Portal User Manual - NHS Business Services Authority
Contents
1. FP17 total link Find Contract Activity by Performer FP17 Forms forPerformer Find FP17 Forms click on Contract number click on FP17 Ref number click on Contract number click on FP17 total link Provider Details pages 1 Forms for Contract click on FP17 Ref number click FP17 Refinumber FP17 Details click on FP17 number pue i Figure 48 Contract Activity and FP17 Flowchart Date 2 May 2013 Dental portal guidance manual v2 12. 26 9 2 FP SIMONMEN LOCOS Seis ces urate ccc 26 9 3 Provider Administrator VIC v 26 9 4 Year End Superannuation 26 9 5 Guidance for Completing Annual Reconciliation 26 10 M 27 11 REPORTS 28 ied REDONS T ESSEN 29 11 2 Performer Reports cccccccssscccceesececcenseecceeseecceueeecsauseeessuseeessageeesseueeeessuseeessauseessaneeesseaes 31 12 EDIPIN dE MN eMe 31 12 1 Provider EDIPIN veda cra lacera QU 31 122 Perome DIR IL On TN ad 33 13 USER MANAGEMENT USOS a RR UE 34 18 11 Crede talo eR 34 14 13 2 Manage Administrator s i Toe a utu scd Ud pee 37 APPENDIX CONTRACT ACTIVITY amp FP17 REPORTS FLOWCHART 1 1 INTRODUCTION This project is intended to enhance the on line services provided by the Provider and Performer Portal PPP The scope of the project will provide additional Portal functionality to support
3. 5N3 243779 0001 Provider MISS A MACASKILL 2012 2013 activity 2011 2012 activity Showing activity for 2012 2013 FP17 Net patient total 2012 2013 2011 2012 2012 2013 2011 2012 charges va July to date 15 40 0 00 0 00 20 80 0 00 0 00 519 00 June 21 73 80 6 00 0 00 24 00 25 60 0 00 896 20 May 145 241 60 75 70 0 00 48 00 109 00 0 00 3 385 20 April 147 0 00 406 20 5 00 0 00 108 80 1 00 4 329 90 Total 317 330 80 487 90 5 00 51 20 192 20 1 00 9 130 30 Figure 21 Contract activity page Reading from left to right across the page we can see the following data items Month o The schedule month for the financial year FP17 total o The total number of FP17s received for the schedule month less any adjustments e g rejected or deleted claims UDA 2012 2013 o Monthly UDA activity for claims processed and dated in the current financial year UDA 2011 2012 o Monthly UDA activity for claims processed and dated in the previous financial year UDA Previous o Monthly UDA activity for claims processed and dated for any time prior to the current or previous financial years Date 2 May 2013 Dental portal guidance manual v2 UOA 2012 2013 o Monthly UOA activity for claims processed and dated in the current financial year UOA 2011 2012 o Monthly UOA activity for claims processed and dated in the previous financial year UOA Previous o Monthly UOA activity for claims processed an
4. o Annual allocation 1 Displayed if the performer is not superannuable o Annual net pensionable earnings 1 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 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 4Error Reference source not found 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 Opening the find contracts view presents 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 Date 2 May 2013 Dental portal guidance manual v2 7 5 Criteria Health bodies Starting between and 5N3 Wakefield District PCT 01 06 2000 E DD MM Yvvv 28 06 2007 Hu DD MM YYYY Contract numbers Ending between and All DOMM YYY Provider names 243779 MISS A MACASKILL LE Current contracts o
5. 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 28 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 Please note that downloads to your PC should not be considered private Cancel o 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 1 below Month Pay Statement Schedule Description March Pay Statement March Copy Pay Statement February Cleared previous month pay statement January Schedule December Released payment statement November Extra payment statement Table 1 Pay Statement type examples Date 2 May 2013 Dental portal guidance manual v2 27 Pay statements Select a contrac 5C4 117242 0001 r Show details 5C3 117242 0002 20
6. 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 applicable 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 2 May 2013 Dental portal guidance manual v2 Again columns can be re ordered as required Provider details Contract other addresses Contractual summary Performers on this contract Contractual details ali Contracted Dom Contracted Date from Date to Contracted value Contracted UDA Contracted visits sedations 01 04 2010 e 83 353 32 26 555 0 0 0 01 04 2009 31 03 2010 E776 3 5 94 26 556 0 0 0 01 04 2008 31 03 2009 ETTA 7489 26 556 0 0 0 01 11 2007 31 03 2008 E 7 49273067 26 006 0 0 0 01 04 2007 31 10 2007
7. 2013 Dental portal guidance manual v2 38 User details User email address sknight B4 Z mtechnophabisa com User forename User surname jknight Date last logged in 24 08 2012 18 33 22 Contact Telephone Number OF 7 foe 7622227 Copy existing user profile Date user created 24 08 2012 User created by Van Woudenberg Date last updated 24 08 2012 15 50 59 Last updated by simon jknight Account Locked If you want to copy an existing user s profile select a user from the list below and click Copy user providers MISS LA EDGAR 332151 Update the Provider s associated with the user Update the contracts accessible to the user 332151 0001 MISS LA EDGAR Cosmo Dental Practice 169 Kingsland Road AN Actions Update the actions available to the use profile forms Figure 47 edit admin user details view Date 2 May 2013 39 Dental portal guidance manual v2 14 APPENDIX CONTRACT ACTIVITY 8 FP17 REPORTS FLOWCHART click an UIDAJLIOA activity link FP17 Farms Summary Current Contracts Contract Activity ee 7 FP17 Farms for month by Contract FP17s link click on Month link i i atr click click on Find Contracts AONDOA click on Find FP175s activity link click
