Updating 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 edit a specialist go to File->Specialists

Open

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

Open

To search for a specialist click on the Select a Specialist option

Find the specialist in the list, you can use the type section to filter the results by specialist type. You can click on a column and use the search to search by that field.

Highlight the specialist and click Ok.

Make any changes to their details and click on the save option.