• Automatic Updates
  • Patient Forms
  • Communication and Recalls
  • Adding new users or providers within EXACT
  • More
Am I setup for EXACT automatic updates?

To check if you’re enabled for EXACT automatic updates, log into EXACT, click help, then select about to see your weekly update day/time. Please note this is only visible once you’ve updated to EXACT Version 13.191 or higher.

If you are using a version lower than 13.191 and have not automatically updated within the next 7 days please contact our support team so we can check your setup.

If you wish to Opt-in for EXACT Auto-Updates make sure you’re using EXACT version 13.40 or higher and fill in our Auto Update Opt-In form and we will enable Auto updates for you remotely.

For full details or for upgrading EXACT manually see Here.

Which forms are available to my patients on Patient Portal?

Currently, the following forms are available to manually request or automatically request your patients to complete before arriving for their appointment.

  • Patient Details
  • Medical History
  • FP17PR & FP17PRW
  • Health Screening (COVID Questionnaire)
  • Oral Health Survey
  • Contact Consent
  • Terms & Conditions

Additional / Custom Patient Portal Forms & GP17PR’s will be available in 2021.

For full details visit our Patient Portal Help Page

How do I check if a patient has completed their forms?

You can see which forms have been completed and which are still outstanding by using the Arrivals Tab on the Appointment Book. You can change the date and see in advance of the appointment who has completed their required forms.

Adding the Arrivals Tab to Your Appointment Book

  • Go to File->Appointments and click on the appointment book you are using
  • Click on the spanner in the bottom right.
  • Tick ‘Select which tabs for your activity bar’ and click Next
  • Click Next again.
  • Highlight Arrivals on the left side and click on the >> button to move to the right.
  • Click Finish


What the Form icons mean


For More details see Checking Patient Portal form Completion

Can I send my recalls automatically?

Recalls can be sent from EXACT automatically via SMS, Email, and Letter (via EasyPost). For help enabling and configuring your Recall Automation please speak to our dedicated Recall Team.


To see how to send recalls manually or for full details of EXACT’s Recall Manager visit our Manage Recalls Help Page.

How do I turn on or configure my appointment reminder communications?


If you have Email and/or SMS already setup within EXACT you’re halfway there.

Watch our video to see how to select, edit your Email/SMS templates and configure when your appointment reminders are sent to patients.

If you would like to enable Email and/or SMS please speak with one of our Best Practice Consultants

How do I create a Patient Contact List and contact those patients?

How do i add a new user or provider (inc VT)?

Within EXACT,

  • Go to Configure
  • Add User/Provider to enter the Add User/Provider wizard. (If you cannot see this option, log in as a higher user)
  • Then simply follow this wizard through to the end to successfully add your new user or provider onto EXACT.

Full details of the process are available here – Add User/Provider Help Page.

How do I add a new Provider column to my Appointment Book?

On the main appointment book screen, in the bottom right-hand corner there is a little black spanner icon, this is where the appointment book tabs can be configured.

Add a tick in ‘Make Changes to this appointment book’

Select Next, Next and Next again and you will see the ‘Select the required columns.’ Screen:

  • To add a column – click on the providers’ initials in the ‘Available Providers’ window and click on the chevron (>>)  to move them into the ‘Selected Columns’ window. Once they appear under selected columns they ill appear in the appointment book to can use the up and down arrows to adjust the order of providers in the appointment book.
  • To remove a column – Click on the provider in the ‘Selected Columns’ window then click on the remove button (shown below)

Select Finish on the window below and the provider will no longer appear in the appointment book.

For more useful Help Guides see: New User Guides

Useful Resources

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