8. done confirmation message is displayed Figure 45 An email will be sent to the users email address containing an activation link Once activated section 2 Initial Steps refers your admin user will be ready to go User successfully created The administrator user has been successfully created activation email will be sentto the users email address to settheir password and activate their user account create another user click Create User otherwise click Home to return to the Home create User J Home Figure 45 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 A providers or individual provider checkboxes 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 A contracts or individual contract checkboxes 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 A Actions checkbox Actions correspond to chapters of this document as follows Contracts section 7 FP17 forms section 7 Reports section 11 My Profile s
9. 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 lag in to your Dental Services Portal Account and click Submit your details You will be sent an email enabling you ta 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 2 May 2013 Dental portal guidance manual v2 Enter details to reset your login details reset your Dental Services Portal Account password please provide the specified characters from your memorable ward reset your Dental Services Portal Account memorable word please provide your current password You will be able to change your Dental Services Portal amp ccount password or memorable ward 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 required
10. the NHSBSA s drivers to get dentists online and improve customer service This functionality may be partially or fully replaced when the new payment management contract management activity management and pension management solutions are delivered 1 1 Purpose The purpose of this document is to provide a reference for training and new users of the portal as to the activities that can be performed as a provider performer provider performer or provider administrator using the new functionality 1 2 Scope The scope of this document is to cover detail the activities that can be performed while using the portal as a provider performer provider performer or provider administrator 2 INITIAL STEPS Once your activation letter has been received you should be able to activate your portal account using the activation code contained therein Click on the link or cut and paste it into your internet browser navigation bar to open up the Portal activation page If you haven t received an activation code you can request one by navigating to the Request Activation Letter page https www nhsbsadental nhs uk portal flow activationLetter When activating your Portal account you will need to enter the following mandatory details Provider or Performer Number Activation ID Email address amp confirm Email address Password and password confirmation Memorable word and memorable word confirmation Security question Security answ
11. 013 112000012 5N3 243779 0001 BRADLEY HEADSTONE 08 08 1950 M 243r79 1 00 0 00 1680 08 2012 Processing 112000013 5N3 243779 0001 MICHAEL JAGGERS 08 08 1950 M 280992 3 00 0 00 47 00 08 2012 Processing 112000014 5N3 243778 0001 ABEL MAGWICH 08 08 1950 M 882445 3 00 0 00 0 00 06 2012 Processing 112000015 5N3 243779 0001 SETH PECKSNIFF 08 08 1950 M 991309 1 20 0 00 17 00 08 2012 Processing 112000018 5N3 243779 0001 TOM PINCH 08 08 1950 M 959545 1 20 0 00 16 70 08 2012 Processing 112000017 5N3 243779 0001 HERBERT POCKET 08 06 1950 M 881031 0 00 0 00 0 00 08 2012 Processing 112000088 5N3 243779 0001 ARTHUR TULKINGHORN 01 08 1938 M 357235 0 00 0 00 0 00 06 2012 Deleted Figure 25 Current FP17 forms All information relating to the FP17 claims is displayed here most of which is self explanatory Reference number o The reference number can be either the image index number or the EDI claim reference number dependent upon the processing route o Clicking on the reference number opens up the claim details view as shown above Figure 25 Contract number Date 2 May 2013 Dental portal guidance manual v2 22 Patient name surname forename Patient date of birth Patient gender Performer personal number o performer associated with the claim UDA UOA Net Patient charge Schedule number o The schedule month year against which the FP17 is assigned Status i e P
12. 10 11 2009 10 December Yes Yes 4 November Yes Yes ir October No Yes 4 September Yes August Yes No July Yes Yes June Yes Yes 4 May Yes Ma 4 April Yes Yes Figure 28 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 28 11 REPORTS The Reports page enables provider and performer users to search for and download reports or pension statements respectively Date 2 May 2013 Dental portal guidance manual v2 28 11 1 Provider Reports Navigating to the reports view Figure 29 as a provider remember the performer provider switch page 8 if you need to change view equips you with several search and filter mechanisms listed below Filter search by report type Annual Activity Report General Vital Signs Orthodontic Vital Signs Within financial year Filter search by financial year Within financial period Filter search by report period 1 Monthly 2 Quarterly 3 Mid amp Year end Contract number O Filter search by contract Note If there are no instances of a repor
13. 3 50 268792 ORR 3 21 00 3 00 0 00 1 00 23 00 0 00 79 90 881031 JHAVERI M n 0 00 00 0 00 1 00 1 00 0 00 ETS OD 882445 ETHERIDGE O 5 33 25 12 00 0 00 21 00 0 00 0 00 251 00 858545 CASPERSONN S 1 10 80 3 00 0 00 20 00 0 80 0 00 80 20 991309 CHAPMAN E 4 3 40 5 00 0 00 20 00 0 80 0 00 104 00 Showing 1 8 of 8 items Figure 22 Contract activity by performer available in Provider mode only Ze FP17 forms Clicking on the FP17 total link Figure 23 in either the Contract activity view or in the Contract activity by performer view will open up the FP17 forms page displaying all of the forms received for the month or by a performer for the month respectively This view is available to both providers and performers Q Performer total 2012 2013 2011 2012 2012 2013 2011 2012 charges 623229 NAVARRO LANDABURU P 0 00 0 00 0 00 23 00 0 80 0 00 204 00 Figure 23 FP17 Total link The various FP17 views are covered in more detail in section 8 FP17 s below 8 FP17 S 8 1 FP17 Forms Summary by Contract In addition to the Contract activity pages described in the previous section claim data can be viewed in summary form by clicking on the FP17 forms navigation link thereby opening the FP17 forms summary by contract view Figure 24 FP17 forms summary by contract This page is exactly the same whether displayed as a provider or as a performer however the figures displayed will be spe
