Practice Information

Use the Practice Information window in the Configure menu to enter and maintain various practice details, and to register EXACT modules.

IMPORTANT: Complete as many details as possible - information entered here is used in other places in EXACT and is automatically defaulted in templates, saving you having to re-enter the details when creating letters and email messages.

To access the Practice Information window

Select Configure > Practice Information to display the window:

PracticeInformationWindowv11.3

Practice Name

This is set in the Register window (click the Register button at top right in the Practice Information window to access the Register window)

Use practice name for report titles

-or-

Use login location name for report titles

(may display) If locations are enabled in Practice Settings, these two options are displayed, otherwise they will not be present.

They give you the choice of your report titles including either the practice name, or the location name.

Practice ABN

Enter the Practice Australian Business Number (ABN) - this is different to the Provider ABN that is entered per Provider for tax purposes.

Practice Image

This image displays when you start EXACT, on the background screen of EXACT, and on letterheads and email messages.

GST%

Enter the GST percentage here.

checkbox,grey-unchecked Don't display ABN on Stationery

By default the practice ABN will print / display on stationery.

Tick this checkbox to not print /display it.

Practice ID

This is a unique identifier for your dental practice.

Features that require a Practice ID:

  • Your dental practice must have a valid and unique Practice ID as a requirement for Online Appointment Bookings, so that it can be identified in Online Recalls.
  • Your dental practice seamless login to the Software of Excellence User Portal (Software of Excellence User Portal, http://portal.softwareofexcellence.com) functions on the Practice ID. Without a Practice ID entered in this field, when you click a portal link you will be directed to SOE Support to enable the link. SOE Support will simply enter a number in the Practice ID field and Save the screen to enable your access.
  • From v12.6 EXACT has a Real Data Check safety mechanism to prevent patients receiving two versions of automated SMS, Email and Easypost communications. To be considered Real Data, a dataset must have a valid Practice ID and that Practice ID must be unique.
  • SMS Replies messaging requires a configured Practice ID in order to validate your practice.
  • EasyPost requires a valid, unique Practice ID.

See also...

Setup, Configuration, Parameters

Practice Settings

Computer Settings

Set up a Printer

Configuring User Settings

Locations

License Manager

Security and Users

Custom Screens

Prescriptions

Scheduler

Quick Plans Set-Up

The Services File

Search and Change Wizard

Henry Schein Website Link Setup

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Locations