Updating Providers NHS Details - Scotland & Northern Ireland – EXACT Help Centre

Go to File, Providers (if your 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'
Click on the tab on the Top Left that says 'NHS Details':
This screen shows a box at the top containing Contract numbers, Activation dates, Payor type, and Pin numbers relating to this Provider.
To the Bottom Left of this box, is a '+1', click this once, and a smaller window will pop up in the middle of the screen. Select whether the Provider works under NHS or PDS, enter the List number, the Activation date, and the transmission Pin number. Once entered. click 'OK'.

Please note:

If the Provider is taking over from another Provider, the activation date CANNOT be backdated like it can in England & Wales. The original provider should transmit their work even if incomplete and the new provider continues the treatment on a new COT.
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 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'.
The number is a 5 digit number that must be entered as xxxx-x. Without the dash it does not work. For Scottish practices, if a dentist has received a new list number, a new provider will need to be added for this dentist (eg JB would need to be recreated as JB1), with the new list number applied to the new dentist, and the previous list number remaining on the original. If the provider sends Prior Approvals, they will also need to re-register with SOE Connect. For continuation COTs please see this article.

Updating Providers NHS Details - Scotland & Northern Ireland