New Features webinar, blog or video for this release:

Portal video v12.6 Release

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

Upgrades, Fixes, Issues (.TXT file)

General hardware and software requirements:

System Requirements | EXACT System Requirements

Default:

Optional:

Quick Plans where the service custom screen popup is set to disabled

On request from EXACT users a software update in version 12.5 changed the behaviour of Quick Plans that have custom screens attached.

However, this change proved problematic for many other users, so to satisfy the needs of all users, the following applies from v12.6:

• EXACT will now by default revert to the earlier behaviour (pre v12.5).
• A configurable setting (off by default) has been added to retain the new behaviour.

Summary:

When popup mode is planned or completed, quick plans with custom screens attached continue to use the current custom screen version and default values.

With popup mode disabled, quick plans with custom screens attached use the custom screen version and the custom screen values from the original charting used to create the quick plan.
However, you can optionally disable this behaviour to rather use the current custom screen version and default values.

To change the default behaviour, go to Configure > Settings and edit this setting: patient.chart.quick plan.custom screen.default to "1".

Quick Plans Set-Up

Creating a Custom Screen

Lost-connection Alert

EXACT displays a flashing alert in the workspace bar when a communications connection has been lost.

This empowers the practice to immediately diagnose and potentially independently resolve connection issues.

Mouseover the flashing Alert button to read the tooltip (as shown at left).

Click the flashing Alert button to read a popup window with more information.

Lost-connection Alert

Real Data Check Alert

This is a safety mechanism to prevent patients receiving two versions of automated SMS, Email and Easypost communications.

It only allows automated outbound patient communications from a dataset that is registered as the genuine practice dataset, within protected Software of Excellence control.

To be considered Real Data, a dataset must have a valid Practice ID and that Practice ID must be unique.

Where practices need to duplicate datasets, Real Data Check provides a means of claiming the duplicated dataset as the genuine (real, Live) dataset.

Real Data Check

Real Data Check

BPE (Basic Periodontic Examination) button on the patient file toolbar

Mouseover the BPE button to see a tooltip summary (as shown at left).

Click the BPE button to open the BPE window for recording the assessment.

In this way, Providers can conveniently conduct a patient BPE assessment from anywhere in the Patient file (including from the Charting tab) without having to open up the separate Perio tab.

BPE

Portal video v12.6 Release - see the BPE Icon video on this blog page

3 statuses for patient direct marketing communications Permissions

Permissions are recorded in the Details tab > Permission to Contact Patient window.

Patients can explicitly choose to

Where they have not made an explicit choice EXACT assigns an Unknown permission status for direct marketing communications:

Contact Permissions for direct marketing communications

Query template - Contact Permissions Opt-in and Opt-out

A Contact Permissions Opt-in condition enables you to create a Query Template to identify those Contacts who are Opted-in or not Opted-in for receiving direct marketing communications.

Contact Lists for marketing campaigns

Security Lockout improvements (User Settings)

In the User Settings window the user interface of the Security Lockout settings has been improved to make it more obvious how to disable the feature.

To disable the security lockout simply un-check the checkbox, as shown in the image at left.

Configuring User Settings

Oral Health Surveys - further optional questions

Eight further questions have been added. These are un-checked by default, so are initially only visible in the Configure Questions screen.

Questions added in v12.6

Editing questions in the Oral Health Survey

Portal video v12.6 Release - see the Oral Health Surveys video on this blog page

Oral Health Surveys - Permissions question

Optionally include this marketing-related question so that patients who agree can be included in marketing campaigns.

Question for direct marketing permission

Oral Health Surveys - Resolved checkboxes in Review window

Resolved checkboxes in the Review window enable Providers to more clearly track issue-resolution.

Reviewing the Oral Health Survey with a patient

Oral Health Surveys - Contact Lists / Queries

From EXACT v12.6 it is possible to create finely-tuned Queries and Contact Lists from Oral Health Surveys records.

This is especially useful for creating marketing campaigns based on Oral Health Survey data, but can also be used in manual communications with appropriate patients.

Contact Lists, Patient Queries for Oral Health Surveys