Portal manual - NHS Business Services Authority
Contents
1. Click on the Update selected contracts button Confirm identify and authority to change by validating your password Confirm that you definitely want to go ahead and change the bank details or not by clicking If validation of your account details fails see steps 2 5 the update will fail with an error message indicating what the problem is Date 21 7 12 18 Dental portal guidance manual v 1 8 PAY STATEMENTS The Pay statements view enables performer and provider users to search for and download Pay statements When selecting a contract from the list and clicking on the Show details button a list of the available pay statements are displayed for the highlighted financial year Figure 20 Clicking on the report month link in the Month column will spawn a new web internet browser window with options to Open o Open the file for immediate viewing additional software e g Adobe Reader may be required for this action Download o Save the file to your PC check your downloads folder or specify a location Cancel o Take no further action and exit the new window The pay statements list consists of three columns Month o Identifies the month to which the pay statement pertains o Opens download window in internet browser if clicked on Pay statement amp Schedule o Indicates type of pay statement examples in table below Month Pay Statement Se aa Description mp oo gt a C pee Pay statemen2. The search filters can also be combined to restrict the search further e g as in the screenshot Figure 17 selecting the Health body Provider names Purpose and Starting between criteria sufficiently restricts the search parameters to only return a single contract result Clicking the Clear criteria button will reset all search filters Please note also that the columns displayed in the results table will depend on whether you are viewing the page as a provider or a performer Section 7 1 refers 7 5 Manage Bank Details Before making any changes to your bank details you must answer the important information questions in Figure 18Figure 1 below Important information 1 Ifyou are changing your details to a limited company you will not be able to make the update on this portal please notify your Commissioning Body in order to make this change Are you updating to a limited company A Yes No 2 Only UK based bank accounts are allowed Is your bank account based outside the UK Yes A No Figure 18 manage bank details important questions Once you have confirmed that you are not changing your bank details to a limited company account and that your bank account resides within the UK only then will you be able to proceed and make changes to your bank details If you are changing to a limited company account or if your account is based outside of the UK please contact your commissioning body regarding the change Cont
3. 1 Provider EDI PIN The EDI PIN page when viewed as a provider will enable you to request temporary EDI PINs for performers associated with your contracts Their performer number and name is displayed along with a request EDI PIN link Figure 23 Before requesting an EDI Temporary PIN for one of your performers you will need to know the Site Number that they transmit from The temporary PIN will allow you to submit outstanding claims for a performer who is no longer at the practice Date 21 7 12 23 Dental portal guidance manual v 1 Temporary EDI PIN Performer number Performer name 610828 Charles Nicholas Rennie Request a temporary EDI PIN 770213 Noushafarin Davies Request a temporary EDI PIN 786950 Sarah Hamoudi Ludwig Request a temporary EDI PIN 866776 Fabio Creaner Request a temporary EDI PIN 982040 Andrea Louise Owen Request a temporary EDI PIN Figure 23 Provider request temporary EDI PIN for Performer initial page Selecting a performer and then clicking on the Request a temporary EDI PIN link will open a new page Figure 24 in which you may specify the site number for which the temporary EDI PIN is required EDI PIN Request temporary EDI PIN By sending a request for a temporary EDI PIN you are confirming you have the authority to do so Performer number Enter site ID 982040 Send request Cancel Figure 24 Provider requests temporary EDI PIN for Performer After entering the site number and clicking th
4. Contract summary Contract number 5N3 233779 0001 Contract purpose General Provider name MiSs SC Wilson Contracttype PDS Contract start date O7 04 2006 Contract sub type Contractend date Prison contract No Provider details Contract other addresses Contractual summary Performers on this contract Provider principal addresses Address title Location ID 10466 Address Cohens Dental Surgery 9 Woodhouse Square LONDON Crawley Postcode HPS 1EU Email Telephone number Provider bank details Accountname THE WATFORD DENT Manage Hank Geta PARTNERSHIP LT Bank sontcode 34 77 64 Bank accountnumber 7730036502 Bank accountrollnumber Figure 12 provider contract details Contract summary o Contract number The unique contract reference made up of the commissioning organisation code the provider number and the contract iteration tag o Provider name The name of the contract provider o Contract start date The date on which the contract started o Contract end date The date on which the contract ended If it is a current contract the end date field may not be populated o Contract purpose The intended remit of the contract General orthodontic or both o Contract type amp Contract sub type The type of contract GDS GDS Pilot PDS PDS Plus PDS Pilot Trust Trust Plus o Prison contract Date 21 7 12 11 Dental portal guidance manual v 1 Indicates whether the c
