Export List: Select this button in order to export the patient list to a file that can be imported by other programs such as Microsoft Word or Excel for further manipulation.

Show Completed checkbox: Normally, completed contacts in the list (identified by the next to their name) are hidden. Check this box to display these completed contact list entries.

Edit Patient: Opens the selected patient’s file with access to all the Patient File tabs.

See also: Patients

Currency button: Click this button (or press CTRL-T) to display the selected patients' View Transaction window.

See The Patient View Transactions Window

Edit button: Select to display all the Contact Entries for the selected patient.

Print, Preview, Email or Export the selected Contact: This button allows you to print the selected patient’s details, with options as shown below:

See also Print Patient Details under the Details tab section.

Print, Preview, Email or Export the entire Contact List: With options as shown below:

Delete: Select this button to delete the selected patient contact list entry from the contact list (this will not delete the patient from the system).

Phone: Select this button to record a phone contact with the patient.

You have the checkbox option to Mark as complete. With this checked EXACT will remove each patient from the contact list as the phone call to that patient is completed.

With this unchecked the patient is not marked as Complete on the contact list until further manual action is taken. In other words, leave the checkbox unchecked if you want a reminder to take further action.

Simple configuration:

... or, if appropriately configured, you can dial a patient directly:

See also: Contacting by phone

Write to the selected person: Select this button to create either a single letter to the selected patient or multiple letters to patients within the contact list.

You have the checkbox option to Tick as complete when printed. If you check this box, EXACT will remove each patient from the contact list when the letter for that patient is printed, leaving only patients on the list with unprinted letters.

With this unchecked the patient is not marked as Complete on the contact list until further manual action is taken. In other words, leave the checkbox unchecked if you want a reminder to take further action.

See also: Contacting by Letter

Email: Select this button to send either a single eMail or multiple eMail messages to the patients within the contact list (if EXDOC^e is enabled).

You have the checkbox option to Tick as complete when sent. If you check this box, EXACT will remove each patient from the contact list when the Email for that patient is sent, leaving only patients on the list with unsent Emails.

With this unchecked the patient is not marked as Complete on the contact list until further manual action is taken. In other words, leave the checkbox unchecked if you want a reminder to take further action.

See also: Contacting by Email

SMS: Select this button to send an SMS message to a patient who has a mobile phone number recorded in their patient file.

You have the checkbox option to Tick as complete when message sent. If you check this box, EXACT will remove each patient from the contact list when the SMS for that patient is sent, leaving only those patients on the list who don't have SMS sent.

With this unchecked the patient is not marked as Complete on the contact list until further manual action is taken. In other words, leave the checkbox unchecked if you want a reminder to take further action.

See also: Contacting by SMS

Print labels: Select to print a label for the selected person / people on the contact list.

You have the checkbox option to Tick as complete when printed. If you check this box, EXACT will remove each patient from the contact list when the label for that patient is printed, leaving only those patients on the list who don't have labels printed.

With this unchecked the patient is not marked as Complete on the contact list until further manual action is taken. In other words, leave the checkbox unchecked if you want a reminder to take further action.

See also: Printing labels for contacts