Requirements for using Quick Chart Menu

• Quick Chart Menu is available from EXACT version 10.16.
• Quick Plans and editable tabs can be used on the Quick Chart Menu from EXACT version 12.7 (see Changes in EXACT v12.7)
• Services and Quick Plans need to be defined before they are available for applying via the menu.
• Usage statistics are not available for new EXACT users.

  Usage statistics define which services Autofill the menu, but they can only be defined if there is a working history of services usage; i.e. they can only be defined for existing EXACT users.

  When existing users upgrade their software, an upgrade process analyses the practice chart data and compiles a list of the most used treatment and base chart codes for each user. This process considers parameters such as the last year's data for each user or their last 5000 service items usage.

• In the Edit Service Item screen, a menu graphic should be assigned per service item, except for the chart graphic type, which has pre-configured menu graphics.