Portal manual - NHS Business Services Authority
Contents
1. 19 10 IHEPOHIS EIU re err errrerrrerrr errr errr errr cr tre 20 10 1 EEOVIGGDRODOFS exaudit is hs A AD AO Ai Au Rod Ab And Acn oh ach ADU eR C 21 0 07 Peor decis 23 11 HU 23 Tid NOS 23 AN 25 12 USER MANAGEMENT x potis aes 26 12 1 Create an 26 122 Manage Administrator USGIS uai tetti titi tutius cet sius sur MN MINNS 30 13 CONTRACT ACTIVITY amp FP17 REPORTS FLOWCHART 33 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 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 past2. Met patient Performer total 2012 2013 2011 2012 2012 2013 2014 2012 243778 MACASKILL A 13 40 0 00 0 00 24 00 0 00 0 00 207 80 280992 ARSHAD E 1 45 0 00 0 00 24 00 0 00 0 00 104 00 357235 HOFFMAN F 4 15 00 2 00 0 00 1 00 0 00 0 00 153 50 888792 ORR A 3 21 00 3 00 0 00 1 00 23 00 0 00 79 90 881031 JHAVERI M 0 0 00 7 00 0 00 1 001 1 00 0 00 75 60 882445 ETHERIDGE 5 33 25 12 00 0 00 21 00 0 00 0 00 251 00 959545 CASPERSONN 5 1 10 80 3 00 0 00 20 00 0 80 0 00 20 20 881309 CHAPMAN E 4 3 40 5 00 0 00 20 00 0 80 0 00 104 00 Showing 1 8 of 8 items 1 8 Figure 22 Contract activity by performer available in Provider mode only 7 6 2 FP17 forms Clicking on the FP17 total link Figure 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 EEUU HERE Net patient 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 FP17S 8 1 FP17 Forms Summary by Contract In addition to the Contract activity pages described in the previous section claim data can
3. Update the Provider s associated with the user o Add remove provider privileges by checking the relevant boxes 30 Update the contracts accessible to the user o Add 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 sknight B4 Zigtechnophabia com User surname jknight Date last logged in 24 08 2012 18 33 22 Contact Telephone Number 0r77r58ra2227 Copy existing user profile 240812012 User created by Van Woudenberg Date last updated 24 08 2012 15 50 58 Last by simon jknight Failed Login Count E Account Locked E Account Access remowed If you want to copy an existing users profile select user from the list below and click Copy user All providers MISS LA EDGAR 332454 All contracts Update the Provider s associated with the user Update the contracts accessible to the user 332151 0004 MISS LA EDGAR Cosmo Dental Practice 169 Kingsland Road All Actions Manage Bank Details Dote 21 7 12 Update the actions available to the use My profile forms Reports Oentalportal guidance manual v 1 click an FP17 total link Provider Details pages 4 7
4. 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 e 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 allocation e Displayed if the performer is not superannuable o Annual net pensionable earnings e 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 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 SN3 Wakefield District PCT 01 06 2000 28 06 2007 FE Contract numbers Ending betwe
5. 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 guida manual v 1 Hello Fred Surname LastLogged in 14 06 2012 15 41 Loq 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 i e provider performer or provider performer Navigation Links click to navigate to the desired portal functionality e 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 e 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 Welcome to the NHS Dental Services Provider Portal My profile system messages Contracis Pay statements 10 07 2012 The DDRB Uplift will be applied from the 1st A
6. Surname forename Patient date of birth Patient gender Performer personal number o The performer associated with the claim UDA Net Patient charge Schedule number schedule month year against which the FP17 is assigned Status i e Processed Deleted or Rejected Its 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 the FP 17 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 via month to date link Alternatively FP17 forms summary by contract o total for month via Total forms link The month and year values are always displayed above the results table to serve as a reminder of which FP17 view is currently being displayed Current FP17s Find FP17s Current Find Contracts Contract Activity Contract Activity by Performer FP17 total for current month 17 total for FP17 Total for month IE Month Performer FP17s all Figure 26 FP17 reporting routes Date 21 7 12 24 Dental portal guidance manual v 1 model of the various paths and corresponding links is included as appendix section 1 You use this to learn how the various contract activity and FP17 pages are related to e
7. 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 UOA 2012 2013 o Monthly UOA activity for claims processed and dated in the current financial year 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 Date 21 7 12 22 Dental portal guidance manual v 1 Net patient charges o The total net patient charges collected for the current schedule month 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 below Current FP17 forms BN3 243779 0001 Provider MISS MACASKILL June 2012 Showing 81 88 of 88 items Patient Ref Performer Net patient number Contract number oo number Schedule Status eee 052 243779 0001 HERBERT HAVISHAM 08 06 1950 M 8880792 3 00 0 00 47 00 08 2012 Processing 12 04 2012 Location ID Date of acceptance Date of compl