14. 623223 000 0 00 0 00 04 2011 Processed 1163 521 6232290003 ARTHUR KNOLE 2006 1999 M 623228 0 00 0 00 0 00 04 2011 Processed 1164 521 6232290003 ARTHUR PENSHURST 20061999 M 623229 000 0 00 0 00 04 2011 Processed Showing 1 10 of 35 items 11 20 21 30 31 35 Next Last Figure 27 Find FP17 s page 9 NHS PENSIONS ANNUAL RECONCILIATION REPORTS ARR At the end of each financial year it is necessary to carry out a reconciliation exercise to ensure that the actual net pensionable earnings NPE or net pensionable earnings equivalent NPEE for each performer are recorded and validated Prior to April 2013 it was the PCT s and NHSBSA s responsibility to collate this information from providers and record it within the NHSBSA systems It is now the responsibility for providers and performers to record this information for themselves making the process transparent for all parties Date 2 May 2013 Dental portal guidance manual v2 25 The end of year declarations will be made available to all providers and performers the portal from the 1 April Providers and performers are encouraged to confirm their NPE or NPEE directly with each other which makes the reconciliation process simple for all parties Once agreement has been achieved the figures can be recorded on the Portal The Portal application is available to all providers and performers within England and Wales the superannuation functionality caters for Provider and Performer o
15. ETAT 561 75 26 556 0 0 0 01 04 2006 31 03 2007 Ad 82 26 556 0 0 0 Showing 1 6 of 6 items 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 Contractual summary Performers on this contract List of performers on this contract MR PETER JONATHAN NAVARRO LANDABURU 623229 01 04 2006 Current Showing 1 1 of 1 items Figure 15 performers on the contract The columns are self explanatory You can drill down into further performer information by clicking on the Performer name link Date 2 May 2013 Dental portal guidance manual v2 12 Contract summary Contract number 5 3 243779 0001 Contract purpose General Provider name MISS SC Wilson Contract type Contract start date 01 04 2006 Contract sub type Contract end date Prison contract Performer details DR Benjamin Ellis Smart Performer number 882445 This performer is superannuable Performer address details Telephone Address type Address tithe Address Postcode number Correspondence Cohens Dental Surgery 9 Woodhouse Square LONDON Address Crawley HP51EU 09674 594950 Correspondence 41 Berrymead Road Crudgington West Yorkshire North Address Humberside Lancashire Showing 1 2 of 2 items Performer contractual details Trainer 243779 Start date 04 08 2008 VDP
16. June each financial year Once a response has been made email notification will be sent to the provider if the provider has an active Portal account 9 3 Provider Administrator View Providers can set up administrator users who can have the ability to view and update the superannuation declarations on behalf of their provider When updates are confirmed an email notification will be sent to each performer on the contract that has an active Portal account 9 4 Year End Superannuation Reconciliation If a provider or performer cannot come to an agreement by the declaration deadline 30 June each financial year a set of business rules will be applied across the contract if the business rules fail the NPE NPEE applied throughout the year will be used as the final figure and a pension statement will be issued to the performer Any contribution adjustments will be effected in the next available Pay Statement Superannuation Notification The Pension Statement 5086 containing the confirmed superannuable figures will be viewable via the Portal lt is worth noting at this point that the Pension Statement will contain all pensionable earnings from all contracts that a practitioner works on 9 5 Guidance for Completing Annual Reconciliation Report A full guide to completing your Annual Reconciliation Reports can be found http www nhsbsa nhs uk 2026 aspx Date 2 May 2013 Dental portal guidance manual v2 26 10 5 5
17. NHS Dental Services Dental Portal User Manual Contents T INTRODUCTION S pul NIE III IM 1 1 1 muore 1 1 2 lusor 1 2 INITIAL STEPS a a BER mu eer ult od te BUD 1 M 2 4 FORGOTTEN CREDENTIALS TERR CE 2 9 HOME ttc ME CN UHR RNC HR MERO EUN 5 6 MY PROFILE Aa aE EUNE NA 6 GCGONIRACTS oona a a a a a EN 7 7 1 CPST AL GOD dO S tb 8 7 2 Contract Details Provider VIEW xu vata eee ar ation ae 9 7 3 Contract Details Performer VIEW ss nosade A 14 7 4 FNA C OMMAGCIS NETTE TTE 14 TP 15 7 6 Manage Bank BIS 16 7 7 CONTAC Po Em 18 7 7 1 Contract Activity PertoriTiel eme i aix echa otim araa enak 19 7 7 2 TORS reas tia O 20 Suus MEL E LM REM IL C EM 20 8 1 Forms u mtmoary Dy oat beu ope tab Duro Ono Ine 20 8 2 CONOCER unen 22 8 3 NES mE 23 9 NHS PENSIONS ANNUAL RECONCILIATION REPORTS 25 9 1 Provider
18. a provider or a performer 12 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 31 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 2 May 2013 Dental portal guidance manual v2 31 Temporary EDI PIN Performer number Performer 610828 Charles Nicholas Rennie Request a temporary EDI PIM 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 31 Provider request temporary EDI PIN for Performer initial page Selecting a performer and then clicking on the Hequest a temporary EDI PIN link will open a new page Figure 32 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 requestfor a temporary EDI PIN you are confirming you have the authority to do so Performer number Enter site ID 982040 Send request e Figure 32 Provider requests temporary EDI PIN for P
