field is now blank for all countries when processing a claim, in order to help minimize the chances of missing past claims.
Added regional eLearning links to make it easier for users to access self-education resources. The links are available from the Help menu, the workspace toolbar and the Live Chat window.
Added auditing for patient information changes made via Clinipad.
NZ: Update the OHSA Prior Approval Form:
Added the practitioner name to the practitioner's signature field and today's date to the date field
If an RCT5 treatment has been charted for OHSA or SDS, this is now displayed on the form
FIL2, RAD3 and EXT2 treatments have been removed from the form
NHS England: EXACT is now sending incomplete treatment (dataset categories) with incomplete claims. We have added a new check at TC time for incomplete COTs, which asks the user to select the incomplete services they want to claim for. Only services with dataset categories are displayed in this list.
The Suggested Searches tab is now the default tab when opening the Create New List window.
Issues Resolved |
Fixed an issue where attempting to access the Patient Portal via the Jump to Portal button would result in an error and subsequently crash EXACT.
Features |
NZ: Updated the OHSA payor forms. The Individual Treatment Report now has an additional checkbox for 'other' sex and the OHSA Claim Summary Form now displays the agreement holder's name in the agreement holder's signature field and the date of the claim in the date field.
Features |
Made further improvements around email logging to address rare cases where logging the failure to save the path of an email attachment could cause the email service to crash.
PM2 now preserves the original file format when importing a document as a template, so
DOCX templates no longer open in compatibility mode. Additionally, PM2 now allows access to the form controls section in the Developer tab. Older documents that always open in compatibility mode, such as the templates that ship with EXACT, offer access to a limited range of form controls.
Note: The Developer tab cannot be enabled from within PM2. It must be configured in a regular Word instance via Options > Customize Ribbon.
We have introduced a new feature that allows users to quickly identify if the patient search they are using will return the desired results. When a user first opens the Build New Search window, the Find Patients button will be replaced with a Preview Results button instead. When selecting Preview Results, EXACT will run the query and display the first 20 patients that meet the criteria. The query will only be saved when the user clicks either Save & Close, or Find Patients.
NZ: The Ministry of Health are now supporting claiming via email. To facilitate this, we’ve added a Claim & Send Email button to the OHSA payor window, which will generate the required email with claim attachments required by the MOH. The claim email will contain PDF files for the individual treatment report and the claim summary. If claims require approvals, and the approval documents are attached to the treatment plan, the claim email will additionally include an Approval PDF.
SDS and High Caries email claiming will also be made available in the near future.
Issues Resolved |
NHS Scotland: Fix for an issue with Clinipad GP17PR forms where the beneficiary first name would sometimes fail to be saved in EXACT.
Features |
Users will no longer receive new task notifications for tasks that are due later than today.
We have streamlined and simplified the workstation relicensing process. The Unlicensed Computer window, which pops up when a user tries to log in on an unlicensed machine when the practice has no unassigned licences available, has been redesigned and a new 'transfer a license' option has been added to it. This new option contains a list of currently licensed machines with the date they were last used; machines that have an EXACT instance running on them are excluded from the list. Using this new feature delicenses the selected machine, transfers the licence to the new machine, and then allows the user to log in to their newly-licensed machine. Unlike Licence Manager, which continues to be restricted to admins, use of this new feature is unrestricted.
NZ: User-uploaded MOH approval documents are now automatically converted to PDF.
Added 5 new SMS templates:
Online Booking Confirmation
Online Booking Recall
Online Booking Planned Treatment
SMS Appointment Confirmation
SMS Appointment Cancellation
Added auditing for changes to a patient’s hygienist, paying patient, adding and removing family members and un/ticking the Head of Family box.
Tidied up the usage of ‘Patient List' wording in preference to 'Contact List’ text in the appointment book.
Added a warning to the Add User/Provider Wizard when an existing user is not selected as a template when creating a new user.
Issues Resolved |
Fix for multiple issues with Email Service logging that were causing intermittent crashes.
Fix for an issue where the length of an appointment could change when it was copied to the clipboard and moved to a different slot in the appointment book.
Reverted the CefSharp framework version update introduced in v13.912 as it was causing EXACT to crash on machines running Windows server 2012.
Fix for an issue where users who had cloud authentication enabled were unable to use Live Chat.
Fix for an issue where image thumbnails would not load in the sidebar when first launching Presentation Manager 2.
NHS England and Isle of Man: Fix for an issue where endodontic treatment was not being included in NHS claims correctly, for practices that had a PDS Custom payor created prior to their NHS payor in their database.
Removed a test in the installer which might have prevented the workstation icon from being updated.
NZ: Fix for an issue where the approval prompt was appearing at TC time when no approval was required.
Features |
Changes to the following patient information are now audited:
Mobile Phone
Home Phone
Work Phone
Email Addresses
Alternative Phone
Work Contact
Alternative Contact
NZ: The Ministry of Health are now supporting claiming via email and (eventually) electronic claiming. To facilitate this, we’ve added a new context menu item to treatment plans that have an OHSA, OHSA ex. circ or SDS payor type. The new feature allows practices to attach a prior approval to a treatment plan so that it can be sent alongside a claim. Right-clicking on a treatment plan header and selecting the new ‘Attach Approval Document' option launches a dialogue box that allows the user to enter an approval number and attach an approval document (both are optional).
Issues Resolved |
Fix for an issue where if an appointment book contained a blank provider it could cause the appointment book to turn black if the user/provider wizard was launched and then subsequently cancelled.
Issues Resolved |
Emails with a signature but no template now default to using the HTML format.
Issues Resolved |
Fix for an issue where some x-ray images were showing the incorrect date in Presentation Manager 2.
Features |
NZ: Ministry of Health fee files are now downloaded automatically.
Added a search function to the Patient List Searches window.
Issues Resolved |
AUS: Reverted the change made in v13.896 that disallowed the deletion of all HICAPS payment adjustments. Users are once again able to delete HICAPS adjustments.
Addressed an issue where the desktop shortcut would sometimes be missing or still showing the 'update in progress' icon after an upgrade, by streamlining the installation process. Users are now able to launch EXACT while a workstation upgrade is in progress, so we have removed the 'update in progress' icon to avoid causing confusion.
Fix for an issue where the Task Manager workspace icon counter was not showing the correct number of outstanding tasks for some users.
Some characters that have been found to cause problems are no longer allowed. Users are no longer able to register a new practice name on the practice registration screen if the name contains any of the following invalid characters: ' / \
Fix for an issue where appointment book holiday blocks were not being respected when creating a new provider.
Fix for an issue where moving a custom-named appointment to a new position within a COT/TP caused its name, and the names of any custom-named appointments below it, to change.
Features |
NZ: Added the ‘Download Fees' button to the OHSA, SDS and OHSA Ex. Circ 'Fee Schedule’ window. The download will fetch and import fees for all active OHSA, OHSA Ex Circ and SDS payors, regardless of the payor the download is activated for.
New fees for the 1st July 2023 will be announced when they are available for download.
The delete button is now disabled when a HICAPS adjustment is selected in the Transactions window.
Issues Resolved |
Fix for an issue in Patient List Searches where trying to enable the ‘prompt for entries’ option for a dentist in a saved search that included more than one dentist would cause an error.
