EXACT Dental Practice Competencies Checklist

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1 EXACT Dental Practice Competencies Checklist Check off / self-evaluate your EXACT skills EXACT version 10.16, NZ See the Online Help for detailed information: Subscriber Portal for News, Videos, Knowledgebase articles: User Name: Date: EXACT PRAC , NZ Competencies Checklist for Practice Users, rev 1, 25 October

2 IMPORTANT! Please ensure that you conduct all training exercises in your DEMO database, and not in your Practice database. Log in to the DEMO database as follows: EXACT v10.16 Blue - Task for ALL (Receptionist, Practice Manager, Dentist, Hygienist, and Dental Assistant) Green - Task for Receptionist and Practice Manager Orange - Task for Surgery (Dentist, Hygienist, and Dental Assistant) Competencies Checklist Orientation to EXACT Log in and log out of the software. Log in to Practice & Exact Demo database Minimise EXACT to the Task Bar Identify the main software interface areas and state their general purpose. Demonstrate how to read a screen object s tooltip. Demonstrate how to use a dropdown menu, a +1 button and a List selector. Identify the areas of the interface through which a patient is sequentially managed at Arrival > Treatment > Departure > Recall ( The Patient Journey ). Customise the main screen Workspace bar by adding at least one icon, re-ordering icons, and removing at least one icon. Customise the Multi-Column Appointment Book work area by adding at least one tab, re-ordering tabs, and removing at least one tab. EXACT PRAC , NZ Competencies Checklist for Practice Users, rev 1, 25 October

3 Help documentation, Support Link, Portal Link Access the online Support page from the EXACT interface. In the Help interface, use the Search utility to search for specific information and locate it in the appropriate Help topic. In the Help interface, locate the section that describes NEW features for your software version. In the Help interface, click a hyperlink in a way that opens the target topic in a new browser tab. In the Help interface, a hyperlink of the current page to yourself or to any other person. In the Help interface, send feedback on the current page directly to the appropriate SOE personnel. In the Help interface, print the current page. In the Help interface, hide the left navigation pane and show it again. In the Help interface, use the Index tab to locate and browse to specific information. In the Help interface, use the browser Find utility to locate a word within the current page. Access the SOE Portal directly from the Help interface. Access the online Support page directly from the Help interface. Patient File Details tab In the Patient File Details Tab, add a new patient by means of the +1 button. In the Patient File Details Tab, move between fields by means of the Tab key. In the Patient File Details Tab, record an Address and Mobile number. In the Patient File Details Tab, record the Payor Field (e.g. ACC, OHSA) In the Patient File Details Tab, add new Family members. In the Patient File Details Tab, save changes to the patient file. In the Patient File Details Tab, state the purpose of the Patient File Toolbar buttons. Patient File Chart Tab Explain the Layout of the Patient File Chart Tab. In the Patient File Chart Tab, demonstrate correct Base charting. In the Patient File Chart Tab, select a service. In the Patient File Chart Tab, Create a Simple Treatment plan. In the Patient File Chart Tab, add Clinical Notes. In the Patient File Chart Tab, add extra appointments. In the Patient File Chart Tab, move items from appointments. In the Patient File Chart Tab, create Estimates In the Patient File Chart Tab, correctly use Charge and TC (Treatment Completed). In the Patient File Chart Tab, correctly use and configure QUICK CHART. EXACT PRAC , NZ Competencies Checklist for Practice Users, rev 1, 25 October

