EXACT Release Notes

Exact 24.189 - 11/12/2024

• IMPROVEMENT Made a change that allows users to access EXACT Hub without filling in their contacts details.

• IMPROVEMENT Made several improvements to the scanner app:

  • When the app is launched, if no devices have been previously selected, a scanner will auto-populate the ‘selected scanner’ field if there is only one scanner available. If there are multiple available, the drop-down will pop open for display.

  • If the scanner app doesn’t launch, the error message below will now show instead of EXACT automatically falling back to the old scanning functionality.

    Open

    

• ISSUE RESOLVED Fix for an issue where ‘Do Not Charge’ COT colours do not change despite the checkbox being ticked.

• ISSUE RESOLVED Fix for an issue where it was possible for a user without the ‘Add, Edit or Delete Past Appointments’ permission to delete the original appointment when rebooking a linked F.T.A. appointment.

Exact 24.184 - 02/12/2024

• IMPROVEMENT A warning is now displayed if the [patient.planned.url] template merge field can’t be populated when creating an email or SMS for a patient via the toolbar buttons.

• ISSUE resolved Fix for an issue where patient notes weren't being saved correctly for cancelled appointments or follow-ups.

• ISSUE resolved Expanded the patient data that is included in both regular patient merges or patient portal merges. The additional information includes:

  • Patient Types

  • Dentist

  • Hygienist

  • Price Code

  • Payor & Payor number

• ISSUE resolved The Statement List now correctly shows patient names in the Details column when a statement is generated.

• ISSUE resolved Fix for an issue in the Quickbook services list where attempting to remove multiple services would only remove one. Now, all services that are deselected from the Edit window will be removed from the list when the Save and Close button is clicked.

Exact 24.179 - 25/11/2024

• IMPROVEMENT Short Notice List: The per-patient configuration options have been streamlined and simplified so users can now select which dates patients can and cannot attend.

  Open

  

• IMPROVEMENT Image Acquisition Scanning App: Removed the button that allow users to enable the new scanner app from the prompt that appears when the old scanning feature fails to scan a document.

• Issue resolved Fix for an issue where EXACT was not charging for 2 instances of the same service with a pricing method of ‘By Tooth’ when the service was charted on a deciduous tooth and its permanent counterpart.

• Issue resolved Fix for an issue where a user logging in to EXACT could cause the registration to expire in cases where there are multiple databases located on the same server.

Exact 24.175 - 20/11/2024

• Issue resolved Fix for an issue with SMS receipts where the database could become corrupted during updates if the Dental Payment Confirmation template was deleted between versions 24.136 and 24.152.

• Issue resolved Fix for an issue where some patients weren’t being sent campaign or appointment feedback follow up communications for new appointments after a current appointment was marked as audited.

• Issue resolved NHS England & Wales: Added an upgrade step that will set the band for services based on their given clinical dataset category.

Exact 24.171 - 14/11/2024

• IMPROVEMENT Scanner App: Some improvements were made the interface and file size information:

  • App now shows the number of pages that have been scanned.

  • App now shows the total document size.

  • Warnings will now be displayed when file limits are being reached.

  • When changing paper source, warnings will show for configurations that will create large files.

  • The scroll bar behaviour was fixed to be always visible

• Issue resolved Pearl AI: Added the ability to turn off the QUIC download protocol for practices with poor internet connections. Failures of this protocol could cause The Pearl AI tab not to load completely.

Exact 24.169 - 11/11/2024

• IMPROVEMENT Scanner App: Scanner App now has clearer messaging when a file fails to send to EXACT. A warning message is displayed that instructs the user how to manually add the file, and a file explorer window is opened with the correct file highlighted.

• IMPROVEMENT A confirmation message was added to show when an email is successfully verified.

• IMPROVEMENT Image Acquisition Scanning App: Improvement to the refresh functionality when sending scanned documents to EXACT so that documents show up in the Contacts tab more quickly.

• IMPROVEMENT Campaign Plus: When creating or editing a campaign, clicking the ‘Cancel’ button will now prompt the user to save their changes.

• Issue resolved Clinipad: Fix for an issue where an inactive doctor assigned to a patient was sent to Clinipad, prepopulating the doctor fields in patient forms. Fields are now left blank if a patient’s doctor is inactive.

• ISSUE RESOLVED Fix for an issue where users were able to edit patient files to have blank patient codes. Users are now required to enter a first or family name in order to successfully save their changes.

• ISSUE RESOLVED Fix for an issue where scanned documents were being saved to the wrong folder because the date was based on UTC, without accounting for time zone differences. The document save date is now based on the local system date and time.

• ISSUE RESOLVED Fix for an issue that was preventing users from being able to click the buttons on EXACT Hub notifications when viewing these on smaller screen resolutions.

• ISSUE RESOLVED Fix for an issue where notifications were misaligned when the appointment book was displayed as a sidebar.

• ISSUE RESOLVED NHS: Fix for an issue where incomplete services were being counted in DMF scores.

Exact 24.165 - 04/11/2024

• IMPROVEMENT Added an Edit button to the Appointment Information window so that users can change an appointment’s cancellation reason.

• IMPROVEMENT In the Short Notice List header, next to the Notes icon, the text ‘Edit’ has been added to make it more obvious that the notes in that column are editable.

• IMPROVEMENT SMS Receipts: Added a check to disable SMS receipts if SMS has not been set up. Also disabled email receipts if email is not set up or if the practice doesn’t have a practice email address.

• IMPROVEMENT NZ: Updated the NZ SMS unit estimation to exclude the standard disclosure statement.

• IMPROVEMENT Image Acquisition Scanning App: Made improvements for when no scanners are found. The app now greys out the scan button, hides the settings panel, and shows a new, informative error message. Additionally, a refresh button has been added next to the scanner select option.

• IMPROVEMENT When viewing the thumbnails in the Images tab, the user can now reupload an image to Pearl AI by selecting this option from the right-click context menu. The third-party link and filename can now also be viewed in the tool tip.

• new Feature NHS Scotland: Added a new checkbox to the Edit Service item window: ‘NHS DMF restoration or extraction’. The checkbox is disabled for ‘None’ or ‘Full Assessment’ chart graphics. When the checkbox is ticked, and the DMF tab is enabled on the TC window, the service will contribute to the DMF calculation rules.

• IMPROVEMENT Image Acquisition Scanning App: Added multi-page functionality for flatbed scanners.

• IMPROVEMENT Notifications now appear in EXACT regardless of whether the EXACT Hub icon or the workspace toolbar are displayed.

• IMPROVEMENT Updated the links to the Gmail & Microsoft email configuration help articles so that they point to the correct articles. Also fixed an issue with the ‘Sign in with Google’ button so that it displays correctly on smaller resolutions.

• IMPROVEMENT Added a new security setting (disabled by default) that enables users to cancel appointments that have been marked as F.T.A. (Failed To Attend) by navigating to File > Appointments > Mark FTA Appointments as Cancelled. Alternatively, users can filter appointments by the ‘Failed’ appointment status in the appointment book’s Cancels tab and click the new Cancel button to cancel any F.T.A. appointment.

• IMPROVEMENT Both appointment and patient notes are now displayed on the Appointment Information screen.

• ISSUE RESOLVED Fix for an issue where the original, linked F.T.A. appointment was being deleted when the appointment was rebooked.

• Issue resolved Fix for an issue where switching between users when using the lockout screen would cause EXACT to crash.

• Issue resolved Image Acquisition Scanning App: Fix for an issue where scanned documents weren't able to be emailed.

• Issue resolved NZ MOH: Fix for an issue where email merge fields weren’t being filled in when selecting the email option for prior approval forms.

• Issue resolved Reverted a change introduced in v24.153 that caused an issue where an unrecoverable error prevented users from logging into EXACT workstations.

• Issue resolved Pearl AI: Fix for an issue where new images weren’t being uploaded immediately.

Exact 24.152 - 21/10/2024

• IMPROVEMENT The receipt printing configuration options were improved in user settings. Users can now select the delivery method and defaults with more granularity, and can set multiple delivery methods to be used by default.

• IMPROVEMENT If a BPE for a patient is all X's, X will now appear as the highest BPE sextant score on the DMF tab for both English and Scottish sites.

• IMPROVEMENT A refresh button was added to Standard Link v2 tabs.

• Issue resolved Image Acquisition Scanning App: Fix for an issue where individual scanners were not retaining settings upon scanner source change.

Exact 24.150 - 17/10/2024

• NEW FEATURE Added the ability to send an SMS communication to new patients. One new email & one new SMS template were added to send to patients when their details are first entered into EXACT.

• IMPROVEMENT When viewing the thumbnails in the Images tab, the user can now copy the image path to the clipboard by selecting this option from the right-click context menu.

• IMPROVEMENT Pearl AI: The file upload status can now be checked in the image tooltip that appears when hovering over a thumbnail in the Images tab.

• Issue resolved Fix for an issue where the standard link full screen window would not close when the patient window was closed.

Exact 24.147 - 14/10/2024

• IMPROVEMENT Image Acquisition Scanning App: The app now displays the patient name or specialist code so that users can verify the patient/specialist the document will be saved against.

• Issue resolved Email verification: Fixed bug where EXACT attempted to verify an email address that had been removed. Saving a blank email address in Contact details under User Settings will no longer trigger the verification prompt.

Exact 24.145 - 09/10/2024

• IMPROVEMENT Improvements to the Image Acquisition Scanning App:

  • The app no longer requires items to be previewed and then scanned to save.

  • A 200dpi option was added.

  • Settings are now hidden and only display when a new scanner is selected.

  • A unique icon was added for the tray and taskbar to distinguish it from EXACT.

  • Focus now moves automatically to the ‘title’ textbox when the app opens.

  • The app doesn’t allow ‘Send to Exact’ to be clicked until a scan has been completed.

  • More useful information was added to error messages.

• IMPROVEMENT The wording on EXACT Hub notifications changed from 'Dismiss' to 'Not now' for clarity.

• Issue resolved Fix for an issue where the Payor or Clinic colour displayed in the Appointment Search window was not being respected.

Exact 24.141 - 30/09/2024

• IMPROVEMENT The Fullscreen button on Standard Link V2 tabs was altered to restore the minimized full screen window if it exists.

• New Feature Image Acquisition Scanning App: Added a prompt which displays if EXACT has trouble connecting to the practice scanner. It offers practices the option to immediately try a new scanning application, with different and more modern connection options. Practices can also turn on and off access to the new scanning app via a checkbox on the Practice Settings screen.

• New Feature Available Contact Methods in the Short Notice List tab on the appointment book are now interactive. Practices can email, send SMS and access the Call Patient feature for each patient listed in the the Short Notice List tab.

• IMPROVEMENT The word 'Description' was replaced with 'Subject' on all the screens relating to email to make it easier to understand what the field does.

• Issue resolved NHS Scotland: Fixed an issue where the composite supplement warning incorrectly pops up for unsaved chart items at TC time.

Exact 24.132 - 23/09/2024

• IMPROVEMENT Added a new, sortable Payor column to the Short Notice List tab.

• Issue resolved Fixed an issue with Windows file association where EXACT would display an error if the user tried to open a file without an application associated with it.

Exact 24.130 - 18/09/2024

• Issue resolved Fix for an issue affecting some practices where EXACT is prone to crashing or freezing when accessing chart history, opening and closing treatment items or editing clinical notes.

Exact 24.127 - 16/09/2024

• Issue resolved NZ: A workaround was implemented for an issue where Ministry of Health fees are being reset to 0 every day.

• Issue resolved Fix for an issue introduced in v24.108 where the attempt to launch the ‘Patient List’ template selection window from some automated communication configurations would cause EXACT to crash.

Exact 24.124 - 11/09/2024

• IMPROVEMENT An Examine Pro button was added beneath the ‘Pearl AI’ tab so users can launch Examine Pro, take an x-ray and see the analysis in Pearl AI from one screen.

• IMPROVEMENT Improvements to the Password Reset feature:

  • Long email addresses will now display without being truncated.

  • The reset prompt will no longer display if the practice doesn’t have email enabled and the user will see an alert instead.

• Issue resolved Fix for an issue with the Patient Portal reset merge where occupation and family members were being excluded from the merge. An issue with auditing family members was also fixed.

• Issue resolved NHS Northern Island: Fix for an issue where appointments necessitated by trauma were resulting in all charted services covered by capitation incurring a fee. Now only services 0101, 0111 or 0121 covered by capitation will incur a fee.

• Issue resolved Fix for an issue where EXACT would upgrade during working hours if the server couldn’t upgrade overnight.

Exact 24.119 - 04/09/2024

• no customer facing changes

Exact 24.117 - 02/09/2024

• new Feature Exact Notifications: Implemented a service which manages the receipt of Exact Hub notifications upon user log in. The service triggers after logging in or after unlocking EXACT.

• IMPROVEMENT Added an "Only Creditors" checkbox to the Debtors List report selection screen. This option allows practices to easily identify all customers who are in credit.

• IMPROVEMENT Marketing Manager: Reverted a change made in version 24.110 so that the title displays the campaign reason when editing existing campaigns.

• IMPROVEMENT The Patients Appointment window now shows the puzzle icon in the first column if an appointment is in the Short Notice List. Additionally, the Appointment Information screen now states whether the appointment is in the Short Notice List.

• IMPROVEMENT The email error message that is displayed when the internet connection has failed was updated to be more helpful.

• IMPROVEMENT ‘Was Not Brought’ status is now reset when dragging, copying or cutting a family appointment to the hold list.

• Issue resolved Fix for an issue with upgrading Singaporean practices.

• ISSUE RESOLVED Fix for an issue where the Exempt Adult counts were not being calculated in the UDA Breakdown report. Also fixed was an issue where the Under 5 count was incorrectly including 5 year olds.

Exact 24.112 - 26/08/2024

• IMPROVEMENT ‘Referral Source’, ‘Doctor’ and ‘Emergency Contact’ are now included in patient merges.

• IMPROVEMENT Updated the wording on one of the variants of the cloud authentication ‘Update Password’ prompts to assuage concerns about the prompt’s purpose and legitimacy.

• IMPROVEMENT Improvements to Marketing Manager’s ‘Add New Campaign’ window for automated campaigns:

  • The 'Campaign Services’ icons were changed to plain text for readability.

  • An ‘Edit’ button was added under the ‘Campaign Media’ section that launches the same window as the ‘Campaign Design’ button, where users can edit existing campaign media.

• ISSUE RESOLVED Fix for an issue where Patient Lists didn’t display the ‘Call Mobile’ contact preference.

• ISSUE RESOLVED Fix for an issue where ‘Was Not Brought’ status was being overwritten when family appointments were managed via the ‘Arrival & Departure’ tabs.

Exact 24.109 - 21/08/2024

• IMPROVEMENT Simplified the ‘Marketing Manager’ window:

  • Shortened the window title to ‘Add New Campaign’

  • Reduced the text on the ‘One-off’ and ‘Continuous’ options, and moved the remaining text to a tooltip

  • Updated the text below the ‘Patient Reset Interval’ section

  • The ‘Patient Reset Interval’ section is now hidden when the One-off option is selected

• IMPROVEMENT The ‘Import/Export’ button is now displayed in the ‘Patient Search’ window when opened via Marketing Manager for all admin users.

• IMPROVEMENT Change Username: The old provider assigned to a room is now replaced by the new provider.

Exact 24.106 - 14/08/2024

• IMPROVEMENT Change Username: The following information will now be copied from the old provider if the new provider is not given a new NHS number:

  • Personal/Performer numbers

  • Prior Approval tier limits

• IMPROVEMENT Improvements to the Email Receipt feature:

  • Attempting to put through a PaySense transaction on unsupported Windows versions no longer causes the email receipt prompt to pop up.

  • The selection screens that appear when the ‘Print' option is chosen have been added to the 'Email’ option so that users can preview receipts and statements, choose whether family appointments should appear on receipts, and choose transaction parameters for statements.

• Issue Resolved Fix for an issue introduced in v24.101 where provider free time was not being sent up for online booking, preventing patients being able to book online appointments.

• Issue Resolved NHS Scotland: Fix for an issue where surface material was not being sent for inlays/onlays for COTs prior to 01/08/2024.

• Issue Resolved NHS Wales: Fix for an issue where the Perio date on the ‘Perio risk assessment’ tab was displaying incorrectly.

Exact 24.99 - 07/08/2024

• UPDATE NHS Scotland Dental Reform Phase 2: For COT’s created from 1st August 2024, the NHS require additional information to be sent with claims.

  • If a A001 exam is charted for patient over the age of 18, the user must check the DMF tab on the TC dialog to ensure the correct data has been entered for:

    • No. of teeth requiring restoration or extraction

    • Total Teeth in Mouth

    • Highest BPE Score

  • If a A003 exam is charted, the user must enter an unscheduled care treatment reason on the Treatment Reason tab on the TC dialog.

  • Material information is now required on certain services. New services have been created in EXACT for this purpose.

  • Users will also be prompted to enter material information for crowns, inlays and veneers.

  • The NHS will be validating filling related claims more severely. EXACT will therefore display error messages to help correct any incorrect usage of filling services to help prevent rejections.

• Issue Resolved NHS Scotland: Fix for an issue where a crash could occur when requesting prior approval if the patient had services that did not contain a payor code charted against them.

Exact 24.97 - 05/08/2024

• NEW FEATURE Change Username: A button was added to the Provider window to allow users to change a provider’s username by creating a new provider record in just a few steps. This feature handles the reassignment of appointments, patients, configuration and settings. It is best run when no other users are actively using EXACT and is therefore only visible to admin users.

• IMPROVEMENT Improved ‘Was Not Brought’ for family appointments:

  • ‘Was Not Brought’ patients no longer appear in the arrivals window.

  • ‘Was Not Brought’ patients no longer appear in the departure workflow sidebar.

• IMPROVEMENT Improved the email receipt feature:

  • The default template now uses the patient ‘title’, ‘first name’ & ‘last name’ merge fields in the salutation instead of the ‘as known as' merge field.

  • The receipt email now uses the template description as the email's subject line.

• IMPROVEMENT NHS Scotland: Charted services that require a material will now display the material on the chart tooltip.

• Issue resolved Fix for an issue where SMSes and emails were being assigned an incorrect send date in some cases, preventing them from sending.

Exact 24.87 - 23/07/2024

• NEW FEATURE NHS: Scottish update to support new services being introduced on 1st of August.

Exact 24.85 - 22/07/2024

• IMPROVEMENT NHS: A warning pop-up now prevents non-super users (including admin users) from unticking the VT checkbox for an NHS contract if the contract provider has already transmitted at least 1 claim.

• IMPROVEMENT NHS Scotland: Clarified the text on two FP17 warning messages.

• ISSUE RESOLVED Fix for an issue with Address Autocomplete where the address/street field in patient files wasn’t highlighted in yellow when set as a mandatory field.

• ISSUE RESOLVED Fix for an issue where empty NHS bundles were being created.

Exact 24.84 - 13/07/2024

• ISSUE RESOLVED System Down: Fix for an issue where a recent zero-day vulnerability patch from Microsoft was causing EXACT services to crash.

• ISSUE RESOLVED Fix for an issue where multiple ‘New User Help’ buttons were added to the workspace toolbar when a new user was created from an existing user with the button present in the workspace toolbar.

• ISSUE RESOLVED NHS Scotland: A001 - extensive exam is now the only examination service that updates the NHS - Last Examination field when TCing a course of treatment.

• ISSUE RESOLVED NHS Scotland, Northern Ireland & Isle of Man: Fix for an issue where the Online NHS Fee scheduled event was causing issues when charting. This issue only affected practices that had a demo database without a practice ID on the same server as their main database.

• ISSUE RESOLVED Fix for an issue where Standard Link tabs were not automatically added to the chart tab for all users after a practice subscribed to a product.

• IMPROVEMENT NHS Scotland: Added a warning at TC if a user has charted a C012 or C013 filling service against the NHS rules.

• IMPROVEMENT Password Reset: When updating their password, users are now encouraged to add an email address if they don’t have one, and to verify that address. This will allow them to use the password reset functionality on the login screen if they forget the new password.

• IMPROVEMENT Password Reset: The password reset screen now has an option to show the password to help users correct any errors in their typed password.

Exact 24.75 - 08/07/2024

• ISSUE RESOLVED Connect: Fix for an issue where practices couldn’t receive payments through Payment Sense.

• ISSUE RESOLVED Fix for an issue with Live Chat where clicking the ‘Remote’ button would close the chat window instead of launching the remote support window.

Exact 24.66 - 24/06/2024

• IMPROVEMENT The Consents activity tab now remains accessible for practices that no longer have the Clinipad module registered, but do have at least one signed consent form record in their database.​

Exact 24.63 - 19/06/2024

• NEW FEATURE Clinipad: Added an email button to the Consents activity tab, which will email the selected consent form to the current patient.

• IMPROVEMENT Updated the three Short Notice List SMS templates: Gap Available, Gap Confirmed, Gap Gone.

• IMPROVEMENT Changed the names of the custom text tabs in Online Booking Web Setup from Cancellations and Complaints to Custom Text 1 and Custom Text 2. If a practice is configuring their online booking setup for the first time, Custom Text 2 (formerly Complaints) will show the new Feedback default text.

• ISSUE RESOLVED Fix for an issue where "This patient has a bank account number recorded" was added to the arrival window.

• ISSUE RESOLVED Fix for an issue where the 'New User Help' Cefsharp embedded browser instances were not being disposed of properly, causing memory issues and EXACT crashes.

• ISSUE RESOLVED Fix for an issue with the email attachment screen where the selected patient field would be blank by default if the current patient had multiple active email addresses.

Exact 24.55 - 10/06/2024

• NEW FEATURE Added a new SMS template (•PORTALREMINDERSMS) that combines an appointment reminder with a link to the Patient Portal.

Exact 24.52 - 05/06/2024

• ISSUE RESOLVED Fix for an issue where the ‘Denplan Assessments Done’ report was reporting incorrect figures as it was excluding patients assigned to other payors. Patients assigned to other payors are now included in the report.

• ISSUE RESOLVED Fix for an issue where the print icon wasn’t displayed if a prescription was printed immediately after creation.

Exact 24.47 - 29/05/2024

• ISSUE RESOLVED Fixed an issue where users were unable to interact with the Live Chat window when certain other windows (such as Patient Search) were open.

• IMPROVEMENT The Oral Health Survey report now displays patient mobile numbers.

Exact 24.45 - 27/05/2024

• ISSUE RESOLVED Fix for an issue where the subject/description was failing to save when filing an email.

Exact 24.43 - 22/05/2024

• UPDATE NHS Northern Ireland: Added a new payor limit of $400 with a patient charge of $384, effective 14 June 2024.

• IMPROVEMENT The default ‘Quick Book Service’ controls have been moved from the ‘Appointment Book Setup’ window to the new ‘Manage Appointment Booking Services’ window introduced in version 24.37. Additionally, the ‘Manage Appointment Booking’ Services window can now be accessed from the ‘Appointment Book Setup’ window by clicking the spanner button.
  
  

Exact 24.40 - 20/05/2024

• ISSUE RESOLVED Fix for an issue where a provider’s column could be duplicated in the appointment book when creating a new provider.

Exact 24.38 - 15/05/2024

• IMPROVEMENT Some improvements were made to the recently introduced 'Email Receipt' feature:

  • The email template can now be configured by going to Configure > Patient Payments​

  • An 'Email Receipt' and an 'Email Statement' options were added to the receipt printing preferences in User Settings​:

    • If the user has an email address, the email will be sent without prompting the user​

    • If the patient doesn't have an email address, the user will be prompted to print instead​

  • If the patient doesn't have an email address or email isn't configured for the practice, the print option will be ticked instead​

  • The default email template has been beautified:
    
    

• NEW FEATURE A new Quick Services configuration button was added to the ‘Edit Appointment’ window. From the ‘Manage Appointment Booking Service’ List window. Users can now:

  • Create new Quick Services

  • Add/remove services from the list

  • Edit existing services
    
    

Exact 24.36 - 13/05/2024

• IMPROVEMENT Both the Patient Schedule and the NHS Claimed Versus Disputed Report now include new patient UDAs in their calculations.

• IMPROVEMENTImprovements to the Forgot Password feature:

  • Users who entered the practice email address, or an email address shared with another user ,as their contact email, cannot use the password reset functionality. Users should chose an email address that is personal to them as their contact email.

  • The password reset email is hidden from EXACT's Outbox and Sent tabs.

  • The password reset window displays a censored version of the destination email address to assist users who cannot remember the contact email that they entered.
    
    

• IMPROVEMENT When refreshing a patient list, the existing patient list name is now used as the default list name.

• NEW FEATURE Three new stock item buttons (Add, Edit and Remove) were added to the ‘Patient Payment’ window, so stock items can be managed from the payment window directly.

• IMPROVEMENT The printing and emailing process in ‘Payment Confirmation’ was streamlined. A new, default Payment Confirmation email template has been added to EXACT, and the email option is now checked by default if a patient has an email address enabled. The template can be edited by going to Email Templates or configured using the application.payment confirmation.email template setting.

• ISSUE RESOLVED NHS Scotland and Northern Ireland: Fix for an issue where the claim amount and open amount were not showing correctly in the List Claims and View Claim windows.

• ISSUE RESOLVED Fix for an issue where users were able to customize the workspace bar without the proper permissions.

• ISSUE RESOLVED AUS: An upgrade step was added to add the missing 723 and 724 ADA codes to the new zero tooth services setting, which was causing issues when attempting to claim for associated services.

• ISSUE RESOLVED Fix for an issue in the patient Contacts tab where the email sent date would display the draft creation date instead of the date when the email was actually sent. Also fixed an issue where editing a draft email subject would not apply the new changes to the entry in the Contacts tab.

• ISSUE RESOLVED Fix for an issue where opening an appointment from the clipboard or hold list would highlight the top most appointment in the Edit Appointment window’s recall list, instead of scrolling to the bottom of the list and highlighting the latest appointment for that patient.

• ISSUE RESOLVED The description for recall emails now uses the description of the selected email template instead of defaulting to ‘Recall Email’.

• ISSUE RESOLVED HICAPS: Fix for an issue where old provider number records were not being updated correctly.

• ISSUE RESOLVED NHS: Fix for a rare issue where COTs that were added to a bundle were not claimed.

• ISSUE RESOLVED EIRE, AUS & NZ: Fix for an issue that was preventing the Payor Receipts window from appearing after closing the List Payor Claims window.

Exact 24.16 - 17/04/2024

• NEW FEATURE A ‘Forgot Password?' link is now available on the login screen for all EXACT users.

  • Users who have entered an email address into their user record will be emailed a 6-digit code that will allow them to log in to EXACT and change their password.

  • Users who don’t have an email address will be advised to talk to their practice administrator to reset their password, and reminded that they can add an email email address for use next time.

• ISSUE RESOLVED NHS England, Wales and Isle of Man: Fix for an issue where patient premium UDAs weren’t being displayed correctly on the Dispute UDA/UOA Amounts screen.

Exact 24.14- 15/04/2024

• NEW FEATURE A new ‘Any Appointment by Payor’ condition was added to Patient Searches, which is an extension to the ‘Any Appointment’ condition with an added filter by Payor.

• IMPROVEMENT The maximum amount of payment methods displayed in the NHS Earnings Summary report was increased from 10 to 50.

Exact 24.12 - 10/04/2024

• IMPROVEMENT Provider wizard improvements:

  • An NHS UDA contract can now be created for non-DCP providers.

  • On the last page of NHS details, a user no longer needs to highlight an already-filled performer number to enable the UDA contract option.

• IMPROVEMENT Updated the Any Appointment search condition to allow entering a treatment code using multi-selection.

Exact 24.8 - 04/04/2024

• NEW FEATURE A new ‘Failed Appointment Occurrence’ condition was added to Patient Searches, which will allow users to find patients based on how many failed-to-attend appointments they have.

• IMPROVEMENT NHS Wales: Additional exemptions for Ortho COTs were added so patients who were exempt at the time of a referral can still have their patient charge waived regardless of the assessment date.

• IMPROVEMENT The Services configuration has been tidied up:

  • Advanced charting, stock items and appointment booking services have been moved into their own tabs in the ‘Add/Edit Services’ window.

  • A new Services/Stock Items submenu has been added under the ‘Configure’ menu, with the following options:

    • View Services

    • Add New Service

    • Add New Stock Item

• ISSUE RESOLVED Fix for an issue where admin users couldn’t claim ownership of a database using their Cloud Auth credentials.

Exact 24.3 - 26/03/2024

• IMPROVEMENT Adjusted the size of the View Email/SMS Templates window to fully show the code and description information for each template.

• UPDATE Updated the login screen for v24.

• ISSUE RESOLVED Fixed an issue where Copy to Clipboard didn’t save the link to the chart tab appointment. 

• ISSUE RESOLVED Fixed an issue where EXACT would crash when running a Patient List search that used advanced tools.

• ISSUE RESOLVED NHS England: Fixed an issue where services were reverting to Band 2 after being changed to Urgent.

Exact 13.1075 - 15/03/2024

• NEW FEATURE NZ MOH: Added a new option to the payor rules which allows the fee to be limited by the same quadrant. 