Fix for an issue where adding brackets to search conditions using Advanced Tools in Patients Lists would remove existing parameters.
Fix for an issue where incorrectly generated names were being assigned to reports, invoices and statements when these were created as email attachments.
Fix for an issue where EXACT would open the incorrect database if a user changed the selected database option multiple times on the login screen
Features |
Added an online Suggested Searches tab to the Patient List Searches window to make creating patient lists faster and more convenient.
Further improvements to Task Manager based on customer feedback:
Reverted changes made in v13.860 that caused the Task Manager window to pop up on login if the user had any incomplete future tasks, and the workspace icon counter to count all incomplete tasks. The Task Manager window now only pops up on login if the user has tasks that are overdue or due today, and the icon counter only counts incomplete tasks that are overdue or due today.
The 'To Do' tab is now reserved for tasks that are overdue or due today; tasks that are due tomorrow or later have been separated out into a new 'Future Tasks' tab. Additionally, the 'Show Completed' checkbox has been removed and all completed tasks have been moved into a new 'Completed Tasks' tab.
Tasks that are assigned to more than 2 users now show a hyperlink that can be hovered over or clicked on to display a complete list of task assignees.
When opened the Task Manager only shows the 100 most recent tasks in any list. If you have more tasks that you want to see you can tick the Show All option to load the rest. Depending on the number of tasks this may take some time.
Features |
NHS: When adding a new NHS provider using the Add Provider Wizard, EXACT will launch the ‘Edit NHS Contract Number’ window for each active and future contract, making it easier to add NHS providers to all relevant contracts in one step.
A filter option was added to the Tasks window to allow administrators to view and complete tasks for other (active) users. Non-administrators can be granted permission to use this feature by enabling the ‘See other user’s tasks' security setting under Administration > Tasks.
Tidied up the usage of ‘Patient List' wording in preference to 'Contact List’ text.
Features |
Quick Notes can now be used to add details when creating and editing tasks.
Made two improvements to Tasks:
Added a ‘High priority’ option to the task creation window, which marks important tasks with a red star so that these tasks are more immediately visible in the task list.
Added an option to the task creation window that allows users to request a notification when the task has been completed.
Added a new ‘New Task’ button to the Tasks window.
Issues Resolved |
NHS England, Wales and Isle of Man: Fixed an issue where a schedule import, if unexpectedly interrupted mid process and suffered partial deletion during this interruption, could cause a duplication of UDA values on re-importing the failed file. Telemetry was also added to record when this fix is initiated to ensure we could check on sites who had suffered this issue and ensure they had recovered correctly.
Fix for an issue where adding a report to favourites would also automatically print it.
NHS: Fix for an issue where attempting to manually download fees would fail on workstations.
Features |
Added a message warning the user of a duplicate Alt. Reference when entering a reference that is already in use by another patient.
Expanded the ‘Ana. Pref’ field name to ‘Anaesthetic Preference’ in the Medical tab as the abbreviation can be confusing to users.
When adding a new provider, EXACT will try to ensure they are added to an appointment book by default. It will either select the only available book or if the practice has multiple appointment books, all books titled ‘Appointments’, ‘Appointment Book’ or ‘Appts’ will be ticked by default. The user can untick any options they wish.
Attempting to copy a user’s profile if no profile has been chosen will now pop up a message advising the user to select an existing user’s profile.
Features |
Payment plan clinical costs are now excluded from the List Invoices window and report.
Added a new option to Tasks that will automatically mark a task as complete for all assignees when just one of the assignees completes the task.
For SDS, OHSA or OHSA Ex. Circ. treatment plans, the fee will now be calculated using the completion date of the service (instead of the earliest planned date of the TP). If the service is not completed, the planned date will be used.
This will remove the need for practices to claim TP’s as non-completion prior to a fee update (1st July).
When adding or editing services, the DMF Category option ‘None’ is now preselected when it is the only available option.
The Cancel Day feature now pops up a 'Feature Unavailable' message if SMS is not configured.
Added 4 extra columns to the Patient List Searches and the Build New Search windows: Creation Date, Search Name, Category and Created By. Additionally, saved searches can now be sorted by column.
Issues Resolved |
Fix for an issue where EXACT would crash upon launching for some sites.
Fix for an issue with Apollo registration that was causing high CPU usage and poor machine performance every 3 hours for practices with a large database.
The Cut and Copy buttons are now always displayed in the Edit Appointment window for both family and single appointments.
Features |
Patient Title can now be chosen as a patient file mandatory field when adding or editing patient records.
3 new online booking email templates have been added to the available options. There is one for booking planned treatment appointments, one for booking recall appointments, and one for appointment confirmations.
Made several improvements to Tasks:
The ‘Tasks’ workspace toolbar icon now shows all incomplete tasks, regardless of when they are due.
The ‘Tasks’ window will pop up on login if there are any incomplete tasks for the logged in user.
Assigned tasks now pop up individually as they are created, if created by another user.
Adjusted the security setting controlling the ‘Open List’ button so that the button is now visible to all users who can view the ‘Patient Lists’ window.
Added the ability to select multiple queries in the ‘Patient List Searches’ window, allowing users to import, export, delete and create new searches from multiple saved queries.
Made security lockouts mandatory for all EXACT users, with a default lockout time of 300 minutes. This change addresses the need for cloud auth tokens to be refreshed as the token is refreshed upon login from the lock screen.
Patients Lists: Improved the ‘Details’ button workflow on the new Patient List Searches window. Users can now run patient lists directly from this window, reducing the number of clicks required to create a patient list.
The title bar now shows "EXACT Professional/Evolution on Server" if a workstation is running directly from the server whilst the install is completing.
‘Import' and 'Export' Contact list buttons are now only accessible by Admin users in the 'Configure > Patient Query Templates’ window.
Modified behaviour of tasks that are due upon user login so that only the task window is displayed instead of individual due tasks. This will allow users to close all tasks at once.
A new Clinipad version has been released that contains PHP and Apache updates.
Issues Resolved |
Fix for an issue introduced in version 13.844 where the Service Health Monitor, the Remote Support Launcher and The Magic Toolbox could not be launched.
Fix for an issue where the ‘Tasks’ window was displaying the oldest, instead of the most recent tasks.
Restored backwards compatibility for the workstation update poller with the scheduler, which allows any version of the poller to upgrade to the latest versions of Exact.
Features |
Replaced the existing Patient List search query window with a streamlined and more intuitive version.
The NHS Triage feature is now hidden, as the NHS no longer requires this data.
The Triage button is no longer displayed in the Arrivals tab and the List Appointments window.
The Triage service remains visible in the service list, but it can no longer be added to COTs.
Old triage forms can still be viewed in the TC Triage tab.
NHS England, Wales, Isle of Man: Removed the AGP (Aerosol Generating Procedure) section from the TC window as the NHS no longer requires this data.
Issues Resolved |
Fix for an issue where EXACT would crash when the scheduler tried to run the Appointment Book report.
Fix for an issue preventing users from being able to mark F.T.A. appointments as ‘Was Not Brought’ in the Cancels tab, if the appointment book was displaying a day in the past.
Fix for an issue where it was not possible to create a new patient task using the Tasks menu option in the Administration menu.
