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EXACT Help Files

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  • How-to articles
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    EXACT Release Notes
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    How To Install A Specific (Older) EXACT Version
  • Connect
  • Customer Success Hub
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    How-to articles
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    EXACT Server Move Guide
  • Tyro
  • Buy Now, Pay Later (BNPL)
  • New Patient Acquisition
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    How to upgrade to Windows 10
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    EXACT Reporting Views
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    Beta Release Notes
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    Presentation Manager 2: creating and editing a patient document
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    Presentation Manager 2: printing, posting and emailing a patient document
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    Presentation Manager 2: creating and editing templates
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    Windows support lifecycle in 2023
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    Add a New User or Provider
  • APAC Region
  • Appointment Books
  • Care Manager
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    Changing a Users Security Group
  • Charting
  • Clinipad
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    Compressing Images and Contact Documents
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    Configuring User Workspace
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    Create a New Security Group
  • Creating Custom Screens
  • Denplan
  • Dental Referrals Installation - UK
  • Digital Imaging
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    EXACT & Expro Anti Virus / Firewall Exceptions
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    EXACT CLINICAL USERS GUIDE - England & Wales
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    EXACT CLINICAL USERS GUIDE - Northern Ireland
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    EXACT CLINICAL USERS GUIDE - Republic of Ireland
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    EXACT CLINICAL USERS GUIDE - Scotland
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    EXACT Hard Drive / Disk Selection
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    EXACT Network Requirements
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    EXACT PRACTICE MANAGEMENT GUIDE - England & Wales
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    EXACT PRACTICE MANAGEMENT GUIDE - Northern Ireland
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    EXACT PRACTICE MANAGEMENT GUIDE - Republic of Ireland
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    EXACT PRACTICE MANAGEMENT GUIDE - Scotland
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    EXACT Printer & Scanner Requirements
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    EXACT RECEPTION GUIDE - England & Wales
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    EXACT RECEPTION GUIDE - Northern Ireland
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    EXACT RECEPTION GUIDE - Republic of Ireland
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    EXACT RECEPTION GUIDE - Scotland
  • Examine Pro
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    EXAMINE PRO Requirements
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    Genuine Server / Real Data Check
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    Getting Ready for your Training Sessions
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    Guru
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    HICAPS Trinity Terminal configuration
  • How to Setup a EXACT Network Backup
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    ICCMS
  • Instant Messenger
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    IT / Hardware Supplier Checklist
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    Making Lapsed Patients Inactive
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    Managing EXACT Licenses
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    Managing Locations
  • Marketing Manager
  • Medical History
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    MPC (MyPractice & MultiPractice Cloud)
  • Older Exact Versions
  • Online Appointment Bookings
  • Patient Communications
  • Patient Contact Lists
  • Patient Portal
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      What Forms Are Available?
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      Patient Portal - Requesting Forms
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      How to use Patient Portal as a Patient
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      Patient Self Check In
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      Amending Your Patient Portal Templates
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      Checking Patient Portal Form Completion
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      Smart sections for patients with forms to complete in their portal
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      Turn off Patient Experience for a specific patient
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      Frequently Asked Questions
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      Pre-Appointment Health Screening Form (COVID-19)
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      Form Icons for Patient Portal
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      SMS 2 Factor Authentication
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      How to Format Privacy Policy Link
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      Patient Portal Terms of Use & Privacy Policy
  • Patient Transactions
  • Patients
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    Payment Plans - Preset Method
  • Payors
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    Post Code Import
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    Prescriptions
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    Private Health Claiming
  • Providers
  • Recall Manager
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    Remote Access & EXACT
  • Reporting
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    Reputation Management in EXACT for Customer Radar
  • Reputation Manager
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    Resetting your EXACT password
  • Scheduler