SOE / EXACT Integration
Connect to Software of Excellence dental practice management. Access NHS claims, clinical charting, patient communication data, and practice analytics from UK and international dental practices.
About Software of Excellence
Software of Excellence (SOE), marketed as EXACT in many regions, is one of the most widely used dental practice management systems in the United Kingdom and across international markets including Australia, New Zealand, and parts of Europe. SOE is built around the realities of UK dental practice, with native support for NHS dental claims processing, UDA (Units of Dental Activity) tracking, FP17 form submission, and the distinction between NHS and private treatment within the same patient record. Beyond NHS compliance, SOE provides robust clinical charting with BPE (Basic Periodontal Examination) scoring, comprehensive patient communication tools including automated recalls and appointment confirmations, and detailed practice performance dashboards that track KPIs specific to UK dental economics.
Integration with CRMBridge
CRMBridge connects to SOE/EXACT and normalizes its UK-specific data structures, including NHS claim formats, UDA values, and BPE charting, into a consistent REST API. For developers building tools that serve UK dental practices, this means access to the full depth of SOE's clinical and administrative data without needing to parse NHS-specific claim formats or understand the complexities of mixed NHS/private practice billing. The API handles the translation, providing clean JSON responses that represent patients, treatments, claims, and scheduling in a format that works alongside data from any other PMS in the CRMBridge ecosystem.
What You Can Access
Patient Records
Full patient demographics, NHS numbers, medical histories, consent records, and the distinction between NHS-registered and private patients within the practice.
NHS Claims & UDA Tracking
FP17 claim data, UDA values by treatment band, NHS contract performance, claim submission status, and reconciliation with NHS Business Services Authority.
Clinical Charting
Dental charting data, BPE scores, treatment histories, clinical notes, and procedure records for both NHS and private treatments within the same patient record.
Patient Communications
Automated recall schedules, appointment confirmation logs, SMS/email communication history, and patient engagement tracking data.
Appointments & Scheduling
Surgery session scheduling, clinician availability, appointment types (NHS exam, private consultation, hygienist), and book utilization metrics.
Practice Analytics
KPI dashboards, provider production, NHS vs. private revenue split, patient acquisition rates, treatment acceptance, and failed appointment tracking.
API Code Example
1. Authenticate with your SOE/EXACT location
POST https://api.crmbridge.ai/v1/Auth
{
"ApplicationId": "your-app-id",
"BusinessId": "your-business-id",
"ApplicationKey": "your-app-key",
"LocationId": "soe-practice-london"
}2. Retrieve patients with NHS treatment data
GET https://api.crmbridge.ai/v1/Patients?include=treatments,claims
Authorization: Bearer {token}
// Response
{
"patients": [
{
"id": "pat-4419",
"firstName": "Oliver",
"lastName": "Bennett",
"dateOfBirth": "1990-04-18",
"nhsNumber": "943 476 5921",
"registrationType": "NHS",
"phone": "+44 7700 900123",
"lastExam": "2025-10-15",
"treatment": {
"courseOfTreatment": "Band 2",
"procedures": ["Examination", "Scale and Polish", "Composite Filling - LL6"],
"udaValue": 3.0,
"nhsCharge": 77.70,
"claimStatus": "Submitted",
"fp17Reference": "FP17-2025-88431"
},
"bpeScores": {
"date": "2025-10-15",
"scores": ["1", "2", "1", "2", "1", "2"]
},
"recallInterval": 6,
"nextRecallDue": "2026-04-15"
}
],
"totalCount": 3850,
"pageSize": 50
}What You Can Build
NHS Contract Performance Monitoring
Build real-time dashboards that track UDA delivery against NHS contract targets. Forecast year-end performance, identify under-delivery risk early, and model the financial impact of different treatment band mixes on contract fulfillment. Alert practice managers when UDA delivery rates fall below target thresholds.
Mixed NHS/Private Revenue Optimization
Analyze the balance between NHS and private treatments across the practice. Identify opportunities to grow private revenue through treatment plan acceptance analytics, track private conversion rates by clinician, and model the financial impact of adjusting the NHS/private treatment mix.
Patient Communication Automation
Extend SOE's built-in communication tools with custom automated workflows. Build recall campaigns that adapt messaging based on patient treatment history, send targeted communications for treatment plan follow-up, and track engagement metrics across SMS, email, and postal channels.
Multi-Practice Analytics for UK Dental Groups
Aggregate data across multiple SOE/EXACT practices to build group-level analytics. Compare NHS contract performance, clinician productivity, patient retention rates, and failed appointment percentages across locations to identify best practices and improvement opportunities.
Ready to Integrate with SOE / EXACT?
Start building with UK dental practice data in minutes. Free tier includes 100,000 API calls for sandbox and testing use, with no credit card required.