Features |
An improvement was made to the workstation update poller, which now employs side-by-side upgrade deployment. During a workstation installation, poller binaries are copied to a separate folder and the registry is updated to point to the new binaries before the service is restarted.
Added a rollback option to the 'Search and Change’ wizard. Performing any of the other operations in the wizard will create a rollback file that can subsequently be used to revert the changes made.
The Arrivals tab now refreshes automatically after updating ‘Was Not Brought’ status in a family appointment via the appointment book.
The server installer is now improved by digitally signing more of the files used so that antivirus software has less to complain about. This should result in more successful installs.
The workstation installer has been improved so that EXACT workstations can now run from the file share on the server whilst an installation is in progress, or if an installation has failed.
Invoiced payment plan installments can now be adjusted.
A ‘Cancel Day’ button was added to the appointment book, which allows a user to quickly cancel all appointments for that provider on that day.
Now with a couple of clicks a practice can:
Immediately notify patients to not come in by sending them an SMS.
Cancel all the patients that can be contacted and leave only the more complex appointments for the reception team to work through.
Print out a copy of the day with phone numbers so there is a list for rebooking.
Block out the day to prevent accidental rebooking.
If a day has to be cancelled half-way through, the system will perform all of the above actions from the current time onwards.
Issues Resolved |
Fix for an issue with UDA Manager not displaying ‘target’ or ‘hours remaining’ for one provider in a particular practice.
Limited the number of tasks that are displayed in the tasks window to 100 (newest first).
Fix for an issue where the ‘Was Not Brought’ status was being incorrectly retained for completed appointments and incorrectly removed when resetting appointment status.
Fix for an issue where the server installer would sometimes attempt to reboot during a silent install, leaving the installation in a broken state and causing a system down.
Presentation Manager’s RTF mode is meant to work on systems where a compatible version of Word is not installed. An issue where RTF mode would sometimes fail to launch was addressed.
Fix for an issue that allowed a user with the permission to edit past appointments to edit a family member’s attending status in an F.T.A. family appointment, if ‘Was Not Brought’ was enabled.
Removed the Microsoft Office 365 email defaults that were enabled for the secure mail rollout at the end of 2022. Users will no longer be prompted to use secure email if they have outlook details but have opted to use the “other email” option as a result of not being able to use Microsoft Office 365 secure email with any free Microsoft email accounts.
Features |
Added an ‘Add New Provider’ menu option to the File menu and to the Providers button in the workspace toolbar to make the feature more prominent.
Made two changes to the ‘Was Not Brought’ feature to make the single and family appointment workflows more consistent:
The context menu for a family appointment in the appointment book now shows ‘Manage who Was Not Brought’ and selecting this option launches the Edit Family Appointment window
The ‘Was Not Brought’ button has been enabled for family appointments in the Cancels tab and clicking this button launches the ‘Edit Family Appointment’ window.
Added an ‘Add New User’ button to the User Settings window to make the feature more prominent.
Issues Resolved |
Fix for an issue where EXACT would crash when sending an email or SMS to a patient with a booked appointment, or when exporting a patient list that included patients with booked appointments, if a merge field needed to be substituted with a provider’s name containing an apostrophe.
Fix for an issue where a family appointment would appear to be double-booked after it had been edited from the Arrivals tab.
NHS England, Wales & Isle of Man: Fix for an issue where claiming with a PDS custom payor and provider didn’t send the software name, version or NI number with the claim.
Features |
Added a progress bar to the new NHS claiming process to give the user a clearer indication that EXACT is busy processing a claim.
Issues Resolved |
Fix for an issue where charted services in a COT would sometimes duplicate or move to the miscellaneous tab when the COT was being charged.
Features |
Added two new email & SMS merge fields which display appointment details, regardless of the number of appointments a patient has on the same day:
patient.nextapptdateALL will display all of the appointment times a patient has for the day. For example, “Fri 18 Jan at 10:00am” for a single appointment or “Fri 18 Jan at 10:00am & 11:00am” for multiple appointments.
patient.nextapptdateALLwithprovider will display all of the appointment times (including provider details) a patient has for the day. For example, “Fri 18 Jan at 10:00am with Dr. Jo Smith” for a single appointment or “Fri 18 Jan at 10:00am with Dr. Jo Smith & 11:00am with Dr. Jane Bloggs” for multiple appointments.
Added two new buttons to the email template window that allow the user to copy an existing template or import an email template file.
Added a Customise Workspace button that allows users to add, edit and remove items in the workspace toolbar. The feature is also still available by right-clicking on the workspace toolbar and selecting ‘Customise…’ or by selecting User Settings from the Configure menu and clicking the Setup button next to Workspace Items.
Made several improvements to iCal functionality:
Fixed an issue that could cause reminders with incorrect start and end times to be sent out during daylight saving.
Appointment reminder titles now use the full name of the provider/s instead of the initials so that the service appears more personalised.
For practices with locations enabled, appointment reminders now use the appointment location’s address instead of the main practice address.
Exposed a setting on the automatic appointment reminder wizard that allows users to manage how patients receive reminder messages if they have multiple appointments on the same day. EXACT can either send a single reminder or a reminder for each appointment on that day.
Improved the process of copying an existing but inactive user/provider profile so that the ‘inactive’ setting and the provider-specific ‘can't charge’ or ‘can't receipt’ settings are not copied to the new profile. Also added explanatory text to the Copy Profile page to help users understand the feature.
Expanded the Was Not Brought feature to include family appointments. Family appointments can be marked as ‘Was Not Brought’ in the Arrivals tab, the appointments list and in the Edit Appointment window, but not the Cancelled tab or by using the appointment context menu.
Issues Resolved |
Fixed an issue where EXACT was sending out blank email and SMS communications for some practices.
Fixed an issue where booking an appointment linked to a COT that had appointments in unchronological order, duplicate appointment numbers or custom appointment descriptions, which could cause Exact to crash.
Features |
Made further improvements to the SMS reply matching logic.
Aligned ‘Was Not Brought’ buttons and menu options with appointment book security.
Issues Resolved |
Fix for an issue where a user in a security group with the right to view, but not create, patient lists could still create new patient lists.
Features |
Added the ‘Was Not Brought’ button to the Arrivals tab in the appointment book and the Arrivals tab in the List Appointments window.
Features |
Added an additional option to the 'Was Not Brought' query in Patient Lists that allows users to filter patients based on the number of W.N.B. appointments.
Made ‘Job Title’ a required field when entering Live Chat contact details and added a warning message if the user’s email address is already being used by another user.
NHS England, Wales, Isle of Man & Northern Ireland: Improved the claiming process so that it will no longer ask for missing information if there are no claims available.
Added a warning message advising users that draft documents created in PM1 are incompatible with PM2.
Changed ‘Not Active' to 'Inactive’ in provider files to maintain consistency across Exact.
Users can now copy any existing user’s profile, regardless of security group, when creating a new user. The new user’s security group will be blank if it does not match any of the logged-in user's permitted groups.
Issues Resolved |
Removed the ‘time server synchronisation’ error that occurs when a workstation fails to sync its time with the server from the login screen.
