To perform NHS work a provider must be added to an NHS Contract, if no NHS contract exists, set this up first using the Creating an NHS Contract help article.
|Note: A provider must first have their performer number and PIN added to their NHS details, read Adding and updating NHS performer number and PIN England & Wales if you need to do this.|
Assign a Provider/Performer to an NHS contract
- Select File - NHS Contracts to display the list of NHS Contract Numbers.
- Double click the contract you wish to add them to.
- Click the+1 button to assign Performers to the NHS contract. An entry screen will appear.
Performer is a VT checkbox: If the performer you are assigning to the NHS contract is a Vocational Trainee, check (tick) the checkbox so that UDAs for that performer are not counted towards the contract total.
Click the selector button to select the Performer/Provder from a list.
Select the Performer/Provider and then enter their share of the total UDAs or UOAs for the NHS Contract in the Target field and click OK to save.
The details will appear in the Add NHS Contract Number.
Repeat these steps until all the correct Performers/Providers have been assigned to the NHS contract.
|Note: The total number of UDAs or UOAs for all Performers does not have to match the total number entered in the Target field in the Add NHS Contract Number window. You can even leave the individual performer targets blank and decide later how many they need to do.|
Once all data entry for this particular NHS Contract is complete, repeat steps 2-6 to create additional contracts if required, or click in the Add NHS Contract Number screen to save changes and exit.
UDA Target Setup
When a performer is added to a contract, EXACT will perform a check on the hours to be worked by that performer during the contract period.
If this check finds a value of 20 hours or more on a single day, EXACT will assume the performer’s diary is not set up correctly and will present you with the following message.
If the Performer already has part of a block rota set up, an Extend Block Rota button will show, when clicked this allows you to extend the performer's current appointment hours to the end of the contract. If the performer has no block rota set up, or the existing rota has gaps in it, the Create Block Rota button will be displayed instead, allowing you to set new appointment hours for this performer via the “Create Blocks” window.
The Continue button simply removes the warning message from the screen, and allows you to proceed with setting up the contract details.
Note: you will be warned each time you view the contract that the performer hours are still incorrect, until such time they are amended.
Adding a DFT/VT to an NHS contract
Foundation Dentists or VT's need to have their own, unique login for EXACT. If the dentist is to become a fully qualified dentist and remain in your practice, they will require a new EXACT Provider profile to stop any complications with UDA's.