19. act provider o Contract start date 1 The date on which the contract started o Contract end date 1 The date on which the contract ended If it is a current contract the end date field may not be populated o Contract purpose 1 The intended remit of the contract General orthodontic or both o Contract type amp Contract sub type 1 The type of contract GDS GDS Pilot PDS PDS Plus PDS Pilot Trust Trust Plus o Prison contract Date 2 May 2013 Dental portal guidance manual v2 10 1 Indicates whether the contract is for a prison s with a Yes or No The provider s 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 6 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 Community Care Services RUSHDEN HORLEY Address Cornwall DYE 8DM Showing 1 1 of
20. 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 Email confirmations are sent to your registered email address for all My Profile changes An email confirmation will also be sent to your previous email address in the event of an email address change 7 5 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 Date 2 May 2013 Dental portal guidance manual v2 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 Showing 1 1 of 1 items Contract number _ Provider Contract value Contracted Scheduled Processing Contracted Scheduled 7A6 332151 0001 MISS LA EDGAR 134 873 60 5 896 00 48 75 15 00 0 00 0 00 0 00 Showing 1 1 of 1 items 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 provider number and the contract iteration tag Both P
21. cific to Date 2 May 2013 Dental portal guidance manual v2 20 the contract performer when viewed in performer mode or to the contract i e across all performers when viewed in provider mode Home page My profile Contracts Pay statements FP17 forms Reports EDI PIN User management Current FP17 forms Find FP17 forms FP17 forms summary by contract Summary of FP17 forms for the current schedule month by contrac Showing 1 1 of 1 items Total Net patient Contract number Provider forms 2012 2013 2011 2012 2012 2013 2011 2012 charges NE va 5N3 243779 0001 MISS A MACASKILL 21 73 80 6 00 0 00 24 00 25 60 0 00 Showing 1 1 of 1 items Figure 24 FP17 forms summary by contract Again the columns displayed are much the same as those detailed for the Contract activity pages but with summarised totals instead of the more granular activity shown in the by month or by performer views Contract Number o Your contracts for which there is current activity Provider o The contract provider Total forms o The total number of FP17s received for the schedule month less any adjustments e g rejected or deleted claims UDA 2012 2013 o Monthly UDA activity for claims processed and dated in the current financial year UDA 2011 2012 o Monthly UDA activity for claims processed and dated in the previous financial year UDA Previous o Monthly UDA activity for claims processed and dated for any t
22. d dated for any time prior to the current or previous financial years Net patient charges o The total net patient charges collected for the schedule month As is the norm all columns can be ordered by clicking on the column headers a Contract Activity By Performer We can drill down into this data still further if we wish and if we are viewing in Provider mode By clicking on the Month link e g June we open up the Contract activity by performer page as shown in Figure 22 Here we see the contract activity across all of the performers on the contract The period being viewed is displayed above the activity table Showing activity for lt month gt The month can be changed by selecting a new value from the Month dropdown list highlighted and then by clicking on the Update list button You may return to the Contract activity summary page by clicking on the Show annual summary button Date 2 May 2013 Dental portal guidance manual v2 Contract activity by performer BN3 243779 0001 Provider MISS A MACASKILL 2012 2013 activity 2011 2012 activity Month June Update list Show annual summary Selecting a month will display activity of each performer on the contract Showing activity for June 2012 SS P Ax Het patient 2A3T79 MACASKILL A 9 13 40 0 00 0 00 23 00 0 00 0 00 207 80 250992 ARSHAD E 5 1 45 0 00 0 00 23 00 0 00 0 00 104 00 357235 HOFFMAN 4 15 00 2 00 0 00 1 00 0 00 0 00 15
23. e 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 15 read only Date 2 May 2013 Dental portal guidance manual v2 Contract details provider details Contract summary Contract number 5N3 243779 0001 Contract purpose Provider name MISS SC Wilson Contract type Contract start date 01 04 2006 Contract sub type Contract end date Prison contract 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 bank details PARTNERSHIP LT Bank code 34 77 51 Bank account number 73003602 Bank account roll number Figure 12 provider contract details Contract summary o Contract number 1 The unique contract reference made up of the provider number and the contract iteration tag o Provider name 1 The name of the contr
24. ection 6 Pay statements section 9 EDI PIN section 12 User management section 13 Manage Bank Details section 7 6 13 2 Manage Administrator Users 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 46 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 47 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 list to display Clicking on the Edit button enables changes to be made Date 2 May 2013 Dental portal guidance manual v2 37 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 an the relevant manage user link Showing 1 2 of 2 items Account Accoun