Fix for an issue where editing a family appointment that was booked at the end of a block would render the block invisible until the appointment book was reopened, if the appointment was opened and saved from the clipboard.
Features |
Added new ‘Mark as Was Not Brought’ and 'Remove Was Not Brought status' options to the appointment context menu to help practices comply with SAFE guidelines. The ‘Mark as Was Not Brought’ option is available for booked, confirmed or F.T.A. appointments.
Issues Resolved |
Fix for an issue where the ‘Search and Change’ function would not make a patient inactive if an existing inactive patient shared the same code.
Features |
Added a 'Was Not Brought' patient query for use in Patient Lists, which returns a list of patients marked as 'Was Not Brought', to help practices comply with SAFE guidelines.
Added a BPE patient query for use in Patient Lists and Manage Recalls, which returns a list of patients with poor scores so that they can be prioritised for bookings.
Made the following improvements to the View Payment Bundles window:
Renamed the ‘Date’ column to ‘Created’
Added 'From' & 'To' date columns
The medical history icon and widget have been updated to make out of date patient medical history more obvious.
New text added to the Disputed UAD/UOA Amounts window for UK DBs with the NHS features switched on: "You can print disputed claims using the NHS Claimed Versus Paid report".
The Schick link setting
internal.link.cdr.version has been changed to imaging.link.cdr.version to allow site admins to configure the setting without having to call support.
The buttons to add, edit or delete service items are now visible to all users. A warning message will appear if a user with insufficient permission clicks one of these buttons.
Corrected a line of text in the Automatic Appointment Reminders wizard from "Include signature in replies forwards" to "Include signature in replies & forwards".
AKA (also known as) merge field was made more user-friendly. If the AKA merge field is blank, it will automatically be replaced with the patient’s first name.
Issues Resolved |
NHS Scotland: Fix for an issue where the ‘pregnant’ or ‘gave birth within the last 12 months’ exemption options were missing for female patients between the ages of 18 and 25.
Fix for an issue where the internet connection test would fail if the server was configured to use IPv6.
Addressed an issue where EXACT would sometimes auto-match an SMS reply to an incorrect patient.
Fix for an issue where the ‘Show All Quick Notes’ button overlapped with the ‘Filter By’ input box in the 'NHS Alert Note(s) Collection' window.
Fix for an issue where the 'Copy an existing user's profile' list was blank when adding a new user or provider.
Fix for an issue where Perio percentages would appear to be incorrect when the scores decreased.
Fix for an issue where Exact would crash when trying to process payor payments if a claiming patient had a middle name that exceeded 12 characters.
Fix for an issue where hygienist-only iCal appointment reminders & cancellations had an improperly formatted title.
The prompt that appears after making changes to an appointment book’s appearance has been updated to advise the user that changes will not take effect until Exact has been restarted.
Features |
Disabled Zendesk live chat for APAC practices.
A change was made to Presentation Manager so that users are now able to preview, save and edit documents. They can also use EasyPost on machines that don’t have Word or have an incompatible version of Word installed, with the caveat that using EasyPost in recall automation still requires Word to be installed on the machine running the automation. Editing templates remains unavailable on machines that don’t have a compatible version of Word installed.
Issues Resolved |
NHS England: Fix for an issue where attempting to continue a band 2 COT with a band 2 a/b/c COT would show a “No matching COT found” warning instead of a “COT overlap” warning.
Presentation Manager 2 changes:
Fix for an issue where datetime merge fields were missing from the merge fields tab.
Fix for an issue where the 'Include completed treatment' checkbox was incorrectly inactive by default.
Fix for an issue where the OAuth ‘re-authorisation required’ setting wasn’t reset if re-authorisation subsequently passed without user intervention.
Fix for a server installer issue where the disk space check for database backups would sometimes cause the installer to fail if the database wasn’t on a local drive or if the database path pointed to an empty or non-existent folder.
NHS Scotland: Fix for an issue where tooth notation was applied inconsistently (a combination of permanent and deciduous tooth notation was used rather than deciduous alone) when claiming for maximum service codes charted on deciduous teeth. This caused claim rejection errors E000693 and E000694.
Fix for an issue where dragging an existing Presentation Manager template from one category to another that was either empty or collapsed would cause EXACT to crash.
Fix for an issue where the EasyPost buttons weren’t functioning correctly in EasyPost templates that contained a return address.
Fix for an issue where SMS messages were failing to send due to the database service locking the certificate file.
Fix for an issue where multiple contact documents could be given the same name if they were automatically generated in the same millisecond.
Features |
Improvements to Presentation Manager 2:
Fix for an issue where PM2 would crash when inserting a merge field into a textbox.
Empty merge fields are now greyed out and prevented from being added to a document.
Fixed an issue where ‘Work in progress’ documents would lose their ability to be sent via EasyPost.
Added a new 'Re-authenticate' button to the email error window that launches either an informational pop-up (for non-admin users) or an OAuth re-authentication pop-up (for admin users).
Added an option to create a new blank appointment for a patient by right-clicking on one of their existing appointments.
Issues Resolved |
Fix for an issue introduced in 13.761 where some Campaigns would not send due to an “Unhandled merge field data type”.
NHS England: Fixed an issue where charting a filling, extraction or endodontic treatment service locked the banding as band 2, preventing users from changing the band for urgent treatment.
Features |
Added a new ‘Registered Dentist’ column to the Chair Time Analysis report, so that the report now contains the appointment provider and the patient’s registered dentist for each appointment.
The 'Login' window that pops up when a workstation cannot connect to a server has been expanded to include a series of troubleshooting steps.
NHS Scotland: The TC window now shows the COT continuation number (if the COT is a continuation) and the claiming dentist’s list number. If the COT is a continuation, the list number shown will be the latest valid number for the provider.
Added a popup to alert users that Presentation Manager is already open when clicking the
Create a patient document button.
Features |
NHS England: Any existing band fee file effective from 21 November 2022 will be deleted and a band fee file effective from 25 November 2022 will be added.
Disabled the option to partially resubmit invoices for AUS and NZ.
Added a popup alerting admin users that their OAuth token has expired and prompting them to re-authenticate.
Removed the colour clash warnings from the Add Provider wizard as most users prefer to use the default colours.
Issues Resolved |
Resubmitted invoices and associated adjustments are now hidden by default in the transactions window and the manual selection window when printing a statement.
Fix for an issue with Presentation Manager where the preview image in the template selection window didn’t update when a template was modified.
Features |
Added the option to insert email and web address merge fields as QR codes into Presentation Manager 2 documents. Also added a quick filter to display all QR code merge fields.
Users without permission to send SMS to patients will no longer see the
SMS button in the create/edit appointment window.
Removed 2 billing address merge fields from email templates and Presentation Manager as they return the same data as the patient’s home address merge fields and are therefore no longer required.
Updated the invoice resubmission popups for APAC and NHS regions to give clearer and more accurate instructions.
NHS: Increased the treatment segment limit from 30 to 100 for all O4C regions.
Issues Resolved |
NHS England: Fix for an issue where claiming a COT containing the 'Removal of Suture' or 'Repair Denture' service items was incorrectly triggering a band category mismatch warning.
Fix for an issue where Patient Portal forms completed in September were inaccessible for practices with Windows 11 servers due to a folder name mismatch.
