New Features webinar, blog or video for this release:

Portal blog

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

Upgrades, Fixes, Issues (.TXT file)

General hardware and software requirements:

System Requirements | EXACT System Requirements

EXACT terminology changes

• "Newsletters" is now Business Communications.
• "Permissions" is now Preferences
• "Contact Permissions" is now Contact Preferences.
• In places "Permissions" becomes Preferences.

  Examples...
  

  Preferences to contact patient window (previously "Permissions to Contact Patient"):

  
  
  Preferences button in the Patient file Details Tab (previously "Permissions" button:

  
  

  Contact Consent replaces "Marketing Consent":

  

Checked by default

Market to patients without their recorded consent (Practice Settings)

In the Practice Settings window this checkbox setting:

Include patients without contact permissions in marketing communications

...has been renamed to

Market to patients without recorded consent

"Without recorded consent" refers to neither opted-in nor opted-out.

NOTE: This checkbox is checked by default.

Practice Settings

Consent Query

This query enables practices to differentiate patients who have given marketing consent from patients who have not given marketing consent.

The practice can structure queries to send different templates to patients with and without consent.

Creating a Contact Consent Query

Clinipad Patient Data Use disclaimer

Clinipad includes a default (but editable) disclaimer on the use of patient data.

By default this is shown to the patient in the Clinipad patient demographic form, but it can be optionally de-activated / hidden.

Clinipad Patient Data Use disclaimer

Contact Preferences Audit

Many countries have regulations around direct marketing, so it is important that EXACT can track changes to patient permissions that may potentially cause patient dissatisfaction.

For this purpose the Preferences to Contact Patient window features a Contact Preferences Audit tab, accessible only to Administrator-level users:

Contact Preferences Audit

User Activity Audit

EXACT audits user actions that potentially breach patient privacy.

The User Activity Audit logs practitioner actions that in any way touch on or enable viewing of patient data.

Authorised Software of Excellence personnel can access these audit records when necessary.

User Activity Audit

Improved Coduty Grid scaling for coordinated appointments

This is an improvement to grid usability, not a change in functionality.

The Coduty Grid in Coordinated Appointments now remains viewable and easily editable irrespective of the window scaling.

Coordinated Appointments

Explanation of the Action Now option for scheduled events/reports

This is a change in the Help information only, not a software change.

EXACT sees a Scheduled Report as an inflexible dated task list.

Each time that you manually Action Now it completes and ticks off the next dated task in that list.

So when you run Action Now on a scheduled report, EXACT runs the next report in the schedule and then considers it to have been completed in the schedule.

Running Action Now on a scheduled report does not apply the scheduled report parameters for today's date unless the next report scheduled actually specifies today.

Manually running a Scheduled Event right now

Clinipad 2.0

A new CliniPad app (V2.0) is available with EXACT v12.12.

Features include:

• Runs on iOS11.
• The new interface looks more clinical and professional.
• New support tools to help diagnose WiFi issues.

IMPORTANT:
If you upgrade to v12.12 or above you must update your CliniPad app to V2.0 or it will not function.
You will see an error message advising you that you are running an out of date app and need to update. Please ensure this is done before or during the upgrade to v12.12.