• IMPROVEMENT If email is not configured but appointment confirmations/cancellations are enabled, EXACT will no longer show ‘email’ as a confirmation/cancellation prompt option or send confirmation/cancellation emails.

• NEW FEATURE The ‘Patient RID’ field has been added to the report layout editor.

• ISSUE RESOLVED Fix for an issue where SMS appointment confirmations and cancellations wouldn’t send for practices that don't have email configured.

• ISSUE RESOLVED Fix for an issue where including a Unicode character in an SMS would reduce the maximum character limit per SMS and result in unexpected additional charges.

Exact 13.1068 - 06/03/2024

• IMPROVEMENT SMS that have been flagged as duplicates or sent to invalid numbers will now fail immediately and won’t be re-tried automatically. Failure reasons will now display as a tooltip when hovering over the cell phone icon in the outbox.

• IMPROVEMENT Added the invoice number to the default invoice report layout for all countries.

• ISSUE RESOLVED Fix for an issue where EXACT would crash when previewing the Xray Audit report multiple times in a row.

Exact 13.1067 - 04/03/2024

• NEW FEATURE NHS England: From March, the NHS will roll out a new measure to incentivise dentists to see new patients by granting practices additional UDAs in specific cases. We've made a change to include this additional UDA value, so that practices can accurately determine their confirmed UDAs against their contract targets.

• IMPROVEMENT 'Appointment Length' was renamed to 'Appointment Book Interval' in provider files and the Add User/Provider wizard to avoid confusion.

Exact 13.1063 - 28/02/2024

• IMPROVEMENT Standard Link v2 embedded browsers are now closed when another user unlocks EXACT in order to prevent issues with cloud authentication.

• ​IMPROVEMENT A new SMS Appointment Confirmation and Cancellation notification was added for admin users upon login to encourage practices that have the prompt turned off to automatically send SMS confirmations and cancellations.

Exact 13.1061 - 26/02/2024

• NEW FEATURE A new Security Search window is located in Configure > Security search which can replace the old security window. This window allows authorized users to:

  • Search for a security setting by keyword

  • Easily see who the setting applies to

  • Turn the setting on/off for different security groups in one go

Admin users will also see an ‘Add Group’ button for creating new groups and a trashcan for deleting groups that do not have any associated users.

• IMPROVEMENT Added the ability to capture contact details when creating a new user or provider, and enabled Cloud Authentication for new users by default.

• IMPROVEMENT Added a security option to manage the Cancel Day feature.

• IMPROVEMENT Added a new ‘First Visit by Payor’ search condition, which allows the user to search for patients who are using a specific payor for their first appointment.

• IMPROVEMENT APAC: EXACT no longer allows users to enter a non-existent address suburb in a patient file. Instead, the ‘View Suburbs’ window will open and allow the user to choose an existing suburb or enter a new one.

• ISSUE RESOLVED Fix for an issue where EXACT crashes when trying to select either an email or an SMS template that doesn’t exist.

• ISSUE RESOLVED Fix for an issue where users couldn’t delete follow-up appointments in the Recalls tab.

Exact 13.1056 - 19/02/2024

• UPDATE Users will now be warned when dragging appointments to the clipboard/hold list on the same day, rather than being told to reset the appointment status first.

• NEW FEATURE Added a new Instructions button to the 'View and Edit Patient Search' window. The new window allows a user to add notes that can be referenced when running the search.

• NEW FEATURE Added a template previewer for email and SMS templates.

• IMPROVEMENT Patient Lists - Improved the treatment field on the conditions window so that users are able to easily see the full list of services/treatments selected.

• ISSUE RESOLVED Fix for an issue where therapists were unable to move patients to the chair from the appointment book sidebar.

• ISSUE RESOLVED Fix for an issue where some of the chart graphics were missing from the charting tab.

• ISSUE RESOLVED Corrected the merged address result as seen in the Details window after merging patient files. Addresses are now merged as a whole entity instead of line by line.

• ISSUE RESOLVED Fixes for the following historical bugs related to Stock Item transactions:

  • Stock payments were being deducted from the total owed, making the patient pay less.

  • Stock item invoices would disappear after selecting a family member

  • When a patient is in credit and a stock item is added that makes the patient go into debit, the Payment Amount displays zero dollars.

  • When a discount is added to a Stock item via the fixed discount on the payment screen, the discount never gets allocated.

  • When a patient has an outstanding treatment invoice and buys a stock item, the allocation of the stock payment is incorrect if taken before the treatment money.

  • When backdating a payment and adding a discount, after processing the payment, the discount shows the current date instead of the backdate.

Exact 13.1047 - 07/02/2024

• ISSUE RESOLVED NHS Scotland: Filling service descriptions have been updated to match the SDR when displayed in Connect.

Exact 13.1042 - 30/01/2024

• NEW FEATURE Added a new patient search condition that allows users to search for patients in an age range.

• IMPROVEMENT NHS Wales: Added a new warning that get displayed at TC time if a NHS COT contains any service with an Urgent band and a risk assessment.

• IMPROVEMENT NHS Wales: Added a new warning dialog when trying to complete a COT where the total number of teeth is less than the total number of decayed teeth.

Exact 13.1038 - 24/01/2024

• ISSUE RESOLVED NHS England, Wales & Isle of Man: Fix for an issue where the UDA value was being miscalculated for band 2 items based on the count of the affected teeth, and tidied up UDA recalculation for band 2 items in general.

Exact 13.1036 - 22/01/2024

• NEW FEATURE NHS England, Wales & Isle of Man: A new ‘Dental care professional’ (DCP) field was added to the Provider window so it can be manually selected if necessary.

• NEW FEATURE MOH: An email signature will now be included for OHSA, SDS and OHSA ex-circ payors when claiming via email. The signature template can be configured using the Email & SMS Setup wizard.

• NEW FEATURE Added a new ‘Treatment by Provider’ condition to Patient Searches, which will allow users to find patients who had treatments completed by the selected provider(s).

• IMPROVEMENT Added tooltips to the portal icons on the Arrivals tab so that a user can quickly identify which forms are complete or outstanding by hovering over the icons.

• IMPROVEMENT Fixed an issue where changes to a patient's health fund were not being audited when updated via Clinipad.

• IMPROVEMENT Clarified and tidied up the text in the 'Confirm and Cancel' tab of the Automatic Appointment Messages window.

• IMPROVEMENT BPE stage, grade and stability assessments are now available for all regions.

• ISSUE RESOLVED Fix for an issue where users were unable to ‘Copy to Clipboard’ today’s completed family appointments in the appointment book.

• ISSUE RESOLVED Fix for an issue where a provider without the permission to modify appointments could not seat a patient.

• ISSUE RESOLVED APAC: Fix for an issue where resubmitting a new treatment plan did not copy the existing plan and appointment notes.

Exact 13.1035 - 15/01/2024

• IMPROVEMENT All users can now search for patient files and records by record ID. This search option has been added to the “Patient File” toolbar, as well as the “View Patients” and the “Search Patients” windows.

• IMPROVEMENT Updated the tooltips for SMS confirmations and cancellations to reference “Configure” and “Automatic Appointment Reminders Menu”.

• IMPROVEMENT Added a new “Prescription Items” condition to Patient Searches, which will find patients with any prescribed items matching the given criteria.

• MPROVEMENT Stability updates to the Relay service.

• ISSUE RESOLVED NHS: Fix for an issue where the correct Appointment Provider was not always displayed on the FP17 forms.

• ISSUE RESOLVED Fix for an issue where EXACT could crash when running the “X-Ray Audit Report”.

• ISSUE RESOLVED The HICAPS version number is no longer displayed in EXACT, as in some circumstances it can be inaccurate. Users can still check their HICAPS version by going to the HICAPS Connect Client.

• ISSUE RESOLVED Fix for an issue where the source patient before a merge operation didn’t retain their family members after the merge.

• ISSUE RESOLVED Fix for an issue where “Hide Quick Chart” was showing the Quick chart instead of hiding it.

• ISSUE RESOLVED Fix for an issue where EXACT crashed when selecting the “Patient with providers” search to set a Patient Trigger.

Exact 13.1027 - 11/12/2023

• NEW FEATURE The Live Chat sidebar has been made modeless so that it can be moved around, resized and float on top of all other EXACT windows, in order to allow a user to continue chatting with support as they get help.

• NEW FEATURE Added a new ‘Invoiced Items’ query to Patient Searches, which will find invoiced items, including stock items.

• IMPROVEMENT Users can now only edit a past phone Contact record if they have the ‘Edit Contact’ security enabled.

• ISSUE RESOLVED Fix for an issue where a single patient could unnecessarily be prompted with the update family members window after changing their family name.

• ISSUE RESOLVED Fix for an issue where new services were not being added to the Quick Chart correctly.

• ISSUE RESOLVED A redundant dial button was removed from the ‘Call Patient’ window.

• ISSUE RESOLVED Fix for an issue where ‘Call this patient' notes were not being saved in the patient’s Contact tab correctly if they were subsequently added after the note was first created.

• ISSUE RESOLVED Fix for a security loophole where the 'All' service category on the Quick Chart configuration window was incorrectly being shown to users that had the ‘Show All Service Category’ security disabled.

Exact 13.1023 - 5/12/2023

• IMPROVEMENT MoH: Incomplete SDS treatments can now be TCed.

• IMPROVEMENT Improvements to patient merge function:

  • The destination head of the family is now always retained

  • Improved the accuracy of family member audit records after a patient merge

• IMPROVEMENT Changed the Set Patient Triggers button in the patient file configuration window to launch the new Patient List Searches window.

• NEW FEATURE Added a new user welcome screen to provide a helpful guide for users accessing EXACT for the first time.

Exact 13.1017 - 29/11/2023

• IMPROVEMENT Updated a number of areas where a patient query template is selectable to launch a modified version of the new Patient List Searches window.

• IMPROVEMENT Combined the Automatic Appointment Follow Ups wizard with the Automatic Appointment Reminders wizard, and redesigned the Automatic Appointment Reminders wizard as a single window with tabs.

Exact 13.1016 - 27/11/2023

• IMPROVEMENT MOH: Incomplete OHSA treatments can now be TCed.

• IMPROVEMENT NHS Scotland: Codes G001, G002, G003, G007, G008 and G009 have now been split into separate upper and lower jaw codes in claim XML.

• NEW FEATURE AUS: Added auditing for changes to patient Healthcare ID, Health Fund, Patient ID, Medicare IRN and Medicare card number.

• IMPROVEMENT Tidied up the usage of ‘Patient List' wording in preference to 'Contact List’ text in various parts of EXACT.

• IMPROVEMENT Public holidays can now be configured via the appointment book setup wizard, in addition to the Practice Settings window.

• IMPROVEMENT Extended family information auditing to record when the head of family is changed, when a family member is removed and when a family member is transferred from one family to another.

• IMPROVEMENT Merging duplicate patient files via the Online Appointments tab now renders the source patient file inactive instead of deleting it. A popup note is added to both patients recording that that they were merged, in case any remaining image links need to be retrieved.

• IMPROVEMENT The patient Record ID number is now visible to all EXACT users that have permission to view patient files. It can be used as an alternative numeric ID for patients. A merge field has also been created so this ID can be used in correspondence with third parties.

• ISSUE RESOLVED Fix for an issue where right-clicking and dragging on the appointment book resulted in an incorrect appointment length.

• ISSUE RESOLVED When merging patients there was an incorrect check that prevented appointments being merged if the patient had a 'do not book' flag set. Appointments will now be merged so that reception can be aware of bookings that were made on the source patient.

• ISSUE RESOLVED Fixed two issues with EasyPost recall automation:

  • EasyPost recalls could incorrectly cause a subsequent contact method to be sent where one was available. This issue affected configurations where the EasyPost was not the last method to be tried.

  • Family EasyPost recalls could be sent to multiple family members if they were due in the same recall period. A single EasyPost can now be sent to all family members due for recall in the same month.

Exact 13.1010 - 15/11/2023

• NEW FEATURE AUS: The Department of Veterans' Affairs (DVA) was added to the automatic fee download process. Also, the Download button was added to the DVA fee schedule window to allow for the manual downloading of DVA fee files, should this be necessary.

• IMPROVEMENT The ‘Patient Query Templates’ option in the Configure menu is now hidden by default, as it is rarely used.

• IMPROVEMENT EXACT now prompts to update family members' addresses & phone numbers if either one of these patient details have been updated via Clinipad.

• IMPROVEMENT NZ MoH: The yellow ‘Prior Approval’ icon in a treatment plan's header will now turn green if an approval number has been added to the treatment plan.

• ISSUE RESOLVED Fix for a security loophole that allowed users without the 'Add, Edit or Delete Past Appointments' or 'Add, Edit or Delete Future Appointments' to drag past or future appointments respectively into the Follow Up tab.

• ISSUE RESOLVED NHS Scotland: A warning advising that some services require a minimum 1 day period before the COT can be completed was removed, as this warning is not currently being applied to the correct services.

Exact 13.1008 - 13/11/2023

• NEW FEATURE AUS: The following new payor types are now available:

  • DVA

  • DVA Prosthetist

  • DVA Specialist

  • TAC

  • TAC Specialist

  • OHFFSS

  • WorkCover

• NEW FEATURE AUS: Medicare (Child Dental Benefits Schedule) was added to the automatic fee download process. The Download button was also added to the Medicare (CDBS) fee schedule window to allow for the manual downloading of Medicare (CDBS) fee files, should this be necessary.

• ISSUE RESOLVED Fix for a security loophole that allowed users without 'Add, Edit or Delete Future Appointments' enabled to cut future appointments from the Online Appointments, Arrivals and Follow Up tabs to the clipboard if the user was viewing a past date in the appointment book.

• ISSUE RESOLVED When viewing appointments in a patient's Recalls tab, users without the 'Add, Edit or Delete Future Appointments' security enabled will no longer be able to cancel or delete appointments that are booked for today or a future date.

Exact 13.1003 - 08/11/2023

• IMPROVEMENT Auditing was added to the patient merge function.

• IMPROVEMENT When changing a family member's home address or home phone number, the ‘Update All Family Members’ prompt now shows a list of all the family members that will be affected by the change, in order to help safeguard patient data and prevent privacy breaches.

• IMPROVEMENT Checkboxes were added to the ‘Automatic Appointment Reminder’ wizard to control whether an email or SMS option is displayed in the appointment confirmation or the cancellation prompts.

• IMPROVEMENT Practices installing a new Standard Link button or adding a new workstation that needs the button will now be prompted choose a path to the product’s executable when they first try to use it. Previously they would need to file without help from support.

