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Configuring Holidays

When adding Holidays into EXACT (i.e statutory holidays, maintenance or training) they are automatically added to all appointment books.

NOTE:  Only users with Administrator security privileges can configure holidays. 
The dates of movable annual holidays (such as regional bank holidays that don't have a fixed date each year), will either need to be edited once a year, or they will need to be set up a few years in advance.

For individual provider holidays see Creating Blocks and Clinics

Add a Holiday or 'Clinic Closed' day

  1. Select Configure > Practice Settings

  2. Go to Configure, Practice Settings then click the “Configure Holidays” button

    The Holidays window displays:

  3. To add another holiday, click the +1 button, then type a Description and assign a Date and click OK:

  4. Check the holiday details in the Holidays window and save by clicking the button:

 

Deactivate a Holiday

When a new holiday is added, it defaults to active, with a checked checkbox against its Description.
To retain the holiday in EXACT but have it set to inactive, simply un-check its checkbox and select OK to save:

Edit a Holiday Record

To change the description and/or date for a holiday:

  1. Select the appropriate record in the Holidays window.

  2. Click the Edit button, Change the details as required.

  3. Click the OK button to save.

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