8. Farms ffar Contract PSS ee click an UDA LIOA activity link Forms Summary Current Contracts by Contract Contract Activity Forms for month click on FP17s link click on UDA LIOA activity link Forms Summary Current Contracts Contract Activity Forms month by Contract FP17s link click on Month link clickon click on Find Contracts UDA UOA click on Find 175 activity link Ed click on T total link Find Contracts Contract Activity by Performer FP17 Forms for Performer Find Forms click on Contract number click on FP17 Ref number click on Contract number click an FP17 total link Provider Details pages Forms for Contract click on Ref number click on Refinumber i i Details click on FP17 Ref number
9. 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 specific to the contract Date 21 7 12 21 Dental portal guidance manual v 1 performer when viewed performer mode or to the contract i e across all performers when viewed provider mode Home page My profile Contracts statements FP17 forms Reports EDIPIN 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 5 3 243779 0001 MISS 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 total number of FP17s received for the schedule month less any adjustments e g rejected or deleted claims
10. 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 Restrict the search to current contracts only e o Restrict the search to specified contract types e 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 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 5 Manage Bank Details Before making any changes to your bank details you must answer the important information questions in Figure 1Error Reference source not found 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 Bady in order to make this change Are you updatin
11. 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 e Type O O O O O Filter search by report type Annual Activity Report General Vital Signs Orthodontic Vital Signs Within financial year Filter search by financial year e Within financial period O Filter search by report period e Monthly e Quarterly e Mid amp Year end Contract number Filter search 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 2010 2011 Quarter 4 a Orthodontic Vital Signs 2009 2010 E March February Select all Select Select all Select nane Contract number 5C3 117242 0002 Clear criteria Show details Showing 1 2 of 2 items Financial year Financial period Contract number Guidance notes Fh Fa Fah Annual Activity Report 2011 2012 Year End 5C3 117242 0002 4 Gui
12. 11 10 08 Lag Qut Figure 10 change to performer or provider view here Each column 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 Summary of all your current contracts Blue underlined items 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 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 SJE 751952 0003 MR HM Rudge B 0 00 432 5M3 243 778 0001 MISS SC Wilson E E 0 00 0 00 SNS 243779 0002 MISS SC Wilson 0 00 0 00 5N3 243779 0003 MISS SC Wilson 0 00 0 00 SNS 243779 0004 MISS SC Wilson H 0 00 0 00 SNS 243779 0005 MISS SC Wilson 0 00 0 00 Showing 1 6 of 6 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
13. 23229 0003 ARTHUR SHEERNESS 623229 0003 ARTHUR UPNOR C SPL 8623228 0003 ARTHUR KNOLE 1164 623229 0003 ARTHUR PENSHURST Showing 1 10 of 35 items 11 20 21 30 31 35 Next Last Figure27 Find FP17 s page Date 21 7 12 30 06 1939 823229 0 00 1 00 0 00 04 2011 Processed 30 08 1998 823229 0 00 21 00 0 00 04 2011 30 08 1898 623229 0 00 1 00 0 00 04 2011 Processed 30 08 1999 623229 0 00 21 00 0 00 04 2011 Processed 30 08 1998 623229 0 00 0 00 0 00 04 2011 Processed 30 08 1999 623229 0 00 0 00 0 00 04 2011 30 08 1999 623229 0 00 0 00 0 00 04 2011 Processed 30 06 1999 623229 0 00 0 00 0 00 04 2011 30 06 1999 623229 0 00 0 00 0 00 04 2011 Processed 30 08 1999 623229 0 00 0 00 0 00 04 2011 Processed 26 Dental portal guidance manual v 1 9 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 soawn 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 e Download o Save the file to your PC check your downloads folder or spe
14. 26 556 0 0 0 01 04 2007 31 10 2007 747 561 75 26 556 0 0 0 01 04 2006 31 03 2007 727 447 82 26 556 0 0 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 Contractual summary Performers on this contract List of performers on this contract Performer Performer name number Start date End date Status 280992 10 08 2009 Current 882445 04 08 2008 04 08 2008 Full time Historic MISS Fersai Butwick 991309 16 08 2010 Current MISS Fersai Butwick 991308 03 08 2008 03 08 2009 Full time Historic MR Frederek Charles Haining 959545 01 04 2006 06 04 2009 Historic 881031 02 08 2008 Current 357235 17 02 2010 Current 865792 01 04 2005 Current MISS Suzi Catherine Wilson 243779 01 04 2006 Current Showing 1 9 of 9 items Figure 15 performers on the contract Date 21 7 12 13 Dental portal guidance manual v 1 The columns self explanatory You can drill down into further performer information by clicking on the Performer name link Contract summary Gontract number SNS 2437798 0001 Contract purpose General Providername MISS SC Wilson PDS Contact stan date 01 04 2006 Contract sub type Contract end date Prison contract Performer details Mame DR Benjamin Ellis Smart Perf
