{"type":"doc","content":[{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Search these help files","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"livesearch","parameters":{"macroParams":{"spaceKey":{"value":"PHS"},"_parentId":{"value":"302187089"},"type":{"value":"page"}},"macroMetadata":{"macroId":{"value":"4ec01bac-69ad-42d5-8447-a0b348f1ae6f"},"schemaVersion":{"value":"1"},"placeholder":[{"type":"icon","data":{"url":"https://soeidental.atlassian.net/wiki/download/resources/confluence.extra.livesearch/images/search.png"}}],"title":"Livesearch"}}}}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"type":"hardBreak"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"type":"hardBreak"}]},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"maxLevel":{"value":"2"},"_parentId":{"value":"302187089"}},"macroMetadata":{"macroId":{"value":"8ecbc539-a097-4193-9490-249323746c9b"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}}}},{"type":"paragraph","content":[{"text":"It is the responsibility of every practice to check regularly to ensure they are complying with the number of UDAs and/or UOAs required by their contracts with NHS Dental Services. It is recommended that this be reviewed at least monthly to coincide with schedules received from NHS Dental Services.","type":"text"}]},{"type":"paragraph","content":[{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" provides the following means for doing this:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"NHS Contracts screen","type":"text","marks":[{"type":"strong"}]},{"text":", which lists every contract, and provides detail on results versus targets, broken down by assigned provider.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"Provider’s NHS details tab,","type":"text","marks":[{"type":"strong"}]},{"text":" which lists all the contracts the provider is involved with, and where they stand against their particular subset of those contracts.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"UDA or UOA Report ","type":"text","marks":[{"type":"strong"}]},{"text":"which summarises or details progress to date on complying with each contract, grouped by Provider or Contract Number.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"link","attrs":{"href":"http://help.soeidental.com/12.15/help-Uk/index.htm#18722.htm"}}]},{"text":"UDA tab","type":"text","marks":[{"type":"strong"}]},{"text":" on the Patient Chart, which shows the current situation for the logged-in provider.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"UDA or UOA Breakdown Report","type":"text","marks":[{"type":"strong"}]},{"text":", that shows UDAs/UOAs earned by contracts over a period of time, broken down by provider (if required).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"Overpaid UDAs Report","type":"text","marks":[{"type":"strong"}]},{"text":", which lists Courses of Treatment where the amount paid was more than that claimed.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The schedule reconciliation screens - the ‘","type":"text"},{"text":"Payment Schedule List","type":"text","marks":[{"type":"strong"}]},{"text":"’, and ‘","type":"text"},{"text":"Payment Schedule Detail","type":"text","marks":[{"type":"strong"}]},{"text":"’ windows.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Overview","type":"text"}]},{"type":"paragraph","content":[{"text":"Units of Dental Activity or UDAs (also referred to as weighted courses of treatment) were introduced by the NHS from April 2006 to establish a common currency that can be used to relate investment to level of service provided.","type":"text"}]},{"type":"paragraph","content":[{"text":"The basis of the system is that a contractor will provide a set number of UDAs in return for set monthly payments.","type":"text"}]},{"type":"paragraph","content":[{"text":"In the transition from the current GDS system, the UDA requirement and equivalent contract value will be based on 95% of the level of item of service activity and earnings under the current GDS system (i.e. the same level of income for 95% of the previous workload).","type":"text"}]},{"type":"paragraph","content":[{"text":"Tracking UDAs","type":"text"}]},{"type":"paragraph","content":[{"text":"The UDA Manager displays a graphical representation of past, present and predicted performance against targets.","type":"text"}]},{"type":"paragraph","content":[{"text":"From ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" v11.9 the UDA and UOA Report includes a % Target field for each Performer.","type":"text"}]},{"type":"paragraph","content":[{"text":"From ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" v11.10 UDA Prediction has been improved.","type":"text"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Prediction Measures","type":"text"}]},{"type":"paragraph","content":[{"text":"For NHS practices in England and Wales predicting how many UDAs your practice will have generated at the end of the contract period is vitally important.","type":"text"}]},{"type":"paragraph","content":[{"text":"Produce too many UDAs and you won't get paid, produce too few and you might face clawback.","type":"text"}]},{"type":"paragraph","content":[{"text":"Experience has shown that the single biggest factor involved in UDA outcomes is the number of hours allocated for UDA generation.","type":"text"}]},{"type":"paragraph","content":[{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" has always provided tools to predict UDA outcomes, but these have been revamped from v11.10 to prevent some common mistakes and give better predictions.","type":"text"}]},{"type":"paragraph","content":[{"text":"v11.10 also adds more statistics to the UDA Manager graph so that it is more useful, results in more accurate UDA calculations, has better prediction of when the UDA target will be reached, and provides more accessible and visible information on what to do to get back on track.","type":"text"}]},{"type":"paragraph","content":[{"text":"The graph is also now more accessible from places where you happen to be working, and with some simple configuration can be displayed with a single click.","type":"text"}]},{"type":"paragraph","content":[{"text":"See these sub-topics for improved prediction measures:","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Time Off is Buffered for the Year","type":"text"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"text":"Ideally, holiday bookings and other periods for \"time off\" need to be managed in a predictable way so that they affect smoothly, UDAs without causing sudden unattainable target shifts.","type":"text"}]},{"type":"paragraph","content":[{"text":"However, at the start of the year when you plan the delivery of your contracted UDAs, you don't necessarily know the precise periods that associates will be taking off.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you don't add these periods to the diary from the start, it leads to an over assessment of how many hours are available to deliver UDAs. This initially results in a lower UDA per hour target than is required. Then, when you add the time off, the UDAs per hour required suddenly ramp up, requiring increased performance:","type":"text"}]},{"type":"table","attrs":{"layout":"default"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[391.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":32.0},"content":[{"type":"media","attrs":{"alt":"FigAFigB","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35037.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[369.0]},"content":[{"type":"paragraph","content":[{"text":"Compare the slope (rate of work) required to get to the target in FIG A ","type":"text"},{"text":"before","type":"text","marks":[{"type":"em"}]},{"text":" a holiday is added to that in FIG B ","type":"text"},{"text":"after ","type":"text","marks":[{"type":"em"}]},{"text":"a holiday is added.","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"text":"From v11.10 you can enter an estimate of the amount of time across the year that a Provider will be out of the surgery as a buffer against surprise steepening of the rate of work.","type":"text"}]},{"type":"paragraph","content":[{"text":"When you enter this time, ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" deducts the estimates from the time available, and on the target graph displays this as an unavailable buffer period ","type":"text"},{"text":"at the end of the year","type":"text","marks":[{"type":"em"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Then, as the year progresses and you add the precise time off periods to the diary, ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" moves this buffered time to the correct place on the graph.","type":"text"}]},{"type":"table","attrs":{"layout":"default"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[386.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":31.0},"content":[{"type":"media","attrs":{"alt":"FigCFigD","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35038.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[374.0]},"content":[{"type":"paragraph","content":[{"text":"Now compare the slope (rate of work) required to get to the target in FIG C ","type":"text"},{"text":"before ","type":"text","marks":[{"type":"em"}]},{"text":"the holiday is added and in FIG D ","type":"text"},{"text":"after ","type":"text","marks":[{"type":"em"}]},{"text":"the holiday is added.","type":"text"}]},{"type":"paragraph","content":[{"text":"You can see that with this approach the rate of work is unaffected and there are no rate of work surprises.","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"text":"The way this works in practice...","type":"text"}]},{"type":"paragraph","content":[{"text":"To enter the annual estimated time away from the surgery for each Provider","type":"text"}]},{"type":"paragraph","content":[{"text":"1. Open a ","type":"text"},{"text":"Provider ","type":"text","marks":[{"type":"strong"}]},{"text":"record and select the ","type":"text"},{"text":"Appointments ","type":"text","marks":[{"type":"strong"}]},{"text":"tab.","type":"text"}]},{"type":"paragraph","content":[{"text":"2. Fill in the number of hours annually where that Provider would normally be working but won't be in the surgery:","type":"text"}]},{"type":"table","attrs":{"layout":"default"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":26.0},"content":[{"type":"media","attrs":{"alt":"AnnualEstimatedTimeAway","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35039.png"}}]}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[420.0]},"content":[{"type":"paragraph","content":[{"text":"The Practice Manager records for each Provider their holiday entitlement, the amount of time they are allowed off for training, the amount of time they will be in meetings, and any other time they will be away from the surgery, such as estimated sick days for the year","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"text":"For example if you have a practice meeting every two weeks for one hour, you could enter 26 under Meeting Hours.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are normally in the surgery for 35 hours per week, but expect to take 4 weeks holiday over the year then you would put 140 under Holiday Hours.","type":"text"}]},{"type":"paragraph","content":[{"text":"NOTE:","type":"text","marks":[{"type":"em"}]},{"text":" For contracts of less than a one year, or for providers starting part way through a contract, reduce the estimated times in proportion to the amount of the year that they will be active. ","type":"text"},{"text":"Remember to adjust this the following year to reflect the full year.","type":"text","marks":[{"type":"em"}]}]},{"type":"paragraph","content":[{"text":"To actually use the estimated (buffered) time","type":"text"}]},{"type":"paragraph","content":[{"text":"During the year, add blocks to the diary as you normally would to prevent appointments being booked into that time period.","type":"text"}]},{"type":"paragraph","content":[{"type":"hardBreak"},{"text":"Benefits of this strategy:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The slope of the graph is relatively unaffected, and Providers don't find out too late that they were working too slow before their holiday, and that they now have to rush to catch up.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Aside from the initial entry of expected absences the reception and administrative staff will not have to change their behaviour to capture time off, as they will already be adding adhoc blocks for this purpose.","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"},{"text":"Affected by this strategy:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The Progress indicator on the bar charts shown against the contracts and individual providers uses this calculation to deduct the remaining unused block time from the total time left for the contract.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"On the UDA chart tab this calculation is reflected in the ","type":"text"},{"text":"Time Passed %","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Quick Access to the UDA Manager Display","type":"text"}]},{"type":"paragraph","content":[{"text":"From v11.10 access to the UDA Manager has been extended from the initial buttons on the NHS contracts screen and the Provider NHS tab, to include the following:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The NHS sub menu on the Administration menu","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":38.0},"content":[{"type":"media","attrs":{"alt":"NHSAdminMenu-1","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/36806.png"}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"A dropdown menu on the NHS workspace bar icon","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":21.0},"content":[{"type":"media","attrs":{"alt":"NHSDropdownMenu","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/36807.png"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]}]}]},{"type":"paragraph","content":[{"text":"To access the UDA Manager with one click:","type":"text"}]},{"type":"paragraph","content":[{"text":"Associates in a hurry can access the graph with just one click to stay in touch with their UDA commitments.","type":"text"}]},{"type":"paragraph","content":[{"text":"Simply set the UDA Manager as the ","type":"text"},{"text":"default ","type":"text","marks":[{"type":"em"}]},{"text":"action for the NHS workspace icon (you'll need the NHS icon on the workspace bar):","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the dropdown menu alongside the NHS icon on the workspace bar, and choose ","type":"text"},{"text":"Set default...","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the ","type":"text"},{"text":"Set Default NHS item","type":"text","marks":[{"type":"strong"}]},{"text":" window, select ","type":"text"},{"text":"UDA Manager","type":"text","marks":[{"type":"strong"}]},{"text":" from the dropdown menu and then select ","type":"text"},{"text":"OK","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":28.0},"content":[{"type":"media","attrs":{"alt":"NHSDropdownMenu-SetDefault1","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/36808.png"}}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":20.0},"content":[{"type":"media","attrs":{"alt":"SetDefaultNHSItem-2","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35043.png"}}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Situation Today Display","type":"text"}]},{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"Situation Today","type":"text","marks":[{"type":"strong"}]},{"text":" box in the UDA manager display has been simplified so that you can see your status at a glance:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":45.0},"content":[{"type":"media","attrs":{"alt":"Situation Today","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35044.png"}}]},{"type":"paragraph","content":[{"text":"The bold coloured percentage is how you are tracking against your target ","type":"text"},{"text":"today","type":"text","marks":[{"type":"em"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"It is coloured in the same way as the progress bars that you can already see in other areas of ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":".","type":"text"}]},{"type":"table","attrs":{"layout":"wide"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[578.0]},"content":[{"type":"paragraph","content":[{"text":"If the claimed UDAs are","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[382.0]},"content":[{"type":"paragraph","content":[{"text":"... then the % is displayed in this colour:","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[578.0]},"content":[{"type":"paragraph","content":[{"text":"Within 1% of the target","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[382.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":2.0},"content":[{"type":"media","attrs":{"alt":"green","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35045.png"}}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[578.0]},"content":[{"type":"paragraph","content":[{"text":"More than 1% ahead of the target or between 1-4% behind","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[382.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":3.0},"content":[{"type":"media","attrs":{"alt":"amber","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35046.png"}}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[578.0]},"content":[{"type":"paragraph","content":[{"text":"More than 4% behind the target or over the total contract target","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[382.