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EXACT Help Files

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  • How-to articles
    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
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      Understanding the Tooth Chart
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      16 Bit Surface Charting
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      3D Charting
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      Medical Alerts
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      Moving a Patient to the Chair
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      Charting Treatment
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      Creating/Charting Lab Service
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      Charting Deciduous/Mixed Dentition
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      Charting Supernumerary
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      Quick Charting
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      Quick Charting Configuration
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      Show / Hide the Quick Charting Menu
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      Recording Treatment Notes
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      Quick Plans
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      Watching a Tooth
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      Patient Prescriptions
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      Patient Treatment Education
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      Generating a Treatment Plan Estimate
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      Viewing Historic Treatment Plan Estimates
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      Attaching Treatment Plan Estimates to an Email
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      Viewing Chart History
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      Viewing Images on the Chart
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      Completing a Course of Treatment
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      Patient Payor Mismatch Warnings
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      Setting a Recall on Treatment Completion
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      Adding a Treatment Plan to Batch Invoicing
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      Oral Health Surveys
    • Patient Perio Charting
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        Enable/Disable Single Screen Perio
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        Single Screen Perio Charting
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        Original Perio Charting
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        Recording a BPE
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      Pathology - Intra Oral/Extra Oral Charting
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      Editing Charged Treatment / Resubmitting
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      Charting Decay for DMF
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      Quick Notes
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      Appointment Notes
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      Chart Activity Tabs
  • 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
  • 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
  • Set up a Printer
  • Specialists
  • Tasks
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    Teledentistry
  • The Services File
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    Transfer Patients and/or Appointments to a New Provider (Search and Change)