Requirements for Presentation Manager

• EXACT version 10 or above.
• Presentation Manager module must be purchased and registered - see Checking the registration of Presentation Manager
• Presentation Manager is enabled - see Enabling Presentation Manager
• EXDOC-PRO module is installed and functional. This is required for listing patient documents on the Patient File Contacts tab.
• Microsoft Word 2003 or later is installed on any computer that will use Presentation Manager (MS Word is required to create documents).
• Adobe PDF Reader is installed on any computer from which users will view printed or emailed patient documents (once printed or emailed, the patient documents that you create are stored as read-only PDF files).

Recommended:

• The EXDOC^e module is highly recommended as a means of emailing documents.
• EasyPost is highly recommended as an associated module for fast, effective, economical outbound print and post via a 3rd party vendor.

Important Notes:

IMPORTANT: When you enable Presentation Manager it replaces the previous document writer and overwrites all previous templates, so it is advisable to first record any template information that you wish to reproduce.

IMPORTANT: For confidentiality reasons, you can only send patient data to an email address that is stored in EXACT.