🚨 Important: This report is available for NHS Wales practices. It is currently being rolled out for NHS England practices and is not yet available to all England users. If you cannot see it, it will be coming to you soon.
What is the 'NHS Contract Performance' report?
The 'NHS Contract Performance' report shows how your practice is progressing against its NHS contract target for the financial year. Use it when you need to see claimed vs remaining, whether delivery is Ahead, On track or Behind, and how each practitioner is performing.
NHS England contracts show figures in UDAs.
NHS Wales contracts show figures in pounds against a trackable annual contract value.
📝 Please note: The report is a performance guide based on NHS claim data held in Dentally. Data refreshes every 24 hours, so recent claims or status changes may not appear immediately. Check the 'Last updated' time at the bottom of the report.
How do I access the report?
Go to 'Reports'.
Under 'Financial', select 'NHS Contract Performance'.
Select the NHS contract you want to review.
The page opens with the heading 'NHS Contract Performance'. The report uses the current configured contract financial year. If the next financial year has been configured but has not started, Dentally continues to show the most recent year that has started.
If your practice is multi-site and the contract covers more than one site, use the site selector to choose which site to review.
The report is available to:
Practice managers and administrators with permission level 3 or above.
NHS-enabled practitioners with permission level 2, who can view only their own performance.
Managers and administrators can use the practitioner filter to select 'All practitioners' or one practitioner. Practitioners open on their own figures when their account is linked to an active practitioner.
What do the summary cards show?
England
'Contract target': the UDA target for the selected contract and financial year.
'Claimed': how many UDAs have been claimed so far, average delivery per month, and whether delivery is Ahead, On track or Behind for this point in the year.
'Remaining': UDAs still needed to reach the target, the monthly delivery required, and the contract end date. If delivery exceeds the target, remaining stays at 0.
On a multi-site practice with a practice-wide contract, the cards also reflect the selected site where a site target applies.
Wales
'Trackable contract target': the portion of the annual contract value assigned to the claim categories Dentally currently tracks (Care Packages and New Patient Assessments).
'Claimed': how much has been claimed against the trackable target, average delivery per month, and whether delivery is Ahead, On track or Behind.
'Remaining': the amount still needed to reach the trackable target, the monthly delivery required, and the contract end date. If delivery exceeds the target, remaining stays at £0.
On a multi-site practice with a practice-wide contract, the card also shows the 'Trackable site target' for the selected site.
Claim statuses included (England and Wales)
The report includes claims with a status of 'Submitted', 'Received', 'Queried' or 'Completed'. Claims in other statuses are not included.
How does each claim contribute to the figures? (England)
Each included claim contributes UDAs:
Until NHS Dental Services responds to the claim, Dentally uses the expected UDAs for that claim.
After the claim is responded to, Dentally uses the awarded UDAs.
How does each claim contribute to the figures? (Wales)
Each Care Package claim contributes its 'ACV contribution': the value the claim counts towards your Annual Contract Value. This follows how NHS Wales counts contract delivery, so it is not the same as the fee your practice collects.
A claim's contribution is made up of:
The care package fee for the treatment claimed.
Plus any NHS laboratory fees that the NHS funds for that claim.
The expected patient charge is not added to the contribution, whether the patient is charge-paying, exempt or partially remitted.
The 'NHS Activity' report uses the same ACV contribution for Care Package claims.
For example, with a care package fee of £50:
With no NHS-funded laboratory fee, the contribution is £50, whether the patient is charge-paying, fully exempt or partially remitted.
A fully exempt patient with £100 of NHS laboratory fees contributes £150 (£50 package + £100 labs).
A charge-paying patient with £100 of NHS laboratory fees contributes £50, because the patient pays the laboratory fee.
Private laboratory upgrades do not increase the contribution. Claims without an ACV contribution are not included in the reported figures.
How do I read the contract sub-targets? (Wales)
This section applies to NHS Wales only.
The 'Contract sub-targets' table shows tracked and untracked claim categories.
'Category': the claim category.
'Type': shows 'Tracked %' for categories that count towards the trackable target, or 'Untracked' for categories that do not.
'Contract Target': the percentage of the full annual contract value allocated to that category.
'Submitted': the percentage of that category's annual target delivered so far.
'Status': for tracked categories, whether delivery is Ahead, On track or Behind for this point in the year. Untracked categories do not show a status.
A result within 5% of the expected position is 'On track'. More than 5% above is 'Ahead' and more than 5% below is 'Behind'.
Dentally currently tracks 'Care Packages' and 'New Patient Assessments'. 'Urgent Care' appears below the tracked categories as untracked. The health board allocates urgent care slots, so Urgent Care does not affect the trackable contract target or pace status. Other Welsh contract categories can form part of your contract configuration, but they do not contribute to the reported figures until Dentally can track them.
How do I read performance by practitioner?
The 'Performance by practitioner' table appears when 'All practitioners' is selected. It shows:
'Contract allocation': the percentage of the contract target assigned to the practitioner (trackable target in Wales; UDA target in England).
'Target': the practitioner's allocated annual target (£ in Wales, UDAs in England).
'Submitted': their claim contribution so far.
'Remaining': the amount left to meet their target.
'Progress': their submitted value as a percentage of their allocated target.
'Status': their progress compared with the expected position for this point in the year ('Ahead', 'On track' or 'Behind').
If practitioner targets have not been configured, Dentally divides the target equally across practitioners and displays a message. Select 'Set targets' in the message to set custom allocations.
How do I use the contract delivery chart?
The 'Contract delivery' chart compares cumulative delivery across the contract year:
'Target' shows the expected cumulative delivery line.
'Actual' shows the cumulative value of included claims.
England
The chart shows Target and Actual for the contract in UDAs.
Wales
Select 'All' to see all tracked categories together, or select 'Care Packages' or 'New Patient Assessments' to narrow the chart. Untracked categories are not available as chart filters.
💡 Top tip: On Wales contracts, the claim-category buttons change the chart only. The summary cards and tables continue to show the full selected contract or practitioner view.
Hover over the chart to compare the target and delivered values for a specific date.
Why can't I see data?
No NHS contracts found
Only active NHS contracts available to your practice locations appear. Ask an administrator to check the contract under 'Settings' > 'Practice Settings' > 'NHS' and make sure it is active and linked to the correct location.
No target set
The selected contract needs a configured annual target for the relevant financial year. A user who can manage NHS contracts can select 'Edit contract to add a target' from the report.
England: set the UDA target (and UDA value) on the contract.
Wales: set the annual contract value and tracked category percentages.
I can't see the report
Check that:
Your practice is configured for NHS England or NHS Wales and has access to 'NHS Contract Performance'.
For England, the report may still be rolling out to your practice.
You have permission level 3 or above, or you are a permission level 2 user linked to an NHS-enabled practitioner.
You have access to the location associated with the contract.
Recent claims are missing
Check the 'Last updated' time and allow up to 24 hours after a claim or status change. The report includes Submitted, Received, Queried and Completed claims that contribute to the contract figures for your region.
Which NHS report should I use?
Use the 'NHS Contract Performance' report to monitor your contract target, expected pace and practitioner allocations (and Wales sub-targets where they apply).
Use the 'NHS Activity' report for a high-level view of activity by treatment-plan completion date. For Wales Care Package claims, ACV contributions follow the same rules as above.
Use the 'NHS Claims' report to review individual claims, statuses and actions.
For help adding or editing contracts, see How to use your NHS practice settings.