Patient eOrtho Assessment

Once you have created an NHS Orthodontic COT you will be able to click on Ortho at the bottom of the Course of Treatment window.

Open

This will open the assessment window in SOE Connect below. You will need to enter as much assessment data as required to determine if the patient is eligible for orthodontic treatment.

This will result in two options:

1. The patient is not eligible - Exam claim only
   - Chart and tick the exam being claimed as complete then click the ortho button
   - Select the exam claim type and enter the mandatory data including the treatment objective and press send.
   - TC the COT and the claim will be paid as normal on the schedule.
   If the NHS respond with errors in Connect. The COT only needs to be resubmitted in EXACT if corrections to treatment are required. Otherwise, re-claiming can be done in Connect alone.
   
   

2. The patient is eligible - proceed with PA
   - Chart the treatment plan then click the Ortho button.
   - Select the Prior Approval claim type then enter mandatory data and select Send