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":1.0},"content":[{"type":"media","attrs":{"alt":"red","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35047.png"}}]}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Providers Joining or Leaving","type":"text"}]},{"type":"paragraph","content":[{"text":"Historically when a new Provider joined an active contract, ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" didn't offset the UDA calculation for the Provider having joined late; ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" simply calculated from the start of the contract period. So for example, when a Provider joined a contract two months in, ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" calculated that Provider's available time as including the initial two months, causing the estimate of time available to be too high. The same went for a Provider leaving - ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" didn't subtract that Provider's remaining estimated time on the contract.","type":"text"}]},{"type":"paragraph","content":[{"text":"As a result the UDA calculations throughout the software were inaccurate on the amount of time the Provider either had available to get to their current UDA total, or the amount of time they had left to reach their target.","type":"text"}]},{"type":"paragraph","content":[{"text":"From v11.10 the calculations are more accurate. The New Provider Wizard prompts for the Provider's first work day then fully blocks out that Provider's appointment time, back to the previous 1st of April.","type":"text"}]},{"type":"paragraph","content":[{"text":"Confirmation of a Provider's first day in the job:","type":"text"}]},{"type":"paragraph","content":[{"text":"In the ","type":"text"},{"text":"Edit Provider Wizard","type":"text","marks":[{"type":"strong"}]},{"text":", when it is in ","type":"text"},{"text":"Add ","type":"text","marks":[{"type":"strong"}]},{"text":"mode, on the ","type":"text"},{"text":"Rotas page","type":"text","marks":[{"type":"strong"}]},{"text":", there is a mandatory field for the Provider's first working day. Practitioners who set up the Provider in ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" must enter this date before they can choose either the Single or Multi Week Rota buttons. Thereafter an additional process adds rota blocks from 00:00 to 23:59 from the previous 1st of April to the day before the chosen start date.","type":"text"}]},{"type":"paragraph","content":[{"text":"When a Provider leaves a practice you can use the search and Change function to swap their appointments over to a new provider, and the process will automatically block out all of their remaining time until the next 31st of March.","type":"text"}]},{"type":"paragraph","content":[{"text":"Automated 24 hour rota blocks:","type":"text"}]},{"type":"paragraph","content":[{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" now automatically adds 24 hour rota blocks to block out any free time as follows:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"From the start of the contract period to the day before a Provider joined, and","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"From the day after the Provider left to the end of the contract period.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"For example:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":47.0},"content":[{"type":"media","attrs":{"alt":"RestrictAppointmentTimesWindow-labelled-BlockedNHS","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/34980.png"}}]},{"type":"paragraph","content":[{"text":"If the Provider is leaving with no replacement to take over their patient list, the practice should have already blocked out their diary to prevent further appointments being created.","type":"text"}]},{"type":"paragraph","content":[{"text":"When a Provider takes leave from the practice and their book is temporarily being run by another Provider, the search and change process that moves the appointments will automatically block out the time that they are away.","type":"text"}]},{"type":"paragraph","content":[{"text":"If the Provider is taking leave and no one is taking over their patient list while they are away, the practice should have already blocked out their diary to prevent further appointments being created.","type":"text"}]},{"type":"paragraph","content":[{"text":"Search and Change Wizard for leaving Providers:","type":"text"}]},{"type":"paragraph","content":[{"text":"When a Provider leaves a practice, the standard procedure is to leave their diary open and then swap appointments over to the incoming Provider by means of the Search and Change Wizard. ","type":"text"},{"type":"hardBreak"},{"text":"To ensure that the diary is blocked out after the provider has left, this process has been extended so that not only are appointments moved across to the new Provider, but a 24 hour rota block is also added to the outgoing Provider's diary from the day after they chose to the next 31st of March.","type":"text"}]},{"type":"paragraph","content":[{"text":"A note on the Search and Change Wizard page states that the outgoing provider's diary will be blocked from the chosen date:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":31.0},"content":[{"type":"media","attrs":{"alt":"TransferAGroupOfAppointments","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/34981.png"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Over-allocated or Un-allocated UDAs","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"It may not be possible allocate all of the UDAs in the contract at the start of the year, or you may wish to allocate more than you need so that you can ease off at the end of the year instead of having a scramble to catch up.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"You have always been able to do this, but having done it, there was nothing to remind you that the allocation of UDAs does not match the contract amount.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"From v11.10 onwards, the contract setup window will always show how much over or under the contract target you have allocated. When exiting the contract window ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" will popup a warning if the provider UDA targets do not match the contract amount.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the UDA Manager display there is also a line representing the provisioned amount","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Reduced Chance of Accidentally Opening 24-Hour Days","type":"text"}]},{"type":"paragraph","content":[{"text":"When a dentist decides to work an extra day they open up the time in the diary by either using the ","type":"text"},{"text":"delete block","type":"text","marks":[{"type":"strong"}]},{"text":" function or the ","type":"text"},{"text":"open time","type":"text","marks":[{"type":"strong"}]},{"text":" function. Both of these often result in the accidental opening of 24hrs, which leads to ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":"'s UDA predictions and reporting performing poorly.","type":"text"}]},{"type":"paragraph","content":[{"text":"From v11.10, when a site uses the ","type":"text"},{"text":"open time ","type":"text","marks":[{"type":"strong"}]},{"text":"function, the dialogue will no longer suggest opening from Midnight to Midnight (24hrs), but will now default to the Start and End times for the current diary. This makes it far less likely that the user will open the whole 24-hour day.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":53.0},"content":[{"type":"media","attrs":{"alt":"OpenTimePracticeHours","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35004.png"}}]},{"type":"paragraph","content":[{"text":"From v11.10, if the user selects a Rota block to delete, they are redirected to the ","type":"text"},{"text":"open time","type":"text","marks":[{"type":"strong"}]},{"text":" function. This serves two purposes","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If it is the block is for the whole day it is no longer be deleted, but will just have a hole opened up within it.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"It is less likely that the site will accidentally remove a rota block and replace it with an adhoc block, which would mess up the leave calculations.","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Targets","type":"text"}]},{"type":"paragraph","content":[{"text":"UDA Targets Based on Hours Available","type":"text"}]},{"type":"paragraph","content":[{"text":"When this version was installed on your computer, an upgrade process ran through the appointment book for all records for each provider from 1/4/06 onwards, calculating the ","type":"text"},{"text":"number of hours","type":"text","marks":[{"type":"strong"}]},{"text":" that each performer has available for work each day.","type":"text"}]},{"type":"paragraph","content":[{"text":"Whenever blocks are added or removed from the appointment book, or a performer’s schedule is amended, the number of hours is then updated.","type":"text"}]},{"type":"paragraph","content":[{"text":"The UDA targets are calculated on a UDAs per hour basis, using the calculated hours.","type":"text"}]},{"type":"paragraph","content":[{"text":"From v11.10 onwards there are multiple improved measures for UDA calculation","type":"text"}]},{"type":"paragraph","content":[{"text":"UDA Target Setup","type":"text"}]},{"type":"paragraph","content":[{"text":"To add a Performer","type":"text"}]},{"type":"paragraph","content":[{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" performs a check on the hours to be worked by that performer during each day of the contract period, initially using the information generated in the upgrade process, and then using information entered in the Provider file > Appointments tab ","type":"text"}]},{"type":"paragraph","content":[{"text":"If this check finds a value of 20 hours or more on a single day, it will assume that the performer’s diary is not set up correctly, and will display the following message:","type":"text"}]},{"type":"table","attrs":{"layout":"default"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[760.0]},"content":[{"type":"paragraph","content":[{"text":"This performer has an incomplete block rota configured for the contract period. This information is essential to calculate accurate targets. Please update this performers appointment times from DATE onwards before adding them to this contract. Choosing to continue without completing this process will cause your target values to be incorrect.","type":"text","marks":[{"type":"em"}]}]}]}]}]},{"type":"paragraph","content":[{"text":"If you have the appropriate security (as set up in the ","type":"text"},{"text":"Configure > User Settings >","type":"text","marks":[{"type":"strong"}]},{"text":" ‘Security Group’), one of the following will happen:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":8.0},"content":[{"type":"media","attrs":{"alt":"Create Block Rota button","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/18742.png"}}]},{"type":"paragraph","content":[{"text":" button will be displayed (if the rota is not set up at all, or if the rota has gaps in it). ","type":"text"},{"type":"hardBreak"},{"text":"Select the Create Block Rota button to launch the ‘Restrict Appointment Times’ window.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":8.0},"content":[{"type":"media","attrs":{"alt":"Extend BlockRota button","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/18740.png"}}]},{"type":"paragraph","content":[{"text":" button will be available (if the rota does not extend to the end of the contract period). ","type":"text"},{"type":"hardBreak"},{"text":"Select the Extend Block Rota button to extend the provider’s current appointment hours to a future (specified) date.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"To Roll Over a Contract","type":"text"}]},{"type":"paragraph","content":[{"text":"If a contract is ‘rolled over’ then a check is performed on hours to be worked, for all the performers in the contract. This is the same as the check done when adding a performer (see above). As before if it finds any missing days or any values of 20 hours or greater for a day, then a message will be displayed:","type":"text"}]},{"type":"table","attrs":{"layout":"default"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[760.0]},"content":[{"type":"paragraph","content":[{"text":"This contract contains performers with incomplete block rota information for the new contract period. It is essential that this information is correct so that accurate targets can be calculated. Please update ","type":"text","marks":[{"type":"em"}]},{"text":"[PROVIDER NAME]","type":"text"},{"text":"'s appointment times from ","type":"text","marks":[{"type":"em"}]},{"text":"[DATE]","type":"text"},{"text":" onwards, before rolling over this contract. Choosing to continue without completing this process will cause your target values to be incorrect.","type":"text","marks":[{"type":"em"}]}]}]}]}]},{"type":"paragraph","content":[{"text":"The Continue, Extend Block Rota, Create Block Rota and Cancel buttons will be displayed as mentioned above. In this case however, this message will appear for each of the performers that do not have the correct information set. This will allow you to review each incomplete performer and correct their details one at a time.","type":"text"}]},{"type":"paragraph","content":[{"text":"How UDA Targets are Calculated","type":"text"}]},{"type":"paragraph","content":[{"text":"The UDA/UOA targets are now calculated on appointment book times that the provider works during the contract period, so this information has to be set up correctly and recorded accurately in order to receive accurate target data. Accordingly, any changes to blocks, rosters, or the providers schedule result in ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" recalculating the stored target figures.","type":"text"}]},{"type":"paragraph","content":[{"text":"The figure for the number of UDAs claimed for the contract is divided by the number of available hours from the appointment book, to give a target UDA per hour figure.","type":"text"},{"type":"hardBreak"},{"text":"For each workday the target is calculated as the number of hours available to work, multiplied by the UDAs per hour target rate. The achieved UDAs are determined by TCed COTs. ","type":"text"},{"type":"hardBreak"},{"text":"These daily values are added up for each performer on a contract, and for the contract as a whole, to give the overall position against target at any given time.","type":"text"}]},{"type":"paragraph","content":[{"text":"Courses of Treatment are given explicit statuses to help track performance. ","type":"text"},{"type":"hardBreak"},{"text":"The totals (for each provider and for the contract) are adjusted as follows:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If a course is resubmitted its UDAs are deducted from the Achieved UDAs total.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"When a COT is received on a schedule the values on the schedule are added to (or deducted from, in the case of a withdrawal) the Confirmed UDAs total.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If an adjustment is created by the schedule process then this amount is amended in the Achieved UDAs total.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"As the contract period proceeds, a cumulative value is calculated for each of the unconfirmed, confirmed and target measures. The target is calculated by multiplying the number of hours due to be worked during the selected period against the hourly UDA target rate calculated for the provider or contract.","type":"text"}]},{"type":"paragraph","content":[{"text":"The means of calculating and predicting UDAs changed significantly with ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" v11.10","type":"text"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"NHS Contract Nmumbers","type":"text"}]},{"type":"paragraph","content":[{"text":"After April 1","type":"text"},{"text":"st","type":"text","marks":[{"type":"subsup","attrs":{"type":"sup"}}]},{"text":" 2006, all NHS Practices require one or more 10-digit NHS Contract numbers against which to record and report UDAs and/or UOAs to the NHS Dental Services.","type":"text"}]},{"type":"paragraph","content":[{"text":"If not known they can be obtained by calling NHS Dental Services on (01323) 433560.","type":"text"}]},{"type":"paragraph","content":[{"text":"IMPORTANT","type":"text","marks":[{"type":"em"}]},{"text":": For users in England & Wales there are changes to newly provided NHS contract numbers from ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" v11.7. The numbers will ","type":"text"},{"text":"no longer","type":"text","marks":[{"type":"em"}]},{"text":" be created from the first 6 digits of a provider number followed by a 4 digit tag number. Instead they can be ","type":"text"},{"text":"any ","type":"text","marks":[{"type":"em"}]},{"text":"10 digit number. Rather than selecting a provider and entering the 4 digit tag, you now just enter the 10 digit number, making it easier to set up contracts.","type":"text"}]},{"type":"paragraph","content":[{"text":"To Enter a NHS Contract Number:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"File ","type":"text","marks":[{"type":"strong"}]},{"text":"> ","type":"text"},{"text":"NHS Contracts","type":"text","marks":[{"type":"strong"}]},{"text":" to display the list of NHS Contract Numbers:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":53.0},"content":[{"type":"media","attrs":{"alt":"ListPCTcontractNumbers","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/36218.png"}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click the ","type":"text"},{"text":"+1","type":"text","marks":[{"type":"strong"}]},{"text":" button ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":1.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/1596.png"}}]},{"type":"paragraph","content":[{"text":" to add a contract number. The ","type":"text"},{"text":"Add NHS Contract Number ","type":"text","marks":[{"type":"strong"}]},{"text":"window appears:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":41.0},"content":[{"type":"media","attrs":{"alt":"AddPCTContractNumber","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/33736.png"}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the following details:","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

