eOtho Transfer Case

To chart a transfer case in EXact please follow the steps below:

1. The dentist at the practice who will be treating the transfer patient (Dentist 2) will need to create a new NHS Orthodontic COT and chart the treatment that is still required.
   If the original dentist (Dentist 1) partially completed treatment that Dentist 2 is required to chart the new 3861 discretionary service, so that the NHS can pay Dentist 2 for completing the work.

2. Once the service is charted click the Ortho button

   Open

   

3. In SOE Connect Dentist 2 will need to select the PRIOR APPROVAL claim type and enter the mandatory data, including observations then Send.
   The NHS will respond with a payment amount, likely including a fee code for 3861, if applicable

   Open

   

4. Dentist 2 can now continue with interim payment/final payment as normal. Please ensure the approved fee code for 3861 is entered against this service in EXACT (if relevant) so that it is correctly claimed at final payment time.