5. by contract Note If there are no instances of a report type year or period the checkbox filter will not appear for the associated filter mechanism checkbox The filters can be combined in order to refine your search as per the example Figure 21 below Search filter Annual Activity Report 2011 2012 5C3 117242 0002 Reports Criteria Type Within financial year Within financial period Annual Activity Report 2011 2012 Year End General Vital Signs E 2010 2011 C Quarter 4 Orthodontic Vital Signs E 2009 2070 March February M Select all Select none Select all Select none Contract number 5C3 117242 0002 Clear criteria Show details Showing 1 2 of 2 items Financial Type year Financial period Contract number Guidance notes wah Fa Fuh Fai T uk F Annual Activity Report 2011 2012 Year End 5C3 117242 0002 Pi Guidance notes L Annual Activity Report 2011 2012 Mid Year 5C3 117242 0002 C Guidance notes Showing 1 2 of 2 items 1 2 Figure 21 provider reports example The Select all and Select none links can be used to check uncheck all filter checkboxes as required The clear criteria button wipes out any changes made so you can start again The results table consists of the following columns ype o The type of report to be downloaded o Clicking on the report name opens the internet browser download window with options to Open Download or Cancel Financial year o T
6. namely being Click on the item to be changed Enter the new item values e g new telephone number Click Save changes Confirm your current password Click on Proceed to save the changes D a VN Optionally you may quit the change at any time by clicking on the Cancel button Some things you should be aware of Jf you change your email address you will never be able to revert to the previous email Please think very carefully before you go ahead with this action since it is irrevocable Your correspondence address can be searched for by postcode and selected from a list of results or entered manually Whichever method you choose the Title field is mandatory Your security credentials password memorable word security question details must follow the on screen requirements and should not be shared with anyone 7 CONTRACTS Clicking on the Contracts button will immediately open the current contracts page Options to search for contracts via the find contracts page or update contract bank details via the manage bank details page are also made available 7 1 Current Contracts Current contract listing This table is a summary of all your current contracts Blue underlined items can be selected to view more detailed information Note that all activity information displayed in this table relates to the previous financial year 2010 11 and notthe current financial year The next release ofthe portal will display current
7. required fields with your provider performer number your security answer and your password if you have forgotten your memorable word or your memorable word characters if you have forgotten your password If you have forgotten your security question or your email address you will need to contact the NHS Dental Services helpdesk for further assistance via http www nhsbsa nhs uk DentalServices aspx If you enter your provider performer number password and security answer correctly then the next page will enable you to update your memorable word credentials Once you have entered and confirmed your new memorable word you will be redirected to the login page to confirm your login details once more Having entered them correctly you will be allowed access to the Home page Enter details to reset your memorable word Enter the details requested in the boxes provided and click Submit to reset your Dental Services Portal Account memorable word For security your memorable word must meet certain criteria Click on the link by the memorable word field to view these requirements Memorable word As part of the login procedure you will also be asked for 3 characters from a memorable word you have registered The requirements for the memorable word are listed below 1 Must be between 6 and 20 characters in length 2 Must contain atleast 1 numeric and 1 alphabetic character 3 Must not be the same as the password ofthe user account or t
8. user will be ready to go User successfully created The administrator user has been successfully created An activation email will be sentto the users email address to set their password and activate their user account To create another user click Create User otherwise click Home to return to the Home page create User JE Home Figure 37 create admin user confirm creation An overview of the permissions available to admin users is included below for reference e Update the Provider s associated with the user o Where more than one provider is available admin users can be restricted to one or more providers as required using the All providers or individual provider checkboxes e Update the contracts accessible to the user o Where more than one contract is available admin users can be restricted to one or more contracts as required using the All contracts or individual contract checkboxes e Update the actions available to the user o The user may be restricted to areas of the portal by selecting or deselecting actions as required or by checking the All Actions checkbox Actions correspond to chapters of this document as follows Contracts section 7 Reports section 9 My Profile section 6 Pay statements section 8 EDI PIN section 10 User management section 11 Manage Bank Details section 7 5 D ental portal guigqance manual V Date 21 7 12 29 11 2 Manage Administrator Us
9. you with a number of options with which to locate both current and historic contracts using various criteria Only those contracts that have been opened since 1 April 2006 are available to view within the portal We ll run through the options below Health Bodies o Restrict search to a single health body by selecting one from the drop down list and then clicking the Update list button Contract Numbers o Restrict search to a single contract number Provider names o Restrict search to a single provider Starting between o Refine the contract start dates between which you would like to search e g selecting dates starting between 01 06 2006 and 28 06 2010 will return contracts that started on or between the two selected dates Ending between o Refine the contract end dates between which you would like to search e g selecting dates ending between 01 09 2008 and 28 02 2011 will return contracts that ended on or between the two selected dates Date 21 7 12 16 Dental portal guidance manual v 1 Current contracts only o Restrictthe search to current contracts only Type o Restrictthe search to specified contract types Purpose o Restrict the search to contracts with the specified purpose Warning Clicking Both here will only return contracts that are both general and orthodontic not contracts that are general or orthodontic Attributes o Restrict the search to contracts of the specified attributes