15. 6 SDN 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 e Date to o Date contractual details end on The date may not be present if an end date hasn t been specified e Contracted value o Contracted value for the from and to dates on the applicable row e Contracted UDA o Contracted UDA for the from and to dates on the applicable row e Contracted UOA o Contracted UOA for the from and to dates on the applicable row e Contracted Dom visits o Contracted number of courses of treatments for domiciliary visits for the from and to dates on the applicable row e 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 be re ordered as required Provider details Contract other addresses Contractual summary Performers on this contract Contractual details Contracted Dom Contracted Date from Date to Contracted value Contracted UDA Contracted visits sedations a 04 04 2010 783 363 32 26 556 0 0 0 01 04 2009 31 03 2010 776 375 94 26 556 0 0 0 01 04 2008 31 03 2009 774 748 97 26 556 0 0 0 01 11 2007 31 03 2008 749 273 67
16. 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 8 and 20 characters in length 2 Must contain at least 1 numeric and 1 alphabetic character 3 Must not be the same as the password 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 Submitto 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 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
17. NHS Business Services Authority Dental Portal User Manual CONTENTS T INTRODUCTION sched eet dc dace baton sae eee stake cto 1 2 ese a MCI ILI 2 ecl ee eRe ee EE eee eee ee nn eee ae ee eer eee ere 2 4 FORGOTTEN CREDENTIAL eae te ee eee 3 5 eRe Ree aint een ee Ore ere er rere eee ren re err errr 6 5 52 2 2 2 2 224252 22242524222424 UE 6 CONTRACTS I IE 8 7 1 CUrenb Certtacels stulti 8 7 2 Contract Details Provider 10 729 Contract Details Performer VIC W seen teeta EURO a e 15 7 4 16 7 9 Manage Bank Details 17 7 6 RE 19 TOt Contract activi Dy DOtlOF Tief eatis 20 LOL ES NEU 21 MES Gi EE m 21 8 1 forms summary DY CODE AOL see oi reote eia 21 8 2 C rent PET 4 Seo 23 eae eee ee er ere mee 25 9 PAYSTATEMENT sie ae ees er eaten
18. ach 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 the Find FP17 s link which opens the Find and View FP17 s page Figure The number of FP17s being seared for can and should be filtered by using the various search options listed below Health Bodies 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 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 DOB o Search by patient date of birth 17 Form Received between Refine the 17 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 clai
19. age displays a summary of activity against the selected contract for current or 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 below Contract activity 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 July to date 15 40 0 00 0 00 20 90 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 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 Date 21 7 12 19 Dental portal guidance manual v 1 UDA Previous o Monthly UDA activity for claims processed and dated for any time prior to the current or previous financial years UOA 2012 2013 o Month
20. 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 e 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 Contract summary Contract number SN3 243779 0001 Contract purpose General Provider name MISS SC Wilson Contracttype POS 01 04 2006 Contract sub type Contract start date Contractend date Prison contract Provider details Contract other addresses Provider principal addresses Contractual summary Performers on this contract Address title Location lO 10466 Address Cohens Dental Surgery 9 Woodhouse Square LONDON Crawley Postcode 5 1 Email Telephone number Provider bank details Manage bank details THE WATFORD DENT PARTNERSHIP LT Account name Hank sort cade Bank account number Bank account roll number 34 7 7 81 73003602 Figure 12 provider contract details Contract summary O Date 21 7 12 Contract number e The unique contract reference made up of the commissioning organisation code the provider number and the contract iter
21. ation tag Provider name e The name of the contract provider Contract start date e The date on which the contract started Contract end date e The date on which the contract ended If it is a current contract the end date field may not be populated Contract purpose e The intended remit of the contract General orthodontic or both Contract type amp Contract sub type e The type of contract GDS GDS Pilot PDS PDS Plus PDS Pilot Trust Trust Plus Prison contract Dental portal guidance manual v 1 e Indicates whether the contract is for 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 SCA Community Care Services RUSHDEN HORLEY Address Cornwall DY
22. cify a location e Cancel o no further action and exit the new window The pay statements list consists of three columns e Month o Identifies the month to which the pay statement pertains o Opens download window in internet browser if clicked on e Pay statement amp Schedule o Indicates type of pay statement examples in table below Pay Statement Schedule Description March Pay Statement March Copy Pay Statement Yes January December 65 Pay statements Select a contrac 5C4 117242 0001 Show details 5C3 117242 0002 2010 11 2009 10 Pay statement Schedule December Yes Yes November Yes Yes 4 October Yes Yes No August Yes No 4 July Yes Yes June Yes Yes Yes No 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 20 10 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 10
