Patient Payor Mismatch Warnings

Exact will now show you the patient’s payor in a couple of new places, and warn if you are about to charge through some treatment with the wrong payor type. It also provides an easy method to switch the treatment plan payor where patients have changed half way through a plan.
This feature should minimise the need to resubmit treatment to change payor later on when the goes to pay and spots the mistake.

On Arrival.

When a patient arrives the arrival dialogue will show the patient’s payor if they have one. This is an oportunity to ask the patient if they have changed payor since their last visit.
I will also show the appointment payor if it has beens te differently to the patient payor.

Update the patient payor if it is recorded incorrectly by clicking on the Patient Deatils link.

On the Chart

When charging a treatment Exact will check that the patients payor matches the payor for the treatment plan. If it discovers a mismatch it will show a dialogue which needs to be resolved before the charging is completed.


If treatment needs to be updated before charging it can be done easily just right click menu on the Treatment Plan line, and choose the ‘Move Uncharged to new TP’ option. The treatment will be moved and the price recalculated if you choose that option.

If there is no charged treatment in the plan, double click on the Treatment Plan line, and change the Payor in the dialogue.