10. 1x EDI PIN request logged o The PIN for site 12345 has been approved 1111 and expires 30 07 2012 Performer number Performer name 280992 Anthony Joseph Palliser Site ID EDI PIN Expiry Message 12345 Rejected request from 10 07 2012 Invalid site number 54321 2222 30 07 2012 357235 Jennifer Anne Singh Site ID EDI PIN Expiry Message 12345 1111 30 07 2012 Figure 26 temporary EDI PIN status 10 2 Performer EDI PIN As a performer the EDI PIN request relates to your personal EDI PIN number As such the page appearance is slightly less complex Figure 27 EDI PIN You dont have an EDI FIN assigned Request new EDI PIN Figure 27 performer EDI PIN view Clicking on the Request new EDI PIN button will redirect you to the confirm password page Once your credentials have been verified the request will be logged Figure 28 You will receive a response for the request via email within 24 hours the PIN number will not be held within the email this will be visible within the portal EDI PIN EDI PIN request received on 20 06 2012 at 15 55 You should receive an email when your new EDI PIN is ready This normally takes one working day Ifyou are having problems please contact the helpdesk 0845 126 8000 Figure 28 performer EDI PIN request confirmation Once the request has been processed you will receive an email notification of the outcome success or failure You may view the EDI PIN page to obtain the PIN i
11. 20 12 09 59 55 Contact Telephone Number Copy existing user profile Date user created 20 08 2012 User created by Fred Surname Date last updated 21 08 2012 09 58 59 Last updated by Tommy Tester Failed Login Count e F Account Locked F Account Access removed If you want to copy an existing users profile select a user from the list below and click Copy user Users Ted Tester Tommy Tester E All providers MR M Evans 7723859 All contracts Update the Provider s associated with the use Update the contracts accessible to the use OK 73859 0007 MR M Ewans 5A Arena Parade 206 Camp Hill Road 50K 773859 0002 MR M Ewans Parade Dental Practice 18 Victoria Gardens Update the actions available to the use All Actions My profile User management Contracts Pay statements Manage Bank Details F EDI PIN V Reports Cancel Save Figure 39 edit admin user details view Date 21 7 12 32 Dental portal guidance manual v 1
12. Benjamin Ellis Smart 882445 04 08 2008 04 08 2008 Full time Historic MISS Fersai Butwick 991309 16 08 2010 a Current MISS Fersai Butwick 991309 03 08 2009 03 08 2009 Full time Historic MR Frederek Charles Haining 959545 04 04 2006 B 04 2009 Historic 881031 02 08 2008 Current 357235 17 02 2010 Current MS Rosemary Elizabeth Mulcahr 866792 01 04 2006 Current MISS Suzi Catherine Wilson 243779 01 04 2006 Current Showing 1 9 of 9 items 1 9 Figure 15 performers on the contract Date 21 7 12 13 Dental portal guidance manual v 1 The columns are self explanatory You can drill down into further performer information by clicking on the Performer name link Contract summary Contractnumber 5N3 243779 0001 Contract purpose General Providername MISS SC Wilson Contracttype PDS Contract stan date O1 04f2006 Contract subtype Contractend date Prison contract Wo Performer details Name DR Benjamin Ellis Smart Performernumber 882445 This performer is superannuable Performer address details Telephone Address title Address Postcode number wa T T F Address type T Correspondence Cohens Dental Surgery 9 Woodhouse Square LONDON Miess Crawley HFS51EU 09674 594950 Correspondence 41 Berymead Road Crudgingaton West Yorkshire North CROTON Address Humberside Lancashire Showing 1 2 of 2 items Performer contractual details Trainer YOF salary Full or parn time Annual ERNIC a
13. NHS Business Services Authority Dental Portal User Manual CONTENTS 1 INTRODUCTION u u ee eee 1 27 NRSC STEPS 22k ahua wawakuman kuykaku hunukuna 2 3 IEOGIN aaaea aaa aa aa 2 A FORGOTTEN CREDENTIALS erruda ad 3 5 MOME uuu muu aus ce eeceee cee eeeceensesteeee recente 6 O MY PROFILE i uu n aaa eat estes ecete SDD uuu DS uD SSS 6 7 CONTRACTS isian a 8 7 1 OTe dela ONT C n EAE A ayu tuy 8 7 2 Contract Details Provider view a r ara ar rsrsrssrsssrasa 10 7 3 Contract Details Performer VISW uuu luu us Ssssssssssssssasssssq wsqassqawsqassqsqaqsayskas 15 7 4 lll OIL L uypanapaq aaa amam aaa eee aun p ee 16 7 5 Manage Bank Details a s non non mentees 17 6 PAY STATEMENTS solace tae at teeta aaah aaah aati 19 O IREPORT S rest SSS aS aaa 20 9 1 PrO Z RU S S LIS apaq ay P PS PP 21 9 2 Performer Reports a a ara rrrrssrssssssssssssssssssasssa 23 10 EDIPINununnun uns tnt 22 u n sees u u m s a us sua ss us apu gs 23 10 1 Pi Ol OPEDIPIN uu u u 525 sss 2SsssssSssssssssassssss sss ssssssss s 23 O POME EDI taa ananassa ash at st aan yan kat ah han kat hah bat kat hah yah katka yan opa 25 11 USER MANAGEMENT ocsiedesedeiededededededededededadedecededededudededadedadedatededudadadedededudeded
14. ce manual v 1 Hello Fred Surname Last Logged in 14 06 2012 15 41 Log Out Figure 6 logout button 5 HOME Having successfully logged into the portal you will be directed to the home page Figure 7 tailored to the specific requirements of your role i e provider performer or provider performer Navigation Links click to navigate to the desired portal functionality System Messages announcements and information from the BSA Users may see some variation in the messages displayed depending on various criteria including role geography commissioning body and other factors Quick start links click to navigate to the desired portal functionality Users may see some variation in quick start links displayed depending upon role Home page My profile Contracts Pay statements Reports EDI PIN User management Welcome to the NHS Dental Services Provider Portal System messages 1007 2012 The DDRB Uplift will be applied from the ist April 2012 More details here 10 07 2012 Please ensure you have completed your ARR form by 30th June 2012 complete form here 10 07 2042 Please inform your PCT of any changes to the performers on your contracts more guidance View pay statements You can view details of pay statements for any of your contracts Quick start Select any ofthe commonly used items below for a quick start Altematively use the menu on the lefl Your FP17 form submissio Your contracts You can sear