Features |
Added email as a direct option to the Presentation Manager template selector. You can now click a button from the template selector to send an email without having to open Presentation Manager first.
Made improvements to the Presentation Manager document creation workflow:
Added the ability to rename existing templates
Renamed the Create Template button to Copy Existing Template
Renamed the Import Template button to Import New Template
Template naming and category selection have been moved to a prompt that pops up when copying or importing a template
NHS: Fee files will now always be downloaded when selecting the
Download button, regardless of whether the site has the latest file.
Issues Resolved |
NHS: Fix for an issue where the Ortho 18 and Over band had the incorrect code ORTHOAOVER instead of ORTHOOVER.
Features |
NHS Scotland: Added printing and Clinipad support for the new GP17PR form, which is available from 1 Nov 2022.
Features |
A link to a help article has been added to the three band warnings introduced in version 13.728.
Issues Resolved |
Fix for an issue that prevented rtf template documents containing merge fields from being imported when Presentation Manager was enabled for the first time.
NHS England, Wales & Isle of Man: Bands 2a/b/c are no longer shown in the Treatment tab.
Fix for an issue where online appointment deposits were being rejected if the payment date provided was missing or in the past.
NHS Wales: Fix for an issue where adding a fluoride varnish service to a free exam COT for a patient under 25 or over 60 incorrectly resulted in a patient charge.
Features |
Improved the error message the user sees if sending a test email fails during email setup, by adding additional possible reasons for failure. Links to region-specific help articles have also been added to the message.
NHS England: The English PR form will now include the provider's NHS number.
NHS England & Wales: Updated the DCP provider field tooltip on the NHSFP17 form from Select a Dentist to Select a Dental Care Professional
Added a new Reset New Mailbox Counter button to the Email and SMS Setup wizard to allow practices that have configured a new IMAP mailbox to reset their email settings themselves. A reset is necessary for the practice to start receiving email correctly.
Issues Resolved |
NHS England, Wales & Isle of Man: Fixed an issue where band warnings would sometimes pop up for urgent COTs.
EVOLUTION: Fixed an issue where the new OAuth email setup pages and test email were not translated into Dutch.
Features |
NHS England: Treatment On Referral, Additional Services (Patient Pays) is now disabled in the Exemptions window if a treatment on referral COT is partially or fully charged. Additionally, if either Treatment On Referral, Advanced Services (Patient doesn't pay) or Treatment On Referral, Additional Services (Patient pays) is ticked in the Exemptions window:
The TC window no longer displays the new decayed teeth number or highest BPE score in the DMF tab.
The NICE recall interval can be set to Never or Not Set for adult patients.
Features |
NHS England, Wales & Isle of Man: As the NHS intends to implement validation on bands matching data set categories sent in a claim, O4C band checks have been added when TC-ing a COT to help prevent claims being rejected. A mismatch warning will appear in the following scenarios:
If a replacement is ticked for a service without a band 2 or 3 data set assigned.
If a COT has a total band of 1, 2 or 3, but none of the services in the COT have been assigned a category to match.
If any service in the COT has been assigned a data set category higher than the total band of the COT.
Several UI improvements to the email setup wizard, including changing the
Configure menu item name to Email and SMS Setup and showing the connection status when authenticating an Office 365 email account.
Issues Resolved |
Fix for an issue where sending email would stop working if a practice changed their email configuration from OAuth back to legacy.
Fix for an issue where it was possible to bypass the POP3 authorisation screen when changing from IMAP in the email setup wizard if the user completed the wizard with Receive Email disabled and enabled the setting later.
Features |
Added a new email configuration option to the email & SMS setup wizard, which uses the industry-standard OAuth 2.0 protocol to authenticate users and access email data more securely than the legacy option. If the practice is still using the legacy connection and an Office 365 email address, admin users in Exact will be prompted to re-authenticate their practice's email address upon logging into Exact.
Improved the error message when invalid credentials are entered in the
Change to POP3 Warning confirmation box of the email setup wizard. In addition, using the enter key now triggers the Confirm button.
EVOLUTION: Translated OAuth admin reminder and email setup pages into Dutch. Additionally, secure email account setup is now available for OAuth as well as legacy email configurations.
Issues Resolved |
Fix for an issue where the OAuth feature was not enabled by default after upgrading EXACT if a practice’s email setup was configured to only receive emails.
Features |
Updated the help file link in the
View Signed FP17PR tamper warning popup.
Issues Resolved |
Removed the InstallAware server installer timeout and reverted the overall chocolatey timeout back to 12 hours (previously 4 hours) to prevent the server installer timing out once an install has begun. This should fix an issue where the workstation installer rolls back to the previous version and leaves a site unable to continue the upgrade or use Exact.
NHS England & Wales: Fix for an issue where claim codes 9378 and 9379 (decayed teeth and highest BPE sextant) were being incorrectly sent for band 3 treatments before 1st October and were being incorrectly sent for Wales (these claims codes should be sent for England only).
EVOLUTION: Fix for an issue where the Contact List window title hadn’t been translated into Dutch.
NHS England, Wales, Scotland, Northern Ireland & Isle of Man: Fix for an issue where the patient mobile number was partially hidden on general and ortho TC dialogues.
Added a new print layout for appointment book reports. The new layout shows patient mobile numbers when multiple providers are selected.
Features |
NHS England 1st October 2022 changes (additional fields/warnings will only be visible for COT’s created on or after 1st Oct, when they are required to be included with claims):
Added a DMF tab, which contains the original decayed, missing and filled teeth fields, but in addition will also contain a new entry which calculates decayed teeth at the end of treatment. Adult patient’s highest BPE sextant score will also be required to be sent and can be entered/checked on this new tab.
Users will also be warned if adult patients completing band 1, 2 or 3 treatment do not have a NICE recall interval specified.
NHS England 1st October 2022 changes (feature available for COT's created on or after 01/10/22):
Added a new Assess & Debond - Overseas Patient claim type for Ortho FP17 claims for patients under 18 years of age.
Added a new column in the Patient Contacts tab that will display email attachments.
Issues Resolved |
Fix for an issue where a missing registry key after a server move could cause a workstation to try upgrading in an endless loop.
Fix for an issue where the scheduler service would not be able to get the correct server installed version, which could cause a workstation to try upgrading at random times.
Features |
NHS Wales: A popup warning will now be shown when completing a course of treatment if the patient has a red ACRON score but does not have the number of decayed teeth entered.
NHS England: Added an optional DCP Provider field to the TC dialogue box. If this field is filled in, the claiming dentist’s GCD number and provider type will appear in the NHS claim. This feature will be available for CoTs created on or after 01/10/22 as part of the NHS 1st October 2022 changes.
NHS Wales: For practices with the Contract reform checkbox ticked on the Practice Settings window, when booking a recall appointment for patients who are 18 years old or above and have a green ACORN score completed within the past 12 months, a warning will be shown in the Edit Appointment window if the appointment date is earlier than 12 months from the date the ACORN score was completed.
Issues Resolved |
NHS Wales: Fix for an issue where removing the Other clinical dataset category from a resubmitted course of treatment did not remove it from the new claim send file.
Fix for an issue which could cause workstation installs to get stuck in a loop because the the right version of the installer was unavailable after a server upgrade.
