Specialist details are stored in the Specialist (also called Referral) File located under the File Menu. This is an address book for storing details for all of the specialists your practice uses, as well as for referral sources.


Contacts Tab (Specialists)

The Contacts tab stores contacts with or on behalf of a specialist. Contacts take the form of letters sent/received, phone calls made, and email sent/received, if these features have been activated.

Each time a contact is generated within EXACT, an entry will appear in the specialist’s Contacts tab.