15. ch for and view ith You can search for and view ona details of any submitted FP17 ae details of any of your contracts gt forms T both current and historic s SS Figure 7 provider home page 6 MY PROFILE The My Profile page Figure 8 enables you to update your personal contact details and login security credentials with options to Change your email address Change your correspondence address Change your contact telephone number Change your password Date 21 7 12 6 Dental portal guidance manual v 1 Change your memorable word Change your security question and answer Summary The following contact details will be used by NHS Dental Services to contact you directly The details will not be used to contact you regarding contract related information which is managed at the contract level e g superannuation statements and schedules Email address awesome dentist hotmail co uk Change email address Correspondence address Dental Surgery Northenden Health Centre Change correspondence address WHITEHAVEN BB4 FOX Contact Number Changes saved w OT rsp foe Te Change contact number Password Your password expires in 89 day s Change password Memorable word Change your memorable word Change memorable word Security question details Change your security question and answer Change security question details Figure 8 my profile page All actions on this page follow more or less the same basic steps
16. d not the current financial year The next release ofthe portal will display current financial year data and the ability to view historic activity for the previous 24 months Showing 1 6 of 6 items Pre Contracted Superannuation Contract number _ Provider scheduled Pre scheduled allocation amount k SJE 751952 0003 MR HM Rudge 8 0 00 432 SNS 243779 0001 MISS SC Wilson 0 00 0 00 SNS 243779 0002 MISS SC Wilson 0 00 0 00 SNS 243779 0003 MISS SC Wilson 0 00 0 00 SNS 243779 0004 MISS SC Wilson 7 0 00 0 00 SNS 243779 0005 MISS SC Wilson 0 00 0 00 Showing 1 6 of items Figure 11 current contracts performer view Clicking on the Contract number link will open up the contract details page 7 2 Contract Details Provider view As with the current contracts view the information available in the contract details page s will vary depending on whether you are a provider or a performer or a provider performer in provider performer view see above Clicking on the contract number as a provider opens the provider details page initially with several further pages enabling you to drill down further into contract information Contract other addresses Contractual summary Performers on this contract We ll go through each page in turn All information on these pages is read only Date 21 7 12 10 Dental portal guidance manual v 1 Contract details provider details
17. e Send request button the portal will ask for password confirmation Having completed this the temporary EDI PIN request will be sent for processing Alternatively you may discontinue the request at any stage by clicking the Cancel button If an additional PIN s is required for the same performer then further requests can be made providing they are not for the same site number Once the request has been sent you will be returned to the Temporary EDI PIN page with a confirmation of request s displayed Figure 25 You will receive a response for the request via email within 24 hours the PIN number will not be held within the email this will be visible within the portal 982040 Andrea Louise Owen Request a temporary EDI PIN Site ID EDI PIN Expiry Message 15515 Requested 20 06 2012 Figure 25 temporary EDI PIN request confirmation After the request has been processed you will receive an email confirming the request outcome normally within approximately 24 hours EDI PIN created or EDI PIN request rejected The outcome can also be verified with the rejection reason if the request failed on the portal EDI PIN page as per Figure 26 below Performer 280992 has 2x EDI PIN requests logged o The pin for site 12345 has been rejected Date 21 7 12 24 Dental portal guidance manual v 1 o The pin for site 54321 has been approved and is listed 2222 alongside the temporary PIN expiry date 30 07 2012 Performer 770213 has
18. er or neither Once done click the Next button to proceed Enter the actions available to the use All Actions My profile User management Contracts Pay statements Manage Bank Details Reports EDI PIN Figure 35 create admin user assign or restrict available actions Having given your admin user some credentials access to contracts providers and actions we re done A summary of your choices is displayed for you to confirm Figure 36 Click on the Finish button if you re happy Otherwise click Back through the admin user creation pages and modify as required Date 21 7 12 28 Dental portal guidance manual v 1 Below is a summary ofthe assigned providers contracts and actions you are creating for the new user Click Finish to complete the user creation or click Back to change these details Providers accessible to the use MR M Evans 773859 Contracts available to the use 50K 773859 0001 MRM Evans BA Arena Parade 206 Camp Hill Road 5OK 73859 0002 MR M Evans Parade Dental Practice 18 Victoria Gardens Actions available to the use My profile User management Contracts Pay statements Manage Bank Details Reports EDI PIN Figure 36 create admin user confirm details Once done a confirmation message is displayed Figure 37 An email will be sent to the users email address containing an activation link Once activated section 2 Initial Steps refers your admin
