If a claim has been raised for a patient that has an Exemption which is not appropriate, or has been raised without one, when there should be one, follow these steps:

Firstly ensure that the patient’s record has the correct Exemption entered in the Exemptions screen.

Go to Exemptions and click Add an Exemption, completing the details as required.

In the Chart screen, open the appropriate treatment plan and go to the treatment plan settings icon at the bottom of the screen.

Select the Exemption from the drop down list and click Save.

If you are ready to submit or resubmit the claim, click the Next button and follow through as normal.

If you do not yet need to submit the claim, just click back on the Treatment Plan’s number tab on the chart screen.

If an invoice has been raised incorrectly while the treatment plan contained a charge, you will need to remove this to remove the debt from the patient.

Go to the Account tab and delete the invoice using the bin option.

If you have problems removing the invoice, see our web page to help you with  deleting an invoice.

In the Chart screen, open the appropriate treatment plan and go to the Submit Claim option. Even if you aren’t about to submit the claim, you can enter this screen to remove the exemption.

Select ‘none’ from the drop down list.

If you are ready to then submit or resubmit the claim, click the Next button and follow through as normal.

If you do not yet need to submit the claim, just click back on the Treatment Plan’s number tab on the chart screen.