Contract Number	Type the 10-digit number. NOTE: This is used to identify the provider to NHS Dental Services, and is required in order for the provider to claim UDAs/UOAs.
Contract Type	Select either UDA or UOA.
Start Date / End Date	In DD/MM/YY format. NOTE: The contract period will almost always be for one year, from April 1^stto March 31^st of the following year.
Target	Enter the target number of UDAs or UOAs for the contract. This is the total number for all Performers assigned to the contract.

Contract Nos	The Contract Nos column lists all contracts held by the practice, in date order. Clicking on the column header changes the sort order between ascending (lowest number first) to descending (highest number first), or vice-versa.
Type	The Type column displays whether the contract is for UDAs or UOAs.
Start	The Start column lists the start date of each contract. Clicking on the column header changes the sort order back and forth from ascending (earliest date at the top) to descending (latest date first).
End	The End column lists the end date of each contract.
Contract Target	The Contract Target column lists the total number of UDAs/UOAs required in order for the practice to comply with the contract over its life.
Claimed	The Claimed column shows the number of UDAs/UOAs, for all courses TCd so far during the contract. NOTE: This may not be the same number known to NHS Dental Services because some may be on claims not yet transmitted or acknowledged.
Confirmed	The Confirmed column shows the number of UDAs/UOAs, for all courses with a confirmed status so far during the contract. The confirmed status occurs after a claim has been received by EXACT on a schedule and the UDAs match or you accept the difference.
%	The % column displays the number in the Achieved column for each contract, as a percentage of the target number of UDAs/UOAs for the contract.
Position	The Position column displays a bar graph showing whether the practice is ahead or behind in complying with the total number of UDAs/UOAs required for the contract so far. The blue line on the graph shows the ideal current position, and will gradually shift from left to right as time passes. The coloured bar is drawn from left to right and shows the number of UDAs achieved in proportion to the total target for the contract. The colour changes to indicate performance:
		Green if the UDAs are within 1% of Total contract either side of the blue bar.
		Orange if the UDAs are Greater than 1% ahead of the Tracking target Between 1 and 4% behind the Tracking target
		Red if the UDAs are More than 4% behind the Tracking target More than 1% over the Total contract.