19. ers Once some admin users have been created we need to manage them This can be done via the user management screens Clicking on the User management link opens up the View and maintain users summary page with a list of all our admin users Figure 38 We can see there are two admin users listed below One with an active account i e they have received their activation link and used it to activate and login to their user account and one non active user Account status column We can examine these users more closely by clicking on the Manage user link and thereby opening the User details view Figure 39 Clicking on the admin user email address instead of the Manage user link will open up the User details view in non editable mode Clicking on the Edit button at the bottom of the page will enable you to make changes where required Note The user details view will open by default if you have only one user there is no listto display Clicking on the Edit button enables changes to be made View and maintain users User listing To view details only of an individual user click the underlined Email address To manage user of an individual user click on the relevant manage user link Showing 1 2 of 2 items Account Account Email address User sumame User forename Last login status removed Manage sknight 21 0642 No 9999 scheint Tester Tommy 09 59 55 Active Manage user sknight Tester Ted Newly No Manage user 99991 m techn
20. f the request was successful Figure 29 or the rejection reason Figure 30 if it could not be processed Date 21 7 12 25 Dental portal guidance manual v 1 EDI PIN Your EDI PIN 1111 Request new EDI PIN Figure 29 performer EDI PIN EDI PIN EDI PIN request rejected on 10 07 2012 at 11 55 Invalid site number Request new EDI PIN Figure 30 rejected performer EDI PIN 11 USER MANAGEMENT It is possible for Providers to create additional user accounts and assign privileges and restrictions for the administration of various tasks within the portal Providers can create and manage their administrator users on the User management page 11 1 Create an Administrator The first time you navigate to the View and maintain user s page it will look like Figure 31 below Once some administrator users have been created we ll see a bit more activity View and maintain users User listing To view details only of an individual user click the underlined Email address To manage user of an individual user click on the relevant manage user link No records match the search criteria you have entered Please refine your search criteria Other options Figure 31 manage users first view Let s create our first one by clicking on the Create new user button This will start the user creation process by requesting the following mandatory user details New user email address o This is the email address that the portal
21. financial year data and the ability to view historic activity for the previous 24 months ee Showing 1 5 of 5 items Contract number _ Provider Contract value Contracted Contracted rh Fah kj Th N3 2437790001 MISS SC Wilson 783 363 32 26 596 00 s 0 00 SNS 243779 0002 MISS SC Wilson 0 00 0 00 0 00 5N3 243779 0003 MISS SC Wilson 323 558 05 12 000 00 0 00 5N3 243779 0004 MISS SC Wilson 240 000 00 8 500 00 0 00 SN3 2437790005 MISS SC Wilson F376 322 99 15 309 00 0 00 Showing 1 5 of 5 items 1 5 Figure 9 current contracts provider view Depending on whether you are a provider Figure 9 current contracts provider view Figure 9 or a performer Figure 11 you may see a slightly different view Both Contract number o The unique contract reference made up of the PCT Commissioner PDS SHA organisation code the provider number and the contract iteration tag Both Provider o The name of the contract provider Provider Contract value o The total contract value for the current financial year Provider UDA contracted o The Units of Dental Activity contracted for the current financial year Provider UDA processing o The Units of Dental Activity to date for the current financial year value not available till Sep 2012 Provider UOA contracted o The Units of Orthodontic Activity contracted for the current financial year Provider UOA processing Date 21 7 12 8 Dental p
22. he User Account Name Enter a memorable word Confirm your memorable word l Figure 4 change memorable word page If you enter your provider performer number password and memorable word correctly then the next page will enable you to update your password credentials Enter details to reset your password Enter the details requested in the boxes provided and click Submit to reset your Dental Services Portal Account password For security your password must meet certain criteria Click on the link by the password field to view these requirements Password 1 Passwords must be between 8 and 20 characters long 2 Must not contain the word password or your provider performer number where you have one 3 Must use 3 of the following types of character Upper case capital letter lower case non capital letter number special character such as _ Enter a password Confirm your password Figure 5 reset password page Once you have entered and confirmed your new password you will be redirected to the login page to confirm your login details once more Having entered them correctly you will be allowed access to the Home page After logging in you may logout of the portal at any time by clicking on the Log Out link in the top left hand corner of the page Figure 6 Please remember to close your internet browser after you do so Date 21 7 12 5 Dental portal guidan
23. he financial year to which the report refers Financial period o The financial period to which the report refers Contract number o The contract number to which the report refers Guidance notes o Support notes for the report to be downloaded Date 21 7 12 22 Dental portal guidance manual v 1 o Clicking on the Guidance notes link opens the internet browser download window with options to Open Download or Cancel 9 2 Performer Reports When viewing reports as a performer only the financial year can be used to filter the reports since only one type of report is available the Personal Superannuation Statement displayed by selecting one or more financial years and clicking the Show details button Reports Criteria Within financial year 2011 2012 2010 2011 2009 2010 Select all Select none Clear criteria Show details Showing 1 3 of 3 items Th rh F Personal Superannuation Statement 2011 2012 19 06 2012 F Personal Superannuation Statement 2010 2011 49 06 2042 P Personal Superannuation Statement 2009 2010 19 06 2012 Showing 1 3 of 3 items 1 3 Figure 22 performer reports The statements can be downloaded by clicking on the Personal Superannuation Statement link 10 EDI PIN Your EDI PIN or temporary EDI PIN can be requested via the EDI PIN page Once again the facilities available to you on this page will vary depending on whether you are a provider or a performer 10
