The UDA/UOA Report shows progress on all NHS contracts held by the practice, grouped by contract or by provider, with or without detail. The UDA or UOA reports groups COTs by the TC date. If you would like to see COTs grouped by date of completion you will need to use the Old UDA or UOA Report.
To Run the UDA/UOA Report:
Select Administration > Reports and double-click the UDA/UOA Report:
Select UDA/UOA Report from the workspace bar NHS shortcut (if configured):
The print dialogue displays:
To generate a report for the entire practice, leave the Provider(s) field empty, select a single provider or use the Multiple option to select specific providers.
If you enter a Contract Number, the Contract Start Date and Contract End Date fields will be defaulted, otherwise these will be blank.
Check (tick) the Show Detail checkbox if you want to show all courses provided by each provider under the contract for the selected time period, with the banding information.
If you leave it unchecked only UDA/UOA totals for each contract or provider will be shown.
Click Print to send the report to the printer, Preview to preview on screen and then print from the Preview screen, Export to export to a *.csv file (for use in a document or spreadsheet), or Cancel to return to the previous screen.
The summary report lines show the following, also broken out by Contract or Provider:
Date Range / Days
The start and end of the date range being shown, and the number of days that this encompasses.
Only UDA/UOA that are relevant to the date range specified will be shown (the previous version of this report showed values for the whole NHS contract date range, irrespective of dates specified).
Provider- Contract Number
The Provider code and Contract number.
Running the report for a single provider will only print a single provider section with no summary sections.
Running the report for multiple providers will print sections for each provider and a provider summary section.
The contract type UDA or UOA is marked on the end.
It is now mandatory to enter a NHS contract number for the report.
The number of UDA/UOAs totalled by Provider or Contract.
The target number of UDAs/UOAs for the elapsed period of the contract
The number of UDAs/UOAs achieved so far, as a percentage of the number targeted over the same period.
This is calculated using Claimed amount / Target.
If the Target value for any row is 0, the % Target column will show N/A.
Note that the Claimed and Confirmed columns are no longer adjacent.
The detail lines if present show,
COT Number - The COT number is shown in the column to the left.
Date - The date of the course is shown in the second column.
Patient - The name of each Patient treated.
UDAs/UOAs TC'ed - The number of UDA/UOAs for each course is shown in the fourth column, totalled by Provider or Contract at top and bottom.
Banding - The banding of the Treatment
Note that if any UDAs have been transferred from another provider, the details will appear at the end of the provider's details.