EXACT Release Notes

Exact 25.215 - 17/11/2025

• NHS NHS England, Wales and Isle of Man: The ethnicity options have been refined in accordance with NHS guidelines

  Open

  

• Issue resolved Fix for an issue with the KPI Report where one practice reported an unexpectedly high Production Per Hour figure for one provider. Base charting is now excluded from KPI Report calculations.

• Issue resolved NHS Scotland: Fix for an issue where multiple instances of the ‘Recementing of a Resin Retained Bridge’ (D018) service were being sent as a combined instance in the claim file, rather than as separate instances.

Exact 25.211 - 10/11/2025

• IMPROVEMENT Improved the transactions allocation explanatory text to help users better understand the expected outcome.

Exact 25.207 - 03/11/2025

• Issue resolved Fixed an issue with the Receipt Analysis Report where adjustments in a given date range were not showing up. Additionally, fixed an issue where unallocated transactions were being allocated to ‘Unknown’ and weren’t showing in the Private Receipt Analysis Report.

• Issue resolved Fixed an issue where the portal form icons in the Arrival tab weren’t updating correctly when multiple instances of a form had been requested.

• Issue Resolved Fixed an issue where the labwork status wasn’t updating when booking via the departure sidebar.

Exact 25.198 - 22/10/2025

• new Feature NHS Northern Ireland: Added a new patient list condition which allows you to search for patients with or without a H & C Number.

• Issue Resolved Fixed an issue where the ‘Select Doctor’ window on the Recalls tab highlighted the first doctor in the list instead of the patient's currently selected doctor.

• Issue Resolved Fixed an issue where the tabs would flicker in the patient file window.

• Issue Resolved Fixed an issue where stock items could be duplicated when the ‘Process’ button has been clicked multiple times, or when a transaction failed.

• Issue resolved Fixed a bug affecting merged databases where email attachments created via the Document Details window couldn't be opened.

Exact 25.185 - 07/10/2025

• IMPROVEMENT Reinstated the two most recent Care Manager changes that were reverted in v25.181:

  • The Reopen button has been re-added.

  • The 'Assigned To' filter section separates out inactive providers into their own subsection instead of listing them amongst the active providers.

• IMPROVEMENT Added 6 treatment reasons to the GP17 TC window for COTs with an acceptance date on or after 1st Nov 2025:

  • ST - Sensitivity

  • TP - Temporary filling / dressing

  • PE - Pulpitis / extirpation

  • PB - Periapical abscess

  • DS - Dry socket

  • TM - TMJ / TMJD

• PERFORMANCE Reverted the two most recent Care Manager changes as part of an investigation into performance issues on a specific site.

  • The Reopen button will no longer be available.

  • The 'Assigned To' filter section will list inactive providers amongst active providers instead of separating them out into their own subsection.

• IMPROVEMENT NHS Northern Ireland: Reverted a capitation services change introduced in v24.122. Fees are now charged for all items of treatment provided to children under 18 where necessitated by trauma.

• Issue resolved Fix for a bug where contact documents couldn’t be opened in cases where a leading whitespace in the filename was automatically trimmed by Windows.

• Issue resolved Fixes for the following issues with the Receipt Analysis report:

  • Allocated amounts should now use the treatment type from the allocated invoice instead of defaulting to private.

  • Payor adjustments should now be grouped under the associated payor total instead of the private treatment summary total.

  • NHS adjustments should no longer show the payor as unknown.

  • Negative adjustments should now show in the treatment type summary.

Exact 25.178 - 24/09/2025

• IMPROVEMENT Increased the maximum number of custom screen tabs that can be added to patient files from 2 to 5.

• IMPROVEMENT Updated the email verification pop-up to show an information icon instead of a warning.

Exact 25.176 - 22/09/2025

• IMPROVEMENT The ‘Re-request forms' checkbox and the ‘Reset patient portal' button in the Configure Patient Experience window are now hidden by default as they are no longer needed.

