Configure > Add User / Provider:

- OR -

File > Providers window > Details tab,
and click the Edit Provider Wizard button, or click the +1 button to add a new Provider:

Enter the initials of the new provider.

If these already exist, an error message will alert you to this.

Indicate whether the new user requires an appointment book (Yes / No) before you can continue.

If you answer No to this prompt, the Next> button on the next screen of this wizard will change to a Finish button.

Enter (or select with the selector buttons) the appropriate Security Group (for example "DENTIST").

See also:

Adding or Editing Security Group settings

Can Create Groups button

Edit Security Group assignments up until midnight

Specify whether this user has administrator privileges (Yes / No).

Set the password options according to your practice’s security policy. Password security can range from light (password never needs changing) through to strict (forcing the user to change their password regularly).

Optionally set a password for the user, and if necessary force them to choose a new confidential one of their own the next time they log in to the system.

The following options define the user’s password - how often it must be changed.

User must change password at next Login: For a new user or one who has forgotten their password. Either assign them a password in the ‘Password’ field and inform them what it is, or leave it blank. Either way, they must set a password next time they access EXACT.

User cannot change password: Use this if for some reason passwords are to be permanent, and/or are set by the administrator. This will be the user’s password until this option is unticked or the password is changed using this window.

Password never expires: The lowest level of security, particularly if the Password field is left blank. The password will remain the same unless changed in this window. If this option is ticked, the "change every [] days" is disabled.

User must change password every [ ] days: The highest level of security, particularly if the number of days is set very low (which can also be irritating for the user). You can use this with the other options unticked, or tick the ‘User must change password at next login’ option when setting up new users.

NOTE: If you answered No to “Does this user require an appointment book?” prompt on the previous screen, then the Next> button will have been replaced by a Finish button, and this will be the last screen of the wizard.

If you require the provider’s private address and contact details to be entered, you may do this on the next screen, or skip it by clicking the Next> button to continue.

You may also choose to have one of your preset email message reminders sent to this provider’s email address whenever an appointment is made with them.

Use this screen to set colours used in the practice diary.

Ensure that colours are distinctive, and cannot be confused with other Providers' colours.

Click the Review Provider Colours button to check currently used colours:

Recalls can be for Dentists or Hygienists:

Click the appropriate button to configure the appropriate rota window to enable the provider’s work and break hours to be set.

See Rota configuration screens below...

Select the appointment book(s) that the provider is to appear on.

If the provider is already on a book or room, then the entries will be ticked by default.

NOTE: You must select (or be on) at least one book or room before you are allowed to continue.

Select books or rooms by placing a tick in the box on the line describing the appointment book.

You can only add the user to existing rooms or appointment books.
If the appropriate book or room is not present for some reason, you will have to complete adding the provider details, save the record, then create an appointment book (To Create an Appointment Book, Creating an Appointment Book for a Provider).

Use the Edit button to edit the details of the highlighted book or room.

When you click the Next> button, if the newly created provider is not already present on each of the ticked books, (s)he will be added as a wide column to the end of each of the ticked books. If a narrow column is required, you will need to edit the book.

Set the Provider's default Appointment Book parameters.

The Stickman Queue refers to the state of the patient within the Appointment Workflow: Arrive > In the Chair > Depart.

(Patient arrives in reception > Patient is moved to chair by Provider and treated by Provider > Patient departs through reception)

The Provider sees "stickman" icons of patients waiting to be moved to the chair:

The Animate Stickmen option allows you to specify animated actions that patient icons perform after x minutes of waiting.

In the example at left, a patient stickman icon will start toe tapping after 1 minute, Yoyo playing after 5 minutes, Yawning after 10 minutes, and Sleeping after 15 minutes.

Contracts