The NHS Treatment Plans section in the system displays all NHS treatment plans, i.e., plans that include at least one NHS code and have the Payor set to NHS. It is designed to help dental practices filter and identify treatment plans that require claim submission and have expiring UDAs.
To access the NHS Treatment Plans,
Navigate to the System Menu > select NHS Centre under Billing.
Click NHS Tx Plan Board.
Here, you can filter treatment plans based on those with expiring UDAs. This allows you to identify and act on the treatment plans that require claim submission to the NHS. The filters are as follows:
- In-Progress
- UDAs expiring this week
- UDAs expiring this month
- UDAs expiring after a month, and
- UDAs Expired
Here, you can search, filter and view the list using:
- Tx Plan Name
- Tx Plan Status
- Location
- Clinician
- Patient Name
- Last Treatment date
- Expiring on
Also, you can view the relevant information for the:
- Next Appointment
- Days to Expiry
- UDAs
Note: By default, the In-Progress filter selects Proposed, Accepted, and Presented treatment plan statuses under Treatment Plan Status and excludes completed service codes. In contrast, the All Expiring and Expired Treatment Plans filters default to Fully Completed or Service Completed statuses only. |
Click Submit Claim to submit the claim.
A claim submission pop-up will appear, allowing you to submit the claim directly from the page.
- The View Claim button for on-hold, failed, or invalid treatment plans allows clinicians to resubmit claims. Once resubmitted, the claim status returns to submitted and is excluded from the NHS Treatment Plan Board.
- Click Download as CSV to export the data according to the filters applied in the grid.
- You can navigate to other treatment plans using the angle brackets below.
Practices can use this simple guide to manage NHS Treatment Plans in CareStack.