Features |
The Live Chat support email address was updated for UK and Ireland.
Addition of a Copy File To Clipboard button that allows users to copy attachments from the Contacts tab in a patient's file into their machines clipboard.
Issues Resolved |
Fixes for issues with emailing Presentation Manager documents:
The email attachment picker now filters out draft documents regardless of whether EXAMINE PRO is registered or unregistered.
The email attachment picker now displays a contact document’s name and file type.
Contact documents printed using Presentation Manager are now given new and more descriptive filenames when these documents are attached to an email.
The EXACT window is now maximised when sending an email from within Presentation Manager, if the email wizard is shown.
The Presentation Manager window is maximised when the 'Continue or finish editing' prompt is shown.
Fixes for issues with the EXACT Workstation upgrade process:
The workstation installer now removes some files that were left behind by a previous version and are no longer needed.
When a workstation is not already updated, double clicking on the EXACT icon will now directs the user to wait for the update, and take steps to make sure that happens rather than giving them a manual install. This will take effect for the upgrade after this version is installed.
The automatic workstation update will now handle and recover from a locked file error, that would previously cause it to fail.
Fix for an issue where server installations would error when downloading a Microsoft security update file on 32-bit machines running Windows 7.B4 t
EVOLUTION: Added Dutch translations for patient notes and contact list windows.
EVOLUTION: Fix for an issue where the items in the Administration > Patient Lists (Contact Lists) submenu weren’t capitalised in Dutch.
Features |
NHS England & Wales: Patient Experience now supports Revision 10 of the NHS PR form for Wales, and Revision 9 for England. The Welsh form had altered wording regarding the length of personal data being held from 10 to 8 years. The English form also had this wording change, alongside new ‘Opt out’ Email and Mobile number checkboxes added for the patient.
NHS England & Wales: EXACT and Clinipad now support Revision 10 of the NHS PR form for Wales, and Revision 9 for England. The Welsh form had altered wording regarding the length of personal data being held from 10 to 8 years. The English form also had this wording change, alongside new ‘Opt out’ Email and Mobile number checkboxes added for the patient.
Issues Resolved |
Improved the reliability of the EXACT Server upgrade process by:
Changing a process that was liable to fail on Windows 7 / Server 2008 servers during the backup step, causing the upgrade to freeze and the system to be left in a ‘not running’ state.
Performing the disk space check before stopping the services so they don’t have to be restarted if the disk space check failed.
Reducing the timeout allowed so an automatic update will finish and recover from a failure before a practice starts work in the morning.
Putting the workstation files in place only after a successful server upgrade, so that the workstation files will always match the server version.
Removing a step in the install process that could sometimes cause it to stop unexpectedly leaving the system in a not running state.
NHS Northern Ireland: Fixes for two CliniPad issues. The first resolves an issue with signing part 2 of the NHS PR form. The second no longer enforces a college be entered on the form if the patient was under 18, but not in full time education.4 t
Features |
Improvements to Contact Lists:
Contact Lists has been renamed to Patient Lists (Contact Lists) in the Administration menu, workspace toolbar and appointment book tabs, as these lists are not solely used to contact patients.
Added two sub-options to the Administration menu item: View Saved Lists and Create New List to help navigate to the desired action easily.
Added a drop-down menu containing the Create New List item to the workspace button so that menu’s can be accessed consistently from either location.
Added a new Refresh List button that allows users to easily recreate lists they have already run in the past without having to go through the new list workflow.
Added a new Search column to describe what query/search criteria was used to create the list
The View List button has been renamed to Open List
Issues Resolved |
NHS Wales: If any service with a fluoride varnish data set is charted alongside a free exam, EXACT will ensure the fee remains 0, without the need to alter the band.
Issues Resolved |
Improved the reliability of EXACT server upgrades by adjusting the space required for database backups. This addresses situations where EXACT databases used a network path or pointed to a non-existent drive.
Features |
NHS England, Wales & Isle of Man: The NICE recall interval selected on the TC window will now flow through to the patients recall settings. Previously, users had to manually update the interval separately in the Recalls tab.
Issues Resolved |
Ireland: The GMS form layout has been slightly altered to fix an issue with the B5 denture section displaying incorrectly. B4 t
Features |
EXACT services were upgraded to .NET 6.0 in order to improve security and reliability.
Issues Resolved |
NHS SCOTLAND: Fixed an issue where patients between 18 and 26 were being charged a fee for denture services.
Features |
NHS WALES: A new Contract Reform checkbox has been added to Practice Settings. If enabled, this will automatically add a Fluoride Varnish service for a patient with an ACORN red tooth decay score, to help sites meet fluoride varnish metrics.
Issues Resolved |
Made a fix available which will repair most users where a recent Windows update caused Presentation Manager to open with an unembedded Word. This fix will automatically be offered where an affected user opens Presentation Manager when the problem is detected.
Fixed an issue that could cause Patient Experience to crash and prompt for the resetting of every patient, if a demo or duplicate databases were present in the list of active databases.
IRELAND: The GMS form has been updated to reflect the latest claiming changes required for 1st May 2022.
Features |
A new COVID-19 health screening form has been enabled for Australian practices.
The Contact Lists window has been improved:
The Edit button has been moved to the top of the screen and renamed to View List
A new Created By column has been added
The Closed column has been renamed to Completed.
Issues Resolved |
Fixed an issue where an Unauthorised Access error would pop up for some Windows 7 users when starting Exact and another issue that was preventing users from launching multiple instances of Exact via the desktop shortcut.
Fixed an issue where a server upgrade could sometimes fail if two of the same Exact server processes were running before the upgrade.
NHS WALES: Fixed an issue where the Last Examination field in the Recalls tab was not updating when the Extensive exam (General) or Simple assessment (General - Urgent exam) services were completed.
NHS Wales: Exam Type and Patient Presented with data is no longer sent with orthodontic claims. These fields have been removed from the orthodontic TC window.
EVOLUTION: Fixed an issue with PIEN 2.0 incorrectly using a SoE certificate instead of a customer certificate.
Features |
Improved the reliability of EXACT Server upgrades completing by improving the database backup process.
Contact lists will now show patients mobile phone numbers if they have one. This will be applied to all existing and new contact lists.
Issues Resolved |
When creating a new appointment from a previous appointment using Copy to Clipboard, the chair time, completion and last edited data are no longer copied across to the new appointment. This has also fixed a related issue where reminders were being sent out to patients too far in advance of the appointment dates.
Fix for an issue where some patients were not being sent a confirmation SMS after booking an appointment from the short notice list.
Fixed an issue where the Ortho button would launch the Connect embedded browser window behind the Tooth History screen.
NHS: Fix for an issue where the National Insurance number validation message would appear when completing a treatment plan that didn’t require a valid NI number.
Improved the reliability of the EXACT server installer:
Silent upgrades no longer fail if the current server name does not match the old server name in login.ini after a server migration.
Silent upgrades no longer fail if the uninstall folder was missing and Exact couldn't be uninstalled.
Fix for an issue with the Patient Experience window that was causing Exact to crash if the PX window was closed before it finished loading.
NHS Wales: The banding of several services has been corrected and the Sedative service description has been changed to Anxiolysis.
