Explore the NHS Patient's Chart

Let's learn how to access an NHS Patient's Chart and explore some of its functionalities.

To get started! 

• Search for the patient using the Global Search Bar.
• Click the Chart quick link for the intended patient.

On the desired NHS Patient's plan, 

• Search for and choose the treatment code from the right.
• Once the treatment is added to the chart, it will be visible in the plan.

• Users can select the payor type from the dropdown.
• NHS is selected by default for NHS patients, but users can switch between NHS and Private.

• Users can also select the payor type at the treatment level. NHS is selected by default for NHS Patients.

Note: Treatment fees may vary depending on the configuration of each payor.

• When a non-NHS code is added to an NHS plan, the treatment will be treated as Private, and the fee will be determined accordingly.
  • In that case, the Private Fee Schedule is applied by default, and NHS is greyed out.

• Click the gear icon next to the payor dropdown to mark the treatment plan as Continuation, NHS Referral, or Unscheduled Care.

• Click the circle corresponding to the treatment to mark the code as completed.
• Click Charge to complete the treatment and apply the charge to the ledger.

• Once the treatment is charged, it is greyed out in the plan.
• On the left side of the treatment plan, you will see the Treatment Plan Name, Status, Payor, and UDA.

At the bottom, you will find the NHS Exemptions.

• When an NHS Exemption is applied to the treatment plan, the patient payable is automatically reduced to zero.

On the NHS Exemptions button,

• Click the drop-down to view the exemptions.
• You can also use this to 'Create New Exemption' as needed.

• Click the pencil icon to edit the exemptions.

• Click Payor Summary to review the treatment's Total Charge, Discount, NHS Band details, UDA value, NHS Fee, and the Patient Payable.

• You will see the Patient Payable displayed in the treatment plan.
• Click Submit Claim to open the Claim Submission Form.

On the Claim Submission form,

• You will find the Band, UDA allocated for the treatment done and the Patient Payable on the top-right.
• If the claim is new, you will see a New Claim banner.
• This is followed by a table that includes details such as Date of Completion, Treatment Clinical Data Set, Band, Free Repair and Urgent.

• Providers can submit incomplete treatments for NHS claims. To learn more, click here.

Note: 

• Patient Payable will be corresponding to the highest band of the Completed Treatment.
• Band claimed for Incomplete CoT specifies the Band to be claimed since the Course of Treatment is submitted as incomplete. 
  • The band you select from the drop-down will set the UDA and Band for that claim, which is sent to the NHS. 
  • This updates in real-time in the top right of the Claim Submission form.

This simple guide helps practices add treatments for NHS patients and explore key functionalities, including submitting NHS claims directly from the patient chart.