25. ello Fred Surname Last Logged in 14 06 2012 15 41 Log Qut Figure 6 logout button 5 Having successfully logged into the Portal you will be directed to the home page Figure 7 tailored to the specific requirements of your role 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 Date 2 May 2013 Dental portal guidance manual v2 Home page My profile Contracts Pay statements NHS Pension FP17forms Reports EDIPIN X User management Welcome to the NHS Dental Services Provider Portal Quick start Select any of the commonly used items below for a quick start Alternatively use the menu bar above Your FP17 form submissions Your contracts View pay statements You can search for and view details of any You can search for and view details of any You can view details of pay statements for submitted FP17 forms of your contracts both current and historic any of your contracts i Supporting the NHS supplying the NHS protecting the NHS NHS Dental Services is a service provided by the NHS Business Services Auth
26. er 8 digits Enter the roll number if necessary Click on the Update selected contracts button Confirm identify and authority to change by validating your password pe DU IQ IS dee Confirm that you definitely want to go ahead and change the bank details or not by clicking Yes or No on the pop up If validation of your account details fails see steps 2 5 the update will fail with an error message indicating what the problem is If validation succeeds the corresponding bank details will be updated and an email confirmation sent to the provider email address with details of the affected contract s Date 2 May 2013 Dental portal guidance manual v2 17 7 7 Contract Activity From the Current or Find contracts views clicking on a value in the UDA or UOA Scheduled or Processing columns Figure 20 will open up the Contract activity page Figure 21 for the contract row Contract number 4 Provider Contract value Scheduled Scheduled wh MR PJ NAVARRO ere i uuu KI L E t k 5 A J SPL 623229 0003 LANDABURU 141 888 08 1 000 00 0 00 0 00 2 452 00 Figure 20 UDA amp columns The contract activity page displays a summary of activity against the selected contract for current previous financial years The financial year being viewed can be changed by clicking on the activity year button e g 2012 2013 activity in Figure 21 below Contract activity
27. er 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 Date 2 May 2013 Dental portal guidance manual v2 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 If you have already set up your memorable word enter characters 1 5 and 8 If you do not have a memorable word leave the fields blank You will be quided 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 link in
28. erformer After entering the site number and clicking the 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 33 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 E Figure 33 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 34 below Performer 280992 has 2x EDI PIN requests logged o The pin for site 12345 has been rejected Date 2 May 2013 Dental portal guidance manual v2 32 The pin for site 54321 has been approved and is listed 2222 alongside the
29. 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 BSA 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 Date 2 May 2013 Dental portal guidance manual v2 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 Far 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 ofthe login procedure you will also be asked for 3 characters from 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 passwo
30. ime prior to the current or previous financial years UOA 2012 2013 o Monthly UOA activity for claims processed and dated in the current financial year UOA 2011 2012 o Monthly UOA activity for claims processed and dated in the previous financial year UOA Previous o Monthly UOA activity for claims processed and dated for any time prior to the current or previous financial years Net patient charges o The total net patient charges collected for the current schedule month Date 2 May 2013 Dental portal guidance manual v2 21 8 2 Current FP17 Forms As per the Contract activity pages covered earlier we can click on the FP17 Total forms value to drill down and view the actual claims received Doing so opens up the Current FP17 forms page Figure 25 below Current FP17 forms BN3 243779 0001 Provider MISS MACASKILL June 2012 Showing 81 88 of items Performer patient Contract number oe number Schedule Status 15112 243779 0001 HERBERT HAVISHAM 08 06 1950 M 266792 3 00 0 00 47 00 08 2012 Processing Date of acceptance 12 04 2012 ocation IO amp r5z Date of completion 12 04 2012 Remission evidence not seen Claim comments Patient charge on claim 0 00 Late submitted claim Patient charge calculated 47 00 Patient charge scheduled 47 00 Remission amount 0 00 Schedule 06 2012 Allocated year 2012 2
31. in the system searches for claims without sufficiently restrictive criteria may take some time upwards of 1min to complete Date 2 May 2013 Dental portal guidance manual v2 24 Find and view FP17 forms Criteria Health bodies Contract numbers BPL 623229 0003 1 form status Processed Schedule number from to MMY MMT 17 form reference 623229 NAVARRO LANDABURU P Clear criteria Showing 1 10 of 35 items Ref number Contract number re Patient Patient surname Patient forename Patient date of birth DOMMYYYY FRA form received between and E now nomm E date between and DOMM YYY Completion date between and DOMMNMPY Y YY COMM TY Update list eee ee mm 25 521 623229 0003 ARTHUR MOUNTFIELD 2006 1999 M 623223 0 00 1 00 0 00 04 2011 Processed 51 521 6232290003 ARTHUR BRAMBER 30 08 1999 M 623229 000 21 00 0 00 04 2011 Processed 138 521 623229 0003 ARTHUR BROADSTAIRS 30 06 1999 623229 0 00 1 00 0 00 04 2011 Processed 142 521 6232290002 ARTHUR RAMSGATE 30 06 1999 M 623223 000 21 00 0 00 04 2011 Processed 143 521 623229 0003 ARTHUR MARGATE 30 08 1999 M 623223 000 0 00 0 00 04 2011 Processed 153 521 623229 0003 ARTHUR DEAL 30 08 1999 M 623229 000 0 00 0 00 04 2011 Processed 1161 521 6232290003 ARTHUR SHEERNESS 30 06 1999 M 623228 0 00 0 00 0 00 04 2011 Processed 1162 521 623229 0003 ARTHUR UPNOR 30 08 1999 M
