How do Care Packages work when charting/claiming?
π‘ Top tip: To understand how treatment plans and claims will work before and after April 1st 2026, check our dedicated article.
When you begin charting a treatment plan in Dentally, you will now be able to see Care Package details and submit Care Package claims. Here's what this will mean for your routine charting and claiming processes.
π‘ Top tip: Check our FAQs for commonly asked questions about the new NHS charting workflows.
Charting with Care Packages
As you chart, you will immediately see a summary of the Care Package details. The appropriate Care Packages are automatically determined based on what you chart, and the details will be summarised underneath the appointments in that treatment plan (you may need to scroll to see it).
In the summary, you will see the Care Package name, set patient charge (if not exempt) and set practice fee (the amount you will receive from the NHS).
Click the dropdown arrow to the left of each Care Package to see all treatments that are part of that package.
There are some new charting items which you will need to use, in place of what you used previously, in order for Care Packages to be calculated accurately. These will automatically be added to your treatment list. See more details here.
Labs are now chargeable to patients in certain circumstances. You will need to record these when charting.
With the corresponding item expanded on the patient's chart, click the 'Labs' tab to record the price of lab items. Labs can be marked as either NHS or Private. Eligible exemptions will apply to NHS labs, but the patient will always be invoiced for Private ones regardless of their exemption status.
Labs for items marked as being performed under warranty will automatically have their charge type set to Private as these items are not covered by the NHS.
You will need to mark where work is under warranty (similar to how Free Repair worked previously). You must select whether the work is being done under a 12- or 24-month warranty, and which warranty Care Package to claim.
When charting, you'll see a new 'Under Warranty' dropdown under the expanded treatment item. If the work is being performed free of charge under warranty, use this dropdown to select which warranty was relevant, depending on when the original work was performed.
If applicable, you will then select the duration. This will automatically generate the correct Warranty Care Package.
Please only enter lab fees if the lab is being charged to the patient. Labs associated with warranty work are ineligible to be part of the claim.
You will now need to mark if a patient is urgent and referred - as Care Packages for New Urgent Referrals will be different.
When you chart any NHS item for a patient who has not had a (non-urgent) claim in the last 3 years at your practice, you'll see a banner asking whether this is a DAP Urgent Referral. Selecting 'Yes' will update the Care Packages to show the Urgent Care Package so that a claim can be submitted accordingly.
For any treatment plans which were started before April 1st 2026 and will be completed after this date, you will be paid according to the Care Package model, while your patients will only have to pay UDA band prices. You will see a banner reminding you of the banded fee which will not match the 'Patient charge' column above. See more about how fees will work for treatment plans spanning April 1st here.
π¨ Important: All existing uncompleted treatment plans opened before April 1st 2026 will be automatically updated to reflect Care Packages. You will see Care Package details at the bottom of these plans, just as you will for new ones. You may need to provide additional details for these treatment plans which were not required previously (eg. lab fees and warranty details), so ensure you check carefully before completing these updated treatment plans.
The remuneration for treatment plans during this transition period will vary depending on when they were started and completed - check our detailed guidance for more info.
Claiming with Care Packages
You will now see Care Package details at the top of the NHS claim form. This includes completion dates and fees (including lab fees where applicable).
You will no longer see details of UDAs on the claim form.
You will also see changes to ethnicity and NHS number fields when claiming - see more information about this in the section below.
π‘ Top tip: See our detailed guide for how claims/remuneration will work for treatment plans started/completed before vs after April 1st 2026.