23. d 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 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 success or failure You may view the EDI PIN page to obtain the PIN if 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 Your EDI 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 12 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 12 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 som
24. dance notes 4 Annual Activity Report 2011 2012 Mid Year 5C3 117242 0002 suidance notes Showing 1 2 of 2 items 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 Type 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 e Financial year o financial year to which the report refers e Financial period o The financial period to which the report refers Contract number o contract number to which the report refers e 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 10 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 2008 2010 Select all Select Clear criteria Show details Sh
25. dmin 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 e Contracts section 7 e Reports section 9 My Profile section 6 e statements section 8 e EDI PIN section 10 e User management section 11 e Manage Bank Details section 7 5 29 Dental portal guidance manual v 1 12 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 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 chan
26. e administrator users have been created see 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 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 user details e 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 21 7 12 26 Dental portal guidance manual v 1 New user forename e New user surname e 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 sknight technophobia com This will also be their username New user forename Tommy New user surname Tester Hew user telephone number Figure 40 create admin user new details Cl
27. e 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 e Activation ID e Unique email address amp confirm email address Password and password confirmation Memorable word and memorable word confirmation Security question e 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 account Please enter your login details below Mandatory Fields Your e
28. e of the contract provider Provider Contract value o total contract value for the current financial year Provider UDA contracted o Units of Dental Activity contracted for the current financial year Provider UDA processing o 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 portal guidance manual v 1 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 e 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 Logged as Provider Switch to performer Last Logged in 07 07 20
29. en and ie DD MM PrYY DD MM YYYY Provider names MISS SC Wilson L Current contracts only Type Eens Elens Piot El PDS Plus El PDS Pilot El Trust El Trust Plus Purpose Attributes General Orthodontic Both Prison C Sedation Cl Domiciliary Update list Clear criteria Showing 1 1 of 1 items Contract value Contracted Contracted 5N3 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 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 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 e Provider names o Restrict search to a single provider e 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
30. ent 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 financial year data and the ability to view historic activity for the previous 24 months Showing 1 5 of 5 items Contract number Provider Contract value Contracted Th 5N3 243779 0001 MISS SC Wilson 783 363 32 26 556 00 E 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 SNS 243778 0004 MISS SC Wilson 240 000 00 8 500 00 0 00 5N3 243779 0005 MISS SC Wilson 376 322 99 15 309 00 8 0 00 B Showing 1 5 of 5 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 PCT Commissioner PDS SHA organisation code the provider number and the contract iteration tag Both Provider o The nam
31. est 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 you are confirming you have the authority to do so Performer number Enter site ID 952040 send request Figure 32 Provider requests temporary EDI PIN for Performer 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 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 Site ID EDI Expiry Message 15515 Requested 20 06 2012 Figure 33 temporary EDI PIN request confirmation After the request has bee
32. etion 12042012 Remission evidence not seen Claim comment Patient charge on 0 00 Late submitted claim Patient change calculated 47 00 Patient charge scheduled 47 00 Remission amount 0 00 Schedule 08 2012 Allocated year 2012 2013 112000012 5N3 243778 0001 BRADLEY HEADSTONE 08 06 1950 M 243779 1 00 0 00 08 2012 Processing 112000013 5M3 243778 0001 MICHAEL JAGGERS 08 08 1950 M 280992 2 00 0 00 47 00 08 2012 Processing 112000014 ABEL MAGWICH 08 08 1850 M 882445 3 00 0 00 08 2012 Processing 112000015 112000018 112000017 243779 0001 3 243778 0001 SETH PECKSMHIFF TOM PINCH HERBERT POCKET 08 08 1950 08 08 1950 08 06 1950 991308 881031 1 20 0 00 0 00 0 00 0 00 17 00 18 70 06 2012 06 2012 06 2012 Processing Processing Processing 112000069 3 243778 0001 ARTHUR TULKIMGHORN 01 02 1999 357235 0 00 0 00 0 00 068 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 reference number can be either the image index number or the EDI claim reference number dependent upon the processing route te 21 7 12 23 Dental portal guidance manual v 1 o Clicking on the reference number opens up the claim details view as shown above Figure Contract number Patient name
