Back to training

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


Register your interest

If you would like to talk to one of our experts about how the Academy could transform your practice then please fill out this form for a call back.


  • Our Online Patient Journey can have a dramatic effect on new patient numbers, diary utilisation and revenue!… 10 hours 5 min ago
  • Attend our workshop at to learn how to boost practice performance, financial success & patient satisf… 1 day 6 hours ago
  • Pre-book an appointment with one of our experts at to receive a complimentary business analysis repor… 4 days 6 hours ago
  • 1 week until ! Join us on stand E42 to take advantage of our fantastic show-only offers… 6 days 5 hours ago
  • The pigs are making a return ready for the BDIA! Which colour would you like to add to your piggy-bank family collection next? 1 week 5 days ago