Custom Screens

Custom Screens are used to design customised data entry windows that can be attached to various parts of the EXACT program.

Custom screens are usually attached to service items (Chart tab Service List, Managing service items from the Service List tab and Base tab), although they can also be used to record medical history and create extra tabs in the Patient File window to record specialised information. When applied to treatment services, custom screens remain editable after the treatment is charged, up until midnight on the day of charging - see Editing and Viewing Custom Screens and Clinical Notes

Any information that is entered into a custom screen can be reported on. Custom screens can help to reduce time in the surgery when entering clinical notes; for example a custom screen designed for root canal therapy can immensely reduce the amount of typing required.

Some custom screens will have been set up for you when EXACT was installed, or as part of an upgrade process. If you wish to add a new custom screen, but are unsure of what to do even after reading the following instructions, please contact SOE Support.

See also these online Portal resources:

Portal blog and video: Custom Screens - Design your own EXACT!

Portal blog and video: How to start using Custom Screens

The blog post includes a download link to these custom screen examples: