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How to use the patient's NHS tab

πŸ₯ NHS EN, WA, SC, NI only - How to use the patient's NHS tab and what information can be found there

Written by Amber Morris
Updated today

πŸ’‘ Top tip: Did you know you can search for a patient by their NHS number in Dentally? Simply type a % symbol, followed by the patient's NHS number, and select them from the dropdown.

What can I do from the patients NHS tab?

  • Keep track and monitor an individual's NHS exemptions.

  • Check and monitor an individual's claims.

'Exemptions' section

When a patient is exempt from paying for all or part of a treatment through the NHS, you must add an exemption against their record.

  • Go to the 'Exemption' section under the 'NHS' tab in the patient record.

  • Here you can add and manage exemptions.

  • You will be able to associate an exemption to their NHS course of treatment.

'Claims' section

When a treatment plan contains completed NHS treatments, an NHS claim will be raised against the patient by the clinician.

  • All NHS claims for the patient will be shown in the 'Claims' section of the 'NHS' tab.

  • This will display the amount and current status - you can use the 'NHS Claims' report to see details of all claims submitted.

  • The 'NHS Comments' column shows if you have received any messages in regard to this claim from the NHSBSA's claims processing department. When the claim has been successfully processed and appears on a schedule, this comments column will confirm the value given.

If a claim needs to be resubmitted, the 'TP' button will prompt you to re-open the treatment plan from which the NHS claim was raised.

You can then make any required amendments and resubmit the claim.

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