1. Click the navigation menu > Patients > Treatment Plan page.
2. Treatment Plan toolbar > NDP Application
1. Ensure the correct Provider is selected as these details are used during the application.
2. Select items to include in the application
3. Select the Responsible Party – the person responsible for payment
4. The Deposit amount auto-calculates based on the minimum 20% deposit. 
5. The Repayments will auto-calculate the fortnightly payments
6. Click SUBMIT APPLICATION button
   
7. Enter VIP# if applicable
   
   
8. A passcode will show onscreen. Note this down as it will be requested upon application
   
   
3. Open the National Dental Plan portal: https://endp.centaurportal.com/endp/verifyPassword
1. Read and agree to the Terms and Conditions
2. Enter the passcode generated by D4Web
3. 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.
   
   
4. Fill in the blanks on the application form and press Next
   
1. Some details pre-populate based on fields in D4Web
   
   
5. When the below window appears (HUMM), the patient/applicant will receive an SMS and must follow the steps to digitally accept the application.
1. The tick boxes indicated below will update as the patient/applicant progresses through the steps
   
   
6. Advise the patient/applicant to open the Agreement link
7. Provide the patient with the Unlock Code shown onscreen
   
   
8. Once the patient accepts the application, the approval will show onscreen.
9. I confirm the customer has received the goods/services:
1. Click Yes or No
   
   
2. Click Redirect Now to exit the application
10. The Merchant/Practice will receive an e-mail with the Agreement and the patient will receive:
1. An SMS containing a link to download the Agreement
2. (If e-mail supplied during application) an e-mail copy of the Agreement

Patient SMS and Application Steps

1. The 3^rd link found in the SMS is the Agreement
2. Applicants should read details within other links also
3.  The patient enters Unlock Code supplied by the Practice
4. The patient accepts the application
5. If the Patient/Applicant selects Exit or I do not agree, the Merchant can print the agreement and have them sign
   

Payments - Deposits for Planned Treatment

Regularly check your e-mails for a Remittance Advice/Tax Invoice from National Dental Plan

1. Click the navigation menu > Patients > Receipts page
2. Select New Receipt icon
3. Select Payment from: Third Party, National Dental Plan - Upfront
4. Enter the payment Date 
5. Enter the Amount received
6. Payment Type: NDP Payment
7. Cheque/Deposit Name: New Plan Number from Remittance Advice - optional 
8. Send unapplied (deposit) amount to the following/Provider: Select NDP - Upfront NDP Provider
9. Click CREATE or PRINT
   
   

Activate Humm Contract

When a National Dental Plan application has been submitted and approved, and the patient’s first appointment has been completed; the payment plan agreement must be activated. This will commence the payment process.

Visit the Humm website https://www.hummloan.com/

1. Enter the Merchant Login
   
   
2. Select Activate Contract
   
   
1. Select the Patient/Applicant from the list
   
2. Select Activation
   
3. The contract will automatically submit to the Humm system for processing
   

Retrieve Applications in Dental4Web

Retrieve and view all patient's application for the entire practice. 

1. Click the hamburger menu > NDP Applications (All Patients)
2. Click GET NEW APPLICATIONS
   

Outstanding Balance

Once the National Dental Plan has been approved and activated payments can be received. 

Receiving the NDP payment

Regularly check your e-mails for a Remittance Advice/Tax Invoice from National Dental Plan

Entering the balance payment into D4Web

1. Click the navigation menu > Patients > Receipts page
2. Select New Receipt icon
1. Select Payment from: Third Party, National Dental Plan - Upfront
2. Enter the payment Date 
3. Enter the Amount received
4. Payment Type: NDP Payment
5. Tick Autoallocate Payments
6. Click CREATE or PRINT
   
   

Process the Remittance Advice

Once a National Dental Plan application has been approved and activated, an email will be sent with the remittance advice advising of the payment

Process the Remittance Advice

1. Plan number: Reference number
2. Customer/Patient Name: The person responsible for the payment plan
   
3. Plan Status: Guarantee or Non-Guarantee
   
4. Financed Amount: The amount the patient has borrowed for the treatment. (Practice's revenue)
   
5. Term: The period the patient is taking to pay off
6. Humm Fees: Fees for the service - expense to the practice
7. Humm Fees GST: GST applied to the fee - expense to the practice
8. Funds transferred: The amount deposited into the allocated bank account

Receipt the payment

The Financed amount is the amount that is receipted to the patient.

1. Click the navigation menu > Patients > Receipts page
2. Receipts toolbar > Select New Receipt
1. Amount: Enter the $$
   
2. Payment Type: Select National Dental Plan from the drop list
   
   

Process the Expense

1. The Humm Fees are an expense to the practice that can be entered into D4W as an expense.
2. Click the navigation menu > Patients > Treatment page
   
3. Select the item row
1. Double click on the Expenses cell
   
   
4. In the History of Expenses window:
   
1. Click ADD 
   
2. Category: Select NDP Expense
   
3. Enter the Fee
4. Click OK