• ISSUE RESOLVED Fix for an issue with the right-click on ‘Create next appointment’ option in the appointment book that was causing the dentist’s time grid to incorrectly auto-fill when the coordinated duties feature was enabled.

• ISSUE RESOLVED Fix for an issue that was causing the Quick Service length to be ignored when right-clicking on the appointment book to book an appointment.

• ISSUE RESOLVED NHS Scotland: Fix for an issue where adding Auto Notes to a COT would incorrectly pop up a warning advising that the COT contains invalid services.

• ISSUE RESOLVED Dragging an appointment with a status other than booked will no longer display the ‘Cut to Clipboard’ option in either the context menu or the ‘Edit Appointment’ window.

Exact 13.999 - 03/11/2023

• IMPROVEMENT The width of the Description column in the ‘Patient List Searches’ window was increased and the window was modified so that double-clicking on a listed search runs the query.

• PERFORMANCE Turned on database index read ahead to improve performance on large data requests.

• PERFORMANCE Turned on fast read for Examine Pro image data.

• SECURITY Enabled users to turn on cloud authentication. This can be configured on the user setting screen, and once enabled will require a new password to be created.

• NEW FEATURE NZ MoH: Added ACC to the automatic fee download process. Also added the Download button to the ‘ACC Fee Schedule’ window to allow for the manual downloading of ACC fee files, should this be necessary.

• IMPROVEMENT Added a timestamp to the filename generated when exporting Delete Aged Data to ensure that exported files don't overwrite any previously exported files created on the same day. Additionally, the EXACT Exported Reports folder will automatically be created when exporting Delete Aged Data if the folder is missing.

• IMPROVEMENT If a practice has the Clinipad module registered, new users created using the ‘Add Provider/User’ wizard will now have the Consent and Estimates tabs added to their chart activity tabs. Similarly, when Clinipad is registered, the two tabs will be added to the chart activity tabs of all active users.

• ISSUE RESOLVED Fix for an issue where EXACT would freeze when viewing patient files from Recall Manager.

• ISSUE RESOLVED Addition of auditing to the inactivation of patients via ‘Search and Change’.

• ISSUE RESOLVED Fix for an issue with sending email and SMS messages that affected practices with low performance machines and a large number of old messages in the outbox.

• ISSUE RESOLVED Fix for an issue where passwords containing spaces could not be used when configuring the email service.

Exact 13.992 - 25/10/2023

• NEW FEATURE NHS England, Wales and Isle of Man: Added an Advanced Perio RSD service that can be charted per COT rather than per tooth. It was previously required to be tooth specific for sextant data to be correctly captured.
  Also additionally show an Advanced Perio RSD section on the TC window in order to allow sending the number of sextants involved in the treatment, irrespective of how Advanced Perio RSD services are charted.

• IMPROVEMENT Renamed the UDA/UOA reports for clarity.

• IMPROVEMENT Made several improvements to the patient merge function, including adding a new confirmation window when merging patient files. The following patient information is now included in the merge:

  • treatment consent forms

  • emergency contact details

  • 'first visit' appointments

• new Feature Added an audit trail for changing patient home and work post codes.

• UPDATE NHS Scotland: Updated the recall services, which will be effective from 1 November 2023. If a practice's configured recall types include any of the services below, then the following new services will be added to the list:

  • if EXAM O FU or EXT EXAM O or EXT EXAM or DOMIEXAM18 exists, then EXAM EXTENSIVE and EXAM REVIEW will be added

  • if S/P exists, then EPA+TX INC CS will be added

• IMPROVEMENT Updated all HICAPS terminal error messages to direct users to this help article instead of calling support.

• IMPROVEMENT New users created using the Add Provider/User wizard will now have the Images tab added to their chart activity tabs if the practice has the EXAMINE Pro is registered. Similarly, the Images tab will be added to the chart activity tabs of all active users when EXAMINE Pro is registered.

• IMPROVEMENT Added an option to export a CSV file with a list of deleted patients as part of the Delete Aged Data process.

• ISSUE RESOLVED Fixed a corner case issue in the appointment book where users were able to create future appointments without appropriate security rights.

• ISSUE RESOLVED EXACT will now show a recall audit when the ‘Prevent Appointment booking’ option is chosen in the Recalls tab and a user chooses to set the patient as ‘Do Not Recall’.

• ​PATCH Reduced the default number of email and SMS retry attempts from 30 to 3, in order to address an issue some practices are experiencing with sending email and SMS messages.

Exact 13.982 - 16/10/2023

• UPDATE The OHSA enrolment form was updated to the latest version.

• IMPROVEMENT The online booking email templates were updated with new descriptions and logo placeholders. A new appointment reminder template (PORTALREMINDER2LOGO) was also added to advise patients that they can fill out their portal forms online before their appointment.

• IMPROVEMENT NHS Isle of Man: Region-specific queries were added to the suggested searches in Patient Lists.

• IMPROVEMENT The list of standard online booking reasons was trimmed and the following have been retained:

  • Examination/Full Checkup

  • Oral Hygiene Visit

• IMPROVEMENT The Information About Patient List window was expanded to include the following data:

  • The list name

  • The number of patients returned by the search criteria

  • The search conditions that generated the list

  • The option to book an appointment for the patients in the list

• NEW FEATURE There is now a simplified the way to add treatment codes to patient searches. In addition to manually typing out treatment codes, you can now click the Treatment Codes button and search for and select the desired codes from the new Select Services window.

• Fix for an issue where EXACT would crash upon login if the workstation had no license and all other licenses are in active use.

• Fix for an issue where EXACT would display an error message when attempting to log in on a workstation if the country version was missing from the registry.

• Fix for an issue with the server installer where some sites were prevented from upgrading. The installer now uses a temp path in ProgramData\SOEI\temp instead of Windows\TEMP and extra logging has been added when retrieving the install path from the registry.

• Fix for an issue where education slides were missing on the server.

• Fix for an issue that was preventing comments from being saved when editing a receipt.

• Fix for an issue where the automatic appointment confirmation or cancellation prompt would appear even though the necessary email & SMS templates were not set.

Exact 13.978 - 06/10/2023

• NEW FEATURE Added a new Oral Health Survey report, which lists all the Yes answers between a given date range for one or more providers and reports on whether they were discussed with the patient. Practice owners / managers can see whether the needs that their patients expressed are being followed up without having to trawl through individual records.

• NEW FEATURE Increased EXACT’s patient demographic auditing capabilities by including auditing on any patient information changes made via patient experience and online booking.

• IMPROVEMENT NZ: Reconfigured the filling and fissure sealant sections of the OHSA Individual Treatment Report to allow for more treatment to be displayed within them, as intended. Overflow filling and fissure sealant treatments will be listed in the Additional Services section, as normal.

• Fix for an issue with Patient Searches where EXACT wasn’t always retaining newly altered prompt information if the search conditions were changed while previewing the list result and then the search was cancelled.

• Fix for an issue where multiple databases with the same practice ID on a practice server caused SMS to have problems determining the sender.

Exact 13.970 - 27/09/2023

• Fix for an issue where Short Notice List was not allowing automated short notice SMS to be sent out.

• Removed a faulty check which would sometimes prevent the use of cloud connected features such as terminal payments.

Exact 13.968 - 27/09/2023

• IMPROVEMENT NHS Scotland: Added extra C services to the NHSCODETYPE table in preparation for 1st Nov fee updates. Some of these service types require materials to be filled in when the Course of Treatment is made.

  • C012 & C013 - filling (tooth, surface & material) services

  • C014 & C015 are tooth only services

• ISSUE RESOLVED NHS NI: Fixed an issue where treatments were not displaying in section 7a of the HS45 form.

• ISSUE RESOLVED Fixed an issue where moving an appointment when automatic email confirmation is enabled would create misleading entries in the Contacts tab.

Exact 13.963 - 19/09/2023

• NEW FEATURE Appointment cancellations can now be sent via SMS.

• IMPROVEMENT Added a new Payor(s) search condition to patient lists. The Edit Selection window allows the user to choose one or more payors for a single search.

• IMPROVEMENT NZ: Added a new School search condition to patient lists, which allows the user to choose a school from EXACT's current list. The new condition effectively replaces the existing “Letter in ‘school’ matching” condition.

• IMPROVEMENT NZ: EXACT now supports the updated June 2023 OHSA Ex. Circ. payor forms. The High Caries Treatment Planning Summary Report now has an additional checkbox for 'other' sex, and displays the agreement holder's name in the agreement holder's signature field and the date of the claim in the date field.

• IMPROVEMENT NZ: EXACT now supports the updated June 2023 SDS payor forms. The Individual Treatment Report now has an additional checkbox for 'other' sex, and the Claim Summary Form now displays the agreement holder's name in the agreement holder's signature field and the date of the claim in the date field.

• Issue resolved APAC: Fixed an issue where the Henry Schein button incorrectly pointed to the UK website instead of the AUS or NZ websites for APAC practices.

• Issue resolved Fixed an issue where family members could not be removed when booking a family appointment if the family appointment window was opened from the single appointment window.

Exact 13.958 - 12/09/2023

• IMPROVEMENT Added a new Provider(s) search condition to patient lists. The Edit Selection window allows the user to choose one or more providers for a single search.

• NEW FEATURE Added a new ‘Receipt Editing’ security setting under Transactions, which is disabled by default. When enabled, users can alter a receipt's provider and payment method. If the ‘Correct a receipt’ setting is also enabled, users can correct the receipt amount directly from the Show Allocations window and a receipt correction with the difference will appear in the transactions window.

  The receipt must meet the following requirements:

  • the receipt must be dated today​

  • the receipt cannot be from a payor, such as the NHS​

  • the receipt must not have been created by an online method, such as HICAPS or Connect

  • the receipt must not have been included in a payment bundle​

Exact 13.956 - 05/09/2023

• IMPROVEMENT Added 2 new tooth positions to payor fee schedule rules: ‘upper premolar’ and ‘lower premolar’.

• new Feature Appointment confirmations can now be sent via SMS.

• new Feature NZ: Extended email claiming to include OHSA ex circ & SDS payors.

• new Feature Enabled Live Chat for the APAC region. Live Chat replaces the Help and Portal buttons in the workspace toolbar, and can also be accessed from the Help menu.

• IMPROVEMENT Contact documents are now sorted by date in descending order when displayed in the email attachment picker.

• Fix for an issue that was preventing Triton from updating or activating product licenses.

• Fix for an issue where workstation update poller was sometimes being removed from Windows services if the installer failed during a workstation update, causing the next workstation update to fail.

• NZ: Fix for an issue where OHSA Individual Treatment report was printing blank forms for large claims.

Exact 13.949 - 30/08/2023

• IMPROVEMENT Updated the APAC help file links to point to the Zendesk Help Centre.

• Addressed an issue that was causing an error to pop up when Image Viewer failed to start.

• Fixed an issue where instant messages were being blocked by the Tasks window if this was left open after login.

Exact 13.945 - 23/08/2023

• IMPROVEMENT The claiming ‘from date’ field is now blank for all countries when processing a claim, in order to help minimize the chances of missing past claims.

• NEW FEATURE Added regional eLearning links to make it easier for users to access self-education resources. The links are available from the Help menu, the workspace toolbar and the Live Chat window.

• NEW FEATURE Added auditing for patient information changes made via Clinipad.

• IMPROVEMENT NZ: Update the OHSA Prior Approval Form:

  • Added the practitioner name to the practitioner's signature field and today's date to the date field

  • If an RCT5 treatment has been charted for OHSA or SDS, this is now displayed on the form

  • FIL2, RAD3 and EXT2 treatments have been removed from the form

• NEW FEATURE NHS England: EXACT is now sending incomplete treatment (dataset categories) with incomplete claims. We have added a new check at TC time for incomplete COTs, which asks the user to select the incomplete services they want to claim for. Only services with dataset categories are displayed in this list.

• IMPROVEMENT The Suggested Searches tab is now the default tab when opening the Create New List window.

• ISSUE RESOLVED Fixed an issue where attempting to access the Patient Portal via the Jump to Portal button would result in an error and subsequently crash EXACT.

Exact 13.940 - 16/08/2023

• IMPROVEMENT NZ: Updated the OHSA payor forms. The Individual Treatment Report now has an additional checkbox for 'other' sex and the OHSA Claim Summary Form now displays the agreement holder's name in the agreement holder's signature field and the date of the claim in the date field.

Exact 13.938 - 14/08/2023

• IMPROVEMENT Made further improvements around email logging to address rare cases where logging the failure to save the path of an email attachment could cause the email service to crash.

• IMPROVEMENT PM2 now preserves the original file format when importing a document as a template, so DOCX templates no longer open in compatibility mode. ​Additionally, PM2 now allows access to the form controls section in the Developer tab. Older documents that always open in compatibility mode, such as the templates that ship with EXACT, offer access to a limited range of form controls. ​

  • Note: The Developer tab cannot be enabled from within PM2. It must be configured in a regular Word instance via Options > Customize Ribbon.

• NEW FEATURE We have introduced a new feature that allows users to quickly identify if the patient search they are using will return the desired results. When a user first opens the Build New Search window, the Find Patients button will be replaced with a Preview Results button instead. When selecting Preview Results, EXACT will run the query and display the first 20 patients that meet the criteria. The query will only be saved when the user clicks either Save & Close, or Find Patients.

• NEW FEATURE NZ: The Ministry of Health are now supporting claiming via email. To facilitate this, we’ve added a Claim & Send Email button to the OHSA payor window, which will generate the required email with claim attachments required by the MOH. The claim email will contain PDF files for the individual treatment report and the claim summary. If claims require approvals, and the approval documents are attached to the treatment plan, the claim email will additionally include an Approval PDF.

  • SDS and High Caries email claiming will also be made available in the near future.

• NHS Scotland: Fix for an issue with Clinipad GP17PR forms where the beneficiary first name would sometimes fail to be saved in EXACT.

Exact 13.933 - 08/08/2023

• IMPROVEMENT Users will no longer receive new task notifications for tasks that are due later than today.

• NEW FEATURE We have streamlined and simplified the workstation relicensing process. The Unlicensed Computer window, which pops up when a user tries to log in on an unlicensed machine when the practice has no unassigned licences available, has been redesigned and a new 'transfer a license' option has been added to it. This new option contains a list of currently licensed machines with the date they were last used; machines that have an EXACT instance running on them are excluded from the list. ​Using this new feature delicenses the selected machine, transfers the licence to the new machine, and then allows the user to log in to their newly-licensed machine. Unlike Licence Manager, which continues to be restricted to admins, use of this new feature is unrestricted.

• IMPROVEMENT NZ: User-uploaded MOH approval documents are now automatically converted to PDF.