","block-inline":true,"nestedContent":{"type":"doc","content":[{"type":"table","attrs":{"layout":"wide"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"text":"Contract Nos","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[97.53,576.44]},"content":[{"type":"paragraph","content":[{"text":"The Contract Nos column lists all contracts held by the practice, in date order. Clicking on the column header changes the sort order between ascending (lowest number first) to descending (highest number first), or vice-versa.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"text":"Type ","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[97.53,576.44]},"content":[{"type":"paragraph","content":[{"text":"The Type column displays whether the contract is for UDAs or UOAs.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"text":"Start","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[97.53,576.44]},"content":[{"type":"paragraph","content":[{"text":"The Start column lists the start date of each contract. Clicking on the column header changes the sort order back and forth from ascending (earliest date at the top) to descending (latest date first).","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"text":"End","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[97.53,576.44]},"content":[{"type":"paragraph","content":[{"text":"The End column lists the end date of each contract.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"text":"Contract Target","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[97.53,576.44]},"content":[{"type":"paragraph","content":[{"text":"The Contract Target column lists the total number of UDAs/UOAs required in order for the practice to comply with the contract over its life.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"text":"Claimed","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[97.53,576.44]},"content":[{"type":"paragraph","content":[{"text":"The Claimed column shows the number of UDAs/UOAs, for all courses TCd so far during the contract.","type":"text"}]},{"type":"paragraph","content":[{"text":"NOTE: ","type":"text","marks":[{"type":"em"}]},{"text":"This may ","type":"text"},{"text":"not ","type":"text","marks":[{"type":"em"}]},{"text":"be the same number known to NHS Dental Services because some may be on claims not yet transmitted or acknowledged.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"text":"Confirmed ","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[97.53,576.44]},"content":[{"type":"paragraph","content":[{"text":"The Confirmed column shows the number of UDAs/UOAs, for all courses with a confirmed status so far during the contract. ","type":"text"},{"type":"hardBreak"},{"text":"The confirmed status occurs after a claim has been received by ","type":"text"},{"text":"EX","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":"ACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" on a schedule and the UDAs match or you accept the difference.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"text":" %","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[97.53,576.44]},"content":[{"type":"paragraph","content":[{"text":"The % column displays the number in the Achieved column for each contract, as a percentage of the target number of UDAs/UOAs for the contract.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"text":"Position ","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[97.53,576.44]},"content":[{"type":"paragraph","content":[{"text":"The Position column displays a bar graph showing whether the practice is ahead or behind in complying with the total number of UDAs/UOAs required for the contract so far.","type":"text"}]},{"type":"paragraph","content":[{"text":"The blue line on the graph shows the ideal current position, and will gradually shift from left to right as time passes.","type":"text"}]},{"type":"paragraph","content":[{"text":"The coloured bar is drawn from left to right and shows the number of UDAs achieved in proportion to the total target for the contract. The colour changes to indicate performance:","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"type":"hardBreak"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[97.53]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":13.0},"content":[{"type":"media","attrs":{"alt":"Green UDA bar","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/18646.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[576.44]},"content":[{"type":"paragraph","content":[{"text":"Green if the UDAs are within 1% of Total contract either side of the blue bar.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"type":"hardBreak"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[97.53]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":13.0},"content":[{"type":"media","attrs":{"alt":"Orange UDA bar","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/18647.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[576.44]},"content":[{"type":"paragraph","content":[{"text":"Orange if the UDAs are","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Greater than 1% ahead of the Tracking target","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Between 1 and 4% behind the Tracking target","type":"text"}]}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[93.0]},"content":[{"type":"paragraph","content":[{"type":"hardBreak"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[97.53]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":13.0},"content":[{"type":"media","attrs":{"alt":"Red UDA bar","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/18648.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[576.44]},"content":[{"type":"paragraph","content":[{"text":"Red if the UDAs are","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"More than 4% behind the Tracking target","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"More than 1% over the Total contract.","type":"text"}]}]}]}]}]}]}],"version":1},"reason":"A table in list item can't be created or edited in the new editor."}}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To edit a NHS Contract, either double-click the contract or select it and click the Edit ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/2164.jpg"}}]},{"type":"paragraph","content":[{"text":" button.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click the ","type":"text"},{"text":"Roll over Contract ","type":"text","marks":[{"type":"strong"}]},{"text":"button if you want to roll over the providers NHS contract - this will create a new copy of the highlighted contract with the dates advanced by one year.","type":"text"}]},{"type":"paragraph","content":[{"text":"It will not do this if a contract with the same numbers already exists with dates that would overlap.","type":"text"}]},{"type":"paragraph","content":[{"text":"All the contract details are carried through including providers and sub-targets.","type":"text"}]},{"type":"paragraph","content":[{"text":"Double-click on the new contract to edit it if required, to change targets or end dates.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"List courses TCed under this contract ","type":"text","marks":[{"type":"strong"}]},{"text":"button to display a list of all courses completed under this contract:","type":"text"}]},{"type":"paragraph","content":[{"text":"The window shows for each COT in the NHS Contract, the details of patient, the date the COT was TCed, the UDAs/UOAs claimed and confirmed, the Provider code, and current COT status: Transmitted, Confirmed, Blank (not yet transmitted).","type":"text"}]},{"type":"paragraph","content":[{"text":"You can exit from this window by clicking the ","type":"text"},{"text":"OK ","type":"text","marks":[{"type":"strong"}]},{"text":"button.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"When you have finished with the NHS Contracts screen, click the ","type":"text"},{"text":"OK ","type":"text","marks":[{"type":"strong"}]},{"text":"button.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To exit from the List NHS Contract Numbers screen, click the ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/8695.jpg"}}]},{"type":"paragraph","content":[{"text":" button at the top right of the window.","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"UDA Manager","type":"text"}]},{"type":"paragraph","content":[{"text":"The UDA Manager displays a graph of UDA performance against targets, for individual Performers and for All Performers.","type":"text"}]},{"type":"paragraph","content":[{"text":"It summarises the most important statistics for Performers to see at a glance:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"How they are currently tracking,","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The predicted tracking given current trends, and","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"What they still need to do to complete the UDAs.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The graph has been improved from v11.10:","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":53.0},"content":[{"type":"media","attrs":{"alt":"UDAManagerDetailedInfo","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/34998.png"}}]},{"type":"paragraph","content":[{"text":"These numbers give the Practice Manager and Performers a clear indication of either the hourly rate that they now have to hit to reach target, or the number of hours per week they need to dedicate to NHS work at the current rate of work.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"This is a useful guide for sites to adjust their sessions as the year goes on, and for corporates to decide whether they need to employ more associates.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"To access the UDA Manager","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Either","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"File ","type":"text","marks":[{"type":"strong"}]},{"text":">","type":"text"},{"text":" NHS Contracts","type":"text","marks":[{"type":"strong"}]},{"text":" to open the","type":"text"},{"text":" List NHS Contract Numbers ","type":"text","marks":[{"type":"strong"}]},{"text":"screen, and select the ","type":"text"},{"text":"UDA Manager","type":"text","marks":[{"type":"strong"}]},{"text":" button","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"- or -","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"File ","type":"text","marks":[{"type":"strong"}]},{"text":"> ","type":"text"},{"text":"Provider ","type":"text","marks":[{"type":"strong"}]},{"text":"to open the Provider File, select a Provider, select the ","type":"text"},{"text":"NHS Details ","type":"text","marks":[{"type":"strong"}]},{"text":"tab, and then select the ","type":"text"},{"text":"UDA Manager ","type":"text","marks":[{"type":"strong"}]},{"text":"button.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"The UDA Manager window will open.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the ","type":"text"},{"text":"Contract ","type":"text","marks":[{"type":"strong"}]},{"text":"from the dropdown menu.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the ","type":"text"},{"text":"Performer ","type":"text","marks":[{"type":"strong"}]},{"text":"from the dropdown menu.","type":"text"}]},{"type":"paragraph","content":[{"text":"The graph and detailed data will display.","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"text":"The UDA Manager window:","type":"text"}]},{"type":"paragraph","content":[{"text":"NOTES:","type":"text","marks":[{"type":"em"}]}]},{"type":"paragraph","content":[{"text":"The UDA Manager takes into consideration the Performer leave hours and any ad hoc blocked off periods in the appointment book (such as for days off).","type":"text"}]},{"type":"paragraph","content":[{"text":"You can use the drop-down arrows to choose a different contract period (including future contract performance predicted from current figures).","type":"text"}]},{"type":"paragraph","content":[{"text":"You can use the drop-down arrows to choose other Providers, including ALL providers on this contract.","type":"text"}]},{"type":"paragraph","content":[{"text":"Values are based on ","type":"text"},{"text":"Claimed ","type":"text","marks":[{"type":"em"}]},{"text":"rather than Confirmed amounts.","type":"text"}]},{"type":"paragraph","content":[{"text":"Where there is a significant gap between Target and Achieved figures, this may be because NHS Dental Services has allocated fewer UDAs than you claimed.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":53.0},"content":[{"type":"media","attrs":{"alt":"UDAManagerV11.10_numbered","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/34993.png"}}]},{"type":"table","attrs":{"layout":"wide"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[58.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"alt":"b_01_round_black","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/29330.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[902.0]},"content":[{"type":"paragraph","content":[{"text":"Use the drop-down menus to choose a different contract period (including future contract performance predicted from current figures), and/or other Performers, including ALL Performers on this contract.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[58.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"alt":"b_02_round_black","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/29331.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[902.0]},"content":[{"type":"paragraph","content":[{"text":"The graph has a vertical orange line representing ","type":"text"},{"text":"Today","type":"text","marks":[{"type":"strong"}]},{"text":". ","type":"text"},{"type":"hardBreak"},{"text":"To the left of today is the past, and to the right is the future.","type":"text"}]},{"type":"paragraph","content":[{"text":"The two shaded colours extend from the past into the future: Blue is ","type":"text"},{"text":"Claimed ","type":"text","marks":[{"type":"strong"}]},{"text":"and green is ","type":"text"},{"text":"Confirmed","type":"text","marks":[{"type":"strong"}]},{"text":". The future areas are ","type":"text"},{"text":"pale ","type":"text","marks":[{"type":"em"}]},{"text":"blue and ","type":"text"},{"text":"pale ","type":"text","marks":[{"type":"em"}]},{"text":"green respectively to represent ","type":"text"},{"text":"predicted ","type":"text","marks":[{"type":"em"}]},{"text":"data.","type":"text"}]},{"type":"paragraph","content":[{"text":"A diagonal red line represents the target.","type":"text"}]},{"type":"paragraph","content":[{"text":"The most important indicator is how successfully the target is being met today - this is measured where the blue Claimed area is ","type":"text"},{"text":"highest ","type":"text","marks":[{"type":"em"}]},{"text":"along the vertical orange Today line.","type":"text"}]},{"type":"paragraph","content":[{"text":"The degree of success is calculated and displayed in bold as a ","type":"text"},{"text":"percentage of target %","type":"text","marks":[{"type":"strong"}]},{"text":". ","type":"text"},{"type":"hardBreak"},{"text":"The colour changes depending on how close you are to target:","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/35045.png","width":"51","alt":"green","height":"17"}}},{"text":" = within 1% of the target","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/35046.png","width":"55","alt":"amber","height":"13"}}},{"text":" = more than 1% ahead of the target or between 1-4% behind","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/35047.png","width":"27","alt":"red","height":"14"}}},{"text":" = more than 4% behind the target or over the total contract target","type":"text"}]},{"type":"paragraph","content":[{"text":"Example:","type":"text","marks":[{"type":"em"}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":53.0},"content":[{"type":"media","attrs":{"alt":"UDAManagerV11.10_graphicSample","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/34994.png"}}]},{"type":"paragraph","content":[{"text":"The percentage of target is calculated as follows: ","type":"text"},{"text":"Claimed for today","type":"text","marks":[{"type":"strong"}]},{"text":" / ","type":"text"},{"text":"Target for today","type":"text","marks":[{"type":"strong"}]},{"text":", as a percentage.","type":"text"}]},{"type":"paragraph","content":[{"text":"Provisioned amount: ","type":"text","marks":[{"type":"em"}]},{"type":"hardBreak"},{"text":"This purple line only displays when you've selected ","type":"text"},{"text":"All ","type":"text","marks":[{"type":"strong"}]},{"text":"Performers because it is the total value provisioned to the individual performers. ","type":"text"},{"type":"hardBreak"},{"text":"This line runs horizontally across the graph, intersecting with the red target line at the right edge of the graph. If the line is ","type":"text"},{"text":"higher ","type":"text","marks":[{"type":"em"}]},{"text":"than the target, you have provisioned more UDAs than you need, with the expectation that the individual targets will not be met leading to a lower overall outcome. ","type":"text"},{"type":"hardBreak"},{"text":"If the line intersects ","type":"text"},{"text":"lower ","type":"text","marks":[{"type":"em"}]},{"text":"than the target line, you haven't provisioned enough UDAs yet. In this case, maybe a new provider is starting later in the year, or you are waiting to see how individual performance works out before allocating further targets. ","type":"text"},{"type":"hardBreak"},{"text":"Either way, this line adds a reminder that you may need to make provisioning adjustments as the year continues.","type":"text"},{"type":"hardBreak"},{"text":"This line does not show for a single Performer.","type":"text"}]},{"type":"paragraph","content":[{"text":"Example:","type":"text","marks":[{"type":"em"}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":50.0},"content":[{"type":"media","attrs":{"alt":"UDAManagerV11.10_graphicSample2","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/34995.png"}}]},{"type":"paragraph","content":[{"text":"The Current Target is calculated as: ","type":"text"},{"text":"UDAs per hour","type":"text","marks":[{"type":"strong"}]},{"text":" x ","type":"text"},{"text":"Hours Progress to date","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Examples:","type":"text","marks":[{"type":"em"}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":23.0},"content":[{"type":"media","attrs":{"alt":"UDAManager-flatline","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35007.png"}}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":21.0},"content":[{"type":"media","attrs":{"alt":"Prediction - leave day","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/35008.png"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[58.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"alt":"b_03_round_black","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/29332.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[902.0]},"content":[{"type":"paragraph","content":[{"text":"Target:","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":" UDAs ","type":"text","marks":[{"type":"strong"}]},{"text":"- The total contract value, or the amount assigned to single provider","type":"text"}]},{"type":"paragraph","content":[{"text":" Hours ","type":"text","marks":[{"type":"strong"}]},{"text":"- The total number of hours set aside to meet the target ","type":"text"},{"type":"hardBreak"},{"text":"(if you have more than one concurrent contract, the hours will be same for each contract)","type":"text"}]},{"type":"paragraph","content":[{"text":" UDAs/Hour ","type":"text","marks":[{"type":"strong"}]},{"text":"- The hourly rate required to hit the contract target from the beginning","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[58.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"alt":"b_04_round_black","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/29333.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[902.0]},"content":[{"type":"paragraph","content":[{"text":"Progress to date","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]},{"type":"paragraph","content":[{"text":" UDAs ","type":"text","marks":[{"type":"strong"}]},{"text":"- The total amount of UDAs claimed so far","type":"text"}]},{"type":"paragraph","content":[{"text":" Hours ","type":"text","marks":[{"type":"strong"}]},{"text":"- The amount of hours available that have elapsed","type":"text"}]},{"type":"paragraph","content":[{"text":" Weeks ","type":"text","marks":[{"type":"strong"}]},{"text":"- The number of Weeks that have elapsed, based on days, not total hours.","type":"text"}]},{"type":"paragraph","content":[{"text":" UDAs/Hour ","type":"text","marks":[{"type":"strong"}]},{"text":"- The hourly rate achieved so far","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[58.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"alt":"b_05_round_black","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/29334.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[902.0]},"content":[{"type":"paragraph","content":[{"text":"To Complete","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]},{"type":"paragraph","content":[{"text":" UDAs ","type":"text","marks":[{"type":"strong"}]},{"text":"- The total amount of UDAs left to achieve","type":"text"}]},{"type":"paragraph","content":[{"text":" Hours ","type":"text","marks":[{"type":"strong"}]},{"text":"- The total amount of hours available left to work","type":"text"}]},{"type":"paragraph","content":[{"text":" Weeks ","type":"text","marks":[{"type":"strong"}]},{"text":"- The number of weeks left until the end of the contract","type":"text"}]},{"type":"paragraph","content":[{"text":" UDAs/Hour ","type":"text","marks":[{"type":"strong"}]},{"text":"- The hourly rate required to hit the target from now","type":"text"}]},{"type":"paragraph","content":[{"text":"If a contract has been completed this section will show the final values for the contact. ","type":"text"},{"type":"hardBreak"},{"text":"If the contact has not yet started this section will show only zeros.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[58.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"alt":"b_06_round_black","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/29335.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[902.0]},"content":[{"type":"paragraph","content":[{"text":"Change in hours required.","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"type":"hardBreak"},{"text":"This clearly shows how Performers need to change hours to keep on track and to ultimately meet the requirement.","type":"text"}]},{"type":"paragraph","content":[{"text":"It looks at the existing UDA run rate, and calculates how many additional hours are required to get the contract to 100%. A negative value means that you are currently on target to achieve more than the required UDAs.","type":"text"}]},{"type":"paragraph","content":[{"text":"This section also shows this figure as the number of hours per week that need to change based on the number of weeks remaining until the end of the contract.","type":"text"}]},{"type":"paragraph","content":[{"text":"This can be a handy view to understand whether you need to add or subtract a session or two each week in your diary in order to hit the target.","type":"text"}]},{"type":"paragraph","content":[{"text":"<+ or -> XXX Hrs @ - The total number of hours that the practice needs to add or subtract from their book if they are to achieve the contract at the current working rate.","type":"text"}]},{"type":"paragraph","content":[{"text":"(<+ or -> per week) -The same amount expressed as a weekly figure","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[58.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"alt":"b_07_round_black","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/29336.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[902.0]},"content":[{"type":"paragraph","content":[{"text":"Explanations and related actions.","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"NHS Schedule button","type":"text","marks":[{"type":"strong"}]},{"text":" allows you to look at the Disputed UDA/UOA Amounts screen (derived from the NHS Payment Schedule List) to resolve any claims disputed by NHS Dental Services. Next to the button is a figure showing the number of disputed claims, and the total UDAs/UOAs for these claims.","type":"text"}]},{"type":"paragraph","content":[{"text":"You can also check open courses to see whether there are any sitting there that can be claimed straight away or sent as FTR ('Failed to Return').","type":"text"}]},{"type":"paragraph","content":[{"text":"Where there is a significant gap between Achieved and Confirmed figures that can't be explained by a schedule that hasn't yet arrived, it may be that some claims have been rejected by NHS Dental Services.","type":"text"}]},{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"NHS Responses button","type":"text","marks":[{"type":"strong"}]},{"text":" displays the List NHS Responses screen, to help you to find and resolve any rejected claims. Next to the button is the number of unresolved responses.","type":"text"}]},{"type":"paragraph","content":[{"text":"Any claims that have not been transmitted can be sent using the ","type":"text"},{"text":"Send Claims button","type":"text","marks":[{"type":"strong"}]},{"text":". The number of unsent claims is reported next to the button.","type":"text"}]},{"type":"paragraph","content":[{"text":"Click the ","type":"text"},{"text":"UDAs in Progress button","type":"text","marks":[{"type":"strong"}]},{"text":" to see a report of all open courses (totalled next to the button) for the selected provider(s).","type":"text"}]},{"type":"paragraph","content":[{"text":"Click the","type":"text"},{"text":" Print button","type":"text","marks":[{"type":"strong"}]},{"text":" next to the graph to print the UDA graph and supporting data.","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"UDA Manager Printout","type":"text"}]},{"type":"paragraph","content":[{"text":"To obtain a printout of the graph produced in the UDA Manager, click the ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/1720.png","width":"46","height":"23"}}},{"text":" button. The following dialog window will display:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":46.0},"content":[{"type":"media","attrs":{"alt":"Print UDA or UOA Report dialog","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/21588.png"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"table","attrs":{"layout":"wide"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"Provider(s)","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"Leaving the ","type":"text"},{"text":"Provider(s)","type":"text","marks":[{"type":"strong"}]},{"text":" field empty will print a ‘UDA or UOA’ report for a specified NHS Contract; however an individual provider can be selected by clicking in the field and using the ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/2844.png","width":"16","height":"18"}}},{"text":" or ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/2354.png","width":"24","height":"24"}}},{"text":" buttons. Alternatively click on the ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/2820.png","width":"56","height":"20"}}},{"text":" button to produce a report for a combination of Providers.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"Contract Start Date","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"(Defaulted from the NHS Contract - cannot be altered)","type":"text","marks":[{"type":"em"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"Contract End Date","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"(","type":"text"},{"text":"Defaulted from the NHS Contract - cannot be altered)","type":"text","marks":[{"type":"em"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"Contract Number","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"The contract number is defaulted from the UDA Manager screen.","type":"text"},{"type":"hardBreak"},{"text":"To print a report for another contract, you will have to close this dialog, and the UDA manager, and select another contract number.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"Dentist","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"This field is defaulted from the UDA manager, and will either show \"All\" (for all dentists in this contract), or the code of the selected provider.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"From, To","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"For both the 'From' and 'To' fields, you can either enter a date, or click on the calendar button ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/10161.jpg","width":"25","alt":"Calendar button","height":"24"}}},{"text":"to select a date, or click on the drop-down menu and select a pre-set condition:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":17.0},"content":[{"type":"media","attrs":{"alt":"Date options","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/22990.png"}}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"[ ] Show Detail","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"Click this button to include the supporting data that the graph is built from on the printout of the UDA graph. The fields below will then be accessible (rather than \"greyed out\") so you can select which details to include.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"Daily Summary","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"The Daily Summary option prints the cumulative figures for Target, Achieved and Confirmed UDAs, for each day of the contract period to date.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"Weekly Summary","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"The Weekly Summary option prints the cumulative weekly totals for Target, Achieved and Confirmed UDAs, for each week of the contract period to date.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"Monthly Summary","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"The Monthly Summary option prints the cumulative monthly totals for Target, Achieved and Confirmed UDAs, for each month of the contract period to date.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"paragraph","content":[{"text":"Include Predicted Data","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"Click this option if you wish to have the cumulative figures (for daily, weekly, or monthly summaries, as selected above) added to the printout. ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" will then produce the Target, Achieved and Confirmed UDAs figures for the rest of the contract period, based on the current figures to date.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":2.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/1720.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"Click this button to send the UDA Manager report to the current printer.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":5.0},"content":[{"type":"media","attrs":{"alt":"Preview button","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/3032.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"Click this button to view the report before/instead of printing it.","type":"text"}]},{"type":"paragraph","content":[{"text":"The preview option is useful to view the results of report settings before printing out your final copy.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[172.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":6.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/2081.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[788.0]},"content":[{"type":"paragraph","content":[{"text":"Click the Cancel button to exit from this dialog window.","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"text":"Report Example (monthly summary shown)","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":46.0},"content":[{"type":"media","attrs":{"alt":"UDA Manager Report example","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/19157.jpg"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"UDA in Progress Report","type":"text"}]},{"type":"paragraph","content":[{"text":"The UDAs in Progress report selects all open NHS courses for one or more specified providers, and produces a report with details as follows:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"NHS Courses with no further planned work","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"NHS courses with no future appointments","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Other open NHS courses","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Totals for the above.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"For each of these, the patient names, courses of treatment, last appointment date and the UDAs or UOAs are listed.","type":"text"}]},{"type":"paragraph","content":[{"text":"To run the UDAs in Progress report","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the Report:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click the ","type":"text"},{"text":"UDAs in Progress","type":"text","marks":[{"type":"strong"}]},{"text":" button in the ","type":"text"},{"text":"UDA Manager","type":"text","marks":[{"type":"strong"}]},{"text":" screen","type":"text"}]},{"type":"paragraph","content":[{"text":"- or -","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Administration","type":"text","marks":[{"type":"strong"}]},{"text":" > ","type":"text"},{"text":"Reports > UDAs in Progress Report","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"- or-","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Administration","type":"text","marks":[{"type":"strong"}]},{"text":" > ","type":"text"},{"text":"NHS","type":"text","marks":[{"type":"strong"}]},{"text":" > ","type":"text"},{"text":"UDAs in Progress Report","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"Print UDAs in Progress Report","type":"text","marks":[{"type":"strong"}]},{"text":" window displays:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":53.0},"content":[{"type":"media","attrs":{"alt":"Print UDAs In Progress Report dialog","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/34812.jpg"}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Providers","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]},{"type":"paragraph","content":[{"text":"If you've clicked the ","type":"text"},{"text":"UDAs in Progress button in the UDA Manager screen","type":"text","marks":[{"type":"strong"}]},{"text":", this field will be defaulted from the UDA manager, and will display the code of the selected Provider.","type":"text"}]},{"type":"paragraph","content":[{"text":"Otherwise, you can enter the code of a provider, or use the ","type":"text"},{"text":"Multiple ","type":"text","marks":[{"type":"strong"}]},{"text":"button to choose more than one provider code, or leave the field blank to include all providers.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Show Detail","type":"text","marks":[{"type":"strong"}]},{"text":": Check (tick) this checkbox to include details on the report, otherwise only summary totals will be shown.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Print","type":"text","marks":[{"type":"strong"}]},{"text":", ","type":"text"},{"text":"Preview","type":"text","marks":[{"type":"strong"}]},{"text":", ","type":"text"},{"text":"Export ","type":"text","marks":[{"type":"strong"}]},{"text":"or ","type":"text"},{"text":"Cancel","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Report Example (no Detail option)","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":40.0},"content":[{"type":"media","attrs":{"alt":"UDAs In Progress Report example","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/19156.jpg"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Editing an NHS Contract","type":"text"}]},{"type":"paragraph","content":[{"text":"Double-click on any contract in the List NHS Contract Numbers screen, (or highlight it and click the ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/2164.jpg","width":"24","height":"24"}}},{"text":" button)","type":"text"}]},{"type":"paragraph","content":[{"text":"This opens the Edit NHS Contract:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":46.0},"content":[{"type":"media","attrs":{"alt":"edit_pct","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/18766.png"}}]},{"type":"paragraph","content":[{"text":"The example shows a contract with a target of 500 UDAs for the dated period. The position overall for the whole period shows as red, because the Claimed% of 14.6 is too low as 19.54% of the total hours that have passed.","type":"text"},{"type":"hardBreak"},{"text":"However, the position is better with respect to the SubTarget of 250 UDAs, so the position figure shows orange for that graph.","type":"text"}]},{"type":"paragraph","content":[{"text":"Buttons on the screen enable you to do the following:","type":"text"}]},{"type":"table","attrs":{"layout":"wide"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[184.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/2164.jpg"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[776.0]},"content":[{"type":"paragraph","content":[{"text":"Edit the highlighted performer's NHS Contract details.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[184.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":1.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/1596.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[776.0]},"content":[{"type":"paragraph","content":[{"text":"Add a new Performer NHS Contract number.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[184.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":1.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/1580.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[776.0]},"content":[{"type":"paragraph","content":[{"text":"Delete the current Performer NHS Contract number","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[184.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":10.0},"content":[{"type":"media","attrs":{"alt":"Edit Contract Number button","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/18650.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[776.0]},"content":[{"type":"paragraph","content":[{"text":"Edit the current NHS Contract number.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[184.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":5.0},"content":[{"type":"media","attrs":{"alt":"Transfers button","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/19264.jpg"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[776.0]},"content":[{"type":"paragraph","content":[{"text":"Lists all the UDAs transferred between performers under this NHS Contract, in COT number order, and enables you to add, edit or delete the transfers (provided you have the appropriate security access).","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"text":"In addition, you can click in the '","type":"text"},{"text":"PDS Plus","type":"text","marks":[{"type":"strong"}]},{"text":"' checkbox to control the behaviour when a provider who belongs to a GDS and PDS Plus contract marks an NHS course of treatment as complete. If the checkbox is ticked, the PDS Plus contract number will be defaulted, so when the FP17 TC screen is displayed, if a PDS Plus contract is selected the PDS Plus tab will be displayed.","type":"text"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":45.0},"content":[{"type":"media","attrs":{"alt":"UDA Transfers","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/19267.png"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"table","attrs":{"layout":"wide"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[217.0,743.0]},"content":[{"type":"paragraph","content":[{"text":"Highlight a UDA transfer item, then use the ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/2164.jpg","width":"24","height":"24"}}},{"text":" button to edit the details, the ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/1580.png","width":"26","height":"26"}}},{"text":" button to delete the transfer, or the ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/1596.png","width":"26","height":"26"}}},{"text":" to add a new transfer. You will be prompted to enter a COT number before you are able to add a transfer.","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/23420.png","width":"21","alt":"warning","height":"20"}}},{"text":" IMPORTANT NOTES: ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ed1c24"}}]},{"type":"hardBreak"},{"text":"- The number of UDAs transferred cannot exceed the number paid for the course, i.e., you cannot transfer a claim until the course is paid by NHS Dental Services. ","type":"text"},{"type":"hardBreak"},{"text":"- You cannot transfer UDAs that have already been transferred; e.g., if a course is paid 3 UDAs by NHS Dental Services and one UDA has been transferred to another provider, then only 2 UDAs remain that can be transferred for that course. ","type":"text"},{"type":"hardBreak"},{"text":"- UDAs can only be transferred from the dentist who was paid, and cannot then be forwarded on to another dentist once they have been transferred.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[217.0,743.0]},"content":[{"type":"paragraph","content":[{"text":"Once a transfer is in place the following screens and reports will be affected:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The NHS Contract Details screen and the provider's NHS Details tab. On these screens the ","type":"text"},{"text":"Achieved","type":"text","marks":[{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"Paid","type":"text","marks":[{"type":"strong"}]},{"text":" amounts will both be amended downward on the transferring dentist and upward on the receiving dentist.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The UDA/UOA Report - a section at the end of the report lists transfers affecting the included dentists for the listed contract. The totals are updated to include this section.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The UDA/UOA Breakdown Report. A line called 'Transfers' is added in the UDA section where the report is broken down by provider. The relevant UDA amounts are placed in each column. This will adjust the total UDA amounts list for the course.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"On the FP17 View, a 'Transfers' button will be added next to the ","type":"text"},{"text":"UDAs Paid","type":"text","marks":[{"type":"strong"}]},{"text":" amount if one is present. When clicked, this will display the same screens as above and has the same functionality except that this screen is limited to just the COT being looked at.","type":"text"}]}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[217.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":16.0},"content":[{"type":"media","attrs":{"alt":"List courses TC'd button","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/19265.png"}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[743.0]},"content":[{"type":"paragraph","content":[{"text":"This button searches for all courses TC'd under this NHS Contract, and lists them in a window like the following example:","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":48.0},"content":[{"type":"media","attrs":{"alt":"TC'd COTs for PCT Contract","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/19266.jpg"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Rolling Over an NHS Contract","type":"text"}]},{"type":"paragraph","content":[{"text":"The NHS Contract may be rolled over for the current year from the ","type":"text"},{"text":"List NHS Contract Numbers","type":"text","marks":[{"type":"strong"}]},{"text":" window.","type":"text"}]},{"type":"paragraph","content":[{"text":"To roll over a NHS Contract","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"File","type":"text","marks":[{"type":"strong"}]},{"text":" > ","type":"text"},{"text":"NHS Contracts","type":"text","marks":[{"type":"strong"}]},{"text":" to display the ","type":"text"},{"text":"List NHS Contract Numbers","type":"text","marks":[{"type":"strong"}]},{"text":" window.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Highlight the contract to be rolled over and click the ","type":"text"},{"text":"Roll over Contract ","type":"text","marks":[{"type":"strong"}]},{"text":"button:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":53.0},"content":[{"type":"media","attrs":{"alt":"RollOverContract2","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/36215.png"}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"This will create a new copy of the highlighted contract with the dates advanced by one year. It will not do this if a contract with the same numbers already exists with dates that would overlap. ","type":"text"},{"type":"hardBreak"},{"text":"All the contract details are carried through including providers and sub-targets.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Double-click on the new contract to edit it if required, to change targets or end dates.","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Displaying or Editing UDA Details","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To display and/or edit the UDA target and progress details, either double-click on the provider detail line in the NHS Contracts Screen, or click the ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/2164.jpg"}}]},{"type":"paragraph","content":[{"text":" button:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":25.0},"content":[{"type":"media","attrs":{"alt":"Edit Performer PCT Contract Details","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/18651.png"}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The Edit Performer NHS Contract Details screen has the following fields and functions:","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

