Updating your NHS Contracts ready for April 1st 2020

In order for your UDA Tracker to be accurate its important to separate your contracts by year. With the new contract year coming for the majority of users now is the time to set this up ready for April 1st.

There are 2 things you need to do:

1. Create a new contract for the upcoming year
2. Amend provider quotas and working hours.

To create an NHS contract

1. From the Home menu, under NHS, click (or tap) Contracts.

   The NHS Contracts page opens.

   

2. Click (or tap) Add NHS Contract.

   The Create New NHS Contract dialogue box appears.

   

3. Set up the following options:

   • Contract Number - Enter the contract number for the contract period. The number must be at least 10-digits long.

   • Type - UDA is the only option and is selected automatically.

   • Start Date - Click (or tap) in the box to select the starting date of the contract period (eg 01/04/2020).

   • End Date - Click (or tap) in the box to select the ending date of the contract period. (eg 31/03/2021)

   • Target - Enter the target number of UDAs (Units of Dental Activity) to be achieved within the contract period.

4. Click (or tap) Save.

Update your provider Quote/Predicted working hours

1. On the Home menu, under NHS, click (or tap) UDA Tracker.

   The UDA Tracking & Analysis page opens.

   

2. By default, the most recent NHS contract is selected. To select a different contract, select the desired contract from the Contract list.

3. From the Provider list, select a specific provider.

4. Either click (or tap) Edit next to the provider's name, or click (or tap) Edit Provider Settings for [Provider] in the Provider Has No Quota or Work Hours box (blue box).

   

   A dialogue box appears.

   

5. Set up the following options:

   • Quota for [Contract Number] - Enter the correct target number of UDAs (Units of Dental Activity) to be achieved by this provider within the contract period.

   • How many hours does this provider work per week? - Enter the number of hours per week that this provider typically works.

   • Hours off - As needed, you can add leave hours for this provider.

6. Click (or tap) Save Changes.

You can view video instructions on both of these processes here - https://www.screencast.com/t/7BY4EmFw5Hs