v12.10 Release Notes

splash_v12.10

 

New Features webinar, blog or video for this release:

video-icon_12x12px Portal video: EXACT v12.10 / Communication Consent

video-icon_12x12px Portal video Care Manager Open in New Window icon

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

Icon_TEXTfile Upgrades, Fixes, Issues (.TXT file) Open in New Window icon

General hardware and software requirements:

Large Screenshots System Requirements | Adobe_icon EXACT System Requirements Open in New Window icon

 

Features of this software release:

 

 

OpportunityManager-splash

 

 

Opportunity Manager renamed as "Care Manager"

Available from EXACT v12.9, where it was called "Opportunity Manager", this feature has been renamed in v12.10 to "Care Manager".

Purpose: Use it to maximise practice revenue by pro-actively securing bookings from those patients with open treatment plans / courses of treatment.

Note that if you installed the v12.9 version, on upgrade to v12.10 or later you will need to re-configure the workspace bar to display the Care Manager icon - see Adding the Care Manager button to the workspace bar

Large Screenshots Care Manager

Adobe_icon Care Manager User Guide Open in New Window icon

video-icon_12x12px Portal video Care Manager Open in New Window icon

 

 

MarketingConsentArrive



MarketingConsentDepart

 

 

 

Marketing Consent prompt in the Appointment Workflow

In the Appointment Workflow, Receptionists can be prompted to collect Marketing Consent (Permissions) by means of both the Arrivals Tasklist and the Departure Tasklist.

This is a default setting, but can be disabled in the Marketing Consent Configuration.

By collecting marketing consent the practice complies with increasingly strict rules around patient data collection and management, as formulated in The Spam Act 2003

Large Screenshots Marketing Consent

Large Screenshots Configuring arrival procedures for Marketing Consent

Large Screenshots Using the Arrival Tasks List

Large Screenshots Receptionist tasks on the Departure Task List

 

 

MarketingConsent-sendToClinipad

MarketingConsent_300px

 

 

 

Clinipad Marketing (Contact) Consent

It is becoming increasingly important to solicit the patient's consent before sending them marketing communications from your practice. In the UK this consent is compulsory, with legal implications.

From v12.10 you can configure the Arrivals Task List to prompt Receptionists to obtain patient consent from those patients who have not yet provided it. The Clinipad version of that consent is an editable text document that can span up to 3 Clinipad pages.

The patient sees Marketing Consent as "Contact Consent" on Clinipad:

ClinipadContactConsent

 

Large Screenshots Marketing Consent in Clinipad

Large Screenshots Configuring Marketing Consent with Clinipad

Large Screenshots Signing your Contact Consent on Clinipad (Patient instructions)

 

 

PatientPreferredLocation-splash

 

 

 

Merge fields for patient Preferred Location

The patient's preferred location has been added as a new merge field, enabling sites with multiple locations to auto-generate patient recalls per Location.

They are derived from the completed Pref Location field in each patient's Details tab, but are not available if Locations is disabled.

The merge fields can be used in Email, SMS and EasyPost Letters:

«patient.PreferredLocationName»

«patient.PreferredLocationAddress1»

«patient.PreferredLocationAddress2»

«patient.PreferredLocationAddress3»

«patient.PreferredLocationPostCode»

«patient.PreferredLocationPhone»

Large Screenshots Merge fields for patient Preferred Location

 

 

ApptSearch-MultiProvider

 

 

 

Appointment Search - multiple Providers

The Provider dropdown menu in Appointment Search now includes multiple Providers.

Practitioners can search by "Any Provider" or by a selected single Provider, who does not necessarily need to be the patient's Preferred Provider, as recorded in the Patient File.

Large Screenshots Using the Appointment Search Window

 

See also...

Release notes

New Help Files

v12.14 Release Notes

v12.13 Release Notes

v12.12 Release Notes

v12.11 Release Notes

v12.9 Release Notes

v12.8 Release Notes

v12.7 Release Notes

v12.6 Release Notes

v12.5 Release Notes

v12.4 Release Notes

v12.3 Release Notes

v12.2 Release Notes

v12.1 Release Notes

v12.0 Release Notes

v11.10 Release Notes

v11.9 Release Notes

v11.8 Release Notes

v11.7 Release Notes

v11.6 Release Notes

v11.5 release notes

v11.4 release notes

v11.3 release notes

v10.16 release notes

v10.12 release notes

v10.9 release notes

v10.5 release notes

v10.4 release notes

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v12.9 Release Notes