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Using the patient's NHS tab
Using the patient's NHS tab

How to use the patient's NHS tab and what information can be found here such as, viewing claims for a patient and exemption details

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

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.

Managing exemptions for the 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.

The 'Exemption' section under the 'NHS' tab is where a patient's exemption is added and managed. Once added in here, you will be able to associate this exemption to their NHS course of treatment.

You can add new exemptions of overwrite old ones all from this screen. For details on how to do this read our dedicated article here.

Using the Claims section under a patients NHS tab

When a treatment plan contains completed NHS treatments an NHS claim will be raised against the patient. All NHS claims for the patient will be shown in the 'Claims' section.

Information about your NHS claim is visible on this screen, including its UDA value and current status. To view details of all you submitted claims you can use the claims report.

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 UDA 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. For further details and guidance on resubmitting claims visit our dedicated article here.

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