💡 Top tip: You can manage and understand your NHS claims using both the 'NHS Activity' report for a top-level overview, and the 'NHS Claims' report for detailed analysis. Regularly review both reports to manage claims effectively and ensure accurate payments.
How do I use the 'NHS Activity' report?
The 'NHS Activity' report provides a high-level overview of NHS claims submitted under your NHS contract(s). It tracks the total value for submitted NHS claims per practitioner based on the treatment plan completion date and on the current status of the claim.
Access the report via 'Reports' > 'Financial' > 'NHS Activity'.
Set filters to refine the view:
Location (if applicable)
Date range (start and end dates)
Activity type (choose between Care Packages, UDAs and UOAs)
NHS Contract (select specific contract if needed)
Drill down into specific claim statuses by clicking on the corresponding bar in the chart.
To return to the main view, click the 'Back to UDAs/UOAs/Care Packages' button - the wording varies depending on what you are viewing.
For more accurate reporting, enable daily schedules through Compass, the NHS WebEDI platform. Contact your NHS dental services team for assistance.
💡 Top tip: Use this report to evaluate performance and ensure practitioners meet their NHS targets.
What is the difference between the 'NHS Activity' report and the 'NHS Claims' report?
The 'NHS Activity' report focuses on treatment plan completion date for each claim.
Used for monitoring Care Package/UDA/UOA targets
Top-level overview
The 'NHS Claims' report focuses on both submission/treatment plan completion dates (filterable as needed).
Used for managing individual claim statuses
Detailed claim analysis
If a treatment plan is completed on one date but submitted the following day, the 'NHS Activity' report will reflect the claim based on the treatment plan completion date, while the 'NHS Claims' report will show it under either the submission or treatment plan completion date, depending on the selected filter.