33. g to a limited company Ves 2 No 2 Only UK based bank accounts are allowed Is your bank account based outside the UK 21 Yes 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 s based outside of the UK please contact your commissioning body regarding the change Contracts Enter new details Mandatory field Sort code Account name Account number 00 03 Peter Griffin 12345672 B 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 Peter Griffin 5N3 243779 0002 MISS SC Wilson 00 00 03 12345572 Mr Pater Griffin E 5N3 243779 0003 MISS SC Wilson 18 88 27 4819469393 Mehdi Abrishami 1 5N3 243779 0004 MISSSC Wilson 91 08 80 110146522 C J AUSTIN AND J M LEWIS 5N3 243779 0005 MISS SC Wilson 73 64 78 145810025 DR S REYHANIAN 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 checkbo
34. ges where required Note The user details view will open by default if you have only one user there is no ist to display Clicking on the Edit button enables changes to be made View and maintain users User listing To view details only af 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 06 12 No 9999 technophobia com Tester Tommy 09 59 55 Active Manage user sknight Newly 99991 technophabia com 1959 i Created Manage Showing 1 2 of 2 items Other options r Figure 46 manage admin users view Once in the edit user details view Figure 39 we can make various changes e 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 e Copy existing user profile o Copy provider or contract privileges from a previous admin user
35. icking 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 contracts 773859 0001 MR M Evans 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 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
36. ion or click Back to change these details Providers accessible to the use MR M Evans 773859 Contracts available to the use 773859 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 My prafile User management Contracts Pay statements Manage Bank Details Reports EDI PIN Figure 44 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 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 set their password and activate their user account To create another user click Create User otherwise click Home to return to the Home Figure 45 create admin user confirm creation An overview of the permissions available to admin users is included below for reference 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 A providers or individual provider checkboxes Update the contracts accessible to the user o Where more than one contract is available a
37. l address Correspondence address Dental Surgery Morthenden Health Centre Change correspondence address WHITEHAVEN BB4 Contact Number Changes saved v 07775576217 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 questian details Figure 8 my profile page All actions on this page follow more or less the same basic steps 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 oF ur ce we Te Optionally you may quit the change at any time by clicking on the Cancel button Some things you should be aware of e If you change your email address you will never be able to revert to the previous Please think very carefully before you go ahead with this action since it is irrevocable e 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 curr
38. ly UOA activity for claims processed and dated in the current financial year 2011 2012 o Monthly UOA activity for claims processed and dated the previous financial year 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 schedule month As is the norm all columns can be ordered by clicking on the column headers 7 6 1 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 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 Contract activity by performer 5 3 243779 0001 Provider MISS MACASKILL 2012 2013 activity 2011 2012 activity Month dne mE Update list show annual summary Selecting a month will display activity of each performer on the contract Showing activity for June 2012
39. mail 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 have forgotten my password or memorable word 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 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 10 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 ofthe 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 reset your Dental Service
40. ms 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 in the system searches for claims without sufficiently restrictive criteria may take some time upwards of 1min to complete Find and view FP17 forms Criteria Health badies All Contract numbers BPL 623229 0003 form status Processed l Schedule number from form reference Performer names 623229 NAVARRO LANDABURU P Clear criteria Showing 1 10 of 35 items Patient Patient surname Patient forename Patient date of birth Domm form received between and Domm 7 nomm mci et and DDAMMPTY Y Y Completion date between and DDMMPYYYY Update list mE RR mm number Contract number Name o mF number Schedule Status re c 823228 0003 ARTHUR MOUNTFIELD 623229 0003 ARTHUR BRAMBER 823228 0003 ARTHUR BROADSTAIRS 142 SPL 8623228 0003 ARTHUR RAMSGATE SPL 8623228 0003 ARTHUR MARGATE 623229 0003 ARTHUR DEAL SPL 6