Performer: The provider code is defaulted from the NHS Contract screen.

Target: If you need to alter the target, use the button to increase or decrease it, or type over the figure with a new one.

From/To: The date range defaults from the contract date range, but may be changed if required, as the individual performer’s targets can have timeframes independent of the main contract.
To change a date, overtype the existing date, or adjust using the button.

Note that the date fields may not be left blank, and any changes to the period MUST lie within the start and end dates for the original contract.

If this performer is a Vocational Trainee performer, click the checkbox, so that any UDAs will not be counted towards the contract total.

When you click the button, the system checks for changes, and if the date range has been altered, the following dialog is displayed:

If you click Yes, the number of hours in the SubTarget field is recalculated, and the corresponding percentage figure for the claimed percentage is adjusted.
If you click No, then the sub-target will remain the same, but the claimed percentage is adjusted.

Once you have closed this dialog box, you will be returned to the NHS Contract screen, and any changes made to the targets will be reflected in the figures and graphical display.

If the sub-target amount was edited, but the date range was not altered, the message above is not displayed, but the figures are adjusted.

	The ‘Contract Nos’ column lists all contracts that the performer has a target against, in date order. Clicking on the column header changes the sort order back and forth from ascending (lowest number first) to descending (highest number first).
	The ‘Type’ column displays whether the contract is for UDAs or UOAs.
	The ‘Start’ column lists the start date of each contract. Clicking on the column header changes the sort order back and forth from ascending (earliest date at the top) to descending (latest date first).
	The ‘End’ column lists the end date of each contract.
	The ‘Contract Target’ column lists the total number of UDAs/UOAs required in order for the performer to comply with their contract target.
	The ‘Claimed’ column shows the number of UDAs/UOAs, for all courses TC’d so far during the contract.
	NOTE: This may not be the same number known to NHS Dental Services because some may be on claims not yet transmitted or acknowledged.
	The ‘Confirmed’ column shows the number of UDAs/UOAs, for all the performer’s courses with a confirmed status so far during the contract. The confirmed status occurs after a claim has been on a schedule received by EXACT and the UDAs match or you accept the difference.
	The ‘%’ column displays the number in the ‘Achieved’ column for each contract, as a percentage of the total number of UDAs/UOAs for the contract.
	The ‘Position’ column displays a bar graph showing whether the performer is ahead or behind in complying with their contract target so far. The blue line on the graph shows the ‘ideal’ current position, and will gradually shift from left to right as time passes. The coloured bar is drawn from left to right and shows the number of UDAs achieved in proportion to the total target for the contract. The colour changes to indicate performance:
		If the UDAs are within 1% (of total target) either side of the blue bar tracking target then the bar is drawn in green.
		Greater than 1% ahead of tracking target or between 1-4% behind the bar is drawn in orange.
		Greater than 4% behind the tracking target or over the total target the bar is drawn in red.

