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 completion date. If you would like to see COTs grouped by date of TC you will need to use the UDA/UOA report (by schedule date).

If you cannot see this report please make sure you have the appropriate security permissions before speaking with the EXACT support team so they can re-enable it from the EXACT settings if it is nowhere to be seen.

Running the UDA/UOA report (by completion date)

1. Select Administration - Reports or select the Reports button from your Workspace Bar (if you have it configured).

2. Scroll down to locate the UDA/UOA report (by completion date) and double-click it to open the Print UDA/UOA report window:

   • Leaving the Performer(s) field empty will print a UDA or UOA report for a specified NHS Contract. You can also produce a report for a combination of Providers by means of the Multiple button.

   • The Contract Start and Contract End date fields are used to define the date range for the report, and are defaulted from the NHS Contract number.

   • Enter or select a Contract Number. Clicking the button shows the 'View NHS Contract Numbers' window, from where you can select a number and click the OK button:

   • You can choose to select a date range within the NHS Contract period, if you wish to view details for less than the whole contract period.
     (If you select a date outside the period, EXACT will default the date back to the start or end date of the contract, as appropriate).

3. Check (tick) the Show Details checkbox to produce a report that is broken down by the Performers belonging to that contract.

4. The next three buttons are mutually exclusive - you can choose to print either a Daily, Weekly, or Monthly Summary of the UDAs/UOAs for the specified contract.

5. Select the number of copies and the printer if different from the defaults.

6. Click Print to send the report to the printer, Preview to preview on screen and then print from the Preview screen, Export to export the report output to a file, or Cancel to return to the previous screen.

Detailed Report

This report summary information for the contract period, followed by details of every applicable treated patient’s treatment plan, with the following information:

• Date of Treatment

• Course of Treatment number

• Provider code

• Patient’s Name

• Number of claimed and confirmed UDAs per Treatment Plan, shown as a daily, weekly or monthly summary, according to the option selected.