Fix for an issue that was preventing some users from registering online with SOE Connect when attempting to use the Register Online button in the User Settings window. The location of some buttons and checkboxes in the User Settings window have also been tweaked.
Features |
Country code is now included when directing to help pages to direct to the relevant countries help pages.
A new
Show All Quick Notes button has been added to Quick Notes. Additionally, the Pop-up Options... button has been renamed to Display Note When... and a new Show All Quick Plans button has also been added to Quick Plans. Some labels in these screens have been renamed.
Features |
A new COVID-19 New Zealand health screening form has been enabled for NZ practices.
Ireland: A new COVID-19 Irish health screening form has been enabled for EIRE practices.
Some sites have experienced issues logging in to a workstation after an upgrade. EXACT workstations will now update using a new more reliable installer that will lead to less workstation install failures.
A warning message will now be sent to administrators if the EXACT upgrade process notices that disk space is running out on the practice server.
The ‘updated fees' instant message now only triggers if the effective date & last modified date have both changed, so users will no longer receive a message that their fee file has been updated for a past date.
Issues Resolved |
Fix for an issue where online booking deposits were becoming lost due to a time data mismatch based on time zone.
Fix for an issue that was causing Vipre antivirus software to block workstation updates.
Features |
EVOLUTION: Help centre bot messages now appear in Dutch instead of English.
No customer facing changes.
Issues Resolved |
Fix for an issue causing HS1Pay Tyro allocations to fail when overallocated.
Features |
Admin users can now correct the payment method on the allocation window for HS1Pay transactions if it was entered incorrectly at payment or claim time.
EXACT Workstation installer:
Improved reliability of workstation installations.
Improved ability to install on Windows 7.
Improved ability to recover if an install did not complete automatically.
Issues Resolved |
NHS Wales: Payor 9000 codes were added to the new Welsh services so sites could easily identify them. This also corrected an issue where patient fees were not being correctly applied to COT’s that only had these services charted for patients under 25 or over 60.
Features |
When a patient is manually re-onboarded through the Reset Patient Portal process, outstanding forms for inactive patients are now removed.
Issues Resolved |
Fix for an issue where online payments/deposits would not update the text displaying patients balance until the transactions window was opened and closed.
Fixed an issue where OSHA claims could be left unpaid after reconciliation.
NHS England: Fix for an issue where contact details entered in the FP17 Clinipad form were not being populated in the exemptions window after linking the form.
Features |
NHS Wales: Completed support for the new Welsh NHS FP17PRW form. This includes patient portal, Clinipad and printing onto new paper forms.
Text entry fields in the patient medical history tab now allow more characters to be typed.
The warning message for when another user has edited patient information for the patient you are currently edited has been updated to include more detail.
Features |
If the EXACT installation disk has less than 1 GB remaining, a popup warning will be displayed upon login alerting that disk space needs to be available.
Added an option to re-request outstanding Patient Experience forms when a patients portal is reset.
Issues Resolved |
Fix for an issue where fissure sealants were not showing on the list in the Clinical Dataset tab.
Fix for an issue causing threads in the Relay service to accumulate over time, occasionally causing the service to crash.
Features |
Moved the NHS fee effective date text so it is accessible to more users.
Issues Resolved |
Increase the performance of EXACT workstations by bulk reading data, in many situations reducing round trips to the server and hence producing faster load times.
Improved the reliability of downloading NHS fee files automatically by adding a configurable timeout, defaulted to 5 minutes.
Features |
NHS Wales: A new FP17PRW form is being launched on 1st April. EXACT has been updated to handle the new opt out checkboxes & removal of preferred contact method logic. Online forms & printing support is currently being worked on and will be released in a future version.
The workstation upgrade monitor has been replaced with a new and improved one.
EVOLUTION: Updated the live chat function to point to a dedicated Dutch help centre.
Issues Resolved |
NHS England: Invalid Patient Experience NHS FP17PR forms will now display as an orange icon in the arrivals list.
Features |
NHS Wales & England: Added clinical dataset categories to the UDA breakdown report.
NHS Scotland: A new health screening form has been added.
Issues Resolved |
Fix for an issue causing some online payments from the stripe payment provider to be duplicated (this does not fix pre-existing duplicated online payments).
Features |
NHS England and Wales: Included flexible commissioning data in the UDA or UOA Breakdown report.
NHS England and Wales: Included flexible commissioning data in the UDA or UOA report when ‘Show Detail’ is selected.
Issues Resolved |
Fix for an issue that was causing some Patient Portals to be unable to reset.
Features |
NHS Wales: A text error was corrected for the NICE guidance text on the NHS FP17 window.
NHS Wales: Added text to in the ‘Clinical Data Set' tab to show ‘upper’ or 'lower’ text for dentures, retainers, and appliances.
United Kingdom and Ireland: Live Support chat has now been enabled for all practices in the United Kingdom and Ireland. Click Live Chat in the top right of EXACT to speak to our support team at a pace that suits you. Click here for full details on EXACT Live Chat.
Issues Resolved |
EVOLUTION: Fix for an issue causing the BSN check to grab the previous patients details.
Fix for an issue where NHS transmissions were failing due to an apostrophe, plus or colon in patient email address.
Fix for an issue where NHS claims were being rejected due to the NI number being automatically included in the claim record when it is not required.
Fix for an issue where Tyro invoice items for a patient were not being allocated correctly when multiple providers shared the same provider number.
Features |
The logic for determining what help documentation would be launched has been simplified.
NHS Wales: Exam Type & Patient Presented with dropdowns will be visible on the TC dialog for COT’s created after 1/4/22. This data will be included in NHS claims created after 1/4/22 as part of the 1st April 2022 changes.
Issues Resolved |
The loading times for notes all across EXACT were improved. This should be particularly noticeable when loading the chart for patients with long histories.
Features |
NHS Wales: “Data Set 1” and “Data Set 2” in the TC dialogue have been combined into one tab named “Clinical Data Set”, and now only shows the used categories.
NHS Wales: Added new NHS services to the FP17/O Data Set dropdown when editing service items that will become claimable from the 1st of April 2022
Issues Resolved |
EVOLUTION: Updated translations in the help menu.
Fixed an issue that occasionally caused EXACT to unexpectedly exit when attempting to log in.
EVOLUTION: Fixed an issue that would cause the BSN check to time out.
Resolved an issue that would occasionally cause Presentation Manager not to open.
Issues Resolved |
Fixed an issue that could cause previously charged, resubmitted and then deleted service items to reappear as completed treatment in the patients chart planning area. Some items of treatment with default SNOMED codes attached could re-appear on a patients chart showing as completed treatment if they had previously been charged and then resubmitted before being deleted.
Patient Experience: Fixed an issue where Health Screening icon were not being displayed if triggered via Automatic Appointment Reminders.
ALT reference numbers are now generated in a way that will not cause duplicate values.
Loyalty bonuses/limit boosts are now associated to the correct patient when processing Tyro claims.
Performance has been improved for the TC process if there is only one instance of a patient file open.
Ireland: An issue has been resolved where patient Medical cards could not be validated.
Improved our handling of date formats when receiving baby due date from the FP17PR form, returned from Patient Experience.
The email service will no longer return an unhealthy status when the email module is not registered.