","block-inline":true,"nestedContent":{"type":"doc","content":[{"type":"table","attrs":{"layout":"wide"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[170.08]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":11.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/8684.jpg"}}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[92.98,599.86]},"content":[{"type":"paragraph","content":[{"text":"The ‘Contract Nos’ column lists all contracts that the performer has a target against, in date order. Clicking on the column header changes the sort order back and forth from ascending (lowest number first) to descending (highest number first).","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[170.08]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":7.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/8685.jpg"}}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[92.98,599.86]},"content":[{"type":"paragraph","content":[{"text":"The ‘Type’ column displays whether the contract is for UDAs or UOAs.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[170.08]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":12.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/8686.jpg"}}]}]},{"type":"tableCell","attrs":{"colspan":2,"rowspan":1,"colwidth":[92.98,599.86]},"content":[{"type":"paragraph","content":[{"text":"The ‘Start’ column lists the start date of each contract. 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This also allows you to choose whether to print individual reports for each provider, or a combined report.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you enter a ","type":"text"},{"text":"Contract Number","type":"text","marks":[{"type":"strong"}]},{"text":", the ","type":"text"},{"text":"Contract Start Date","type":"text","marks":[{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"Contract End Date","type":"text","marks":[{"type":"strong"}]},{"text":" fields will be defaulted, otherwise these will be blank.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The previous version of the report had a Group By field for selecting Performer and Date. 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Setup","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Print ","type":"text","marks":[{"type":"strong"}]},{"text":"to send the report to the printer, ","type":"text"},{"text":"Preview ","type":"text","marks":[{"type":"strong"}]},{"text":"to preview on screen and then print from the Preview screen, ","type":"text"},{"text":"Export ","type":"text","marks":[{"type":"strong"}]},{"text":"to export to a *.csv file (for use in a document or spreadsheet), or ","type":"text"},{"text":"Cancel ","type":"text","marks":[{"type":"strong"}]},{"text":"to return to the previous screen.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Report Example:","type":"text"}]},{"type":"paragraph","content":[{"text":"The summary report lines show the following, also broken out by Contract or Provider:","type":"text"}]},{"type":"table","attrs":{"layout":"wide"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[138.0]},"content":[{"type":"paragraph","content":[{"text":"Date Range / Days","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[822.0]},"content":[{"type":"paragraph","content":[{"text":"The start and end of the date range being shown, and the number of days that this encompasses.","type":"text"}]},{"type":"paragraph","content":[{"text":"Only UDA/UOA that are relevant to the date range specified will be shown (the previous version of this report showed values for the whole NHS contract date range, irrespective of dates specified).","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[138.0]},"content":[{"type":"paragraph","content":[{"text":"Provider- Contract Number","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[822.0]},"content":[{"type":"paragraph","content":[{"text":"The Provider code and Contract number.","type":"text"}]},{"type":"paragraph","content":[{"text":"Running the report for a single provider will only print a single provider section with no summary sections.","type":"text"}]},{"type":"paragraph","content":[{"text":"Running the report for multiple providers will print sections for each provider and a provider summary section.","type":"text"}]},{"type":"paragraph","content":[{"text":"The contract type UDA or UOA is marked on the end.","type":"text"}]},{"type":"paragraph","content":[{"text":"It is now mandatory to enter a NHS contract number for the report.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[138.0]},"content":[{"type":"paragraph","content":[{"text":"UDAs/UOAs TCed","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[822.0]},"content":[{"type":"paragraph","content":[{"text":"The number of UDA/UOAs totalled by Provider or Contract.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[138.0]},"content":[{"type":"paragraph","content":[{"text":"Target","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[822.0]},"content":[{"type":"paragraph","content":[{"text":"The target number of UDAs/UOAs for the elapsed period of the contract","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[138.0]},"content":[{"type":"paragraph","content":[{"text":"% Target","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[822.0]},"content":[{"type":"paragraph","content":[{"text":"The number of UDAs/UOAs achieved so far, as a percentage of the number targeted over the same period.","type":"text"}]},{"type":"paragraph","content":[{"text":"This is calculated using Claimed amount / Target.","type":"text"}]},{"type":"paragraph","content":[{"text":"If the Target value for any row is 0, the % Target column will show N/A.","type":"text"}]},{"type":"paragraph","content":[{"text":"Note that the Claimed and Confirmed columns are no longer adjacent.","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"text":"The detail lines if present show,","type":"text"}]},{"type":"table","attrs":{"layout":"wide"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[164.0]},"content":[{"type":"paragraph","content":[{"text":"COT Number","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[796.0]},"content":[{"type":"paragraph","content":[{"text":"The COT number is shown in the column to the left.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[164.0]},"content":[{"type":"paragraph","content":[{"text":"Date","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[796.0]},"content":[{"type":"paragraph","content":[{"text":"The date of the course is shown in the second column.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[164.0]},"content":[{"type":"paragraph","content":[{"text":"Patient","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[796.0]},"content":[{"type":"paragraph","content":[{"text":"The name of each Patient treated.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[164.0]},"content":[{"type":"paragraph","content":[{"text":"UDAs/UOAs TC'ed","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[796.0]},"content":[{"type":"paragraph","content":[{"text":"The number of UDA/UOAs for each course is shown in the fourth column, totalled by Provider or Contract at top and bottom.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[164.0]},"content":[{"type":"paragraph","content":[{"text":"Banding","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[796.0]},"content":[{"type":"paragraph","content":[{"text":"The banding of the Treatment","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":53.0},"content":[{"type":"media","attrs":{"alt":"SampleUDA-UOAReport","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/34686.png"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"text":"Note that if any UDAs have been transferred from another provider, the details will appear at the end of the provider's details, as shown below:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":47.0},"content":[{"type":"media","attrs":{"alt":"Transfer of UDAs","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/19291.jpg"}}]},{"type":"paragraph","content":[{"text":"In this example, 4.00 UDAs were transferred, for COT41327.","type":"text"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"The UDA or UOA Report (old)","type":"text"}]},{"type":"paragraph","content":[{"text":"The UDA/UOA Report shows progress on all NHS contracts held by the practice, grouped by contract or by provider, with or without detail.","type":"text"}]},{"type":"paragraph","content":[{"text":"This report has been upgraded from ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" v11.9","type":"text"}]},{"type":"paragraph","content":[{"text":"You can still optionally re-enable and run it in its previous form","type":"text"}]},{"type":"paragraph","content":[{"text":"To run the old UDA or UOA Report","type":"text"}]},{"type":"paragraph","content":[{"text":"(This older report must have been re-enabled)","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Administration ","type":"text","marks":[{"type":"strong"}]},{"text":"> ","type":"text"},{"text":"Reports ","type":"text","marks":[{"type":"strong"}]},{"text":"or select the ","type":"text"},{"text":"Reports ","type":"text","marks":[{"type":"strong"}]},{"text":"button from your Workspace Bar (if you have it configured).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Scroll down to locate the ","type":"text"},{"text":"Old UDA/UOA Report","type":"text","marks":[{"type":"strong"}]},{"text":" and double-click it to open the ","type":"text"},{"text":"Print old UDA/UOA window","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Leaving the ","type":"text"},{"text":"Performer(s)","type":"text","marks":[{"type":"strong"}]},{"text":" field empty will print a UDA or UOA report for a specified NHS Contract.","type":"text"}]},{"type":"paragraph","content":[{"text":"Specify an ","type":"text"},{"text":"individual ","type":"text","marks":[{"type":"em"}]},{"text":"provider by means of the selector controls: .","type":"text"}]},{"type":"paragraph","content":[{"text":"You can also produce a report for a combination of Providers by means of the ","type":"text"},{"text":"Multiple ","type":"text","marks":[{"type":"strong"}]},{"text":"button.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"Contract Start ","type":"text","marks":[{"type":"strong"}]},{"text":"and ","type":"text"},{"text":"Contract End","type":"text","marks":[{"type":"strong"}]},{"text":" date fields are used to define the date range for the report, and are defaulted from the NHS Contract number.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter or select a ","type":"text"},{"text":"Contract Number","type":"text","marks":[{"type":"strong"}]},{"text":". Clicking the button shows the 'View NHS Contract Numbers' window, from where you can select a number and click the OK button:","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"You can choose to select a date range within the NHS Contract period, if you wish to view details for less than the whole contract period. ","type":"text"},{"type":"hardBreak"},{"text":"(If you select a date outside the period, ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" will default the date back to the start or end date of the contract, as appropriate).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check (tick) the ","type":"text"},{"text":"Show Details","type":"text","marks":[{"type":"strong"}]},{"text":" checkbox to produce a report that is broken down by the Performers belonging to that contract.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The next three buttons are mutually exclusive - you can choose to print ","type":"text"},{"text":"either ","type":"text","marks":[{"type":"strong"}]},{"text":"a Daily, Weekly, or Monthly Summary of the UDAs/UOAs for the specified contract.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the number of copies and the printer if different from the defaults.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Print ","type":"text","marks":[{"type":"strong"}]},{"text":"to send the report to the printer, ","type":"text"},{"text":"Preview ","type":"text","marks":[{"type":"strong"}]},{"text":"to preview on screen and then print from the Preview screen, ","type":"text"},{"text":"Export ","type":"text","marks":[{"type":"strong"}]},{"text":"to export the report output to a file, or ","type":"text"},{"text":"Cancel ","type":"text","marks":[{"type":"strong"}]},{"text":"to return to the previous screen.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Detailed Report","type":"text"}]},{"type":"paragraph","content":[{"text":"This report summary information for the contract period, followed by details of every applicable treated patient’s treatment plan, with the following information:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Date of Treatment","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Course of Treatment number","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Provider code","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Patient’s Name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Number of claimed and confirmed UDAs per Treatment Plan, shown as a daily, weekly or monthly summary, according to the option selected.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":41.0},"content":[{"type":"media","attrs":{"alt":"UDAorUOA Report weekly details","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/21877.png"}}]}]}]},{"type":"paragraph","content":[{"text":"Summary Report","type":"text"}]},{"type":"paragraph","content":[{"text":"If the ‘Show Details’ checkbox is unticked, the patient and treatment details are not shown, and any UOAs transferred are totaled:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":41.0},"content":[{"type":"media","attrs":{"alt":"UDAorUOA Report (summary)","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/21876.png"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"UDA/UOA Breakdown Report","type":"text"}]},{"type":"paragraph","content":[{"text":"This report can be run from either the ","type":"text"},{"text":"NHS","type":"text","marks":[{"type":"strong"}]},{"text":" or ","type":"text"},{"text":"Reports","type":"text","marks":[{"type":"strong"}]},{"text":" option in the Administration menu.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Administration ","type":"text","marks":[{"type":"strong"}]},{"text":"> ","type":"text"},{"text":"Reports","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Double-click the ","type":"text"},{"text":"UDA or UOA Breakdown","type":"text","marks":[{"type":"strong"}]},{"text":" report to open the","type":"text"},{"text":" Print UDA or UOA Breakdown","type":"text","marks":[{"type":"strong"}]},{"text":" window:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":53.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/34808.png"}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The date range (inclusive) specified by the ","type":"text"},{"text":"Contract Start Date","type":"text","marks":[{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"Contract End Date ","type":"text","marks":[{"type":"strong"}]},{"text":"fields is set by the Contract Number, and determines which COTs are included in the report:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"All NHS courses with a completion date in the range are included.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Patient's ages are determined as at the treatment start date.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Incomplete COTs are included based on their start date.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"Contract Number","type":"text","marks":[{"type":"strong"}]},{"text":" determines which patients and claims are included in the report. To select a Contract Number:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Type a known number, or","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Scroll by means of the Up/Down scroll arrows, or","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click the ","type":"text"},{"text":"List/Select","type":"text","marks":[{"type":"strong"}]},{"text":" button ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/2354.png"}}]},{"type":"paragraph","content":[{"text":" and choose a Contract from the View NHS Contract Numbers window:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":53.0},"content":[{"type":"media","attrs":{"alt":"View PCT Contracts window","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/34809.png"}}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Breakdown by Performer","type":"text","marks":[{"type":"strong"}]},{"text":": Check (tick) this checkbox for a detailed breakdown of the figures by Performer in the Contract specified, or leave unchecked for a general breakdown.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click the ","type":"text"},{"text":"OK ","type":"text","marks":[{"type":"strong"}]},{"text":"button.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"The report runs through all patients and checks to see if they have a course of treatment that matches the above criteria (in the date range and for the providers on the Contract Number). For patients who do not have a matching course, it checks to see if they have one of the contracted providers as their dentist. If they do they are added to the 'not seen' count, using their age as at the end of the date range.","type":"text"}]},{"type":"paragraph","content":[{"text":"Where a matching course is found, the UDAs for the course are determined, and added to the UDAs claimed count using the patient's age as at the acceptance date of the course.","type":"text"}]},{"type":"paragraph","content":[{"text":"If the ","type":"text"},{"text":"BreakDown by ","type":"text","marks":[{"type":"strong"}]},{"text":"Performer check box is ticked then the rows starting with ","type":"text"},{"text":"'-'","type":"text","marks":[{"type":"strong"}]},{"text":" are shown (if this checkbox is unchecked, they are skipped). These rows are calculated using the more detailed band information found on the FP17.","type":"text"}]},{"type":"paragraph","content":[{"text":"Domiciliary and Sedation counts are also determined from the FP17.","type":"text"}]},{"type":"paragraph","content":[{"text":"The patient charge figure is also calculated from the FP17.","type":"text"}]},{"type":"paragraph","content":[{"text":"NOTE:","type":"text","marks":[{"type":"em"}]},{"text":" It does not matter whether the charge has actually been collected from the patient.","type":"text"}]},{"type":"paragraph","content":[{"text":"Example Report (Summary option)","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":46.0},"content":[{"type":"media","attrs":{"alt":"UDA Breakdown Report (example)","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/11932.jpg"}}]},{"type":"paragraph","content":[{"text":"For the Treatment Categories where a quantity is recorded, both the number of claims and the quantity will be shown in each column, for example, \"4(6)\". The number outside the bracket shows how many COTs included the item. The number inside the bracket shows how many of the items were done. For example, 4(6) indicates that 6 items were done across 4 COTs.","type":"text"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Disputed UDA/UOA Amounts","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Administration ","type":"text","marks":[{"type":"strong"}]},{"text":"> ","type":"text"},{"text":"NHS ","type":"text","marks":[{"type":"strong"}]},{"text":"> ","type":"text"},{"text":"Disputed UDA/UOA Amounts","type":"text","marks":[{"type":"strong"}]},{"text":" to display the ","type":"text"},{"text":"Disputed UDA/UOA Amounts","type":"text","marks":[{"type":"strong"}]},{"text":" screen:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":41.0},"content":[{"type":"media","attrs":{"alt":"Disputed UDA_UOAs Menu option","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/19257.png"}}]},{"type":"paragraph","content":[{"text":"Alternatively, you can click the ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-external-image","parameters":{"src":"http://help.soeidental.com/12.15/help-Uk/18678.png","width":"88","alt":"NHS Schedule button","height":"21"}}},{"text":" button on the UDA Manager screen, to access the Disputed UDA/UOA Amounts screen directly.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the NHS Contract field, you can select the default of ","type":"text"},{"text":"All ","type":"text","marks":[{"type":"strong"}]},{"text":"(for all NHS Contracts in the practice), or use the ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/2393.jpg"}}]},{"type":"paragraph","content":[{"text":" button to select an individual contract.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"At the Provider field, you can leave the field blank (to include all providers) or select one from the list using the ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/2844.png"}}]},{"type":"paragraph","content":[{"text":" or ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":0.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/2354.png"}}]},{"type":"paragraph","content":[{"text":" button.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click the ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":2.0},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.soeidental.com/12.15/help-Uk/7674.png"}}]},{"type":"paragraph","content":[{"text":" button to select disputed claims for the contract(s) and provider(s) you have chosen.","type":"text"},{"type":"hardBreak"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" will compile a list, as in the example below, showing details of the courses of treatment, how many UDA/UOAs NHS Dental Services have credited for each COT, how many ","type":"text"},{"text":"EXACT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#3c3c3c"}}]},{"text":" has recorded, and the difference.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":33.0},"content":[{"type":"media","attrs":{"alt":"Dispute UDA_UOA Amounts window","type":"external","url":"http://help.soeidental.com/12.15/help-Uk/19259.png"}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"text":"The Disputed UDA/UOA Amounts window has the following columns of information:","type":"text"}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

	The checkbox allows an entry to be ‘checked off’ so that it disappears from view.
NHS Contract	This is the NHS Contract number for the provider who carries out the course of treatment.
Provider	The initials of the provider who carried out the COT.
Schedule	The number for the schedule on which the COT was submitted.
Name	This is the patient’s last name and initial.
D.O.B.	This is the patient’s date of birth for reference.
Sex	This is the patient’s gender (F or M), for reference.
COT	The course of treatment number.
	If a Claim Note has been created and saved against this COT, a icon will be present in this column. Hover your mouse cursor over the icon to read the note. Right-click on the line and select "Add Note" from the drop-down menu to add a note or read or edit an existing note.
DSD	The number of UDAs and/or UOAs claimed from NHS Dental Services.
EXACT UDA/UOAs	This is the number or UDAs or UOAs that have been claimed for this COT.
Difference UDA/UOAs	This is the number of UDAs or UOAs that were credited for the work, and applies only to England and Wales
(Comments)	These are comments from NHS Dental Services and will match those shown on the Paper Schedule. They may provide clues as to the discrepancies in amount paid vs. amount claimed.

	Click this button to open the patient file record for the current (highlighted) patient
	Dispute the amount paid by returning the claim to the Patient chart for amending.
	Click this button to open the ‘View Courses of Treatment’ window, with the details for the current COT displayed. Alternatively, you can double-click on any line in the Payment Schedule to open the 'View COTs' window for that patient.
	Click this button to view, edit or create claim notes for a course of treatment.

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