• Issue resolved Fix for an issue where verification emails for password resets couldn’t be sent if email wasn’t configured or wasn’t working. 

• Issue resolved Fix for an issue where duplicate follow up emails or SMS were sent every ten minutes to a single patient in certain scenarios.

Exact 25.168 - 09/09/2025

• IMPROVEMENT A new ‘Sent/Received date’ column was added to the Contacts tab. The ‘Sent/Received date’ is fixed and can’t be changed. The date in the Date column can be edited via the info button to reflect when the item was filed or last actioned.

• Issue resolved Fix for an issue where the Video and Xray tabs were only showing the first saved image and users were unable to import additional images or capture video. Upgrading to this version should restore lost images.

Exact 25.158 - 25/08/2025

• IMPROVEMENT A Dashboard icon was added to the Workspace, and a Dashboard text option to the Exact File menu. When clicked/selected it brings the dashboard screen to the front.

• IMPROVEMENT NHS England, Wales & IOM - The Ortho date format was changed to use the date of referral and the date of fitting instead of claim codes, according to the changes outlined in CCN79.

• IMPROVEMENT NHS England, Wales & IOM - New FP17 data set categories have been made available as requested by the NHS:

  • Soft Tissue Surgery

  • Non Lab Made Appliance Or Splint

  • Lab Made Splint

  • Crown Refix With Post Core Retention

  • Obturator

  • The following new services have been created to represent the new categories.

    • SPLINT-CHAIR - Non-Laboratory Made Appliance/Splint

    • SPLINT-LAB - Laboratory Made Splint

    • REF-POSTCORECRN - Crown Refix with Post/Core Retention

  • The following existing services have been modified to reflect the new categories and undated banding.

    • SOFT and SOFT% which now uses Soft tissue surgery dataset category and has been changed from Band 3 to Band 2

    • OBT-DN which now uses Obturator dataset category and has been set to Band 3

• Issue resolved Fix for an issue where database upgrades would fail and leave the database in a corrupted state if xray.image.path is set to a path that’s inaccessible to the server.

• Issue resolved Fix for a bug where the Doctor field was not saved for a new patient.

• Issue resolved Fix for a bug where Short Notice List would incorrectly send a ‘Gap Gone’ SMS when the appointment was booked from the room column of the appointment book.

• Issue resolved Fix for a bug where adjustments to NHS allocated payments were being changed to Private type and therefore were showing incorrectly in the Receipt Analysis Report.

• Issue resolved Fix for a bug where appointments starting or ending at 12 PM caused the iCal attachment to create an incorrect time in the calendar.

Exact 25.143 - 06/08/2025

• no changes

Exact 25.142 - 04/08/2025

• no changes

Exact 25.136 - 28/07/2025

• Issue resolved Fix for an issue where multiple milestone files were present in the backup directory, preventing users from being able to log in to the backup.

Exact 25.133 - 23/07/2025

• IMPROVEMENT If both SMS home and mobile numbers are set for a patient, planned treatment online booking links will now only be sent to the patient’s mobile number.

• IMPROVEMENT NHS: The roll-over checkbox will now be ticked for all active and future NHS contracts.

• Issue resolved Fix for an issue where treatments or COTs were duplicating on the chart for some practices.

Exact 25.130 - 21/07/2025

• Issue resolved Added an error message to the Connect payment window when the user hasn’t been issued a cloud auth token.

  Open

  

Exact 25.128 - 14/07/2025

• Issue resolved Fix for an issue where Smart App Control on Windows 11 would prevent EXACT from installing.

• Issue resolved NHS: Fix for an issue where there was a significant lag in resubmitting any NHS COT.

• Issue resolved Fix for an issue where saving either the BPE or DMF without any changes incorrectly updated the 'Last edited by' user to the current user.

