Scenario: You chart and complete an examination, and chart a filling which you will complete in a separate appointment. The total charge for this claim is a band 2. You want to take payment for the completed examination (band 1). You create a claim and click the Invoice button. Your receptionist takes the band 1 payment during the patient walkout process.
Your patient returns for the filling. You complete this procedure, and go back into the claim, and click the Invoice button. The patient has already paid the band 1 charge, so the invoice created is for band 2 minus band 1 (£62.10 - £22.70 = £39.40)
Setting up NHS Procedures
Ensure your NHS Procedures are correctly assigned to the relevant Treatment Category Default. Go to Settings > Procedure Codes & Conditions
To edit an existing NHS Procedure, use the search function or scroll down the page to find the procedure that you want to edit. Ensure that it is assigned to NHS, and the Treatment Category Default is set to the appropriate label.
See more about Editing Procedure Codes
Chart procedures for an NHS Patient
Chart procedures for your patient under the Chart tab or Quick Exam tab
Create an NHS Claim
Go to the NHS Claim tab, and create a claim.
You will notice on the claim, that there are the following fields
- Total NHS Charge: This will show the highest band value for this claim.
- Charge Invoiced: This will be 0 when the claim is created, and then reflect the total amount that has been invoiced.
Click Save, to finish creating the claim
Note: You may like to print an FP17DC estimate for your patient at this point.
Creating an Invoice
To invoice the patient for the completed procedures, ensure the procedures are marked as 'completed' (this can be done in the Progress Notes tab, by clicking the blue Complete button)
Go to the NHS Claim tab and open the claim. You will see a new field called Amount ready to invoice with an amount corresponding to the completed procedure/s.
Click the Invoice button.
The claim will be saved and you'll return to the NHS Claim tab. You will notice the Charge column will show you the updated Invoiced amount
The patient can go to the reception, and as you have already created the invoice via the claim, an invoice for the procedure and NHS Patient Charge will be in the ledger.
If an invoice wasn't created via the claim, the reception will see the following warning. They can click the highlighted text, which will take them to the NHS Claim tab. They can click into the claim and click the Invoice button.
Payment can be taken via the Payment tab in the patient walkout.
Existing NHS Claims
For existing NHS Claims (that were created prior to the 16th January 2020), you will notice the Total NHS Charge will be filled with the original charge value from that claim. You will, therefore, be unable to invoice after each treatment has been completed, and instead, to invoice, you simply add the total charge into the field and click the 'Invoice' button.