Adding Specialist / Referral Source Details

The Specialists section of EXACT holds all referral sources and any outside business or personnel that we need to record (specialists, doctors, Labs etc).

To add a specialist go to File->Specialists

Open

This will open the Edit Specialists window, by default on the Details tab:

Open

Click the +1 button to add a new specialist

Fill in the Specialist details and tick the relevant tick box to mark the type of specialist it is.

If marked as a Referral Source it will become an option in the Referred By field in the Patient Details.

If marked as a Specialist it will become an option when emailing a specialist via the Patient section.

If marked as Doctor/GDP it will become as option in the Doctor section in the Medical Tab.

If marked as Lab it will become an option when charting a lab service item.