24. ink in order to reset your forgotten details 4 FORGOTTEN CREDENTIALS If you have forgotten your password or memorable word clicking on the have forgotten my password or memorable word link via the Login page will generate an email to your specified account Enter validation details Enter the email address you use to log in to your Dental Services Portal Account and click Submit your details You will be sent an email enabling you to complete step 2 of the forgotten login details process Mandatory Fields Your email address Submit your details Figure 2 forgotten password page Once received the email will contain a link to the Reset Login Details page Click on the link or paste it into your internet browser navigation bar to open up the page Figure 3 Date 21 7 12 3 Dental portal guidance manual v 1 Enter details to reset your login details To reset your Dental Services Portal Account password please provide the specified characters from your memorable word To reset your Dental Services Portal Account memorable word please provide your current password You will be able to change your Dental Services Portal Account password or memorable word after submitting this form Mandatory Fields Provider or Performer Number Enter your password Or characters 5 6 and 8 from your memorable word Security question favourite tv program Security answer Figure 3 reset login details page Fill out the
25. le row Contracted UOA o Contracted UOA for the from and to dates on the applicable row Contracted Dom visits o Contracted number of courses of treatments for domiciliary visits for the from and to dates on the applicable row Contracted sedations o Contracted number of courses of treatments for patient sedations for the from and to dates on the applicable row Date 21 7 12 12 Dental portal guidance manual v 1 Again columns can be re ordered as required Provider details Contract other addresses Contractual summary Performers on this contract Contractual details Contracted sedations Contracted Dom Date from Date to Contracted value visits contracted UDA Contracted UDA k 01 04 2010 783 363 32 26 556 01 04 2009 34 03 2010 776 375 94 26 556 0 0104 2008 31 03 2009 774 748 97 26 556 0 0111 2007 31 03 2008 749 273 67 26 556 0 01042007 34 10 2007 747 561 75 26 556 01042006 34 03 2007 727 447 82 26 556 0 Showing 1 6 of 6 items 1 6 Figure 14 provider contractual details Clicking on the Performers on this contract button opens up the List of performers associated with the contract Provider details Contract other addresses List of performers on this contract Performer name Contractual summary Performer number Performers on this contract Start date End date Status MR Anthony Joseph Palliser 280992 10 08 2009 Current DR
26. mount Annual service casts 243779 Start date 0 00 End date Full time Annual UDA 0 00 Annual UGA 0 00 O4 08 2008 04 08 2008 Figure 16 performer details This page Figure 16 details various items relating to the performer Performer Details o Name o Performer number o Message This performer is superannuable This performer is eligible for seniority Performer address details o Details of addresses associated with the performer on the contract Personal address for the performer can be found within my profile Performer contractual details o May contain more or less items depending on relevance to specific performer o Message Date 21 7 12 14 Dental portal guidance manual v 1 There will be no contributions to the NHS Pension scheme and no life insurance can be paid if Annual Net Pensionable Earnings does not have an amount e Displayed if the performer is superannuable but the net pensionable amount is zero o To comply with the NHS Pension scheme requirements the Annual Contracted Allocation must be completed to ensure the correct calculation of the Net Pensionable Earnings for the contract Displayed if the performer is superannuable but the allocated annual amount is zero o Trainer o VDP salary o Annual gross allocation o Allocated annual amount displayed in the event the allocated amount for the performer is gt 0 and the performer is superannuable o Annual all
27. ocation Displayed if the performer is not superannuable o Annual net pensionable earnings Displayed if the performer is superannuable o Annual ERNIC amount o Annual Grant amount o Annual service costs o Start date o VDP contractual earnings start date for contract o End date o VDP contractual earnings end date for contract Clicking on the internet browser back button at this point will take you back to the list of performers for further scrutiny Alternatively you can use the navigation links to open up another view e g the find contracts page section 7 4 7 3 Contract Details Performer View Clicking on the contract number as a performer directs you straight to the performer details view described in section 7 2 above 7 4 Find Contracts Find and view contracts Criteria Health bodies Starting between and 5N3 Wakefield District PCT bd 01 06 2000 ER ppruwyyyy 28 08 2007 P oomme Contract numbers Ending between and All bd DD MM Y YY Y DUMMA YYY Provider names MISS SC Wilson Current contracts only Type Eens Elens Pilot pos EPDS Plus El pps Pilot El Trust El Trust Plus Purpose Attributes General Orthodontic Both C Prison C Sedation Domiciliary ees Update list Clear criteria Showing 1 1 of 1 items Fah Tk SNS 243779 0001 MISS SC Wilson 783 363 32 26 556 00 0 00 Showing 1 1 of 1 items Figure 17 find contracts Opening the find contracts view presents
