The patients National Dental Plan application will start from the Treatment Plan page.
The patient can only have one application per Treatment Plan.
Submit Certegy Application
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Click the navigation menu > Patients > Treatment Plan page.
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Treatment Plan toolbar > NDP Application
- Ensure the correct Provider is selected as these details are used during the application.
- Select items to include in the application
- Select the Responsible Party – the person responsible for payment
- The Deposit amount auto-calculates based on the minimum 20% deposit.
- The Repayments will auto-calculate the fortnightly payments
- Click SUBMIT APPLICATION button
- A passcode will show onscreen. Note this down as it will be requested upon application.
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Open the National Dental Plan portal: https://endp.centaurportal.com/endp/verifyPassword
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Read and agree to the Terms and Conditions
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Enter the passcode generated by D4Web
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Click Verify my Access Code button - The application can be opened on any device with a browser, but the Practice must fill in and verify details of the patient.
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Fill in the blanks on the application form and press Next. Some details pre-populate based on fields in D4Web
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When the below window appears, the patient/applicant will receive an SMS and must follow the steps to digitally accept the application.
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The tick boxes indicated below will update as the patient/applicant progresses through the steps
- Advise the patient/applicant to open the Agreement link
- Provide the patient with the Unlock Code shown onscreen
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Once the patient accepts the application, the approval will show onscreen.
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I confirm the customer has received the goods/services:
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Click Yes or No
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Click Redirect Now to exit the application
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The Merchant/Practice will receive an e-mail with the Agreement and the patient will receive:
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An SMS containing a link to download the Agreement
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(If e-mail supplied during application) an e-mail copy of the Agreement
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Patient SMS and Application Steps.
Once the application has been submitted, the patient will receive an SMS with instructions to agree to the contract.
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The 3rd link found in the SMS is the Agreement
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Applicants should read details within other links also
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The patient enters Unlock Code supplied by the Practice
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The patient accepts the application
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If the Patient/Applicant selects Exit or I do not agree, the Merchant can print the agreement and have them sign.
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