The Dentist field is used to record the primary treatment provider.

The Hygienist field is used to record the patient’s hygienist.

A payor is a Fund or Plan that provides financial assistance to the patient. The payor will be charged for a portion or all of the cost of treatments performed on the patient. The transaction will be displayed in the patient and Payor Transactions window.
The normal payor for the patient is entered here. This is selected from a list of payors by clicking on either the spin box, list button or pressing the keys.
For private and independent patients there is no external payor so this field is to be left blank.

The payor number can be entered into the field to the right.

If patients are to be set up into different capitation pricing bands for treatment, this optional field (set up in Configure File in the Configure menu) may be used to apply the appropriate Capitation Band code.
If the patient is not set up with a Capitation payor, this field will be greyed out.

Select NA if the patient is to pay for their own treatment, or select the member of the patient’s family who will be paying the bill on the patient’s behalf.

Paying Patient is an optional field, and may not be present unless set up in Patient File in the Configure menu.

Pref. Location (Preferred Location)

From v12.8 EXACT enables a dental business with a single server and multiple practice Locations to create a separate online booking website for each configured Location.

The Preferred Location is the practice Location that best suits the patient.

It is important for practitioners to record this field because

• For online bookings EXACT first attempts to use the Preferred Location, and if it isn't specified, then uses other Locations, according to defined logic.
• From v12.9 EXACT also has merge fields specifically for using the preferred location in patient correspondence.
• From v12.9 practitioners who log in to a Location and use the Appointment Workflow will see only that Location's patients on the Departure Task List (Exit Workflow).

See: Locations | Practice Locations for Online Booking | EXACT logic in using Preferred Locations