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:
- From the Patient tab, select Patient Record.
- Click Edit Patient Record.
- Use the Jump To link or scroll down to the NHS Details section.
- Select the appropriate exemption from the Exemption drop-down list.
- Depending on the exemption type, additional details might need to be entered.
- 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. - Click Save Patient.
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