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Management Level Training (Green Belt)

Management Training - Achieving Green Belt

The Green Belt is a Super User course for staff with access to making configuration changes, and for those who are responsible for setting and managing KPI’s. This level builds on the knowledge gained at Yellow Belt. The Green Belt is designed for Senior Nurses, Lead Clinicians, Senior Receptionists and Practice Managers and is divided into role specific courses with assessments to confirm understanding and knowledge. The course will go into more advanced detail on features within EXACT as per below examples:


  • Configuration of Workflow and Utilisation Manager to gain maximum benefit
  • Using queries and contact lists
  • Appointment book KPI’s


  • Creating services
  • Creating Custom screens
  • Making appealing treatment plans
  • Patient education

Practice Manager

  • Adding new users and setting security
  • Performance KPI’s
  • Creating reporting queries
  • Performing data changes
  • Managing fee lists and payment schemes


Staff are provided with a training plan, which is required as part of CQC and training hours which qualify for verifiable CPD.


Click here for the curriculum content

Click here for the Online Course timetable for 2016


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