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NHS Triage Claims - FAQ's

These FAQ’s have been generated by questions asked by customers. If you have any further questions about the NHS Triage Claims please email support@soeuk.com and we will respond to your query and update this article where required.

Is this mandatory?

Sending the NHS Triage Assessments is not mandatory through EXact and you can still add the triage assessments through the Compass eForm.

What should I do for multiple appointments?

When seeing patients for multiple appointments at the practice the ·TRIAGE service should be used against each appointment to add an in treatment triage.

The BSA has advised I do not need the initial triage for patients that attend the practice. Why are you advising me to do this?

It is best practice to complete an initial assessment for all patients who are spoken to remotely whether they attend the practice or not. The reason for this is if the patient Fails to Attend you will already have the relevant information; you can then TC the initial assessment and put a check in failed to attend for their face to face appointment. If you do not collect this data then the patient fails to attend the appointment you will not have the relevant information collected to transmit that an over the phone triage was done. I have confirmed with the BSA that if a phone triage is completed and as a result, an appointment is made, then should the patient FTA the practice would still be expected to transmit the initial triage.

If the patient does attend their appointment you can leave the initial assessment on the Course of Treatment as the full FP17 will still be generated and there will not be an issue with the claim. If you prefer you can move the triage service onto a private COT and send it to history (tick it as complete then right-click and choose send completed to history). You can then send off the banded treatment and the in treatment triage on the NHS COT.

When your patients come in for their routine exams/treatment, the initial assessment does not need to be filled in. For patients that attend the practice, you should add the in treatment triage which populates that patients COVID-19 status on the FP17/O.

What Version of Exact do I need to be on?

At least V13.250. If you have automatic updates turned on please be aware of which ring you are on. If you are on ring 5/6 the upgrade will not take place until approximately 3 weeks after general release so it is advisable to complete a manual upgrade.

You can find your current version and ring by clicking on Help > About

What Version of SOEL HEALTH do I need to be on?

The triage forms will be made available in SOEL HEALTH in version 3.28. The release date for this version is not currently confirmed.

How do I know if the Triage forms have been sent?

Are FP17/O forms generated when initial triages are sent?

I have backdated forms what should I do with them?

Do I need to fill out an initial assessment even when the patient is coming into the practice?

When do I use the ·TRIAGE service?

I have received an @312 No significant treatment on an EDI Claim response when sending off an initial assessment.

I have received an Abandoned/Discontinued/Completed - Minimum amount of treatment not present response when sending off an initial assessment.

Do I still need to capture the risk assessment before the patient attends an appointment?

Can I add the ·TRIAGE service to an existing COT?

Who can fill out the Triage Assessment Form?

Can I send a claim without an FP17?

Can the ·TRIAGE service be used on private Courses of Treatment?

 

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