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EXACT PRACTICE MANAGEMENT GUIDE - England & Wales

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SETTING UP NHS

PLEASE NOTE: If you have previously done NHS work under your previous PMS you will need to inform us of the highest COT number (claim reference) that you have sent in order for us to ensure that there are no duplications leading to rejected claims.

Please use the link below to view a guide on generating a new site number through compass:

https://www.nhsbsa.nhs.uk/sites/default/files/2018-12/How%20to%20create%20a%20WebEDI%20account.pdf

Adding your WebEDI account and site number

In order to add your WebEDI username, password and site number into Exact please follow the steps below:

  1. Go to File > Payors

  2. Click on the list button shown below

  3. Click on your NHS payor in the list then select OK.

  4. Click on Transmit Setup

  5. Ensure the check in is Transmit via WebEDI then select ‘Next>’

  6. Click on ‘Next>’ again

  7. You will then see the screen shown below which will enable you to enter your WebEDI details and site number

  8. Once you are happy you have entered the correct information click ‘Next>’

  9. Select ‘Finish’

Adding your location number

  1. Go to Configure > Practice Information

  2. This will open the ‘Practice Information’ screen you will see the field for the ‘NHS Location Number’ shown below where you can enter your Location ID. Please note in Exact your location number needs to be six characters e.g if a location number is 1234 you will need to enter 001234

  3. Once you have entered your location number select OK.

Adding an NHS Contract

Please use the link below to view a video which details how to create a new NHS Contract within Exact.

https://www.youtube.com/watch?v=eJXUHtUjhT0

Rolling over your contract

Please use the link below to view a video which details how to roll over your NHS Contract in Exact. This will need to be done each contract year.

https://www.youtube.com/watch?v=2om99AyFYSc

Increasing the NHS band fees

Please use the link below to view a video which details how to update the NHS band fees within Exact. Please note: These are not the correct fees and you will need to refer to NHS fees released for your contract year.

https://www.youtube.com/watch?v=Ho21iNnFcek

  1. Go to File > Providers

  2. Chose the provider you need to add the NHS details for in the code box

  3. Click on the NHS Details tab

  4. Click on +1 below the personal no box and enter the contract number and pin number. I would advise setting the Activation date to when the performer started at the practice.

PLEASE NOTE: Unless a provider is added onto your contract for the boards' end and you have received confirmation of this they should not be added to carry out NHS work. If you send claims for a provider before the board have carried out the necessary work there end it will result in rejection responses on all COTs sent.

TRANSMISSIONS & RESPONSES

Go to File – Payors or if you have one, the ‘NHS’ button along the top.

To the right of ‘Sort by name/Sort by code’, find NHS.

To the right of this screen, click on the button that says ‘Claim’.

On the next screen, select the providers you wish to bundle claims for, leave blank for all providers, or select multiple to the right. The date field is set to today's date, so it will bundle everything up to today. Click ‘OK’.

The system will bundle the claims, and once finished, will prompt you to print the list of claims, press print if you would like to print, or cancel to skip this.

If you get a message saying ‘No Claims Found’, nothing is ready to send, and if you get a message saying ‘There are too many claims for the bundle…’, once finished, you will need to press the ‘Claim’ button and bundle again, to bundle these extra claims ready to transmit.

You will then get the ‘Transmit Claim’ screen click OK, the transmission is complete.

 

NHS SCHEDULES

UDA MANAGEMENT

USER SETTINGS

REPORTING

MANAGING LAB WORK IN EXACT

MANAGING WHITE SPACE

HELPFUL INFORMATION

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