Available filters on the NHS Claims Report - Scotland
The filters displayed may vary depending on how your Dentally account is set up. For example, the 'Contract' filter will only appear if you have multiple NHS contracts configured. Here are all possible filters you might see:
Date - Changes which date you are reporting on between, Claim Submission date or Treatment Completion date.
From / Until – View claims sent within a specific date range.
Location – Choose one practice if you have multiple sites.
Practitioner – Narrow results to a specific dentist or performer.
Status – Filter claims by their current status (e.g. Error, Completed, Received).
Contract – Only visible if your practice operates under multiple NHS contracts.
Understanding NHS claim statuses - Scotland
Each claim in the NHS Claims Report will display a status that indicates its current stage in the submission and reconciliation process.
Status | Meaning |
New | The claim has just been created and will quickly move to Queued. |
Queued | Waiting to be transmitted to NHS. You’ll only see this if there’s an issue with the eDental system. No action is required as Dentally will resubmit automatically when eDental is back up and running. |
Received | The claim has been sent to NHS and is awaiting a response. |
Submitted | Successfully submitted; waiting for reconciliation. |
Queried | The claim has been queried by Practitioner Services (often due to a payment difference). Check the patient record for details and next steps. |
Error | There is an error. Open the patient record to view the error code and what needs fixing.See our guide for managing errors with NHS Scotland Claims for help with these errors. |
Invalid | The claim cannot be processed. Open the patient record to identify and correct the issue. |
Completed | The claim has been paid and marked as complete. |
Viewing and opening claims from the NHS Claims report
You can view all NHS Scotland claims from your practice at once using the NHS Claims section.
Each claim listed includes key information such as the Treatment Plan number, Patient name, Practitioner, Status, and Date. Should you wish to delve deeper into a specific claim you can open it by:
Click the box beside the Treatment Plan ID to open that treatment plan in a new tab - or click the TP number to be redirected to the treatment plan in question on the patient's record.
Click the box beside the Patient’s name to open the patient record in a new tab - or click the name of the patient to be redirected to the patients record.
From the patient record, you can then view full claim details, including submission history, responses, and any associated errors.
How to find claims with errors
If you need to locate NHS claims with errors in Dentally, use the filters on the left-hand side of the NHS Claims Report to filter all your claims just to those that require actions.
Open Reports → NHS Claims.
In the Filters panel, select Status → Error.
The report will display all claims that currently have an error status allowing you to proceed with correcting issues and resending claims.
For detailed steps on resolving specific error codes, see managing errors with NHS Scotland Claims
Tracking payments and reconciliations
Practitioner Services release NHS Scotland payment information towards the end of each month. Dentally automatically checks for updates every Sunday morning and reconciles any claims once the information is available.
You can monitor claim progress and reconciliation status in the NHS Claims Report at any time.