32. inancial year o financial year to which the report refers Financial period o The financial period to which the report refers Contract number o contract number to which the report refers Guidance notes o Guidance notes for the report to be downloaded Date 2 May 2013 Dental portal guidance manual v2 30 o Clicking on the link opens the internet browser download window with options to Open Download or Cancel 11 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 Clear criteria Show details Showing 1 3 of 3 items 4 Superannuation Statement 2011 2012 19 06 2012 4 Personal Superannuation Statement 2010 2011 19 06 2012 4 Personal Superannuation Statement 2009 2010 19 06 2012 Showing 1 3 of 3 items 1 3 Figure 30 performer reports The statements can be downloaded by clicking on the Personal Superannuation Statement link 12 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
33. ing 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 dental surgery hotmail com Change email address Correspondence address Dental Surgery Marthenden Health Centre Change correspondence address WHITEHAVEM BB4 rax Contact Humber Changes saved 777 5676217 Change contact number Password Your password expires in 89 day s Change password Memorable word Change your 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 namely being 1 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 m Optionally you quit change at any by clicking on the Cancel button oome things you should be aware of If 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
34. ing 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 Hella Fred Surname Logged in as Provider Switch to performer Last Logged in 07 07 2011 10 08 Log Qut 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 Showing 1 3 of 3 items REN Contracted Superannuation Contract number 4 Provider allocation amount MR PJ NAVARRO TS i 1 uu 5PL 623229 0003 LANDABURU 01 04 2006 0 00 0 00 82 80 22 20 0 00 0 00 MR NAVARRO vM HHI i INI LU ra 1 5QH 623229 0001 LANDABURU 01 04 2006 0 00 0 00 0 00 0 00 0 00 0 00 MR NAVARRO Tm i 11 Fr RU rU Uu rU AN 5QH 623229 0002 LANDABURU 01 04 2006 0 00 0 00 0 00 0 00 0 00 0 00 Showing 1 3 of 3 items Figure 11 current contracts performer view Clicking on the Contract number link will open up the contract details page T 2 Contract Details Provider view As with the current contracts view the information available in the contract details pag
35. nline Provider is online and Performer is offline Provider 15 offline and Performer is online Provider and Performer are offline Where a provider or a performer does not have an active Portal account a paper ARR will be sent and their declarations will be managed by the NHSBSA 9 1 Provider Process Providers will be given the option to accept or enter an alternative figure for each of their performers on each contract they own The total NPE and NPEE figures entered against each contract cannot exceed 43 9 of the total contract value an error message will be displayed to the user if this occurs and it will be the responsibility of the provider to correct the figures accordingly When the provider is satisfied with the figures they will be requested to confirm and declare all figures entered at this point emails will be sent out to each performer on the contract if they have an active Portal account The email will inform the performer to log into the Portal and assess their figures A performer will then be able to log onto the Portal and accept or reject the figure a provider has entered If a performer rejects the figure they will be forced to enter an alternative value When a performer enters a response an email notification will be send to the provider if they have an active portal account 9 2 Performer Process Performers are required to respond to the figures that have been entered on the Portal before the declaration deadline 30
36. nly Type Oeps eps pilot Ol pps Plus CPDS Pilot Trust Cl Trust Plus Purpose Attributes General Orthodontic Both Cl Prison Sedation Domiciliary Clear criteria Update list Showing 1 1 of 1 items Contract number Provider Contract value Contracted Scheduled Scheduled Processing 5N3 243779 0001 MISS MACASKILL E787 280 14 26 556 00 0 0 0 0 0 00 00 0 0 Figure 17 find contracts 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 Current contracts only o Restrict the search to current contracts only o Restrict the 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 a
37. ntracts also since access to the Manage Bank Details area is via the Contracts pages You must enable both Contracts and Manage Bank Details actions together or neither Once done click the Next button to proceed Update the actions available to the use All Actions My profile User management Contracts FP17 forms Pay statements Manage Bank Details Reports 1 EDI PIN Figure 43 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 44 Click on the Finish button if you re happy Otherwise click Back through the admin user creation pages and modify as required Below is a summary of the assigned providers contracts and actions you are creating for the new user Click Finish ta 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 773858 0001 MR M Evans Arena Parade 206 Camp Hill Road 773858 0002 MR M Evans Parade Dental Practice 18 Victoria Gardens Actions available to the use profile User management Contracts Pay statements Manage Bank Details Reports EDI PIM Figure 44 create admin user confirm details Date 2 May 2013 Dental portal guidance manual v2 36 Once
