Family Allowance Services - Childrens Check Up List

When entering/updating your patient details for children under 18 falling into the FAS criteria the details below MUST be entered into these corresponding boxes:

• CURRENT SCHOOL attended - In PREVIOUS NAME box (e.g Elizabeth College etc)
• SOCIAL SECURITY, GY number - in OCCUPATION box (e.g GY112233)

This will then ensure SOE's new coding enters the correct information into the spreadsheet (details below).

Before exporting the spreadsheet below, the export file for EXACT's Patient Lists needs to be amended to include the PREVIOUS NAME & OCCUPATION data.
Contact SOE Support so they can overwrite your current export file with this code.
Please Note: This change will mean all future exports of patient lists will include the PREVIOUS NAME & OCCUPATION data

Creating/Exporting spreadsheet for monthly report to FAS

There may already be a code GXX on EXACT to cover the FAS check-up including the fee set by the states. If the service does not exist you can add this on, see: Creating Services

For each child under the age of 18 use this code for ONE Exam visit per year (this will then be your search code to create your monthly report) - if the child requires or requests six-monthly exams use your standard code for the second appointment because this is not covered by FAS.

1. Using the REPORT tab on EXACT - double click on PATIENT LIST
2. In SELECT PATIENT box click the menu button
3. "+1" (Lower right corner)
4. Enter a description for your search query (e.g. Exam Children GXX)
5. Click the 'Insert patient selection' button
6. Find TREATMENT CODE, Click OK
7. Complete the selection boxes
   - Treatment code - GXX
   - Select the date range you wish to search for this report (e.g. 01/06/21-30/06/21)
   - Change selection to CHARGED TREATMENT 
   - Exclude - INACTIVE, MISC & BASE CHARTING options, click "OK"
   - Click OK with the query highlighted
   - Click EXPORT and save as a .CSV file (name as you wish)
   - It will now export your patient list for all patients under 18 (only patients the code was used on) who had that treatment code within the dates specified
   - Locate the saved file on your PC and open.
8. On your spreadsheet the only information needed to send to FAS are the following
   - Forename, last name, DOB, Social Security GY number and School Name.
   - All other columns can be deleted
   - Complete spreadsheet report and send to FAS monthly.