Setting a Patient's plan to NHS

If you wish to submit an NHS claim for a patient they will need to be registered on the dental software as an NHS patient.

Registering a patient as an NHS patient is done when registering a patient with the practice. To register them:

  • Navigate to Add New Patient
  • Click Payment Plan in the Preferences section
  • Choose ‘NHS’ in the drop down list

To change an existing patient to NHS:

  • Navigate to the patient’s details
  • Click Payment Plan in the Preferences section
  • Choose NHS from the drop down list
  • Click Save to implement the changes

If the patient is under 18 or has any other exemption from fees it is necessary to implement the exemption.