The UDA/UOA Report shows progress on all NHS contracts held by the practice, grouped by contract or by provider, with or without detail. The UDA or UOA reports groups COTs by the TC date. If you would like to see COTs grouped by date of completion you will need to use the Old UODA or UOA Report.
To Run the UDA/UOA Report:
Either
Select Administration > Reports and double-click the UDA/UOA Report:
- or
Select UDA/UOA Report from the workspace bar NHS shortcut (if configured):
The print dialogue displays:
To generate a report for the entire practice, leave the Provider(s) field empty.To generate a report for an individual, select by means of the selector button.To generate a report for specific individuals, select the Multiple button and then select individuals from the window by means of CTRL-click. This also allows you to choose whether to print individual reports for each provider, or a combined reporta single provider or use the Multiple option to select specific providers.
If you enter a Contract Number, the Contract Start Date and Contract End Date fields will be defaulted, otherwise these will be blank.
The previous version of the report had a Group By field for selecting Performer and Date. These parameters are no longer optional but included by default in the report.
Check (tick) the Show Detail checkbox if you want to show all courses provided by each provider under the contract for the selected time period, with the banding information.
If you leave it unchecked only UDA/UOA totals for each contract or provider will be shown.You can also select the number of copies to print, or select a printer, if those options are enabled under Configure > Printing Setup.
Click Print to send the report to the printer, Preview to preview on screen and then print from the Preview screen, Export to export to a *.csv file (for use in a document or spreadsheet), or Cancel to return to the previous screen.
...
COT Number | The COT number is shown in the column to the left. |
Date | The date of the course is shown in the second column. |
Patient | The name of each Patient treated. |
UDAs/UOAs TC'ed | The number of UDA/UOAs for each course is shown in the fourth column, totalled by Provider or Contract at top and bottom. |
Banding | The banding of the Treatment |
Note that if any UDAs have been transferred from another provider, the details will appear at the end of the provider's details.