Exact 25.121 - 07/07/2025

• Issue resolved Fix for an issue where inactive patients within the date period were no longer counted as total members but as members who have left, when running the Capitation Scheme Profile Report.

• Issue resolved NHS Wales: Fixed an issue where urgent FTA DAP claims were being rejected for patients that are younger than 25.

Exact 25.119 - 02/07/2025

• IMPROVEMENT A prompt was added to the payor adjustment workflow asking users whether they wish to automatically allocate the adjustment. Selecting 'Yes' will allocate the adjustment to the oldest open credit amount. Selecting 'No' will leave the adjustment unallocated.

  Open

  

   

• SECURITY Cloud authentication has now been enabled by default. All existing users that don’t already have it enabled will be prompted to create a new, secure password when logging in to EXACT for the first time after a practice has upgraded to this version.

• IMPROVEMENT A provider column was added to the Debtors List report to highlight accounts where there is a mixed provider balance. The ‘Home phone’ and ‘Work phone’ columns were replaced by a ‘Mobile column’ to make space for the new Provider column.

• Issue resolved Fix for an issue where emailing prescriptions or dispensary items wasn’t updating the prescription record.

• Issue resolved Fix for an issue where the processing of incoming emails would error if the emails contained attachments with names that matched reserved names in Windows.

• Issue resolved Fix for an issue where some sites were seeing a debugging error.

• FEATURE REMOVED The online booking colour scheme picker was removed from the Practice Information screen.

Exact 25.111 - 23/06/2025

• Issue resolved Fix for an issue where the ‘Receipt Analysis’ report wasn’t displaying the payor receipt corrections for the relevant payor.

• Issue resolved Fix for an issue where the ‘NHS Schedules’ button in the UDA Manager was greyed out.

Exact 25.109 - 18/06/2025

• NEW FEATURE A new ‘Reopen’ button was added to Care Manager, which allows rejected COTs to be reopened.

• IMPROVEMENT Improvements to the ‘Select Doctor’ feature:

  • We’ve reinstated the +1 and Edit buttons on the Select Doctor screen that’s returned from Clinipad. Additionally, Company is now included as part of the filtering criteria when displaying the matching list.

  • Searching is now available on the Select Doctor screen

  • On the Select Doctor screen, type now defaults to ‘Doctor’

  • Updated the Company field label to Practice/Company

• Issue resolved Fix for an issue where the new Denplan form previews appeared blank.

• Issue resolved Fix for an issue affecting some sites where Clinipad wasn’t updated after a server upgrade using the installer app.

• Issue resolved Fix for an issue experienced by some sites where workstations were forced into an upgrade loop, resulting in a system down.

Exact 25.102 - 11/06/2025

• PERFORMANCE When the online appointments tab is added, only the necessary online booking data will be preloaded upon opening the appointment book in order to improve performance.

• IMPROVEMENT In the list of Care Manager filters, under the ‘Assigned To’ section, active and inactive users are now separated.

  Open

  

• ISSUE RESOLVED Fix for an issue where patient details weren’t being populated in form requests for family appointment.

Exact 25.98 - 03/06/2025

• IMPROVEMENT NHS:

  • Removed the Orthodontic Therapist option from the DCP Type list in the Details tab of a provider’s file

  • Dental Technicians now appear in the DCP Type list in the COT TC window

• Issue resolved Fix for an issue with Pearl AI where the full-screen window was either displaying an incorrect patient or a blank screen.

• Issue Resolved Fix for an issue in Presentation Manager where some odontogram charts were not displaying the services.

Exact 25.95 - 03/06/2025

• new Feature A Labwork tab was added to the appointment book to show the state of all future labwork appointments. The tab entries can be filtered to show just the Required (awaiting labwork) or Ready (labwork has been returned) appointments.

  Open

  

• IMPROVEMENT A warning was added to the Search and Change wizard, that appears if other users are logged in to EXACT.

• IMPROVEMENT The Update button was removed from Medicare Card Details window.

• Issue Resolved Fix for an issue where family appointments were causing an intermittent crash when opening the ‘Edit Appointment’ window in the appointment book.

Exact 25.91 - 28/05/2025

• IMPROVEMENT Added new colours for pop-up notes:

  • Red

  • Grey (Light)

  • Grey (Dark)

  • Cyan

  • Orange

  • Violet

• new Feature Added a Notes section to the Software tab of the Help About window.

Open

• Issue resolved Family Appointment: Double-clicking a family member on the Edit Appointment window is now changing the patient.

Exact 25.89 - 22/05/2025

• IMPROVEMENT Short Notice List: If a patient only has a mobile number, clicking on the number in the Short Notice List tab opens a new prompt that allows the user to either send an SMS or call the patient on their mobile.

  Open

  

   

• IMPROVEMENT NZ: An ‘SMS Home’ checkbox has been added to patient details and Search and Change to allow searching for patients that have more than one mobile number.

• Update The Denplan Care Contract Assessment Form has been updated. Changes include:

  • added a 'prefer not to say' gender field

  • added patient email and phone fields

  • Fee Cost is no longer displayed on the form

  Open

  

• IMPROVEMENT In the patient file under the Medical tab, we now display a doctor’s company and phone number if a doctor is selected.
  ^{PR-24797, EX-63469}

  Open

  

• IMPROVEMENT The option to configure the Quick Chart menu has been made part of the Service List Setup wizard.

Open

• UPDATE NZ: Reverted the MOH Approval form to the June 2023 version.

• IMPROVEMENT All standard link tabs are now loaded in the background when the Chart tab is loaded in order to minimise wait times.

• IMPROVEMENT  A flashing alert was added to the Pearl AI tab when an image has been processed and is ready to be viewed.

• sECURITY Updated Cloud OAuth to provide a unique session when logging in to EXACT in order to allow seamless logins by individual users. For example, all users can now log in to Pearl AI using their EXACT credentials.

• Issue resolved EIRE: Fix for an issue where payor transactions were causing EXACT to crash.

• Issue resolved Fix for an issue where the provider field was not being populated when an appointment was copied to the clipboard.

• Issue resolved Fix for an issue where loading a UDA contract via Administration > NHS > UDA Manager… displayed incorrect ‘Disputed’, ‘In Progress’, ‘Unresolved’ and ‘Unsent’ UDA information.

• Issue resolved Fix for an issue with the Pearl AI flashing alert where preloading set the image as viewed as soon as the tab was loaded in the background.
  ^PR-24913

  Open

  

• Issue resolved Fix for an issue where a user that stayed logged in to EXACT overnight could receive an 'upgrade EXACT' message and trigger an upgrade during work hours. Messages now have a short expiry time.

• ISSUE RESOLVED Fix for an issue where an exception could cause the new server installer to fail if the staging folder was being accessed by another process.

Exact 25.77 - 12/05/2025

• IMPROVEMENT Made improvements to NHS Clinipad forms:

  • England & Wales: Expanded the explanatory text for the universal credit option and removed the NHS tax credit exemption fields.

  • Northern Ireland: The ‘I am on the list of another dentist’ and ‘Providing treatment on referral’ options are no longer mutually exclusive.

• New Feature Users can now display the payment transaction/receipt comments on the Receipt Analysis report.

  Open

  

• IMPROVEMENT Standard Links now preload in the background when a patient’s Chart tab is opened.

• ISSUE RESOLVED Fix for an issue where instant messages were not being automatically cleaned up in some cases.

• Issue resolved Fix for an issue where including illegal characters when changing the description of contact files resulted in EXACT being unable to find the file.

• Patch Fix for an issue where COT lines were being duplicated in some cases.

Exact 25.71 - 28/04/2025

• Improvement Short Notice List: Appointments that have a ‘Do not offer gaps earlier than’ date that is outside of the Short Notice Period, then add the appointment in the ‘Do no contact’ list.

