Presentation Manager

PresManager-Reflect

Presentation Manager integrates Microsoft Word into EXACT, allowing dental practitioners to quickly create professional-looking documents.

Not only does this enable a standard corporate appearance and identity, but the practice can personalise documents with patient-specific imagery, and ultimately increase patient satisfaction and retention.

By setting up document templates with merge fields, practice personnel are able to email personalised documents with just a few clicks.

         

icon_Overview_15x12_blu Overview

 

Purpose

Benefits

 

Features

Requirements

         
         

icon_Using_15x12_blu Using

Workflow, screens and procedures

 

Document Details screen

Template or Patient Document?

Previewing and editing a template

Printing and sending to EasyPost

Emailing a Patient Document

Re-opening a Patient Document

Saving and re-opening a Patient Document for editing

Access EXDOC-PRO, create a template

Creating a Recall Letter in Presentation Manager v11

 

The EXDOC-PRO screen

         
         

icon_Configuration_15x12_blu Configuring

Setting up and customising

 

Checking the registration of Presentation Manager

 

Enabling Presentation Manager

         
         

icon_Resources_15x12_blu Resources

Videos, PDFs icon_OpenInNewWindow_10x10_blu

 

Adobe_icon User Guide

Adobe_icon Training Competencies Checklist

video-icon_12x12px Presentation Manager

video-icon_12x12px Create a Recall Letter in Presentation Manager

         

More on this topic...

Presentation Manager Overview

Using Presentation Manager

Configuring Presentation Manager

See also...

EXACT Modules

Registering EXACT Modules

Oravisor

MyPractice and MultiPractice Cloud (MPC)

Reputation Manager

ICCMS

EXAMINE Pro Quick Reference

EXAMINE Module

EXDOC Module

Additional EXDOC File Storage Functionality

EXTEND module

EXDOCe Email module

EXHANCE Module

EXACT Orasphere Module

guru

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Presentation Manager Overview