Contacts Tab

The Contacts tab stores contacts with or on behalf of a patient. Contacts take the form of letters sent/received, phone calls made, and email sent/received, if these features have been activated. Each time a contact is generated within EXACT, an entry will appear in the patients Contacts tab.

Patient contact procedures are as for the Contact List - see Patient Contact Lists.

Standard Features

• Phone Conversations can be listed with a brief description
• Letters Sent can be listed with a brief description
• The list can be filtered by Category.

EXDOC option

If the EXDOC document management module is installed, the following additional features are enabled:

• Phone conversations can be listed with extensive notes
• Letters sent can be listed and viewed
• Documents sent and received can be listed
• Patient documents can be imported and viewed
• Documents can be scanned with a TWAIN-compatible scanner.

EXDOC^e option

If the EXDOC^e document management module is installed, the following additional features are enabled:

• Sent email and SMS messages (such as appointment reminders) are recorded.
• From EXACT v11.8 the Contacts Tab features Reply and Forward buttons, as in the above image.

Presentation Manager option

When the Presentation Manager is installed, documents, letters, email messages and document templates can all be viewed, edited and printed in the Presentation Manager.

If the CTI module is registered, the Contacts tab will record call notes created when calls are received from patients and the patient file, appointments or patient transaction records are accessed.