eOrtho Treatment Claims - Retention

To claim for a retention treatment you will need to follow the steps below:

1. In EXact, create a NEW NHS Orthodontic COT and chart the appropriate services

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2. Click the Ortho button

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3. In SOE Connect, select the RETENTION claim type and enter mandatory data then click Send

4. Finally, TC the COT and the retention will be paid in a schedule; you will need to process this payment as normal.

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.