41. n 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 e 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 for site 54321 has been approved and 15 listed 2222 alongside the temporary PIN expiry date 30 07 2012 e Performer 770213 has 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 Request a temporary EDI PIN Site ID EDI PIN Expiry Message 12345 Rejected requestfrom 10 07 2012 Invalid site number 54321 30 07 2012 357235 Jennifer Anne Singh Request a temporary EDI PIN Site ID EDI PIN Expiry Message 12345 1111 30 07 2012 Figure 34 temporary EDI PIN status 11 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 PIN 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 verifie
42. 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 42 optional create admin user step assign actions based 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 the Contracts pages You must enable both Contracts and Manage Bank Details actions together 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 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 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 creat
43. ormer number 882445 This performer is superannuable Performer address details Telephone Address type Address title Address Postcode number Correspondence Cohens Dental Surgery 9 Woodhouse Square LONDON Aarin Crawley HP51EU 09674 594950 Correspondence 41 Berrymead Road Crudgington West Yorkshire North CRO Address Humberside Lancashire showing 1 2 of 2 items Performer contractual details Trainer 243779 Start date 04 08 2008 VDP salary 0 00 End date 04 08 2008 Full or parttime Fulltime Annual UDA Annual amount 0 00 Annual Annual service costs 000 Figure 16 performer details This page Figure 16 details various items relating to the performer e Performer Details o Name o Performer number o Message e This performer is superannuable e This performer is eligible for seniority e 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 e Performer contractual details o contain more or less items depending on relevance to specific performer o Message Date 21 7 12 14 Dental portal guidance manual v 1 e There will be no contributions to the NHS Pension scheme and life insurance can be paid if Annual Net Pensionable Earnings does not have an amount Displayed if the performer is superannuable but the net pensionable amount is zero
44. owing 1 3 of 3 items Personal Superannuation Statement 2011 2012 19 06 2012 4 Personal Superannuation Statement 2010 2011 19 06 2012 Personal Superannuation Statement 2009 2010 19 06 2012 Showing 1 3 of 3 items Figure 30 performer reports The statements can be downloaded by clicking on the Personal Superannuation Statement link 11 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 11 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 710213 Noushafarin Davies 786950 Sarah Hamoudi Ludwig Request a temporary EDI 866776 Fabio Creaner Request a temporary EDI PIN 982040 Andrea Louise Owen Request a temporary EDI PIN Figure 31 Provider requ
45. pril 2012 EDI PIN 10 07 2012 Please ensure you have completed your ARR form by 30th June 2012 User management complete form here 10 07 2012 Please inform your PCT of any changes to the performers on your contracts more guidance Quick start Select any ofthe commonly used items below for quick start Alternatively use the menu on the Your FP17 form submissio You can search for and view details of any submitted 17 farms Figure 7 provider home page 6 MY PROFILE Your contracts You can search for and view details of any of your contracts bath current and historic li View pay statements You can view details af pay statements for any of your contracts The My Profile page Figure 8 enables you to update your personal contact details and login security credentials with options to e Change your email address e Change your correspondence address Change your contact telephone number e Change your password Date 21 7 12 Dental portal guidance manual v 1 Change your memorable word e 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 the contract level e g superannuation statements and schedules Email address awesome dentist hotmail co uk Change emai
46. s Portal Account password please provide the specified characters from your memorable word Ta 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 favaurite tv program Security answer Figure 3 reset login details page Fill out the required fields with your provider performer number your security answer and e your password if you have forgotten your memorable word or e 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 Submitto reset your
47. x 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 2 Enter your valid bank sort code 6 digits 3 Enter the account name 4 Enter your valid bank account number 8 digits 5 Enter the roll number if necessary 6 Click on the Update selected contracts button 7 Confirm identify and authority to change by validating your password 8 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 Date 21 7 12 18 Dental portal guidance manual v 1 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 7 6 Contract Activity From the Current or Find contracts views clicking on a value in the UDA or UOA Scheduled or Processing columns Figure will open up the Contract activity page Figure for the contract row Contract number 4 Provider Contract value Scheduled Scheduled hd Th Th MR PJ NAVARRO eee F pum LANDABURU 141 888 08 1 000 00 0 00 0 00 2 452 00 Figure 20 UDA amp UOA columns SPL 623229 0003 The contract activity p
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