• NEW FEATURE Added 5 new SMS templates:

  • Online Booking Confirmation

  • Online Booking Recall

  • Online Booking Planned Treatment

  • SMS Appointment Confirmation

  • SMS Appointment Cancellation

• IMPROVEMENT Added auditing for changes to a patient’s hygienist, paying patient, adding and removing family members and un/ticking the Head of Family box.

• IMPROVEMENT Tidied up the usage of ‘Patient List' wording in preference to 'Contact List’ text in the appointment book.

• IMPROVEMENT Added a warning to the Add User/Provider Wizard when an existing user is not selected as a template when creating a new user.

• Fix for multiple issues with Email Service logging that were causing intermittent crashes.

• Fix for an issue where the length of an appointment could change when it was copied to the clipboard and moved to a different slot in the appointment book.

• Reverted the CefSharp framework version update introduced in v13.912 as it was causing EXACT to crash on machines running Windows server 2012.

• Fix for an issue where users who had cloud authentication enabled were unable to use Live Chat.

• Fix for an issue where image thumbnails would not load in the sidebar when first launching Presentation Manager 2.

• NHS England and Isle of Man: Fix for an issue where endodontic treatment was not being included in NHS claims correctly, for practices that had a PDS Custom payor created prior to their NHS payor in their database.

• Removed a test in the installer which might have prevented the workstation icon from being updated.

• NZ: Fix for an issue where the approval prompt was appearing at TC time when no approval was required.

Exact 13.910 - 10/07/2023

• IMPROVEMENT Changes to the following patient information are now audited:

  • Mobile Phone

  • Home Phone

  • Work Phone

  • Email Addresses

  • Alternative Phone

  • Work Contact

  • Alternative Contact

• NEW FEATURE NZ: The Ministry of Health are now supporting claiming via email and (eventually) electronic claiming. To facilitate this, we’ve added a new context menu item to treatment plans that have an OHSA, OHSA ex. circ or SDS payor type. The new feature allows practices to attach a prior approval to a treatment plan so that it can be sent alongside a claim. Right-clicking on a treatment plan header and selecting the new ‘Attach Approval Document' option launches a dialogue box that allows the user to enter an approval number and attach an approval document (both are optional).

• Fix for an issue where if an appointment book contained a blank provider it could cause the appointment book to turn black if the user/provider wizard was launched and then subsequently cancelled.

Exact 13.907 - 05/07/2023

• Emails with a signature but no template now default to using the HTML format.

Exact 13.906 - 03/07/2023

• Fix for an issue where some x-ray images were showing the incorrect date in Presentation Manager 2.

Exact 13.904 - 28/06/2023

• NEW FEATURE NZ: Ministry of Health fee files are now downloaded automatically.

• IMPROVEMENT Added a search function to the Patient List Searches window.

• AUS: Reverted the change made in v13.896 that disallowed the deletion of all HICAPS payment adjustments. Users are once again able to delete HICAPS adjustments.

• Addressed an issue where the desktop shortcut would sometimes be missing or still showing the 'update in progress' icon after an upgrade, by streamlining the installation process. Users are now able to launch EXACT while a workstation upgrade is in progress, so we have removed the 'update in progress' icon to avoid causing confusion.

• Fix for an issue where the Task Manager workspace icon counter was not showing the correct number of outstanding tasks for some users.

• ​Some characters that have been found to cause problems are no longer allowed. Users are no longer able to register a new practice name on the practice registration screen if the name contains any of the following invalid characters: ' / \

• Fix for an issue where appointment book holiday blocks were not being respected when creating a new provider.

• Fix for an issue where moving a custom-named appointment to a new position within a COT/TP caused its name, and the names of any custom-named appointments below it, to change.

Exact 13.897 - 19/06/2023

• NEW FEATURE NZ: Added the ‘Download Fees' button to the OHSA, SDS and OHSA Ex. Circ 'Fee Schedule’ window. The download will fetch and import fees for all active OHSA, OHSA Ex Circ and SDS payors, regardless of the payor the download is activated for.

  New fees for the 1st July 2023 will be announced when they are available for download.

• IMPROVEMENT The delete button is now disabled when a HICAPS adjustment is selected in the Transactions window.

• Fix for an issue in Patient List Searches where trying to enable the ‘prompt for entries’ option for a dentist in a saved search that included more than one dentist would cause an error.

• ​Fix for an issue where adding brackets to search conditions using Advanced Tools in Patients Lists would remove existing parameters.

• Fix for an issue where incorrectly generated names were being assigned to reports, invoices and statements when these were created as email attachments.

• ​Fix for an issue where EXACT would open the incorrect database if a user changed the selected database option multiple times on the login screen

Exact 13.893 - 13/06/2023

• NEW FEATURE Added an online Suggested Searches tab to the Patient List Searches window to make creating patient lists faster and more convenient.

• IMPROVEMENT Further improvements to Task Manager based on customer feedback:

  • Reverted changes made in v13.860 that caused the Task Manager window to pop up on login if the user had any incomplete future tasks, and the workspace icon counter to count all incomplete tasks. The Task Manager window now only pops up on login if the user has tasks that are overdue or due today, and the icon counter only counts incomplete tasks that are overdue or due today.

  • The 'To Do' tab is now reserved for tasks that are overdue or due today; tasks that are due tomorrow or later have been separated out into a new 'Future Tasks' tab. Additionally, the 'Show Completed' checkbox has been removed and all completed tasks have been moved into a new 'Completed Tasks' tab.​

  • Tasks that are assigned to more than 2 users now show a hyperlink that can be hovered over or clicked on to display a complete list of task assignees.

  • When opened the Task Manager only shows the 100 most recent tasks in any list. If you have more tasks that you want to see you can tick the Show All option to load the rest. Depending on the number of tasks this may take some time.

Exact 13.886 - 06/06/2023

• IMPROVEMENT NHS: When adding a new NHS provider using the Add Provider Wizard, EXACT will launch the ‘Edit NHS Contract Number’ window for each active and future contract, making it easier to add NHS providers to all relevant contracts in one step.

• NEW FEATURE A filter option was added to the Tasks window to allow administrators to view and complete tasks for other (active) users. Non-administrators can be granted permission to use this feature by enabling the ‘See other user’s tasks' security setting under Administration > Tasks.

• IMPROVEMENT Tidied up the usage of ‘Patient List' wording in preference to 'Contact List’ text.

Exact 13.880 - 29/05/2023

• IMPROVEMENT Quick Notes can now be used to add details when creating and editing tasks.

• IMPROVEMENT Made two improvements to Tasks:

  • Added a ‘High priority’ option to the task creation window, which marks important tasks with a red star so that these tasks are more immediately visible in the task list.

  • Added an option to the task creation window that allows users to request a notification when the task has been completed.

• IMPROVEMENT Added a new ‘New Task’ button to the Tasks window.

• NHS England, Wales and Isle of Man: Fixed an issue where a schedule import, if unexpectedly interrupted mid process and suffered partial deletion during this interruption, could cause a duplication of UDA values on re-importing the failed file. Telemetry was also added to record when this fix is initiated to ensure we could check on sites who had suffered this issue and ensure they had recovered correctly.

• Fix for an issue where adding a report to favourites would also automatically print it.

• NHS: Fix for an issue where attempting to manually download fees would fail on workstations.

Exact 13.874 - 22/05/2023

• IMPROVEMENT Added a message warning the user of a duplicate Alt. Reference when entering a reference that is already in use by another patient.

• IMPROVEMENT Expanded the ‘Ana. Pref’ field name to ‘Anaesthetic Preference’ in the Medical tab as the abbreviation can be confusing to users.

• IMPROVEMENT When adding a new provider, EXACT will try to ensure they are added to an appointment book by default. It will either select the only available book or if the practice has multiple appointment books, all books titled ‘Appointments’, ‘Appointment Book’ or ‘Appts’ will be ticked by default. The user can untick any options they wish.

• IMPROVEMENT Attempting to copy a user’s profile if no profile has been chosen will now pop up a message advising the user to select an existing user’s profile.

Exact 13.871 - 15/05/2023

• IMPROVEMENT Payment plan clinical costs are now excluded from the List Invoices window and report.

• NEW FEATURE Added a new option to Tasks that will automatically mark a task as complete for all assignees when just one of the assignees completes the task.

• IMPROVEMENT For SDS, OHSA or OHSA Ex. Circ. treatment plans, the fee will now be calculated using the completion date of the service (instead of the earliest planned date of the TP). If the service is not completed, the planned date will be used.
  This will remove the need for practices to claim TP’s as non-completion prior to a fee update (1st July).

• IMPROVEMENT When adding or editing services, the DMF Category option ‘None’ is now preselected when it is the only available option.

• IMPROVEMENT The Cancel Day feature now pops up a 'Feature Unavailable' message if SMS is not configured.

• IMPROVEMENT Added 4 extra columns to the Patient List Searches and the Build New Search windows: Creation Date, Search Name, Category and Created By. Additionally, saved searches can now be sorted by column.

• Fix for an issue where EXACT would crash upon launching for some sites.

• Fix for an issue with Apollo registration that was causing high CPU usage and poor machine performance every 3 hours for practices with a large database.

• The Cut and Copy buttons are now always displayed in the Edit Appointment window for both family and single appointments.

Exact 13.863 - 05/05/2023

• IMPROVEMENT Patient Title can now be chosen as a patient file mandatory field when adding or editing patient records.

• NEW FEATURE 3 new online booking email templates have been added to the available options. There is one for booking planned treatment appointments, one for booking recall appointments, and one for appointment confirmations.

• IMPROVEMENT Made several improvements to Tasks:

  • The ‘Tasks’ workspace toolbar icon now shows all incomplete tasks, regardless of when they are due.

  • The ‘Tasks’ window will pop up on login if there are any incomplete tasks for the logged in user.

  • Assigned tasks now pop up individually as they are created, if created by another user.

• IMPROVEMENT Adjusted the security setting controlling the ‘Open List’ button so that the button is now visible to all users who can view the ‘Patient Lists’ window.

• IMPROVEMENT Added the ability to select multiple queries in the ‘Patient List Searches’ window, allowing users to import, export, delete and create new searches from multiple saved queries.

• IMPROVEMENT Made security lockouts mandatory for all EXACT users, with a default lockout time of 300 minutes. This change addresses the need for cloud auth tokens to be refreshed as the token is refreshed upon login from the lock screen.

• IMPROVEMENT Patients Lists: Improved the ‘Details’ button workflow on the new Patient List Searches window. Users can now run patient lists directly from this window, reducing the number of clicks required to create a patient list.

• IMPROVEMENT The title bar now shows "EXACT Professional/Evolution on Server" if a workstation is running directly from the server whilst the install is completing.

• IMPROVEMENT ‘Import' and 'Export' Contact list buttons are now only accessible by Admin users in the 'Configure > Patient Query Templates’ window.

• IMPROVEMENT Modified behaviour of tasks that are due upon user login so that only the task window is displayed instead of individual due tasks. This will allow users to close all tasks at once.

• IMPROVEMENT A new Clinipad version has been released that contains PHP and Apache updates.

• Fix for an issue introduced in version 13.844 where the Service Health Monitor, the Remote Support Launcher and The Magic Toolbox could not be launched.

• Fix for an issue where the ‘Tasks’ window was displaying the oldest, instead of the most recent tasks.

• Restored backwards compatibility for the workstation update poller with the scheduler, which allows any version of the poller to upgrade to the latest versions of Exact.

Exact 13.846 - 17/04/2023

• NEW FEATURE Replaced the existing Patient List search query window with a streamlined and more intuitive version.

• IMPROVEMENT The NHS Triage feature is now hidden, as the NHS no longer requires this data.

  • The Triage button is no longer displayed in the Arrivals tab and the List Appointments window.

  • The Triage service remains visible in the service list, but it can no longer be added to COTs.

  • Old triage forms can still be viewed in the TC Triage tab.

• IMPROVEMENT NHS England, Wales, Isle of Man: Removed the AGP (Aerosol Generating Procedure) section from the TC window as the NHS no longer requires this data.

• Fix for an issue where EXACT would crash when the scheduler tried to run the Appointment Book report.

• Fix for an issue preventing users from being able to mark F.T.A. appointments as ‘Was Not Brought’ in the Cancels tab, if the appointment book was displaying a day in the past.

• Fix for an issue where it was not possible to create a new patient task using the Tasks menu option in the Administration menu.

Exact 13.839 - 05/04/2023

• IMPROVEMENT An improvement was made to the workstation update poller, which now employs side-by-side upgrade deployment. During a workstation installation, poller binaries are copied to a separate folder and the registry is updated to point to the new binaries before the service is restarted.

• NEW FEATURE Added a rollback option to the 'Search and Change’ wizard. Performing any of the other operations in the wizard will create a rollback file that can subsequently be used to revert the changes made.

• IMPROVEMENT The Arrivals tab now refreshes automatically after updating ‘Was Not Brought’ status in a family appointment via the appointment book.

• IMPROVEMENT The server installer is now improved by digitally signing more of the files used so that antivirus software has less to complain about. This should result in more successful installs.

• IMPROVEMENT The workstation installer has been improved so that EXACT workstations can now run from the file share on the server whilst an installation is in progress, or if an installation has failed.

• IMPROVEMENT Invoiced payment plan installments can now be adjusted.

• NEW FEATURE A ‘Cancel Day’ button was added to the appointment book, which allows a user to quickly cancel all appointments for that provider on that day.

  Now with a couple of clicks a practice can:

  • Immediately notify patients to not come in by sending them an SMS.

  • Cancel all the patients that can be contacted and leave only the more complex appointments for the reception team to work through.

  • Print out a copy of the day with phone numbers so there is a list for rebooking.

  • Block out the day to prevent accidental rebooking.

  If a day has to be cancelled half-way through, the system will perform all of the above actions from the current time onwards.

• Fix for an issue with UDA Manager not displaying ‘target’ or ‘hours remaining’ for one provider in a particular practice.

• PERFORMANCE Limited the number of tasks that are displayed in the tasks window to 100 (newest first).

• Fix for an issue where the ‘Was Not Brought’ status was being incorrectly retained for completed appointments and incorrectly removed when resetting appointment status.

• Fix for an issue where the server installer would sometimes attempt to reboot during a silent install, leaving the installation in a broken state and causing a system down.

• Presentation Manager’s RTF mode is meant to work on systems where a compatible version of Word is not installed. An issue where RTF mode would sometimes fail to launch was addressed.

• Fix for an issue that allowed a user with the permission to edit past appointments to edit a family member’s attending status in an F.T.A. family appointment, if ‘Was Not Brought’ was enabled.

