From EXACT 12.15+ (July 2018), we introduced a revised method (visible during TC) of including Prior Approval date (existing, current method) and new optional "Prior Approval Reference" number.
The optional PA reference number is 30 alpha numeric characters. If user enters longer than 30 characters, XML (claim) data is cut off at 30 characters. (A reference number will be given if using SNHS' Portal - or when launching SOE connect to submit online directly to SNHS.)
Workflow at TC to enter PA Date/details
User creates COT where yellow PA flag will appear (for service or reaching practice tier level). User hits 'Apply for Approval' below COT and chooses to 'Send Approval'. COT header then also has yellow icon. See: Requesting a Prior Approval (NHS Scotland).
Administration, NHS, Approvals; users can 'Edit Appr. Status' to 'Approval Granted' on 'List Approvals' window. The COT header icon then appears green (approved). New workflow appears when this COT is nowTC'd (treatment completed).
When TC'ing a an NHS Course Of Treatment the NHS GP17 window opens with new "Prior Approval Details" button below the Claiming Dentist section.
Selecting Prior Approval Details button opens a new "Prior Approval Details" window with fields for (optional) "Approval Reference" and a field to enter date (dd/mm/yyyy) "Prior Approval Given on". To the right of the"Prior Approval Given on" field is a calendar date picker question mark button - EG:
Calendar Date Picker, 'Prior Approval Given on' Date Validation
Selecting the question mark (date picker) button will open a calendar with today's date as the default (EG below). A future date cannot be entered.
Today's date, for example, can be manually entered with format 'dd/mm/yyyy' or 'mmm dd, yyyy': when the cursor is moved away from the field and back again; date field corrects itself to 'dd mmm yyyy'. Left mousing over field shows Tooltip with date entered. EG:
Today's date entered as '2/7/2018' corrects itself into '02 Jul 2018' with 'Today (Monday)' tooltip:
Past dates can also be entered.
Entering future date in 'PA Given on' field is NOT allowed EG:
Date required warning
The "Prior Approval Given on" date is required (current functionality). If user chooses 'Complete' (COT) button without entering required date, a'Please enter a Prior Approval Date' warning will appear - EG:
Special Characters Not Allowed (for PA reference)
'Special' characters entered with multi-keyboard entry (such as British Pound symbol £ ) will not be accepted and could get "XML parsing error: illegal XML character" in Unresolved Responses (or List Responses). EG: