There are a few things we recommend NHS practices in England and Wales do to prepare for 1st April.

The keys steps include:

• Performing a UDA health check
• Understand what you need to do to roll over your NHS contract
• Find any outstanding NHS treatment to help you achieve your UDA target
• Ensure you're claiming the right bands by configuring your NHS datasets
• Searching for NHS patients without a recent appointment

Performing a UDA health check

We recommend performing a UDA health check every quarter but especially before your contract is due to end. Some of the steps to perform a health check are:

• Resending any claim bundles that have failed to transmit
• Check resolved responses to ensure they haven't been checked off and not actioned
• View unpaid transmitted treatments (ones that have not appeared on a payment schedule)
•  Report on your UDA's to check claimed vs paid UDAs

All of these steps are covered in our UDA health check help article.

Understand what you need to do to roll over your NHS contract

Every year your NHS contract renews and needs to be rolled over, in 2022 EXACT introduced a feature that automatically rolls over your NHS contracts. This means there are two steps you may need to take:

• If your contract is set to roll over automatically, you simply need to check your UDA target is correct and let EXACT roll your contract over to 2024/25
• If you contract is configured for manual roll over, you will need to action this and check your UDA target is correct

For more information on rolling over your NHS contract and how to check if your contract is configured to automatically roll over, read our NHS contract rollover help article.

Find any outstanding NHS treatment to help you achieve your UDA target

If you need to increase your UDAs, finding any patients with open NHS courses of treatment can help you get closer to achieving your target. You can find these patients using either:

• Care Manager to view patients and treatments all in one place and, with online booking, you send email or SMS with a booking link
• Use NHS UDAs in progress report to produce a list of patients to contact

Ensure you're claiming the right bands by configuring your NHS datasets

Transmitting the wrong data to the NHS could reduce your UDAs while increasing the number of NHS responses you receive. By checking your NHS services have the correct NHS dataset assigned to them will help reduce the room for error.

Find out how to check you services have the right NHS datasets in our NHS datasets help article.

Searching for NHS patients without a recent appointment

Patient Lists will be able to find any NHS patients without an appointment within a date range, the following query will provide you with a list of active, NHS patients without an appointment in the last year or within the next year (edit the date range as you see fit).

To create this list,

1. Open Patient Lists.
2. Select Create New List.
3. Click the selection button at the end of Select Patients row.
4. Press +1.
5. Enter a description for your list.
6. Click the insert button in the lower right of the Add Query Template window.
7. Select A check in 'inactive', then OK, change Patients with to Patients without then OK. 
8. Click the insert button again.
9. Select Payor, entering NHS (or PDS if applicable to your practice), then OK.
10. Click the insert button again.
11. Select Any appointment, change Patients with to Patients without, then enter the dates you wish to exclude, eg entering from: DMY-1 to DMY+1 will display patients without an appointment within the past year or those with an appointment in the coming year.
    
    

    Tip: To ensure you are only viewing patients who have had a previous appointment, add a fourth query: Any appointment, selecting Patients with then enter the dates from: DMY-2 to: DMY-1.

12. Once you have added all the queries as required, select OK on the following three screens.
13. EXACT will then create the list.