Quick note lists will now load significantly faster.
Fixed an issue where EXACT was not saving Connect claims (Tyro & Whitecoat) if the course of treatment had a payor.
The chart history has been made a lot faster which will be most noticeable where a patient has a large number of long clinical notes.
A further approximately 10% improvement in speed when saving the chart.
Fixed an issue that occasionally caused the wrong version of the Patient Experience Health Screening form to be sent to patients.
The save and TC processes on the chart will now complete approximately twice as fast, which is noticeable where the patient history contains a large number of notes or treatment records.
NHS England, Wales, and Isle of Man: Changed the wording of the Advanced Perio root surface clinical dataset to Advanced Perio (RSD) to closer match the NHS wording. This text change will be noticeable in the “FP17/O Data Set” dropdown when editing a service, and on the FP17 TC dialog.
Features |
NHS Wales: BPE data for Wales for Courses of Treatment on or after 01/04/2022.
The contact button on the live chat sidebar will now show the “Alternative Contact Methods” dialogue. The dialogue has also been updated so clicking the email address will open the default email client.
NHS Wales: NHS changes that will come into effect on the 1/4/22:
The urgent care checkbox will be removed from the NHS Risk Assessment form as it will no longer be required for Acorn data capture from 1/4/22
A patient's plaque score as recorded in the NHS Risk Assessment form will be included in NHS claims from 1/4/22
The Help menu and workspace bar have been simplified when live chat is enabled:
NHS Wales: The Acorn risk assessment form will no longer allow a user to say that a patient is both under 12 and edentulous. As of 1/12/2021 the user will only be able to select one of these options at a time, to ensure the correct data is being sent to the NHS.
Issues Resolved |
A new version of Clinipad is included in this point fix, that resolves an issue where Clinipad was incorrectly displaying the text If you drink alcohol, how many units per day?. This has been fixed to display the text If you drink alcohol, how many units per week?.
Issues Resolved |
To avoid sending patient’s a link to the Patient Portal that doesn’t work, EXACT will now check each time that they have a valid record on the portal and tell the portal to create a new record if they don’t.
Features |
NHS England, Wales and Isle of Man: NHS Bands & fees are now automatically downloaded, ready to be applied from their effective date.
Issues Resolved |
Fixed an issue that caused a new patient to get duplicate records if they were subsequently sent a welcome email containing a patient portal link.
EVOLUTION: Added missing Dutch translation for tele dentistry and outstanding SMS/Email form templates.
EVOLUTION: Added missing Dutch localizations in some areas of EVOLUTION.
Features |
NHS England, Wales and Isle of Man: EXACT will now automatically roll over your regular NHS contracts 30 days ahead of their expiry date ready for the next year. You can manage which contracts are automatically rolled over by ticking or unticking the “Contract Rolls Over” checkbox on the Edit Contract window accessed from the File, NHS Contracts menu.
Issues Resolved |
An issue with the services has been fixed that could cause some features in Exact to stop responding correctly. Affected services could include the appointment reminders, portal forms or online appointments not updating or the presentation manager not working.
FP17PR forms that patients have not completed correctly on the Patient Portal will now be saved in the Contacts tab. Invalid NHS forms will not change the colour of the Portal Forms icon to green on the Arrivals tab of the Appointment Book. Invalid NHS forms will not be able to link with Course of Treatments.
Fixed an issue where Short Notice List SMS reminders were occasionally not automatically generating
EVOLUTION: A new configuration setting has been added to set the timeout for the BSN. If you experience a timeout when checking for BSN numbers you can experiment with longer timeouts to resolve the problem by changing this setting from the Configure, Settings menu option. new configuration has been added to set the timeout for the BSN check practice.nld.webservices.bsn timeout
Fixed an issue on the video tab where a patient's image could very rarely be overwritten by another image imported later on the same day by changing file name to include a timestamp.
Fixed an issue in the arrivals window where Patient Portal form icons would not display correctly if the patient had the same form requested more than 30 days in the past and it is still outstanding.
EVOLUTION: Added missing translations for updating online information in the patient information.
EVOLUTION: Fixed an issue that was causing the service text in chart history to not display correctly.
Fixed an issue where under some circumstances, automatic SMS reminders were not being generated.
When sending Patient Portal links to patients, EXACT will now check that the link is valid before sending it. If the link is not valid, it will attempt to create a new Patient Portal link.
Made changes to the Soei.RemoteSupportLauncher.exe so it no longer gets falsely flagged by (Kaspersky) anti-virus software when it tries to be installed.
Features |
NHS England and Isle of Man: You can now select if a Course of Treatment included Flexible Commissioning in the TC dialogue.
NHS Scotland and Northern Ireland: As an extension to the automated fee download feature, an instant message will be used to notify admin users when NHS fees are automatically downloaded and imported by EXACT.
NHS England and Wales: NHS Contact Preferences in the exemptions window will now default the patients communication preference to email or mobile if either of them are available. If both are available, email will take priority
NHS Wales: Acorn form changes for Perio Health/BPE window that will be automatically applied from the 1st of December, 2021. Two new fields have been added, Patient is edentulous in the Relevant History tab, and Patient unable to tolerate periodontal examination in the Perio Health tab.
- If Patient is edentulous is checked in the , then the Perio Health will not be able to be edited
- If Patient unable to tolerate periodontal examination is checked, the other perio health information will not be able to be edited
NHS Scotland and Northern Ireland: NHS fee updates will now be downloaded and imported automatically when the next fee file update occurs, preventing users from needing to do this themselves in future.
NHS England, Wales and Isle of Man: Added new Clinical Data Set categories & services when completing NHS treatment. The new Clinical Data Set categories will automatically appear after the 1st of December 2021.
A feature flag can be used to control this date: Internal.payor.nhs.01122021 changes
NHS Wales and Isle of Man: Added functionality to record how many aerosol generating procedure (AGP) appointments are done per course of treatment.
NHS Claiming: AGP appointment count will now be added to claims for Wales and IOM for courses of treatment started on or after 01/12/2021.
An AGP check box has been added to the edit service item window to allow practices to configure which services are counted towards the AGP total.
The TC dialog shows the AGP count so that users can confirm it is correct before sending the claim.
Two merge fields have been added that show longer date formats for the short notice gaps. These can be use to provide a better patient experience in TXT messages.[patient.shortnoticegapmid] e.g. 17/9/2021 @ 08:35am[patient.shortnoticegaplong] e.g. Fri 17th Sep 2021 @ 08:35am
Added three new buttons to the live, ‘Contact', ‘Help', and ‘Remote'. The ‘Contact’ button will open the 'Getting Help’ window. The 'Help’ button will open help documentation. The 'Remote’ button will open the remote support dialog.
Apollo will now use IoT Hub in Azure to make connections to EXACT servers.
Scotland and Northern Ireland NHS: When the Download fees button is selected, EXACT will update fees for all active NHS payors and show the effective date of the fee update on the payor window.
Issues Resolved |
Made performance improvements when opening and closing the Chart History window for patients that have a large number of notes or custom screens.
Features |
A new patient query has been added to allow users to search for patients who have or have not been communicated to from a selected template in the last X months.
Beta release notes : Beta Release Notes