• PATCH Removed the Microsoft Office 365 email defaults that were enabled for the secure mail rollout at the end of 2022. Users will no longer be prompted to use secure email if they have outlook details but have opted to use the “other email” option as a result of not being able to use Microsoft Office 365 secure email with any free Microsoft email accounts.

Exact 13.827 - 20/03/2023

• IMPROVEMENT Added an ‘Add New Provider’ menu option to the File menu and to the Providers button in the workspace toolbar to make the feature more prominent.

• IMPROVEMENT Made two changes to the ‘Was Not Brought’ feature to make the single and family appointment workflows more consistent:

  • The context menu for a family appointment in the appointment book now shows ‘Manage who Was Not Brought’ and selecting this option launches the Edit Family Appointment window

  • The ‘Was Not Brought’ button has been enabled for family appointments in the Cancels tab and clicking this button launches the ‘Edit Family Appointment’ window.

• NEW FEATURE Added an ‘Add New User’ button to the User Settings window to make the feature more prominent.

• Fix for an issue where EXACT would crash when sending an email or SMS to a patient with a booked appointment, or when exporting a patient list that included patients with booked appointments, if a merge field needed to be substituted with a provider’s name containing an apostrophe.

• Fix for an issue where a family appointment would appear to be double-booked after it had been edited from the Arrivals tab.

• NHS England, Wales & Isle of Man: Fix for an issue where claiming with a PDS custom payor and provider didn’t send the software name, version or NI number with the claim.

Exact 13.820 - 08/03/2023

• IMPROVEMENT Added a progress bar to the new NHS claiming process to give the user a clearer indication that EXACT is busy processing a claim.

• Fix for an issue where charted services in a COT would sometimes duplicate or move to the miscellaneous tab when the COT was being charged.

Exact 13.817 - 06/03/2023

• NEW FEATURE Added two new email & SMS merge fields which display appointment details, regardless of the number of appointments a patient has on the same day:

  • patient.nextapptdateALL will display all of the appointment times a patient has for the day. For example, “Fri 18 Jan at 10:00am” for a single appointment or “Fri 18 Jan at 10:00am & 11:00am” for multiple appointments.

  • patient.nextapptdateALLwithprovider will display all of the appointment times (including provider details) a patient has for the day. For example, “Fri 18 Jan at 10:00am with Dr. Jo Smith” for a single appointment or “Fri 18 Jan at 10:00am with Dr. Jo Smith & 11:00am with Dr. Jane Bloggs” for multiple appointments.

• NEW FEATURE Added two new buttons to the email template window that allow the user to copy an existing template or import an email template file.

• NEW FEATURE Added a Customise Workspace button that allows users to add, edit and remove items in the workspace toolbar. The feature is also still available by right-clicking on the workspace toolbar and selecting ‘Customise…’ or by selecting User Settings from the Configure menu and clicking the Setup button next to Workspace Items.

• IMPROVEMENT Made several improvements to iCal functionality:

  • Fixed an issue that could cause reminders with incorrect start and end times to be sent out during daylight saving.

  • Appointment reminder titles now use the full name of the provider/s instead of the initials so that the service appears more personalised.

  • For practices with locations enabled, appointment reminders now use the appointment location’s address instead of the main practice address.

• NEW FEATURE Exposed a setting on the automatic appointment reminder wizard that allows users to manage how patients receive reminder messages if they have multiple appointments on the same day. EXACT can either send a single reminder or a reminder for each appointment on that day.

• IMPROVEMENT Improved the process of copying an existing but inactive user/provider profile so that the ‘inactive’ setting and the provider-specific ‘can't charge’ or ‘can't receipt’ settings are not copied to the new profile. Also added explanatory text to the Copy Profile page to help users understand the feature.

• IMPROVEMENT Expanded the Was Not Brought feature to include family appointments. Family appointments can be marked as ‘Was Not Brought’ in the Arrivals tab, the appointments list and in the Edit Appointment window, but not the Cancelled tab or by using the appointment context menu.

• Fixed an issue where EXACT was sending out blank email and SMS communications for some practices.

• Fixed an issue where booking an appointment linked to a COT that had appointments in unchronological order, duplicate appointment numbers or custom appointment descriptions, which could cause Exact to crash.

Exact 13.813 - 28/02/2023

• IMPROVEMENT Made further improvements to the SMS reply matching logic.

• IMPROVEMENT Aligned ‘Was Not Brought’ buttons and menu options with appointment book security.

• Fix for an issue where a user in a security group with the right to view, but not create, patient lists could still create new patient lists.

Exact 13.807 - 17/02/2023

• IMPROVEMENT Added the ‘Was Not Brought’ button to the Arrivals tab in the appointment book and the Arrivals tab in the List Appointments window.

Exact 13.805 - 13/02/2023

• IMPROVEMENT Added an additional option to the 'Was Not Brought' query in Patient Lists that allows users to filter patients based on the number of W.N.B. appointments.

• IMPROVEMENT Made ‘Job Title’ a required field when entering Live Chat contact details and added a warning message if the user’s email address is already being used by another user.

• IMPROVEMENT NHS England, Wales, Isle of Man & Northern Ireland: Improved the claiming process so that it will no longer ask for missing information if there are no claims available.

• IMPROVEMENT Added a warning message advising users that draft documents created in PM1 are incompatible with PM2.

• IMPROVEMENT Changed ‘Not Active' to 'Inactive’ in provider files to maintain consistency across Exact.

• IMPROVEMENT Users can now copy any existing user’s profile, regardless of security group, when creating a new user. The new user’s security group will be blank if it does not match any of the logged-in user's permitted groups.

• Removed the ‘time server synchronisation’ error that occurs when a workstation fails to sync its time with the server from the login screen.

• Fix for an issue where editing a family appointment that was booked at the end of a block would render the block invisible until the appointment book was reopened, if the appointment was opened and saved from the clipboard.

Exact 13.799 - 07/02/2023

• NEW FEATURE Added new ‘Mark as Was Not Brought’ and 'Remove Was Not Brought status' options to the appointment context menu to help practices comply with SAFE guidelines. The ‘Mark as Was Not Brought’ option is available for booked, confirmed or F.T.A. appointments.

• Fix for an issue where the ‘Search and Change’ function would not make a patient inactive if an existing inactive patient shared the same code.

Exact 13.795 - 31/01/2023

• NEW FEATURE Added a 'Was Not Brought' patient query for use in Patient Lists, which returns a list of patients marked as 'Was Not Brought', to help practices comply with SAFE guidelines.

• NEW FEATURE Added a BPE patient query for use in Patient Lists and Manage Recalls, which returns a list of patients with poor scores so that they can be prioritised for bookings.

• IMPROVEMENT Made the following improvements to the View Payment Bundles window:

  • Renamed the ‘Date’ column to ‘Created’

  • Added 'From' & 'To' date columns

• IMPROVEMENT The medical history icon and widget have been updated to make out of date patient medical history more obvious.

• IMPROVEMENT New text added to the Disputed UAD/UOA Amounts window for UK DBs with the NHS features switched on: "You can print disputed claims using the NHS Claimed Versus Paid report".

• IMPROVEMENT The Schick link setting internal.link.cdr.version has been changed to imaging.link.cdr.version to allow site admins to configure the setting without having to call support.

• IMPROVEMENT The buttons to add, edit or delete service items are now visible to all users. A warning message will appear if a user with insufficient permission clicks one of these buttons.

• IMPROVEMENT Corrected a line of text in the Automatic Appointment Reminders wizard from "Include signature in replies forwards" to "Include signature in replies & forwards".

• IMPROVEMENT AKA (also known as) merge field was made more user-friendly. If the AKA merge field is blank, it will automatically be replaced with the patient’s first name.

• NHS Scotland: Fix for an issue where the ‘pregnant’ or ‘gave birth within the last 12 months’ exemption options were missing for female patients between the ages of 18 and 25.

• Fix for an issue where the internet connection test would fail if the server was configured to use IPv6.

• Addressed an issue where EXACT would sometimes auto-match an SMS reply to an incorrect patient.

• Fix for an issue where the ‘Show All Quick Notes’ button overlapped with the ‘Filter By’ input box in the 'NHS Alert Note(s) Collection' window.

• Fix for an issue where the 'Copy an existing user's profile' list was blank when adding a new user or provider.

• Fix for an issue where Perio percentages would appear to be incorrect when the scores decreased.

• Fix for an issue where Exact would crash when trying to process payor payments if a claiming patient had a middle name that exceeded 12 characters.

• Fix for an issue where hygienist-only iCal appointment reminders & cancellations had an improperly formatted title.

• The prompt that appears after making changes to an appointment book’s appearance has been updated to advise the user that changes will not take effect until Exact has been restarted.

Exact 13.785 - 16/01/2023

• IMPROVEMENT Disabled Zendesk live chat for APAC practices.

• A change was made to Presentation Manager so that users are now able to preview, save and edit documents. They can also use EasyPost on machines that don’t have Word or have an incompatible version of Word installed, with the caveat that using EasyPost in recall automation still requires Word to be installed on the machine running the automation. Editing templates remains unavailable on machines that don’t have a compatible version of Word installed.

• NHS England: Fix for an issue where attempting to continue a band 2 COT with a band 2 a/b/c COT would show a “No matching COT found” warning instead of a “COT overlap” warning.

• Presentation Manager 2 changes:

  • Fix for an issue where datetime merge fields were missing from the merge fields tab.

  • Fix for an issue where the 'Include completed treatment' checkbox was incorrectly inactive by default.

• Fix for an issue where the OAuth ‘re-authorisation required’ setting wasn’t reset if re-authorisation subsequently passed without user intervention.

• Fix for a server installer issue where the disk space check for database backups would sometimes cause the installer to fail if the database wasn’t on a local drive or if the database path pointed to an empty or non-existent folder.

• NHS Scotland: Fix for an issue where tooth notation was applied inconsistently (a combination of permanent and deciduous tooth notation was used rather than deciduous alone) when claiming for maximum service codes charted on deciduous teeth. This caused claim rejection errors E000693 and E000694.

• Fix for an issue where dragging an existing Presentation Manager template from one category to another that was either empty or collapsed would cause EXACT to crash.

• Fix for an issue where the EasyPost buttons weren’t functioning correctly in EasyPost templates that contained a return address.

• Fix for an issue where SMS messages were failing to send due to the database service locking the certificate file.

• Fix for an issue where multiple contact documents could be given the same name if they were automatically generated in the same millisecond.

Exact 13.777 - 8/12/2022

• IMPROVEMENT Improvements to Presentation Manager 2:

  • Fix for an issue where PM2 would crash when inserting a merge field into a textbox.

  • Empty merge fields are now greyed out and prevented from being added to a document​.

  • Fixed an issue where ‘Work in progress’ documents would lose their ability to be sent via EasyPost.

• IMPROVEMENTAdded a new 'Re-authenticate' button to the email error window that launches either an informational pop-up (for non-admin users) or an OAuth re-authentication pop-up (for admin users).

• Added an option to create a new blank appointment for a patient by right-clicking on one of their existing appointments.

• Fix for an issue introduced in 13.761 where some Campaigns would not send due to an “Unhandled merge field data type”.

• NHS England: Fixed an issue where charting a filling, extraction or endodontic treatment service locked the banding as band 2, preventing users from changing the band for urgent treatment.

Exact 13.772 - 2/12/2022

• IMPROVEMENT Added a new ‘Registered Dentist’ column to the Chair Time Analysis report, so that the report now contains the appointment provider and the patient’s registered dentist for each appointment.

• IMPROVEMENT The 'Login' window that pops up when a workstation cannot connect to a server has been expanded to include a series of troubleshooting steps.

• IMPROVEMENT NHS Scotland: The TC window now shows the COT continuation number (if the COT is a continuation) and the claiming dentist’s list number. If the COT is a continuation, the list number shown will be the latest valid number for the provider.

• IMPROVEMENT Added a popup to alert users that Presentation Manager is already open when clicking the Create a patient document button.

Exact 13.767 - 25/11/2022

• NHS England: Any existing band fee file effective from 21 November 2022 will be deleted and a band fee file effective from 25 November 2022 will be added.

• IMPROVEMENT Disabled the option to partially resubmit invoices for AUS and NZ.

• IMPROVEMENT Added a popup alerting admin users that their OAuth token has expired and prompting them to re-authenticate.

• IMPROVEMENT Removed the colour clash warnings from the Add Provider wizard as most users prefer to use the default colours.

• Resubmitted invoices and associated adjustments are now hidden by default in the transactions window and the manual selection window when printing a statement.

• Fix for an issue with Presentation Manager where the preview image in the template selection window didn’t update when a template was modified.

Exact 13.761 - 21/11/2022

• Added the option to insert email and web address merge fields as QR codes into Presentation Manager 2 documents. Also added a quick filter to display all QR code merge fields.

• IMPROVEMENT Users without permission to send SMS to patients will no longer see the SMS button in the create/edit appointment window.

• IMPROVEMENT Removed 2 billing address merge fields from email templates and Presentation Manager as they return the same data as the patient’s home address merge fields and are therefore no longer required.

• IMPROVEMENT Updated the invoice resubmission popups for APAC and NHS regions to give clearer and more accurate instructions.

• IMPROVEMENT NHS: Increased the treatment segment limit from 30 to 100 for all O4C regions.

• NHS England: Fix for an issue where claiming a COT containing the 'Removal of Suture' or 'Repair Denture' service items was incorrectly triggering a band category mismatch warning.

• Fix for an issue where Patient Portal forms completed in September were inaccessible for practices with Windows 11 servers due to a folder name mismatch.

Exact 13.755 - 10/11/2022

• Added email as a direct option to the Presentation Manager template selector. You can now click a button from the template selector to send an email without having to open Presentation Manager first.

• IMPROVEMENT Made improvements to the Presentation Manager document creation workflow:

  • Added the ability to rename existing templates

  • Renamed the Create Template button to Copy Existing Template

  • Renamed the Import Template button to Import New Template

  • Template naming and category selection have been moved to a prompt that pops up when copying or importing a template

• IMPROVEMENT NHS: Fee files will now always be downloaded when selecting the Download button, regardless of whether the site has the latest file.

Exact 13.751 - 7/11/2022

• NHS: Fix for an issue where the Ortho 18 and Over band had the incorrect code ORTHOAOVER instead of ORTHOOVER.

Exact 13.750 - 3/11/2022

• NHS Scotland: Added printing and Clinipad support for the new GP17PR form, which is available from 1 Nov 2022.

Exact 13.748 - 1/11/2022

• IMPROVEMENT A link to a help article has been added to the three band warnings introduced in version 13.728.

• Fix for an issue that prevented rtf template documents containing merge fields from being imported when Presentation Manager was enabled for the first time.

