If a patient has an open course and has already paid for part of that NHS treatment plan in your previous software, we need to follow a couple of steps. Otherwise when you complete the course of treatment, the full band will be charged through again.
Therefore, we will need to record the payment that was made in your previous software into Dentally, as it is not included in your conversion.
Follow the gif below or read through the step-by-step instructions here
Step-by-step instruction
Add in a treatment item onto the patient's Course of Treatment which indicates they have already paid some of the cost.
If these items do not already exist in Dentally, you will need a Level 4 user to add them in.
This is the information you need in Dentally's Treatment Item settings. They should not have an NHS Band allocated to them.
Code Nomenclature (Name)
NHS1 NHS Previous Band 1 Payment
NHS2 NHS Previous Band 2 Payment
NHS3 NHS Previous Band 3 Payment
This is what they should appear like in the treatment list once you have added them.
Add the applicable item to your treatment plan
Once on the plan, click on the price on the right-hand side.
You can then enter a minus figure for the payment already made.
This will reduce the plan by the amount you have entered in.
For example, if they have already paid a band 1 charge, type -£25.80 (current charge as of July 2023 this is subject to change in the future)
The example below shows a Band 2 charge (Extraction) but the patient has already paid for the Exam and Small Radiographs (Band 1)
Some account permissions may be enabled to not allow fees to be reduced, if this is the case, you will be notified and someone with the applicable permission levels will need to enter the minus amount on the chart.