38. oceed and make changes to your bank details If you are changing to a limited company account or if your account s based outside of the UK please contact your commissioning body regarding the change Date 2 May 2013 Dental portal guidance manual v2 Contracts Enter new details Mandatory field Sort code Account name Account number 00 03 Mr Peter Griffin 12345672 Soc roll number Clear fields Update selected contracts Showing Current contracts only All contracts Select all Select none Changes saved v 5N3 243779 0001 MISS SC Wilson 00 00 03 12345672 Mr Peter Griffin BN3 243779 0002 MISS SC Wilson 00 00 03 12345672 Mr Peter Griffin 1 5N3 243779 0003 MISSSC Wilson 18 88 27 481946993 Mehdi Abrishami 5N3 243779 0004 MISS SC Wilson 91 08 69 110146522 C J AUSTIN AND J M LEWIS 5 243779 0005 55 SC Wilson 73 64 78 145910025 DR S REYHANIAM Figure 19 manage bank details view Once on the manage bank details view you may proceed and update one or many contracts with valid bank details 1 Select the contract you wish to update by checking the checkbox es o Use the Select all or Select none button to check all or none of the contract checkboxes o Use the Current contracts only or All contracts link to toggle the display between current and all contracts Enter your valid bank sort code 6 digits Enter the account name Enter your valid bank account numb
39. ority Home page My profile Contracts Pay statements FP17 forms Reports EDI PIN User management Welcome to the NHS Dental Services Provider Portal system messages 01 06 2012 Please ensure you have completed your ARR form by 30th September 2012 Form 08 08 2012 Please inform your PCT of any changes to the performers on your contracts Guidance 01 08 2012 The DDRB uplift will be applied from the 1st April More details here Quick start Select any of the commonly used items below for a quick start Alternatively use the menu on the left Your FP17 form submissions Your contracts View pay statements You can search for and view details of any n You can search for and view details of any You can view details of pay statements for submitted FP17 forms of your contracts both current and historic any of your contracts I Supporting the NHS supplying the NHS protecting the NHS NHS Dental Services is a service provided by the NHS Business Services Authority 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 Change your memorable word Change your security question and answer Date 2 May 2013 Dental portal guidance manual v2 5 The follow
40. rd ofthe user account or the User Account Name Enter a memorable word Confirm your memorable word 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 ward password or your provider performer number where you have one 3 Mustuse 3 ofthe following types of character Upper case capital letter lower case non capital letter number special character such as 96 Enter a password m 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 2 May 2013 Dental portal guidance manual v2 H
41. re both general and orthodontic not contracts that are general or orthodontic Date 2 May 2013 Dental portal guidance manual v2 Attributes o Restrict the search to contracts of the specified attributes 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 6 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 If you 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 C Yes 2 Only UK based bank accounts are allowed Is your bank account based outside the UK C Yes 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 pr
42. rocessed Deleted or Rejected important to note that this screen can be viewed via several routes each one with a slightly different perspective on the overall FP17s picture so as demonstrated in Figure 26 the FP17 total for the current month could be viewed by following various paths Current contracts o Contract activity via UDA UOA link for contract FP17 total for month month to date link Alternatively FP17 forms summary by contract o FP17 total for month Total forms link The month and year values are always displayed above the results table to serve as a reminder of which FP 17 view is currently being displayed Current Find Contracts Current 1 75 Find FP17s FP17totalfor f 17 total for 1 75 al month Month amp Performer current month Figure 26 FP17 reporting routes A model of the various paths and corresponding links is included as an appendix section 14 You can use this to learn how the various contract activity and FP17 pages are related to each other and the links that are used in order to navigate to them 8 3 Find FP17 s FP17 s can also be searched for via the Find FP17 s link which opens the Find and View FP17 s page Figure 27 Date 2 May 2013 Dental portal guidance manual v2 23 The number of FP17s being seared for can and should be filtered by using various search options listed below Health Bodies o Restric
43. rovider o The name of the contract provider Performer Start o The start date of the contract Performer End o The end date of the contract 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 Both UDA scheduled o The units of Dental Activity with a status of processed and included on a Pay Statement received to date for the current financial year Both UDA processing o The Units of Dental Activity with a status of processing and not included on a Pay Statement received to date for the current financial year Provider UOA contracted o Units of Orthodontic Activity contracted for the current financial year Both UOA scheduled o The Units of Orthodontic Activity with a status of processed and included on a Pay Statement received to date for the current financial year Both UOA processing o The Units of Orthodontic Activity with a status of processing and not included on Pay Statement received to date for the current financial year Performer contracted allocation o The performer allocation for the contract Date 2 May 2013 Dental portal guidance manual v2 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 click
44. salary 0 00 End date 04 08 2008 Full or part time Fulltime Annual UDA 0 00 Annual ERMIC amount 0 00 Annual UGA 0 00 Annual service costs 0 00 Figure 16 performer details This page Figure 16 details various items relating to the performer Performer Details o Name o Performer number o Message 1 This performer is superannuable 2 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 contain more or less items depending on relevance to specific performer o Message 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 Date 2 May 2013 Dental portal guidance manual v2 13 e Displayed if the performer is superannuable but the pensionable amount is zero o 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 1 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 15 gt 0 and the performer is superannuable
