EXACT logic in using Preferred Locations

EXACT applies the following logic in using Preferred Locations versus other locations:

IMPORTANT: To use locations effectively, Providers and Patients should have Preferred Locations specified, and practitioners should habitually record Preferred Locations for new patients.

Online Booking Providers:

The Provider Details tab has a Pref Location field.

1. If an online booking Provider has this preferred location field specified in Provider file > Pref Location, EXACT uploads their free time to their preferred location booking page.
2. Otherwise the provider's free time is uploaded to the default online booking location.

Patients who book online:

The Patient Details tab has a Pref Location field.

1. EXACT first uses a patient's Preferred Location, if specified in Patient file > Details tab > Pref Location.
2. If a patient does not have a specified preferred location, EXACT uses the patient Provider's location.
3. If the patient Provider does not have a specified preferred location, EXACT uses the default online booking location.

Combined Recalls:

For Combined Recalls, EXACT uses location options in this order:

1. Patient preferred location, if specified in Patient file > Details tab > Pref Location.
2. Dentist's preferred location, if specified in Provider file > Pref Location.
3. The default online booking location.

Family Recalls:

For family recall, EXACT uses the main contact patient's location in this order:

1. The main contact person's preferred location.
2. The main contact person's Provider's preferred location.
3. The default online booking location.

Marketing Campaign:

For marketing campaigns EXACT uses locations in this order:

1. The patient's preferred location.
2. The default online booking location.

Appointment Workflow:

From EXACT v12.9 practitioners who log in to a Location and use the Appointment Workflow will see only that Location's patients on the Departure Task List (Exit Workflow). Patients who are booked for a different Location will not display.

Merge Fields for Preferred Location:

From EXACT v12.9 EXACT has merge fields specifically for using the Preferred Location in patient correspondence.