Three frequently-used desktops

Practitioners tend to spend most of their time in three desktops:

3Desktops

Main / Appointment Book desktop

AppointmentsDesktop

This desktop provides multiple utilities around the appointment book. It is used mainly by Receptionists.

Patients desktop

PatientsDesktop

This provides multiple utilities around the patient, and is differentiated into Tabs:

PatientsDesktop-Tabs

The patient Details tab is initially used by Receptionists in setting up the patient file, but is then used by all practitioners for a range of patient-related functions.

The other tabs are normally used by Clinicians but the Practice Manager may also use them, especially the Pay Plans tab.

Note that there is a set of buttons across the top of this desktop that apply to the selected patient across all tabs:

PatientsDesktop-Buttons

Hover your mouse cursor over any button to see a tooltip:

PatientsDesktop-Tooltip

Throughout the desktop you can view tooltips. For example:

PatientsDesktop-Tooltip-Clinician

Reports desktop

ReportsDesktop

The Reports desktop is used mainly by the Practice Manager in monitoring and managing the business. It may be used by other practitioners to access specific information.

See also...

Getting Started with EXACT

The Patient Journey and Appointment Workflow

Typical role tasks in a dental practice

Opening EXACT and Logging In

Exiting EXACT

Using your Mouse

Next >>

EXACT layout, menus and screen operations