New Features webinar, blog or video for this release:

Portal blog: EXACT v12.5

Rolling list of changes (CTRL-F5 to refresh):

Upgrades, Fixes, Issues (.TXT file)

General hardware and software requirements:

System Requirements | EXACT System Requirements

Contact Permissions for direct marketing communications

This feature relates to Marketing Manager.

The previous Contact Restrictions functionality is now located in the Patient File Details tab, and is renamed Contact Permissions.

New patients are automatically Opted-in to receiving practice direct marketing communications, but Practitioners can de-select their Opt-ins on specific request per patient.

There is also a Contact Permissions Audit tab (visible to Administrator-level users only) EXACT tracks practitioner actions around the Contact Permissions in an audit trail.

Contact Permissions for direct marketing communications

On upgrade to EXACT v12.5

Existing patients without any preferences will be fully opted in (all options ticked).

Existing patients with restrictions already set in earlier versions of EXACT will maintain those restrictions.

Contact Permissions for direct marketing communications

Contact Permissions prompt for Receptionists

Contact Permissions is a prompted field (though not mandatory) that is controlled by a setting in the Mandatory Fields window. When the setting is checked (enabled), practitioners creating a New patient in the Patient File are prompted to obtain the patient's permissions for direct marketing, as illustrated at left.

If these prompts are a nuisance your practice can disable them from the Mandatory Fields window.

Editing the Receptionist prompt for Contact Permissions

EXACT allows a non-administrator user to add a new user in a different security group

Under Configure > Add User / Provider there is a new security setting Set New Users Security Group.

If this security item is checked, EXACT enables logged-in users to add a new user into a different security group to their own.

If this security item is un-checked, the logged-in user is able to add a new user only to the security group to which that logged in user belongs to (as for pre v12.5 functionality).

IMPORTANT: This functionality only applies if the Edit Security Group checkbox is ticked

Enabling a User to add other Users to a different Security Group

Create SMS window Truncate To SMS field - the maximum number of SMSes is now 3

Previously the maximum number of SMS for this field was 9, but from EXACT v12.5 this is limited to 3.

Contacting a Patient by SMS

Email enhancements

EXACT Email now features

• Email tagging,
• Email filtering on tags
• Improved attachment functions,
• Hyperlinking from email content,
• Visible email recipients in the Contacts tab, and
• Email right-click menu options.

Email Inbox

Email Tags

Enable hyperlinks in Email

NOTE: By default practitioners do not have active (clickable) hyperlinks in Email. This is a precaution against potential virus links.

However, you can enable email hyperlinks per security group in the Configure > Security settings, under -[] File -[] Email -[] Enable Hyperlinks (remember to Save).

Enabling hyperlinks in Email

Improved exclusion of patients from re-marketing

With marketing campaigns, when practices use different service versus appointment codes, they often market again to patients who have already met the criteria for the campaign.

To reduce this unnecessary marketing, from v12.5 EXACT checks patient invoicing to exclude customers who have had a campaign service invoiced during the campaign.

Excluding patients who have had a campaign service invoiced

Improved Duplicate Email Address warning

Where a practitioner is recording a patient Email address that already exists, the popup warning now identifies the other party in the duplicated Email address,

Patient Contact Details