28. ontract is for a prison s with a Yes or No The providers address and bank details are also displayed on the initial contract details page The contents should be self explanatory Note that the Provider bank details section contains a Manage bank details button however Clicking on this button will open the Manage bank details page which we ll cover in section 7 5 below Clicking on the Contract other addresses button opens up the Provider other addresses view Obviously where there are no additional addresses the table will be empty The columns can be re ordered where necessary by clicking on the filter button Provider details Contract other addresses Contractual summary Performers on this contract Provider other addresses Telephone Address type Address title Address Postcode number Correspondence SCACommunity Care Services RUSHDEN HORLEY Address Cornwall DY 8DN Showing 1 1 of 1 items Figure 13 provider other addresses Clicking on the Contractual summary button opens up the Contractual details view containing figures for each year or period during the contracts previous history Date from o Date contractual details start from Date to o Date contractual details end on The date may not be present if an end date hasn t been specified Contracted value o Contracted value for the from and to dates on the applicable row Contracted UDA o Contracted UDA for the from and to dates on the applicab
29. ophobia com I Created I Showing 1 2 of 2 items Other options Search users Create new user Figure 38 manage admin users view Once in the edit user details view Figure 39 we can make various changes User details Account locked o Check this box to force the admin user to change their security credentials password or memorable word the next time they login o Or if the the user has forgotten their password checking this box will enable them to reset their details section 4 Forgotten Credentials refers Account access removed o Check this box to remove the user admin from the system Please note that this action is irreversible The user will not be able to login again using the same email ever Copy existing user profile o Copy provider or contract privileges from a previous admin user Update the Provider s associated with the user o Add or remove provider privileges by checking the relevant boxes Date 21 7 12 30 Dental portal guidance manual v 1 Update the contracts accessible to the user o Add or remove contract privileges by checking the relevant boxes Update the actions available to the user o Add or remove action privileges by checking the relevant boxes When done click Save to confirm the changes or Cancel to revert User details User email address sxnight So3Sotechnophoebia com User forename Tommy User surname Tester Date last logged in 2 1 06
30. ord confirmation Security question Security answer and confirm security answer Take care before attempting to activate your portal account to ensure that your provider performer number is to hand since you will not be able to complete the activation process without this information You should also bear in mind that the email address password memorable word and in some cases your security question and answer credentials will be required to login to the portal Be sure to use credentials that comply with the on screen requirements and that can be remembered easily All of these details entered are also case sensitive Your email address will be used for any further portal communications e g in the event of an EDI PIN request or forgotten credentials situation 3 LOGIN When you have completed the activation process the login page Figure 1 will be displayed Log in to your accoun Please enter your login details below Mandatory Fields Your email address Password lf you have already setup your memorable word enter characters 1 5 and 8 lf you do not have a memorable word leave the fields blank You will be guided through the set up of your new log in details on the following screen Figure 1 portal login page Enter your email address password and memorable word characters requested and click the Log in button in order to proceed Alternatively click on the have forgotten my password or memorable word l
31. ortal guidance manual v 1 o The Units of Orthodontic Activity to date for the current financial year value not available till Sep 2012 Performer UDA pre scheduled o The Units of Dental Activity to date for the current financial year value not available till Sep 2012 Performer UOA pre scheduled o The Units of Orthodontic Activity to date for the current financial year value not available till Sep 2012 Performer contracted allocation o The performer allocation for the contract Performer superannuation amount o The performer superannuation amount for the contract If you are a provider performer logged in as a provider by default you may change to the performer view by clicking on the Switch to performer link Figure 10 When viewing pages as a performer you can switch back by clicking on the Switch to provider link Hello Fred Surname Loggedinas Provider Switch to performer Last Logged in 07 07 2011 10 08 Log Out Figure 10 change to performer or provider view here Each column can be sorted into alphabetic or numeric order depending on the column data by clicking on the filter button below the column header highlighted in red Figure 11 Current contract listing This table is a summary of all your current contracts Blue underlined items can be selected to view more detailed information Note that all activity information displayed in this table relates to the previous financial year 2070 11 an
32. racts Enter new details Sort code m je je Bi Soc roll number _ Clear fields Showing Current contracts only All contracts Select all Select none Mandatory field Account name Account number Mr Peter Griffin 12345672 Update selected contracts Changes saved w Contract number Provider Sort code Account number B Soc roll number Account name k Th Th F Fa k 5N3 243779 0001 5N3 243779 0002 F 5N3 243779 0003 5N3 243779 0004 E 5N3 243779 0005 MISS SC Wilson MISS SC Wilson MISS SC Wilson MISS SC Wilson MISS SC Wilson Figure 19 manage bank details view 00 00 03 00 00 03 18 88 27 91 08 69 13 64 78 12345672 Mr Feter Griffin 12345672 Mr Feter Griffin 481946993 Mehdi Abrishami 110146522 CJ AUSTIN AND JM LEWIS 145910025 DR 5 REYHANIAN Once on the manage bank details view you may proceed and update one or many contracts with valid bank details 1 Selectthe contract you wish to update by checking the checkbox es O O eo S fe ee gt pP Use the Select all or Select none button to check all or none of the contract checkboxes Use the Current contracts only or All contracts link to toggle the display between current and all contracts Enter the account name Enter the roll number if necessary Yes or No on the pop up Enter your valid bank sort code 6 digits Enter your valid bank account number 8 digits
