Dental practices need to cater to increasingly strict rules around patient data collection and management, as formulated in the following regulations:
UK, Ireland and Netherlands: the EU-driven General Data Protection Regulation (GDPR) (Regulation (EU) 2016/679)
Australia: The Spam Act 2003.
New Zealand: The Unsolicited Electronic Messages Act 2007.
The topics below cover ways in which EXACT facilitates practice compliance with these regulations.

Contact Preferences Audit

This is viewable by Administrator-level users only.

Many countries have regulations around direct marketing, so it is important that EXACT can track changes to patient permissions that may potentially cause patient dissatisfaction.

For this purpose the Preferences to Contact Patient window features a Contact Preferences Audit tab, accessible only to Administrator-level users:

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EXACT tracks practitioner Contact Preferences actions in this audit trail.
Audit actions are only recorded for checkbox changes (ticked or un-ticked), so if practitioners opt to ignore the prompt for action, or if practitioners simply Cancel out of the Contact Preferences window without clicking anything, they will incur no audit record.
Clinipad "Contact Consent" automatically ticks all checkboxes in the Preferences to Contact Patient window, so these changes are also tracked in the Contact Preferences Audit.

Preferences to Contact Patient

Patient contact preferences and consent

To facilitate dental practice regulatory compliance for business communications, including marketing activities, EXACT can record, track and report on recorded patient contact preferences and consent for communications.

Patient contact preference recorded statuses

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EXACT has the means for practitioners to record three states of patient Preferences that can be applied to communications.

For each communication type Patients can explicitly choose to Opt In or Opt Out:

Where they have not made an explicit choice they remain in an Unknown preference status (without contact preferences / without recorded consent) for business communications:

These three states are variables for creating Contact Consent Queries and Contact Lists for marketing campaigns.

Record contact consent preferences from multiple points in the appointment workflow

Patient preferences and consent for receiving business communications can be recorded by multiple means:

Appointment Workflow Departure Task List:

To stop sending communications to patients "without recorded consent"

Go to Configure > Practice Settings and uncheck the Market to patients without recorded consent checkbox, then click OK: