How to Set an NHS Patient's Exemption

If an NHS patient is exempt or partially exempt, you can set his or her exemption status from the patient record.

Note: To comply with CCN70 for England and Wales, beginning 6 April, 2025, Sensei Cloud will prompt you to update patient records to remove the Tax Credit Exemption. You will be prompted when working in a relevant workflow, such as updating a patient record, creating an NHS claim, or marking an NHS claim as ready to send. Claims created with the tax credit exemption prior to 6 April, 2025 will still reflect the exemption.

To set an NHS patient's exemption:

1. From the Patient tab, select Patient Record.
2. Click Edit Patient Record.
3. Use the Jump To link or scroll down to the NHS Details section.
4. Select the appropriate exemption from the Exemption drop-down list.
   
5. Depending on the exemption type, additional details might need to be entered.
6. In the Evidence of exemption field, select Seen, Not Seen, or Ask.
   
   Note: If the Evidence of exemption option is set to Seen, some fields may become mandatory before changes can be saved.
7. Click Save Patient.