When you need to refer treatment to another practice/dentist or transmit an incomplete course of treatment (COT) to the NHS.

• Claiming for incomplete/referred treatment
• Changes to incomplete/referrals for NHS England (introduced 25th November 2022)
• Additional information

Claiming for incomplete/referred treatment

1. Any treatment that is incomplete/planned should be left unticked so that it is stated as incomplete. EXACT uses this to determine what treatment is being referred/incomplete.
2. TC the course of treatment.
3. Select the band of treatment for the work you have completed.
4. You can also select (optional) if you will be referring treatment and the highest band you will be referring taken from the remaining banded planned items left of the COT. If a band is selected on the second section a MAND REF (mandatory referral) code is automatically added to the COT to be transmitted to the NHS.
   

Changes to incomplete/referrals for NHS England (introduced 25th November 2022)

Banding changes introduced in Autumn 2022 saw extra options required on the band selection window, this information is available from EXACT V13.777. The option to select which level of band 2 is displayed alongside the UDA count to help you establish which banding/UDA count you are claiming.

Additional information

Upon returning to the chart tab after completing the FP17 form, all treatment that was not completed will have been moved to the 'Misc' tab. This is useful in the instance where a patient returns to continue with any of the treatment, as this can simply be moved into a new COT.

Orthodontic treatment is always considered completed when claimed for,

• Either as a completed assessment
  or
• As a course of treatment that is completed by being abandoned, discontinued or finished