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Wrongly completed FP17

  • May 6, 2026
  • 11 replies
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We are having issues when patients are completing their FP17 at home on the portal, and either not marking an exemption or wrong exemption.

  If it is under 25 over 60 as this does not come up on list of exemptions as it is not a permanent exemption so there is no way at all to solve this, if you invalidate the FP17 it is not reissuing the form to the portal, and then the patient automatically comes up with a charge.

If the exemption is wrong and we invalidate it it still does not send to the portal even in if a COT has not been planned.

I do feel practices need to be able to invalidate and reissue when the patient attends its causing a lot of time to be spent trying to figure out as admin how to rectify  it and then for clinicians in practice who presume the patient form is correct.

If we could simply send a new form to the clinipad on arrival it would solve all the issues.

If we get a paper FP17 signed this will not serve any purpose as it will not change the charges on the record for the patient or be correct when submitting to NHSBSA

 

Is this being looked at as a matter of urgency as it is quite vital to all claiming, we are never going to be able to rely on patients to complete at home and never make a mistake, or if a patients exemption changes part way through treatment, when the only thing you could realistically do is start a whole brand new COT which is wasted time for clinicians TIA

Izzy 

 

 

Best answer by Hebe Lowen

Thanks ​@IzzyMcarthur for explaining - this was just a terminology confusion! I can see on our side that you’re using Dentally Portal, and your tablet device is configured to use Concierge, a Dentally software which allows in-practice form completion.

If you invalidate a patient’s FP17 (by going to the ‘NHS’ tab in their patient record, clicking the three dot menu to the right of the form, and clicking ‘Mark as invalid’), the expected behaviour is that it should automatically appear again as a task for the patient, in both their at-home Portal and on Concierge . We expect it to appear fairly quickly (it was immediate when I tested it) but there may occasionally be a delay, for example internet issues.

The only exception would that be if a claim has already been submitted with the exemption linked to it, you will not be able to mark it as invalid.

So to confirm, you should be seeing the FP17 task reappear when you invalidate, either immediately or after a small delay - if you’re not seeing that happening, I’d advise contacting our support team so they can look into your configuration and check for any issues.

11 replies

Hebe Lowen
Community Manager
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  • May 6, 2026

Thanks for your feedback ​@IzzyMcarthur, one important thing to clarify before I raise this to the team - you mentioned “clinipad”. This is specific to EXACT, it is not a tool that’s available to Dentally users - at Dentally we have the Portal and Concierge (for in-practice form filling) instead of clinipad.

So that I can make sure you receive the right information, can you confirm whether you’re experiencing this issue with Dentally Portal + Concierge, or with EXACT + clinipad?


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  • Author
  • Newcomer
  • May 6, 2026

Hi There!

The clinipad is specific to exact ? sorry not sure we realized that, they are just standard galaxy tablets that we use to fill out FP17 and or patient email etc which is linked to dentally, if the patient has not completed on the portal when the patient enters their D.O.B and first letter of their name it brings up any missing information required ie patient email, address details or PRW/FP17 if needed for the COT the patient then completes the personal info and exemptions if applicable and then we submit it and the info goes into dentally.

 

So we have no issue with the tablets we are using to collect patient data and links straight to Dentally the issue we have is if we invalidate a PRW/FP17 it does not send a new one to the patient portal, and then we do not have any ability to send a new one to the tablet for the patient to sign if they have completed it incorrectly, or should they become exempt part way through a COT .

Hopes this makes sense

Thanks

Izzy 


Hebe Lowen
Community Manager
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  • Answer
  • May 7, 2026

Thanks ​@IzzyMcarthur for explaining - this was just a terminology confusion! I can see on our side that you’re using Dentally Portal, and your tablet device is configured to use Concierge, a Dentally software which allows in-practice form completion.

If you invalidate a patient’s FP17 (by going to the ‘NHS’ tab in their patient record, clicking the three dot menu to the right of the form, and clicking ‘Mark as invalid’), the expected behaviour is that it should automatically appear again as a task for the patient, in both their at-home Portal and on Concierge . We expect it to appear fairly quickly (it was immediate when I tested it) but there may occasionally be a delay, for example internet issues.

The only exception would that be if a claim has already been submitted with the exemption linked to it, you will not be able to mark it as invalid.

So to confirm, you should be seeing the FP17 task reappear when you invalidate, either immediately or after a small delay - if you’re not seeing that happening, I’d advise contacting our support team so they can look into your configuration and check for any issues.


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  • Author
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  • May 7, 2026

have attached photos for you the name on there is mine .. no patient details

 

thanks again izzy 


Hebe Lowen
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  • May 7, 2026

Thanks ​@IzzyMcarthur yes that’s definitely Portal/Concierge! Please see my comment above for my response to your original query - the forms should be reissuing automatically when invalidated, see my explanation above 😊


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  • May 7, 2026

perfect thank you ! we will go back try again and see what happens !

 

thank you very much !

izzy 


Hebe Lowen
Community Manager
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  • May 7, 2026

No problem at all! 


BCDC2023
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  • May 12, 2026

+1

I have been raising this as an issue with the support team many times, but nobody has ever once suggesting invalidating the form. 

We face this problem almost on a daiy occurance.  Patients fill in forms incorrectly online before the appointment or when they first come in to reception.  Clinician later tells reception team that patient needs to do either the medical or the FP17 form again but it's impossible to do the form again unless we create another “fake” appointment to force the system to allow the patient to do the NHS FP17 / PR form again.


Either that or we revert to the old version ioS app where we can do the forms as many times as we need.

 

Rather silly really, just need Dentally to pick up on this issue and allow us to both medical form and FP17 PR forms again (if needed).


Hebe Lowen
Community Manager
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  • May 13, 2026

Thanks ​@BCDC2023 for the additional context - I have passed this along to the product team as further evidence that an option to immediately reissue FP17 is needed

In the scenario you’re describing, invalidating the FP17 form should reissue it automatically so that you don’t have to create a fake appointment (please let us know if that behaviour is not what’s happening for you), but I understand that a long-term solution like a reissue button would be preferable. 


BCDC2023
Crowned Member
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  • May 13, 2026

@Hebe Lowen Thank you - it needs to also include Medical History as well please.  Often a patient misses something out and we have to do the whole thing again.  Is it possible for us to edit just one of the 25 odd questions from the medical history form.  For example if the patient misses out one medicine, can we on the desk top computer or ipad correct the one question to add the missing medicine?


Hebe Lowen
Community Manager
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  • May 13, 2026

Thanks ​@BCDC2023 I’ll add an additional request to be able to reissue medical history when incorrect, or for patients to be able to edit it themselves.

I’ve checked with the product team and there is a solution! If there is one incorrect answer but the rest is accurate, you can generate a new medical history for the patient. All questions will auto-populate with their previous responses, then you can just edit the one which was incorrect, before saving. You can read more about this process here

You wouldn’t be able to edit the one provided by the patient, as this is signed by them so editing afterwards is not appropriate. But generating a new one, which is clearly labelled as having been created by staff, should solve your issue!