• IMPROVEMENT NHS Contract Rollover: Added a new warning message when manually rolling over a contract that only contains inactive providers.

• Issue resolved Fix for an issue where the column headings in the Appointment Workflow Compliance report weren’t being copied across additional pages.

• Issue resolved Fix for an issue with payor payment allocations so that overpayments are correctly allocated.

• Issue resolved Provider is Leaving: Fix for an issue where the warning messages were not displaying when expected.

• Issue resolved Fix for an issue where outgoing and incoming emails were being duplicated on a particular site.

Exact 25.62 - 16/04/2025

• IMPROVEMENT Provider is Leaving: Added warnings in the event that the provider has future appointments, the user is not reassigning the appointments and the user is trying to mark the provider as inactive.

  Open

  

• IMPROVEMENT NHS Contract Rollover: Inactive providers are no longer rolled over to new contracts.

• Issue resolved Fix for an issue with new patients created via Online Booking where their SMS Mobile checkbox was not being ticked automatically.

• Issue resolved Fix for an issue with the positioning of the limit payor fee rule.

Exact 25.57 - 09/04/2025

• IMPROVEMENT NHS Northern Ireland: Updated the text on the warning message that appears when either H&C or CHI numbers are missing for a patient at TC time to reflect that this is now mandatory.

• IMPROVEMENT Updated the text of the recall monthly view filter from ‘Who are due for one of these recall types’ to 'For one of these recall types’ for clarity.

• IMPROVEMENT NHS Northern Ireland: The warning message that appears when either H&C or CHI numbers are missing for a patient at TC time is now mandatory. Users cannot process the claim until one of these details has been entered for the patient.

• IMPROVEMENT We now display a warning dialog when a user ticks the checkbox to inactivate a provider. The dialog encourages the user to try and use the new ‘Provider is Leaving’ feature. Note this is tied to a new setting provider.inactive checkbox warning.enabled, which is enabled by default.

  Open

  

• ISSUE RESOLVED Added country context to the remote support launcher, ensuring the region is set correctly at launch. Also removed the auto launch when only one support agent is available in the region.

• Issue resolved Patient List: Fix for an issue when using the birthday query where if the From Date (Day/Month) was greater than the To Date (Day/Month) some patients who met the criteria would be excluded from the list.

• Issue resolved Fix for an issue where completed treatments that were voided were being incorrectly moved to the Misc tab.

Exact 25.53 - 07/04/2025

• new Feature Provider is Leaving: Introduced a new feature that is accessible to admin users on the Provider File and is intended to help manage all the required tasks when a provider leaves the practice.

  Open

  

• Improvement Clinipad: Improvements were made to the doctor’s flow in Clinipad, where fields are now available to capture and display the patient's entered doctor details.

• Issue resolved Short Notice List: Fix for an issue where the Short Notice List would crash EXACT when an appointment book that contained no providers or rooms was present.

• Issue resolved Fix for an issue where the eDental config file wasn’t being installed by the new server installer.

• ISSUE RESOLVED Patient Portal: Fix for an issue where the incorrect form type was being stored for FP17PRW forms.

• Issue resolved Fix for an issue where receiving an instant message or a Task alert when viewing the ‘New User’ screen would crash EXACT if Windows Notifications were enabled.

• ISSUE RESOLVED Clinipad: Fix for an issue where the doctor and emergency contact details were not saving back to EXACT when the patient setting 'Have patient sign medical history in surgery' was enabled.

Exact 25.46 - 27/03/2025

• IMPROVEMENT A user-level opt out was added for Exact Hub notifications.

• IMPROVEMENT NHS Wales: F.T.A. FP17 claims no longer require exam codes.

• IMPROVEMENT The User Activity report was updated so that it’s possible to set the patient and activity criteria independently.

  Open