• NHS England, Wales & Isle of Man: Bands 2a/b/c are no longer shown in the Treatment tab.

• Fix for an issue where online appointment deposits were being rejected if the payment date provided was missing or in the past.

• NHS Wales: Fix for an issue where adding a fluoride varnish service to a free exam COT for a patient under 25 or over 60 incorrectly resulted in a patient charge.

Exact 13.740 - 20/10/2022

• IMPROVEMENT Improved the error message the user sees if sending a test email fails during email setup, by adding additional possible reasons for failure. Links to region-specific help articles have also been added to the message.

• IMPROVEMENT NHS England: The English PR form will now include the provider's NHS number.

• IMPROVEMENT NHS England & Wales: Updated the DCP provider field tooltip on the NHSFP17 form from Select a Dentist to Select a Dental Care Professional

• Added a new Reset New Mailbox Counter button to the Email and SMS Setup wizard to allow practices that have configured a new IMAP mailbox to reset their email settings themselves. A reset is necessary for the practice to start receiving email correctly.

• NHS England, Wales & Isle of Man: Fixed an issue where band warnings would sometimes pop up for urgent COTs.

• EVOLUTION: Fixed an issue where the new OAuth email setup pages and test email were not translated into Dutch.

Exact 13.730 - 12/10/2022

• NHS England: Treatment On Referral, Additional Services (Patient Pays) is now disabled in the Exemptions window if a treatment on referral COT is partially or fully charged. Additionally, if either Treatment On Referral, Advanced Services (Patient doesn't pay) or Treatment On Referral, Additional Services (Patient pays) is ticked in the Exemptions window:

  • The TC window no longer displays the new decayed teeth number or highest BPE score in the DMF tab.

  • The NICE recall interval can be set to Never or Not Set for adult patients.

Exact 13.729 - 10/10/2022

• NHS England, Wales & Isle of Man: As the NHS intends to implement validation on bands matching data set categories sent in a claim, O4C band checks have been added when TC-ing a COT to help prevent claims being rejected. A mismatch warning will appear in the following scenarios:

  • If a replacement is ticked for a service without a band 2 or 3 data set assigned.

  • If a COT has a total band of 1, 2 or 3, but none of the services in the COT have been assigned a category to match.

  • If any service in the COT has been assigned a data set category higher than the total band of the COT.

• IMPROVEMENT Several UI improvements to the email setup wizard, including changing the Configure menu item name to Email and SMS Setup and showing the connection status when authenticating an Office 365 email account.

• Fix for an issue where sending email would stop working if a practice changed their email configuration from OAuth back to legacy.

• Fix for an issue where it was possible to bypass the POP3 authorisation screen when changing from IMAP in the email setup wizard if the user completed the wizard with Receive Email disabled and enabled the setting later.

Exact 13.721 - 27/9/2022

• Added a new email configuration option to the email & SMS setup wizard, which uses the industry-standard OAuth 2.0 protocol to authenticate users and access email data more securely than the legacy option. If the practice is still using the legacy connection and an Office 365 email address, admin users in Exact will be prompted to re-authenticate their practice's email address upon logging into Exact.

• IMPROVEMENT Improved the error message when invalid credentials are entered in the Change to POP3 Warning confirmation box of the email setup wizard. In addition, using the enter key now triggers the Confirm button.

• IMPROVEMENT EVOLUTION: Translated OAuth admin reminder and email setup pages into Dutch. Additionally, secure email account setup is now available for OAuth as well as legacy email configurations.

• Fix for an issue where the OAuth feature was not enabled by default after upgrading EXACT if a practice’s email setup was configured to only receive emails.

Exact 13.718 - 19/9/2022

• IMPROVEMENT Updated the help file link in the View Signed FP17PR tamper warning popup.

• Removed the InstallAware server installer timeout and reverted the overall chocolatey timeout back to 12 hours (previously 4 hours) to prevent the server installer timing out once an install has begun. This should fix an issue where the workstation installer rolls back to the previous version and leaves a site unable to continue the upgrade or use Exact.

• NHS England & Wales: Fix for an issue where claim codes 9378 and 9379 (decayed teeth and highest BPE sextant) were being incorrectly sent for band 3 treatments before 1st October and were being incorrectly sent for Wales (these claims codes should be sent for England only).

• EVOLUTION: Fix for an issue where the Contact List window title hadn’t been translated into Dutch.

• NHS England, Wales, Scotland, Northern Ireland & Isle of Man: Fix for an issue where the patient mobile number was partially hidden on general and ortho TC dialogues.

• Added a new print layout for appointment book reports. The new layout shows patient mobile numbers when multiple providers are selected.

Exact 13.710 - 8/9/2022

• NHS England 1st October 2022 changes (additional fields/warnings will only be visible for COT’s created on or after 1st Oct, when they are required to be included with claims):

  • Added a DMF tab, which contains the original decayed, missing and filled teeth fields, but in addition will also contain a new entry which calculates decayed teeth at the end of treatment. Adult patient’s highest BPE sextant score will also be required to be sent and can be entered/checked on this new tab.

  • Users will also be warned if adult patients completing band 1, 2 or 3 treatment do not have a NICE recall interval specified.

• NHS England 1st October 2022 changes (feature available for COT's created on or after 01/10/22):

  • Added a new Assess & Debond - Overseas Patient claim type for Ortho FP17 claims for patients under 18 years of age.

• IMPROVEMENT Added a new column in the Patient Contacts tab that will display email attachments.

• Fix for an issue where a missing registry key after a server move could cause a workstation to try upgrading in an endless loop.

• Fix for an issue where the scheduler service would not be able to get the correct server installed version, which could cause a workstation to try upgrading at random times.

Exact 13.702 - 31/8/2022

• IMPROVEMENT NHS Wales: A popup warning will now be shown when completing a course of treatment if the patient has a red ACRON score but does not have the number of decayed teeth entered.

• NHS England: Added an optional DCP Provider field to the TC dialogue box. If this field is filled in, the claiming dentist’s GCD number and provider type will appear in the NHS claim. This feature will be available for CoTs created on or after 01/10/22 as part of the NHS 1st October 2022 changes.

• NHS Wales: For practices with the Contract reform checkbox ticked on the Practice Settings window, when booking a recall appointment for patients who are 18 years old or above and have a green ACORN score completed within the past 12 months, a warning will be shown in the Edit Appointment window if the appointment date is earlier than 12 months from the date the ACORN score was completed.

• NHS Wales: Fix for an issue where removing the Other clinical dataset category from a resubmitted course of treatment did not remove it from the new claim send file.

• Fix for an issue which could cause workstation installs to get stuck in a loop because the the right version of the installer was unavailable after a server upgrade.

Exact 13.692 - 22/8/2022

• IMPROVEMENT The Live Chat support email address was updated for UK and Ireland.

• Addition of a Copy File To Clipboard button that allows users to copy attachments from the Contacts tab in a patient's file into their machines clipboard.

• Fixes for issues with emailing Presentation Manager documents:

  • The email attachment picker now filters out draft documents regardless of whether EXAMINE PRO is registered or unregistered.

  • The email attachment picker now displays a contact document’s name and file type.

  • Contact documents printed using Presentation Manager are now given new and more descriptive filenames when these documents are attached to an email.

  • The EXACT window is now maximised when sending an email from within Presentation Manager, if the email wizard is shown.

  • The Presentation Manager window is maximised when the 'Continue or finish editing' prompt is shown.

• Fixes for issues with the EXACT Workstation upgrade process:

  • The workstation installer now removes some files that were left behind by a previous version and are no longer needed.

  • When a workstation is not already updated, double clicking on the EXACT icon will now directs the user to wait for the update, and take steps to make sure that happens rather than giving them a manual install. This will take effect for the upgrade after this version is installed.

  • The automatic workstation update will now handle and recover from a locked file error, that would previously cause it to fail.

• Fix for an issue where server installations would error when downloading a Microsoft security update file on 32-bit machines running Windows 7.B4 t

• EVOLUTION: Added Dutch translations for patient notes and contact list windows.

• EVOLUTION: Fix for an issue where the items in the Administration > Patient Lists (Contact Lists) submenu weren’t capitalised in Dutch.

Exact 13.684 - 8/8/2022

• NHS England & Wales: Patient Experience now supports Revision 10 of the NHS PR form for Wales, and Revision 9 for England. The Welsh form had altered wording regarding the length of personal data being held from 10 to 8 years. The English form also had this wording change, alongside new ‘Opt out’ Email and Mobile number checkboxes added for the patient.

• NHS England & Wales: EXACT and Clinipad now support Revision 10 of the NHS PR form for Wales, and Revision 9 for England. The Welsh form had altered wording regarding the length of personal data being held from 10 to 8 years. The English form also had this wording change, alongside new ‘Opt out’ Email and Mobile number checkboxes added for the patient.

• Improved the reliability of the EXACT Server upgrade process by:

  • Changing a process that was liable to fail on Windows 7 / Server 2008 servers during the backup step, causing the upgrade to freeze and the system to be left in a ‘not running’ state.

  • Performing the disk space check before stopping the services so they don’t have to be restarted if the disk space check failed.

  • Reducing the timeout allowed so an automatic update will finish and recover from a failure before a practice starts work in the morning.

  • Putting the workstation files in place only after a successful server upgrade, so that the workstation files will always match the server version.

  • Removing a step in the install process that could sometimes cause it to stop unexpectedly leaving the system in a not running state.

• NHS Northern Ireland: Fixes for two CliniPad issues. The first resolves an issue with signing part 2 of the NHS PR form. The second no longer enforces a college be entered on the form if the patient was under 18, but not in full time education.4 t

Exact 13.678 - 1/8/2022

• Improvements to Contact Lists:

  • Contact Lists has been renamed to Patient Lists (Contact Lists) in the Administration menu, workspace toolbar and appointment book tabs, as these lists are not solely used to contact patients.

  • Added two sub-options to the Administration menu item: View Saved Lists and Create New List to help navigate to the desired action easily.

  • Added a drop-down menu containing the Create New List item to the workspace button so that menu’s can be accessed consistently from either location.

  • Added a new Refresh List button that allows users to easily recreate lists they have already run in the past without having to go through the new list workflow.

  • Added a new Search column to describe what query/search criteria was used to create the list

  • The View List button has been renamed to Open List

• NHS Wales: If any service with a fluoride varnish data set is charted alongside a free exam, EXACT will ensure the fee remains 0, without the need to alter the band.

Exact 13.672 - 25/7/2022

• Improved the reliability of EXACT server upgrades by adjusting the space required for database backups. This addresses situations where EXACT databases used a network path or pointed to a non-existent drive.

Exact 13.667 - 18/7/2022

• IMPROVEMENT NHS England, Wales & Isle of Man: The NICE recall interval selected on the TC window will now flow through to the patients recall settings. Previously, users had to manually update the interval separately in the Recalls tab.

• Ireland: The GMS form layout has been slightly altered to fix an issue with the B5 denture section displaying incorrectly. B4 t

Exact 13.661 - 11/7/2022

• IMPROVEMENT EXACT services were upgraded to .NET 6.0 in order to improve security and reliability.

• NHS SCOTLAND: Fixed an issue where patients between 18 and 26 were being charged a fee for denture services.

Exact 13.655 - 28/6/2022

• NHS WALES: A new Contract Reform checkbox has been added to Practice Settings. If enabled, this will automatically add a Fluoride Varnish service for a patient with an ACORN red tooth decay score, to help sites meet fluoride varnish metrics.

• Made a fix available which will repair most users where a recent Windows update caused Presentation Manager to open with an unembedded Word. This fix will automatically be offered where an affected user opens Presentation Manager when the problem is detected.

• Fixed an issue that could cause Patient Experience to crash and prompt for the resetting of every patient, if a demo or duplicate databases were present in the list of active databases.

• IRELAND: The GMS form has been updated to reflect the latest claiming changes required for 1st May 2022.

Exact 13.648 - 20/6/2022

• A new COVID-19 health screening form has been enabled for Australian practices.

• The Contact Lists window has been improved:

  • The Edit button has been moved to the top of the screen and renamed to View List

  • A new Created By column has been added

  • The Closed column has been renamed to Completed.

• Fixed an issue where an Unauthorised Access error would pop up for some Windows 7 users when starting Exact and another issue that was preventing users from launching multiple instances of Exact via the desktop shortcut.

• Fixed an issue where a server upgrade could sometimes fail if two of the same Exact server processes were running before the upgrade.

• NHS WALES: Fixed an issue where the Last Examination field in the Recalls tab was not updating when the Extensive exam (General) or Simple assessment (General - Urgent exam) services were completed.

• NHS Wales: Exam Type and Patient Presented with data is no longer sent with orthodontic claims. These fields have been removed from the orthodontic TC window.

• EVOLUTION: Fixed an issue with PIEN 2.0 incorrectly using a SoE certificate instead of a customer certificate.

Exact 13.642 - 13/6/2022

• Improved the reliability of EXACT Server upgrades completing by improving the database backup process.

• Contact lists will now show patients mobile phone numbers if they have one. This will be applied to all existing and new contact lists.

Exact 13.638 - 7/6/2022

• When creating a new appointment from a previous appointment using Copy to Clipboard, the chair time, completion and last edited data are no longer copied across to the new appointment. This has also fixed a related issue where reminders were being sent out to patients too far in advance of the appointment dates.

• Fix for an issue where some patients were not being sent a confirmation SMS after booking an appointment from the short notice list.

• Fixed an issue where the Ortho button would launch the Connect embedded browser window behind the Tooth History screen.

• NHS: Fix for an issue where the National Insurance number validation message would appear when completing a treatment plan that didn’t require a valid NI number.

• Improved the reliability of the EXACT server installer:

  • Silent upgrades no longer fail if the current server name does not match the old server name in login.ini after a server migration.

  • Silent upgrades no longer fail if the uninstall folder was missing and Exact couldn't be uninstalled.

• Fix for an issue with the Patient Experience window that was causing Exact to crash if the PX window was closed before it finished loading.

• NHS Wales: The banding of several services has been corrected and the Sedative service description has been changed to Anxiolysis.

• Fix for an issue that was preventing some users from registering online with SOE Connect when attempting to use the Register Online button in the User Settings window. The location of some buttons and checkboxes in the User Settings window have also been tweaked.

• IMPROVEMENT Country code is now included when directing to help pages to direct to the relevant countries help pages.

• IMPROVEMENT A new Show All Quick Notes button has been added to Quick Notes. Additionally, the Pop-up Options... button has been renamed to Display Note When... and a new Show All Quick Plans button has also been added to Quick Plans. Some labels in these screens have been renamed.

Exact 13.627 - 23/5/2022

• A new COVID-19 New Zealand health screening form has been enabled for NZ practices.

