A User Name is the code given to each user when their User File is set up, via either the User Settings configuration menu item, or the Add User/Provider menu item.
The user’s code is used to log into EXACT, and to uniquely identify that user within EXACT.
The code may be any combination of alphanumeric characters up to a maximum of 10 characters, and is typically the initials of the person, or (in small practices) their first name.
Some thought and planning should be given to the code used, especially in large practices where there may be some duplication of names or initials, where for easy administration it may be necessary to categorise users using a letter or symbol prefix to the code, such as a ‘D’ for dentist, ‘R’ for receptionist, etc.
IMPORTANT: Each employee must use a code unique to them and must not share that code with others, as EXACT tracks each user who adds, edits or deletes data and appointments.