Go to File, Providers (if user does not have this access, you will need to log in as a higher user)
Search for the Provider you wish to edit in the box to the left of 'Sort by Code'/'Sort By Name' FOR ENGLAND & WALES: Click on the tab on the Top Left that says 'NHS Details': This screen shows 2 things: A box at the top containing Performer/Provider numbers, Activation dates, Payor type, and Pin numbers relating to this Provider, and the lower box contains any NHS/PCT Contracts the Provider is connected to.
To the Bottom Left of the top box, is a '+1', click this once. Select whether the Provider works under NHS or PDS (NHS may be your only option, which is fine for PDS too), enter the Provider/Performer number, the Activation date, and the transmission Pin number. Once entered. click 'OK'. → If the Provider is taking over from another Provider, the activation date should be backdated to allow for any claims that will have been started prior to the new Provider (backdating this date causes no issues with the NHS and is only used within EXACT). If the Pin number is not known, it can be left blank and entered at another time. Pin numbers are set by the NHS board and are unique to a Provider. If taking over courses from another provider, the activation date will need to be before the earliest start of a treatment ie: if a treatment was started on the 01/09/20XX the activation date would need to be 31/08/20XX to have the treatment TC’d under the new provider. WARNING: DO NOT complete/transmit any work until the PIN and Performer has been entered, otherwise you will have responses come back with invalid pin/performer number. If a Provider has existing NHS information that needs editing, click on the relevant line in the top box and click the 'e|d' button, change as necessary and click 'OK'.
To add the Provider onto an NHS/PCT contract, go to File - NHS Contracts (may show as PCT Contracts on older versions)
Double Click the contract number for the current year the Provider will be working under. A smaller window will pop up, with a list of current providers. Click '+1' on the bottom right of this smaller window, enter the Provider initials, the UDA sub target, and the dates should already be set. Click 'OK'. → If unsure of UDA sub target this can be left as 0.00 and entered at a later time. The provider is now added as an NHS provider