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Schedule Report:
Chair Time Analysis

Overview​

This guide provides step-by-step instructions for scheduling the Chair Time Analysis report from SOE EXACT.

The report contains the list of appointments for each clinician. The information is used to show Gross Production figures and New Patient counts in Dental Dash.

Instructions​

Open EXACT Scheduler​

Step 1. Sign into SOE EXACT

Step 2. Navigate to File > Scheduler.

EXACT scheduler menu

Step 3. Click the Create New Event button in the bottom right corner.

Create New Event​

EXACT create new event

Step 4. Select Email as the Event Type.

From the Available Events list select Chair Time Analysis.

Press Next to proceed.

EXACT schedule event setup wizard

Step 5. Configure the parameters for the report as follows:

For Provider(s) choose Multiple to open the Providers selection. Select All providers, including all inactive providers. Opt to Combine into a single report.

EXACT select providers

Configure the remaining report options.

OptionValue
Provider(s)All Providers
FromSet the From date to the opening month of your practice to enable Dental Dash to analyse your practice's historical growth.
ToIn the To dropdown, pick 6 months time.
Summary OnlyLeave Summary Only unchecked.

Press Next to proceed.

EXACT Chair Time Analysis report options

Send Reports via Email​

Step 6. Enter the destination email address.

This can be found in your Dental Dash app, under Settings > EXACT.

Copy and paste the email address into the form. You can leave the Subject field as it is.

Press Next to proceed.

EXACT email details

Step 7. Select The Server option for processing this event.

Press Next to proceed.

EXACT server details

Schedule Report​

Step 8. Schedule the report.

Select Weekly and tick all the days of the week Monday (M) through Sunday (S).

Set the time to at least 30 minutes after the practice close time.

Press Finish to schedule the report.

EXACT schedule report