33. toria Gardens Back Next Figure 33 create admin user assign or restrict contracts On subsequent visits to the admin user creation process you will see the screen below Figure 34 prior to the Assign contracts view This provides you with the facility to simply assign contract provider rights to the new user based on the privileges of a user created previously Selecting a user and then clicking on the Copy user button will assign the same contract provider level privileges to the new admin user as for the selected user Clicking on the Don t copy button will skip the assignment and take you to the Assign contracts page Figure 33 for manual selection Assigning actions and contracts providers to the use You can copy the access rights of an existing user to this new user if preferred Select a user from the list below and click Copy user otherwise click Don t copy to continue Tommy Tester Figure 34 optional create admin user step assign actions based on another user Once contracts and or providers have been assigned you may proceed to select which actions will be available to your new admin user Figure 35 Check or uncheck the areas of the portal you wish to give the admin user access to Note The Manage Bank Details area requires access to Contracts also since access to the Manage Bank Details area is viathe Contracts pages You must enable both Contracts and Manage Bank Details actions togeth
34. ts Select a contrac 5C4 117242 0001 Show details 5C3 117242 0002 2010 11 2009 10 mw L December Yes Yes Fi November Yes Yes F October Na Yes L Septernber Yes No F August Yes No L July Yes Yes F June Yes Yes 3 May Yes No Ls April Yes Yes Figure 20 pay statements The selected financial year can be changed by clicking on the year link e g 2009 10 above however the link will only appear if there are reports held for the year If for example there are no reports held for 2009 10 for the contract selected the financial year link will not be visible Equally if a report is not available for e g January this will not appear in the list as per Figure 20 9 REPORTS The Reports page enables provider and performer users to search for and download reports or pension statements respectively Date 21 7 12 20 Dental portal guidance manual v 1 9 1 Provider Reports Navigating to the reports view as a provider remember the performer provider switch Figure 10 if you need to change view equips you with several search and filter mechanisms listed below Type O O O O Filter search by report type Annual Activity Report General Vital Signs Orthodontic Vital Signs Within financial year O Filter search by financial year Within financial period O Filter search by report period Monthly Quarterly Mid amp Year end Contract number O Filter search
35. udedededududededadees 26 11 1 Create Aq j S Oli tet LN TE Tt ee accent ae 26 Ti2 Manage Administrator USES eccirni aea A E ee eee eee eee 30 1 INTRODUCTION This guide will take you through the functions and features of the dental portal and explains how to access the various features The guide takes you through the initial portal activation process logging in to your portal account and then how to access the information and features in the portal More functionality will become available in the portal over the next month or so and this guide will be updated to reflect the new features as soon as they become available In the meantime if you have any feedback on this guide or on the portal then you can email your comment to online dpb nhs uk 2 INITIAL STEPS Once your activation letter email has been received you should be able to activate your portal account using the activation code contained in the letter or email Click on the link or cut and paste it into your Internet browser navigation bar to navigate to the portal activation If you haven t received an activation code you can request one by navigating to the Request Activation Letter page via the NHSBSA website When activating your portal account you will need to enter the following mandatory details Provider or Performer Number Activation ID Unique email address amp confirm email address Password and password confirmation Memorable word and memorable w
36. will use to communicate with your admin user Be sure to use the correct address as they will need to activate their account refer to section 2 Initial Steps for more information about the activation process via the email address entered here The email address should be unique Duplicate email addresses will not be accepted by the system Date 21 7 12 26 Dental portal guidance manual v 1 New user forename New user surname New user telephone number Enter new user details Enter the details requested in the boxes provided and click Next Wandatory Fields sknight technophobia com This will also be their username New user forename Tommy New user surname Tester New user telephone number OPP Fi Next Figure 32 create admin user new details Clicking on the Next button when done will check the details entered for any errors e g the email address is not valid and then progress to the next section Assigning actions and contracts providers to the user Figure 33 Check the appropriate box according to which contract s you would like your admin user to be able to administrate on your behalf then click the Next button to proceed when done Assign the user to contracts Select the contractis to whom the user is to be assigned and click Next All contracts 5QK 773859 0001 MR M Evans 6A Arena Parade 206 Camp Hill Road 5QK 773859 0002 MR M Evans Parade Dental Practice 18 Vic
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