New Features webinar, blog or video for this release:

Portal blog and video

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

Upgrades, Fixes, Issues (.TXT file)

General hardware and software requirements:

System Requirements | EXACT System Requirements

Server Setup Warning - Windows XP and Server 2003

A Warning message now appears in the EXACT Server Setup Wizard, and you will need to tick a checkbox to continue the installation.

Background:

In April 2014 Microsoft stopped supporting Windows XP and Server 2003.

From July 2017 Software of Excellence no longer supports EXACT and X-Ray machines running on these platforms.

Please refer to your IT services and/or the Support Desk for further guidance.

Offline Help is an optional download from EXACT v12.8

Historically the Offline Help was included within each EXACT software upgrade.

However, there are now reasons to make the Offline Help an optional download:

• Few practices still use Offline Help; EXACT practitioners overwhelmingly use Online Help only.
• The Offline Help deliverable has grown to an unwieldy size, which burdens the EXACT downloads.

Consequently, from EXACT v12.8 onwards, if you wish to use Offline Help, please refer to the Support Desk, who will guide you through the procedure.

This applies from EXACT v12.8 onwards.

Offline Help option and troubleshooting

Online Booking Locations

A dental business with a single server and multiple practice locations (premises) can optionally create a separate online booking website for each configured location.

For online booking purposes EXACT then considers each Location as a separate practice.

This functionality affects Practitioner Login, Provider setup, Patient setup, and patient bookings.

Each patient can be configured with a Preferred Location, or can otherwise use the Default Location.

Practice Locations for Online Booking

EXACT logic in using Preferred Locations

Configuring Locations for online booking

Recently-added Portal videos

Campaigns:

Editing a Campaign Letter

Creating a One Off Treatment Campaign

Creating a Continuous Campaign

Adding Multiple Stages In a Campaign

Fee Schedules:

Creating new Private Fee Schedules

Include Prices is an OPTION in the Patient Details Report

The Print Patient Details dialog has a checkbox option to Include Pricing.

This is a sub-option underneath Print patient Transactions and applies to ALL Pricing.

Scenario for not printing prices: The practice is moving areas/Dentists, the treatment history is required, but the estranged Dentist does not want to show the price of services.

Print Patient Details

Email Service Enhancements

From v12.8 the Email service installs and runs automatically only on the practice server (no longer on workstations).

To this end, the following applies:

• Your practice requires the necessary server hardware and software to connect automatically to the Internet.
• The email service installation files are no longer included in the EXACT workstation installer.
• The Configure > Email Parameters... Email Setup Wizard has been modified.

Benefits include a more reliable service, on-screen status icons, and a means for any practitioner to start the email service when it goes down.

Email Service Enhancements v12.8

Configuring Email and SMS Parameters (Email Parameters, Configure Email and SMS Parameters)

Print Statement Run update

Practices use the Statement Run to print statements for all patients who owe money as at a particular date (usually the current date).

Part of the print setup is to exclude patients who meet certain criteria.

A new exclusion criterion has been added: Invoices Emailed within ___ Days

Statement Run

Create Block Rota - validation on the "Length" field

In the Create Block Rota window, warning notifications now guard against users entering a time instead of a duration in the Length fields.

Setting up a Rota

No need to close and re-open the Appointment Book when adding or removing a User

In previous EXACT versions it was necessary to close and re-open the Appointment Book after adding a new User or removing a User.

This is no longer necessary as the Appointment Book refreshes automatically.

Group by Family option in automated campaigns

It is possible to market automated campaigns to Families, based on a Group by Family checkbox in the Campaign setup.

Communications are directed at the Head of Family (HoF), and this person is identified based on age only (gender is ignored).

Automated Campaigns grouped by Family

Creating an Automated Campaign

Custom Screens applied to treatment are editable until midnight

Custom Screens for base charting have always been editable until the chart is saved.

From v12.8 however, custom screens that are applied to treatment services can be edited after they have been charged, according to the same rules as Clinical Notes.

Clinicians therefore have up until midnight of the day of treatment charging/invoicing to finalise their clinical notes and custom screens.

The security setting associated with this functionality applies to both clinical notes and custom screens, and is checked by default:

Allow Clinical Note and Custom Screen Editing on Charged Treatment

Editing and Viewing Clinical Notes and Custom Screens

Scheduler - Cancel All button for Missed Scheduled Events screen

Historically a list of missed scheduled events had to be manually cancelled one-by-one in the Missed Scheduled Events screen.

From v12.8 it is possible to click a button to cancel all missed scheduled events.

Missed Scheduled Events

Optionally prevent Providers editing Fees on the patient chart

In the Edit Service Item window and Add Service Item window, you can optionally tick a checkbox to lock the Service Item Fee against being edited on the patient chart.

Amending fees individually

Add a Service - Fees