The UDA Manager allows you to display a graph of UDA performance against targets.
To access the UDA Manager window, you can click the button in the “List PCT Contract Numbers” window, or click it on the “NHS Details” tab of the Provider file.

The UDA Manager window will open for the current contract Performer, for the current contract period, and display a graph of UDA performance against targets. You can also use the drop-down arrow to choose a different contract period (including future contract performance predicted from current figures), and/or other providers, including ALL providers on this contract.

The graph shows the situation up to today, with achieved and confirmed UDAs, and the predicted achieved and confirmed figures (in lighter colours) for the rest of the contract period. All these are readily compared against the UDA target line (shown in red).

Where there is a significant gap between Target and Achieved figures, this may be because NHS Dental Services has allocated fewer UDAs than you claimed.
The button allows you to look at the "Disputed UDA/UOA Amounts" screen (derived from the NHS Payment Schedule List) to resolve any claims disputed by NHS Dental Services. Next to the button is a figure showing the number of disputed claims, and the total UDAs/UOAs for these claims.
You can also check open courses to see whether there are any sitting there that can be claimed straight away or sent as FTR ('Failed to Return').

Where there is a significant gap between Achieved and Confirmed figures that can't be explained by a schedule that hasn't yet arrived, it may be that some claims have been rejected by NHS Dental Services.
The button displays the "List NHS Responses" screen, to help you to find and resolve any rejected claims. Next to the button is the number of unresolved responses.
Any claims that have not been transmitted can be sent using the button. The number of unsent claims is reported next to the button.
You can click the button to see a report of all open courses (totalled next to the button) for the selected provider(s).

To print the UDA graph and supporting data, click the button next to the graph.

Targets

UDA Manager works from targets and working hours. For UDA Manager to work correctly you must ensure that the following information is entered:
* Contract Target
* Sub-Target for each provider working on the contract
* Appointment book has the correct working hours for each provider
PLEASE NOTE - although a VT's UDA's do not count against the contract target, when checking UDA Manager, if you select ALL, the VT's working hours will be taken into consideration

The formula UDA Manager uses to work out the situation today for All and for individual providers:

Provider Sub-target ·/· Total Hours X Hours passed = Situation Today

Situation Today, Current Target

EXACT simplifies the calculations as it rounds figures up/down.

Using the help guide figures for example:

The UDAs/Hour figure of 3.6 is slightly wrong to begin with as 60 / 168 = 0.3571428571428571

So it’s being rounded up to 3.6. Naturally the larger the gap between actual figure and rounded up figure the larger discrepancy you will see.

Doing the calculation again with this correct figure to 4 decimal places we get:

UDAs/Hour 0.3571 X Hours Progress to Date 72 = 25.7112

This number matches the number given on the help guide of 25.71 (rounded down).

EXACT UDA manager and reporting are a guide. SOE always recommend providers use NHS Compass (or similar) to confirm their current UDA progress.

If you wish to check the total for the overall contact you will first need to add up all the sub targets (not including any VT's), the Total hours and hours passed (including any VT's). You can then apply the formula (above) and this will give you an overall contract situation for today