Navigating NHS reports is important for managing claims effectively and ensuring timely payments. Two primary tools available in Dentally are the NHS UDA/UOA Report and the NHS Claims Report.
NHS UDA Report
The NHS UDA (Units of Dental Activity) Report provides a high-level overview of NHS claims submitted under your NHS contract(s). It tracks the total UDAs for submitted NHS claims per practitioner based on the treatment plan completion date and on the current status of the claim.
Key Features:
Tracks claims by treatment plan completion date.
Organises claims based on their statuses (Completed, Pending, Error/Invalid, Queried) and individual practitioners.
How to Use:
Access the report via Reports > Financial > NHS UDAs
Set filters to refine the view:
Location (if applicable).
Date range (start and end dates).
Activity type (Can be set as UDA or UOA as needed).
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 button.
Claim Statuses Explained:
Completed: Claims marked as paid; they will appear on the next monthly schedule.
Pending: Claims submitted but awaiting a response (usually processed the next working day).
Error/Invalid: Claims with issues that require correction. These need to be resolved using the NHS Claims Report.
Queried: Claims where the UDAs awarded differ from those claimed. Address these via the NHS Claims Report.
💡 Top tip - Use this report to evaluate performance and ensure practitioners meet their NHS targets.
Differences between the NHS UDA and the NHS Claims reports
Feature | NHS UDA Report | NHS Claims Report |
Focus | Treatment plan completion date of claims | Submission or treatment plan completion date (filterable) |
Purpose | Monitoring UDA targets | Managing individual claim statuses |
View | Top-level overview | Detailed claim analysis |
Example of Usage:
If a treatment plan is completed on one date but submitted the following day, the UDA Report will reflect the claim based on the treatment plan completion date, while the Claims Report will show it under either the submission or treatment plan completion date, depending on the selected filter.
Additional Tips
Enable Daily Schedules
For more accurate reporting, enable daily schedules through Compass, the NHS WebEDI platform. Contact your NHS dental services team for assistance.
Stay Proactive
Regularly review both reports to manage claims effectively and ensure accurate payments 🎉
By understanding and utilising these reports, you can streamline your practice’s NHS claim management and focus on delivering excellent patient care. For more assistance, reach out via Support Chat in Dentally.