4 In the Patient File Chart Tab, create multiple Treatment Plans. In the Patient File Chart Tab, demonstrate correct Payor Charting. In the Patient File Chart Tab, change treatment plan info / correct mistakes In the Patient File Chart Tab, create Quick Plans. In the Patient File Chart Tab, correctly use Quick Plans. In the Patient File Chart Tab, add a New Service Code. In the Patient File Chart Tab, change Service graphics. In the Patient File Chart Tab, change Service Fees on the Current Patient Treatment. In the Patient File Chart Tab, demonstrate correct use of 3D Charting. In the Patient File Chart Tab, demonstrate correct use of the Recall Date when saving / TC (Treatment Completed) / completing a COT (Course Of Treatment). In the Patient File Chart Tab, demonstrate how to print an Estimate. Additional Patient File tabs In the Patient File Recalls tab, Demonstrate correct use of Dental and Hygiene Recall Dates. In the Patient File Recalls tab, display and briefly explain the Patient Appointment History. In the Patient File Recalls tab, demonstrate correct use of the Prevent Appointment Booking Option. In the Patient File Medical tab, show how to edit the Patients Doctor Field. In the Patient File Medical tab, identify the Edit Medical History button. In the Patient File Medical tab, demonstrate correct use of the Medication Notes. In the Patient File Medical tab, demonstrate correct use of the Medical Notes In the Patient File Medical tab, demonstrate correct use of the Infectious / Medical Alerts In the Patient File Medical tab, demonstrate explain the features of the Medical History. In the Patient File Pathology tab, add a new Pathology Chart. In the Patient File Perio tab, add new Perio Charts. In the Patient File Notes tab, add General Notes. In the Patient File Notes tab, add Dated Notes. In the Patient File Notes tab, add Quick Notes. In the Patient File Contacts tab, demonstrate how to add/view/edit/file documents In the Patient File Contacts tab, demonstrate how to Scan and Import documents (Exdoc module and scanner device required). Appointment Book In the Appointment Book, explain the Appointment Book screen layout. In the Appointment Book, explain the purpose and functionality of the Weekly view. In the Appointment Book, make a simple appointment. In the Appointment Book, move/change appointments using the Hold List. EXACT PRAC , NZ Competencies Checklist for Practice Users, rev 1, 25 October

5 In the Appointment Book, cancel an appointment. In the Appointment Book, delete an appointment. In the Appointment Book, add appointment notes. In the Appointment Book, book a Family Appointment. In the Appointment Book, demonstrate correct use of the Search button. In the Appointment Book, add Blocks / Clinics/ Rotas In the Appointment Book, print patients appointments In the Appointment Book, print the Appointment Book In the Appointment Book, correctly use the Appointment Workflow to create appointments and manage patient departure. Taking Payments Identify the link to the Payment and $ button. Add Stock Items to an invoice. Demonstrate correct use and understanding of the drop down menu of payment Types. Correctly process Payments. Print Receipts, Statements and Invoices. Practice Administration - End Of Day Reporting Print an Appointment List for the next day. Create favourite Reports. Run a Cashing Up Report. Run an Invoiced Treatments Report. Run an Allocated Payments Report. Run an Activity Summary Report. Run a Daily Activity Report. Practice Administration Managing Recalls Run the Recall List Through Manage Recalls. Demonstrate how to contact the Patients on The Recall List. Demonstrate correct use of the Recall Tab within the Appointment Book. Practice Administration Contact Lists Create a Contact List. Contact Patients on the Contact List. Use the Contact List within the Appointment Book. EXACT PRAC , NZ Competencies Checklist for Practice Users, rev 1, 25 October

6 Practice Administration Letters and (EXDOCe module required) Use existing Letter and templates from the Patient File. Edit existing Letter and Templates. Add new Letter and Templates. Attendee Name: Trainer Name: Attendee statement: I have performed the tasks listed in the above Competencies Checklist. Trainer statement: This attendee has performed all tasks listed in the above Competencies Checklist. Signed: Signed: Date: Date: (Optional) Please help us to improve this course! Your feedback is our best means of improving this course, so we d really appreciate you taking a few moments to answer some questions: How comfortable do you feel with this content? Are you ready to perform these tasks independently? Which content did you find particularly tricky? What suggestions do you have for improving this particular course? Other: Thank you! EXACT PRAC , NZ Competencies Checklist for Practice Users, rev 1, 25 October

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