💡 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.
Important info for fields in the 'NHS' tab:
NHS ID - These are the unique identifying numbers for this claim. The ID is an internal, unique number. NHS ID is the Claim Reference Number used by the NHSBSA to uniquely identify this claim on your contract.
Submitted - Shows the date that this claim was last submitted to the NHSBSA.
Contract - Indicates which of your NHS contracts this claim was sent under.
Amount - Confirms the amount requested, and the amount agreed by NHSBSA.
Status - Updates according to the claim's progress:
New - Recently created - it very quickly moves to Queued.
Queued - waiting to be transmitted to NHS - you will only see this code if there is a problem with physical sending of the claim. You do NOT need to try to submit these claims again. It will happen automatically.
Received - The claim has been sent to the NHS and is waiting for their response.
Submitted - The claim was successfully submitted, and we are awaiting the reconciliation.
Queried - The claim has been queried. Often the response from Practitioner Services is that the amount you have claimed and that they wish to pay is different - Go to the individual patient record to see what to do next.
Error - There is an Error. Go to the individual patient record to see the error and error number, and to work out what to do next.
Invalid - The claim has something wrong with it and cannot be processed. Go to the individual patient record to see what is invalid and to work out what to do next.
Completed - Claim paid and marked as complete.
Comments - If there are any issues with the claim, these will be shown in the comments section. Once the claim has been completed and agreed to be paid on schedule, this will be shown in the comments section.
If you have subscribed with Compass for daily updates then you will usually see the responses back each day in Dentally at around 14.00.