• Ireland: A new COVID-19 Irish health screening form has been enabled for EIRE practices.

• Some sites have experienced issues logging in to a workstation after an upgrade. EXACT workstations will now update using a new more reliable installer that will lead to less workstation install failures.

• A warning message will now be sent to administrators if the EXACT upgrade process notices that disk space is running out on the practice server.

• The ‘updated fees' instant message now only triggers if the effective date & last modified date have both changed, so users will no longer receive a message that their fee file has been updated for a past date.

Exact 13.620 - 10/5/2022

• Fix for an issue where online booking deposits were becoming lost due to a time data mismatch based on time zone.

• Fix for an issue that was causing Vipre antivirus software to block workstation updates.

• EVOLUTION: Help centre bot messages now appear in Dutch instead of English.

Exact 13.614 - 2/5/2022

No customer facing changes.

Exact 13.604 - 19/4/2022

• Fix for an issue causing HS1Pay Tyro allocations to fail when overallocated.

• Admin users can now correct the payment method on the allocation window for HS1Pay transactions if it was entered incorrectly at payment or claim time.

• EXACT Workstation installer:

  • Improved reliability of workstation installations.

  • Improved ability to install on Windows 7.

  • Improved ability to recover if an install did not complete automatically.

Exact 13.602 - 14/4/2022

• NHS Wales: Payor 9000 codes were added to the new Welsh services so sites could easily identify them. This also corrected an issue where patient fees were not being correctly applied to COT’s that only had these services charted for patients under 25 or over 60.

• When a patient is manually re-onboarded through the Reset Patient Portal process, outstanding forms for inactive patients are now removed.

Exact 13.599 - 11/4/2022

• Fix for an issue where online payments/deposits would not update the text displaying patients balance until the transactions window was opened and closed.

• Fixed an issue where OSHA claims could be left unpaid after reconciliation.

• NHS England: Fix for an issue where contact details entered in the FP17 Clinipad form were not being populated in the exemptions window after linking the form.

• NHS Wales: Completed support for the new Welsh NHS FP17PRW form. This includes patient portal, Clinipad and printing onto new paper forms.

• Text entry fields in the patient medical history tab now allow more characters to be typed.

• The warning message for when another user has edited patient information for the patient you are currently edited has been updated to include more detail.

Exact 13.590 - 4/4/2022

• If the EXACT installation disk has less than 1 GB remaining, a popup warning will be displayed upon login alerting that disk space needs to be available.

• Added an option to re-request outstanding Patient Experience forms when a patients portal is reset.

Exact 13.587 - 28/3/2022

• Fix for an issue where fissure sealants were not showing on the list in the Clinical Dataset tab.

• STABILITY Fix for an issue causing threads in the Relay service to accumulate over time, occasionally causing the service to crash.

• Moved the NHS fee effective date text so it is accessible to more users.

Exact 13.578 - 21/3/2022

• PERFORMANCE IMPROVEMENT Increase the performance of EXACT workstations by bulk reading data, in many situations reducing round trips to the server and hence producing faster load times.

• Improved the reliability of downloading NHS fee files automatically by adding a configurable timeout, defaulted to 5 minutes.

Exact 13.576 - 14/3/2022

• NHS Wales: A new FP17PRW form is being launched on 1st April. EXACT has been updated to handle the new opt out checkboxes & removal of preferred contact method logic. Online forms & printing support is currently being worked on and will be released in a future version.

• The workstation upgrade monitor has been replaced with a new and improved one.

• EVOLUTION: Updated the live chat function to point to a dedicated Dutch help centre.

Exact 13.571 - 7/3/2022

• NHS England: Invalid Patient Experience NHS FP17PR forms will now display as an orange icon in the arrivals list.

• NHS Wales & England: Added clinical dataset categories to the UDA breakdown report.

• NHS Scotland: A new health screening form has been added.

Exact 13.566 - 28/2/2022

• Fix for an issue causing some online payments from the stripe payment provider to be duplicated (this does not fix pre-existing duplicated online payments).

• NHS England and Wales: Included flexible commissioning data in the UDA or UOA Breakdown report.

• NHS England and Wales: Included flexible commissioning data in the UDA or UOA report when ‘Show Detail’ is selected.

Exact 13.561 - 21/2/2022

• Fix for an issue that was causing some Patient Portals to be unable to reset.

• NHS Wales: A text error was corrected for the NICE guidance text on the NHS FP17 window.

• NHS Wales: Added text to in the ‘Clinical Data Set' tab to show ‘upper’ or 'lower’ text for dentures, retainers, and appliances.

• United Kingdom and Ireland: Live Support chat has now been enabled for all practices in the United Kingdom and Ireland.  Click Live Chat in the top right of EXACT to speak to our support team at a pace that suits you. Click here for full details on EXACT Live Chat.

Exact 13.556 - 14/2/2022

• EVOLUTION: Fix for an issue causing the BSN check to grab the previous patients details.

• Fix for an issue where NHS transmissions were failing due to an apostrophe, plus or colon in patient email address.

• Fix for an issue where NHS claims were being rejected due to the NI number being automatically included in the claim record when it is not required.

• Fix for an issue where Tyro invoice items for a patient were not being allocated correctly when multiple providers shared the same provider number.

• The logic for determining what help documentation would be launched has been simplified.

• NHS Wales: Exam Type & Patient Presented with dropdowns will be visible on the TC dialog for COT’s created after 1/4/22. This data will be included in NHS claims created after 1/4/22 as part of the 1st April 2022 changes.

Exact 13.541 - 24/1/2022

• PERFORMANCE IMPROVEMENT The loading times for notes all across EXACT were improved. This should be particularly noticeable when loading the chart for patients with long histories.

• NHS Wales: “Data Set 1” and “Data Set 2” in the TC dialogue have been combined into one tab named “Clinical Data Set”, and now only shows the used categories.

• NHS Wales: Added new NHS services to the FP17/O Data Set dropdown when editing service items that will become claimable from the 1st of April 2022

Exact 13.535 - 10/1/2022

• EVOLUTION: Updated translations in the help menu.

• Fixed an issue that occasionally caused EXACT to unexpectedly exit when attempting to log in.

• EVOLUTION: Fixed an issue that would cause the BSN check to time out.

• Resolved an issue that would occasionally cause Presentation Manager not to open.

Exact 13.525 - 14/12/2021

• Fixed an issue that could cause previously charged, resubmitted and then deleted service items to reappear as completed treatment in the patients chart planning area. Some items of treatment with default SNOMED codes attached could re-appear on a patients chart showing as completed treatment if they had previously been charged and then resubmitted before being deleted.

• Patient Experience: Fixed an issue where Health Screening icon were not being displayed if triggered via Automatic Appointment Reminders.

• ALT reference numbers are now generated in a way that will not cause duplicate values.

• Loyalty bonuses/limit boosts are now associated to the correct patient when processing Tyro claims.

• Performance IMPROVEMENT Performance has been improved for the TC process if there is only one instance of a patient file open.

• Ireland: An issue has been resolved where patient Medical cards could not be validated.

• Improved our handling of date formats when receiving baby due date from the FP17PR form, returned from Patient Experience.

• stability EMAIl Service The email service will no longer return an unhealthy status when the email module is not registered.

• PERFORMANCE IMPROVEMENT Quick note lists will now load significantly faster.

• Fixed an issue where EXACT was not saving Connect claims (Tyro & Whitecoat) if the course of treatment had a payor.

• PERFORMANCE IMPROVEMENT The chart history has been made a lot faster which will be most noticeable where a patient has a large number of long clinical notes.

• PERFORMANCE IMPROVEMENT A further approximately 10% improvement in speed when saving the chart.

• Fixed an issue that occasionally caused the wrong version of the Patient Experience Health Screening form to be sent to patients.

• PERFORMANCE IMPROVEMENT The save and TC processes on the chart will now complete approximately twice as fast, which is noticeable where the patient history contains a large number of notes or treatment records.

• NHS England, Wales, and Isle of Man: Changed the wording of the Advanced Perio root surface clinical dataset to Advanced Perio (RSD) to closer match the NHS wording. This text change will be noticeable in the “FP17/O Data Set” dropdown when editing a service, and on the FP17 TC dialog.

• NHS Wales: BPE data for Wales for Courses of Treatment on or after 01/04/2022.

• The contact button on the live chat sidebar will now show the “Alternative Contact Methods” dialogue. The dialogue has also been updated so clicking the email address will open the default email client.

• NHS Wales: NHS changes that will come into effect on the 1/4/22:

  • The urgent care checkbox will be removed from the NHS Risk Assessment form as it will no longer be required for Acorn data capture from 1/4/22

  • A patient's plaque score as recorded in the NHS Risk Assessment form will be included in NHS claims from 1/4/22

• The Help menu and workspace bar have been simplified when live chat is enabled:

• NHS Wales: The Acorn risk assessment form will no longer allow a user to say that a patient is both under 12 and edentulous. As of 1/12/2021 the user will only be able to select one of these options at a time, to ensure the correct data is being sent to the NHS.

Exact 13.499 PF1 - 15/11/2021

• A new version of Clinipad is included in this point fix, that resolves an issue where Clinipad was incorrectly displaying the text If you drink alcohol, how many units per day?. This has been fixed to display the text If you drink alcohol, how many units per week?.

Exact 13.499 - 4/11/2021

• To avoid sending patient’s a link to the Patient Portal that doesn’t work, EXACT will now check each time that they have a valid record on the portal and tell the portal to create a new record if they don’t.

• NHS England, Wales and Isle of Man: NHS Bands & fees are now automatically downloaded, ready to be applied from their effective date.

Exact 13.495 - 1/11/2021

• Fixed an issue that caused a new patient to get duplicate records if they were subsequently sent a welcome email containing a patient portal link.

• EVOLUTION: Added missing Dutch translation for tele dentistry and outstanding SMS/Email form templates.

• EVOLUTION: Added missing Dutch localizations in some areas of EVOLUTION.

• NHS England, Wales and Isle of Man: EXACT will now automatically roll over your regular NHS contracts 30 days ahead of their expiry date ready for the next year. You can manage which contracts are automatically rolled over by ticking or unticking the “Contract Rolls Over” checkbox on the Edit Contract window accessed from the File, NHS Contracts menu.

Exact 13.485 - 28/10/2021

• An issue with the services has been fixed that could cause some features in Exact to stop responding correctly. Affected services could include the appointment reminders, portal forms or online appointments not updating or the presentation manager not working.

• FP17PR forms that patients have not completed correctly on the Patient Portal will now be saved in the Contacts tab. Invalid NHS forms will not change the colour of the Portal Forms icon to green on the Arrivals tab of the Appointment Book. Invalid NHS forms will not be able to link with Course of Treatments.

• Fixed an issue where Short Notice List SMS reminders were occasionally not automatically generating

• EVOLUTION: A new configuration setting has been added to set the timeout for the BSN. If you experience a timeout when checking for BSN numbers you can experiment with longer timeouts to resolve the problem by changing this setting from the Configure, Settings menu option. new configuration has been added to set the timeout for the BSN check
  practice.nld.webservices.bsn timeout

• Fixed an issue on the video tab where a patient's image could very rarely be overwritten by another image imported later on the same day by changing file name to include a timestamp.

• Fixed an issue in the arrivals window where Patient Portal form icons would not display correctly if the patient had the same form requested more than 30 days in the past and it is still outstanding.

• EVOLUTION: Added missing translations for updating online information in the patient information.

• EVOLUTION: Fixed an issue that was causing the service text in chart history to not display correctly.

• Fixed an issue where under some circumstances, automatic SMS reminders were not being generated.

• When sending Patient Portal links to patients, EXACT will now check that the link is valid before sending it. If the link is not valid, it will attempt to create a new Patient Portal link.

• Made changes to the Soei.RemoteSupportLauncher.exe so it no longer gets falsely flagged by (Kaspersky) anti-virus software when it tries to be installed.

• NHS England and Isle of Man: You can now select if a Course of Treatment included Flexible Commissioning in the TC dialogue.

• NHS Scotland and Northern Ireland: As an extension to the automated fee download feature, an instant message will be used to notify admin users when NHS fees are automatically downloaded and imported by EXACT.

• NHS England and Wales: NHS Contact Preferences in the exemptions window will now default the patients communication preference to email or mobile if either of them are available. If both are available, email will take priority

• NHS Wales: Acorn form changes for Perio Health/BPE window that will be automatically applied from the 1st of December, 2021. Two new fields have been added, Patient is edentulous in the Relevant History tab, and Patient unable to tolerate periodontal examination in the Perio Health tab.
  - If Patient is edentulous is checked in the , then the Perio Health will not be able to be edited
  - If Patient unable to tolerate periodontal examination is checked, the other perio health information will not be able to be edited

• NHS Scotland and Northern Ireland: NHS fee updates will now be downloaded and imported automatically when the next fee file update occurs, preventing users from needing to do this themselves in future.

• NHS England, Wales and Isle of Man: Added new Clinical Data Set categories & services when completing NHS treatment. The new Clinical Data Set categories will automatically appear after the 1st of December 2021.
  A feature flag can be used to control this date: Internal.payor.nhs.01122021 changes

• NHS Wales and Isle of Man: Added functionality to record how many aerosol generating procedure (AGP) appointments are done per course of treatment.

  • NHS Claiming: AGP appointment count will now be added to claims for Wales and IOM for courses of treatment started on or after 01/12/2021.

  • An AGP check box has been added to the edit service item window to allow practices to configure which services are counted towards the AGP total.

  • The TC dialog shows the AGP count so that users can confirm it is correct before sending the claim.

• Two merge fields have been added that show longer date formats for the short notice gaps. These can be use to provide a better patient experience in TXT messages.
  [patient.shortnoticegapmid] e.g. 17/9/2021 @ 08:35am
  [patient.shortnoticegaplong] e.g. Fri 17th Sep 2021 @ 08:35am

• Added three new buttons to the live, ‘Contact', ‘Help', and ‘Remote'. The ‘Contact’ button will open the 'Getting Help’ window. The 'Help’ button will open help documentation. The 'Remote’ button will open the remote support dialog.

• Apollo will now use IoT Hub in Azure to make connections to EXACT servers.

• Scotland and Northern Ireland NHS: When the Download fees button is selected, EXACT will update fees for all active NHS payors and show the effective date of the fee update on the payor window.

Exact 13.456 - 6/9/2021

• PERFORMANCE IMPROVEMENT Made performance improvements when opening and closing the Chart History window for patients that have a large number of notes or custom screens.

• A new patient query has been added to allow users to search for patients who have or have not been communicated to from a selected template in the last X months.

Beta release notes : Beta Release Notes