Importing the 2022/2023 MOH FEES into EXACT

IMPORTANT NOTE: Before updating your MOH fees we recommend that you run an Outstanding Treatments Report and TC any outstanding treatments.

A) To run the List Outstanding Treatments Report:

1. Log into EXACT

2. Go to Administration à Reports

3. Choose “List Outstanding Treatment” Report

4. In the select patients, Select +1, add the description as “OHSA open treatment”

5. Use the insert button on the right-hand side to enter a patient selection into the list

6. From the Select Condition screen, choose “Treatment Codes”

7. Fill the screen out as below:
   Treatment Codes: DBABMT<TO>DBVEN2
   From Date: 01/07/2021
   To Date: 30/06/2022
   

   

8. Once this list is ready and selected within the select patients, Change the from and to dates on the List of outstanding treatment report to 01/07/2021– 30/06/2022.
   Choose the following options:

   • Include All Treatment on Match COT’s

   • All treatment plans
     

     

9. Once you have the printout of these patients with open OHSA treatment plans. Go through each patient and select TC on their treatment plan. If the work is not completed, select the “Non Completion” option that will appear.

B) To import the Oral Health Services Agreement Fee Schedule:

1. Log into EXACT as any User (if you are not sure, please check with your Practice Manager/Owner and login as ADMIN)

2. Go to File à Payors

3. Choose your Dental Benefit’s Payor. Ensure it has as 'Payor Type' of OHSA (see below).
   

   

   
   

4. Click the FEE SCHEDULE button, and Click Import Fees in the bottom left hand corner:

5. Browse to the position that you have saved the 'MOH Update 2022’ Folder you downloaded, and choose the following file: 'OHSAFees.csv' and click OPEN

6. You will see the following screen – Click YES:
   

   

7. When Imported – You will see the following screen:

C) To import the OHSA Exceptional Circumstances

*** Ignore this section and go to NEXT E if you do not carry out OHSA Exceptional Circumstances Claiming*****

1. Log into EXACT as any User (if you are not sure, please check with your Practice Manager/Owner and login as ADMIN)

2. Go to File --> Payors

3. Choose your OHSA Exceptional Circumstances/High Caries Payor. Ensure it has as 'Payor Type' of OHS Ex.Circ (See below)
   

   

4. Click the FEE SCHEDULE button, and Click Import Fees in the bottom left-hand corner:

5. Browse to the position where you have saved the 'MOH Update 2022’ Folder you downloaded, and choose

        the following file: ‘HighCariesFees.csv' and click OPEN

6. You will see the same screens as before, and see that the fee schedule has been imported successfully.

D) To import the Special Dental Benefits Agreement Fee Schedule :

*** Ignore this section and go to NEXT E if you do not carry out Special Dental Benefits Claiming***

1. Log into EXACT as an Admin user (if you are not sure, please check with your Practice Manager/Owner)

2. Go to File --> Payors

3. Choose your Special Dental Benefit Payor. Ensure it has a 'Payor Type' of SDS (see below).
   

   

   
   

4. Click FEE SCHEDULE and then click Import Fees in the bottom left-hand corner:

5. Browse to the position of the 'MOH Update 2022' Folder you downloaded, and choose the file 'SDSAFees.csv' and click OPEN
   

6. You will see the following screen – Click YES.
   
   

   

7. When Imported – You will see the following screen:              

E) To import the Schools and TFEA (decile) Scores for 2022/2023 Oral Health Service Agreement:

From the Configure menu, select OHSA.

1. Click ‘Import Schools’ button

2. Go to the location where the MOH files are downloaded

3. Double click on the folder 'MOH Update 2022'.

4. Double click on either ‘SCHOOLS.csv'

5. Click on ‘OK’ to finish
   
   

6. Click 'Import TFEA Scores' button

7. Go to the location where the MOH files are downloaded.

8. Double click on the folder ‘MOH Update 2022’.

9. Double click on either ‘TFEA_SCORES.csv'

10.   Click on ‘OK’ to finish

CONGRATULATIONS!!!!!

 You have successfully updated your MOH Fees.