45. ser details New user email address o This is the email address that the Portal 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 2 May 2013 Dental portal guidance manual v2 34 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 Mandatory Fields New user email address provider_admin outlook com This will also be their username New user forename Mike New user surname Kenny New user telephone number Next Figure 40 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 41 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 W All contracts W 773859 0001 MR M E
46. t Email address User User forename Last login status removed sknight 21 06 12 9999 technophobiacom 16818 SUM 09 59 55 inc 59 sknight E Newly EE 99991 technophobiacom 18918 pd Created Manage user Showing 1 2 of 2 items Other options Search users Create new user Figure 46 manage admin users view Once in the edit user details view Figure 47 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 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 Date 2 May
47. t 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 FP17 form status o Restrict search to FP17s with a specific status Schedule number from o Refine the FP17 schedule dates between which you would like to search e g selecting dates starting between 04 2010 and 06 2010 will return claims that were processed in schedules 04 2010 05 2010 and 06 2010 Performer names o Restrict search to a single performer Patient Surname o Search by patient surname Patient Forename o Search by patient forename Patient o Search by patient date of birth FP17 Form Received between o Refine the FP17 receipt dates between which you would like to search e g selecting dates ending between 01 09 2011 and 28 02 2011 will return claims that were received on or between the two selected dates Acceptance Date Between o Refine the FP17 acceptance dates between which you would like to search e g selecting dates ending between 01 05 2012 and 30 05 2012 will return claims that were accepted on or between the two selected dates Completion Date Between o Refine the FP17 completion dates between which you would like to search e g selecting dates ending between 01 01 2012 and 01 03 2012 will return claims that completed on or between the two selected dates Due to the large number of claims
48. t 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 29 below Search filter Annual Activity Report 2011 2012 5C3 117242 0002 Date 2 May 2013 Dental portal guidance manual v2 29 Reports Criteria Type Within financial year Within financial period Annual Activity Report 2011 2012 E Year End General Vital Signs 2010 2011 Quarter 4 Orthodontic Vital Signs 2008 2010 March February m Select all Select none Select all Select none Contract number 503 117242 0002 Clear criteria Show details Showing 1 2 of 2 items Financial Type year Financial period Contract number Guidance notes uk a Fh 4 Annual Activity Repart 2011 2012 Year End 5C3 117242 0002 4 Guidance notes Annual Activity Report 2011 2012 Mid Year 5C3 117242 0002 Guidance notes Showing 1 2 of 2 items 1 7 Figure 29 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 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 F
49. temporary PIN expiry date 30 07 2012 Performer 770213 has 1x EDI PIN request logged The PIN for site 12345 has been approved 1111 and expires 30 07 2012 O 280992 Anthony Joseph Palliser Request a temporary EDI PIN Site ID EDI PIN Expiry Message 12345 Rejected requestfrom 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 34 temporary EDI PIN status 12 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 35 EDI PIN You dont have an EDI PIM assigned Request new EDI PIN Figure 35 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 36 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 If you are having problems please contact the helpdesk 0845 126 8000 Figure 36 performer EDI PIN request confirmation Once the request has been processed you will receive an email notification of the outcome s
50. uccess or failure You may view the EDI PIN page to obtain the PIN if the request was successful Figure 37 or the rejection reason Figure 38 if it could not be processed Date 2 May 2013 Dental portal guidance manual v2 33 EDI PIN Your EDI PIN 1111 Request new EDI PIN Figure 37 performer EDI PIN EDI PIN EDI PIN request rejected on 10 07 2012 at 11 55 Invalid site number Request new EDI PIN Figure 38 rejected performer EDI PIN 13 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 13 1 Create an Administrator The first time you navigate to the View and maintain user s page it will look like Figure 39 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 af an individual user click on the relevant manage user link Ho records match the search criteria you have entered Please refine your search criteria Other options search users Figure 39 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 u
51. vans Arena Parade 206 Camp Hill Road 5QK 773859 0002 MR M Evans Parade Dental Practice 18 Victoria Gardens Back Figure 41 create admin user assign or restrict contracts On subsequent visits to the admin user creation process you will see the screen below Figure 42 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 41 for manual selection Date 2 May 2013 Dental portal guidance manual v2 35 Assigning actions and contracts providers to 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 A Figure 42 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 43 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 Co
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