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EXACT PRACTICE MANAGEMENT GUIDE - Scotland

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SOE CONNECT

You will have been sent two codes for SOE connect shown in the format below. If you have misplaced your codes please call the support helpdesk on 01634 266 800; you will be required to provide a signed letter on practice headed paper confirming that these codes can be sent to you.

ADMIN: XXX XXX

USER: XXX XXX

When you first login to Exact you will be prompted with a box to register for SOE Connect. Please note each person that registers for SOE Connect will need to use a unique email address and the password which they create will need to be ATLEAST eight characters long and contain one non-alphanumeric character.

PLEASE NOTE: If the admin code is used it will give the user full access to Exact.

 

You can access SOE Connect from any browser using the address format below. Please put your practice ACCPAC in place of ‘YOURACCPAC’.

https://YOURACCPAC.soeconnect.net/account/login

In order to access SOE Connect after you have registered in Exact you can use the URL above on your chosen browser to access SOE Connect.

Login to SOE Connect with the URL above. Your username and password will be the one that you set up when logging into Exact.

 

Once a dentist has registered for SOE Connect they may report back that they are not appearing in the claiming dentist drop-down when trying to send a PA. In order to make sure they appear in this list please follow the steps below:

  1. Login to SOE Connect with the steps in Logging into SOE Connect

  2. Click on ‘Practice management’ then ‘Practice users’ in the top left-hand side.

  3. Click on ‘Active users’

  4. Click on the settings clog then select ‘Edit user’

  5. On the screen that comes up add the dentists List Number into the ‘NHS provider number’ section then press save.

  6. The dentist will now show in SOE Connect as a claiming dentist when applying for prior approval.

When a prior approval has been started or sent off you can check these in SOE connect.

  1. Use the steps in Logging into SOE Connect to log into SOE Connect

  2. Click on ‘NHS’ then ‘Prior approvals’

  3. You will be shown the screen below. If the dentists at the practice have generated any prior approvals, they will show on this page detailing the patient name, the status of the PA, provider that has sent it, COT and the amount that the PA is worth. You can filter at the top of the screen by status i.e. if you just want to view approved claims or by provider. If you are not sure that the information is up to date click on ‘GET UPDATES’ in the top right-hand corner.

  4. If you need to view any PA’s that have been archived, you need to click in the box next to ‘Show archived prior approvals’

TRANSMISSIONS & RESPONSES

NHS SCHEDULES

USER SETTINGS

CONTACT LISTS

REPORTING

MANAGING LAB WORK IN EXACT

MANAGING WHITE SPACE

HELPFUL INFORMATION

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