Compass Awareness What is Compass Contract Management Payment

Compass Awareness

What is Compass? Contract Management, Payment And Superannuation System

Feedback from 2018 Customer Survey: Negatives Positives It is COMPOST A very good site, easy to use. Not friendly user interface Ease of access Resetting of password every three months is very annoying. Was quite hard to use initially but easier once you have used it a few times Can't always find information you are looking for Once I work out where to look the information I require is there Headings and date formats are not clear It is good for being able to track activity Finding running totals of UDAs is impossible. I’m glad information can be accessed at any time. Finding monthly reports a pain. Is gives me my monthly schedule, which is really what I want. it does not show all the information that is needed it is an improvement and a move in the right direction I use it rarely so am not familiar Generally very satisfied aside one or two issues generally ok Happy

What is the purpose? Central database for all contract information… • • • Providers Performers including DFTs Locations Contract values Contracted activity and delivery Performer pension information

What is the purpose? Calculates monthly payments based on contract values and payment adjustments entered by Commissioners Processes claims (FP 17 s or FP 17 Os) submitted by practices (EDI or paper), applies validation and calculates patient charges Calculates performer pension contributions based on estimated earnings and reconciles at year end (ARR from April to June) Source of information (e. g. monthly statements, contract delivery, published reports and data extracts)

User roles There a number of user roles for a provider User Roles • • • Business owner Business Practice Administrator Practice Manager User Activity Manager Business View Corporate Group Manager

Provider functions Providers see exactly the same screens as Commissioners if they were to amend a contract, it is just that certain fields like the Service Lines (contract value) are not available to amend. Providers could make the following changes; • • Add/remove Performers Amend Performer NPE/NPEE Add/remove participants to a Provider number and update email addresses Update bank details Amend paper FP 17 s Complete ARR processes Update Password/Memorable word

Provider functions (continued) Providers can view the following; • • Monthly statements Published reports (e. g. mid-year, year-end, DAF and vital signs at glance) Data extracts dealing with contract delivery, claims processing and finance Individual claim data

Performer functions Performers can make the following changes in Compass: • • • Update their own email address Update Password/ Memorable word Complete ARR processes Amend Paper FP 17 s Update Census information Performers can view the following; • Monthly superannuation statements • SD 86 c (annual superannuation certificate) • Data extracts dealing with their UDA /UOA delivery, claims processing and pension details • Individual claim data

Navigation

Activating your account Username - This will be used to login to your Compass account this is not case sensitive Password - Password must be a minimum of 8 characters long and be a combination of upper case letters, lower case letters and numbers. You may also use special characters such as @, ! or &. Memorable Word - The memorable word must be between 8 to 15 characters long.

Activating your account

Log in page

Provider Home Page

Performer Home Page

Navigation In the top right hand corner of the screen you will find some menu options. The house takes you back to the home screen. Help takes you to the online help.

Navigation In fields where data can be entered you may see additional symbols. The magnifying glass is a search function. The question mark is a query button, press this for a hint on what data or format to enter here. The green plus sign is used to create an entry. Mandatory fields are green, optional fields are white.

Navigation Once the table is populated the results can be filtered Many of the search and update screens work on tables. The top of the screen is used to enter your search criteria.

Common queries to our contact centre Contract amend How to add a performer How to amend NPE Activity How to check UDA figures How to search for a claim How to reset PIN/ request temporary PIN Statements/Reports How to access pay statements (or superannuation notifications) How to locate SD 86 c (superannuation certificate) How to locate a report (e. g. year-end or vital signs at a glance) Other How to update bank details How to view your pension details and contributions

Contract Amend

Contract Amend • • To update or amend a contract, you select the ‘Contract Amend’ option When a contract has been amended the changes are authorised by a Commissioner user. Associated paperwork must be received by the Commissioner with 7 days A daily email notification message will be sent to all users with authorisation as part of their role to notify them of contracts submitted for authorisation.

Adding a Performer to a contract

Adding a performer to a contract

Adding a performer to a contract Select Performer option then click Create

Adding a performer to a contract If you do not know the performer number you can use the magnifying glass to look up

Performer NPE/NPEE When entering performer earnings on a contract there are two options: • • Pension Scheme Members - Net Pensionable Earnings – NPE Non Pension Scheme Members - Net Pensionable Earnings Equivalent – NPEE The value entered should be the performer net earnings for the time they are on the contract in a financial year. The total of the NPE/NPEE cannot exceed 43. 9% of the Total Contract Value You do not need to enter values for future years unless they are going to change. At the end of the year the NPE/NPEE values will roll over to the next year unless a different value has been entered. (these will be pro-rated if appropriate). After the ARR process the values will be refreshed with the declared earnings again pro -rated where appropriate.

Performer NPE/NPEE Employment Type - The type of employment has a bearing on whether the performer earnings are superannuable or not. • If Self Employed or Salaried is selected then NPE is entered and this will be superannuable as long as the performer is a member of the Pension Scheme. • If Agency, Incorporated or Sub Contractor is selected then NPEE is entered this is non superannuable even if the performer is a member of the Pension Scheme.

Performer NPE/NPEE • All Performers are automatically entered into the NHS Pension Scheme (NHSPS) when they are entered onto the performer list and will therefore be superannuable unless they opt out. • If a Provider/Performer is in the NHS Pension Scheme they must have Net Pensionable Earnings (NPE) recorded on each contract that they work on. • It is illegal for a NHS dentist to credit themselves, for NHS pension purposes, with NHS income from another colleague even if that colleague has opted out of the NHSPS

Amending Performer NPE/NPEE

Amending a Performers NPE/NPEE

Amending Performer NPE/NPEE Select Performer option then click Edit

Amending performer NPE/NPEE

Activity

Activity • Providers and Performers will have real time access to Activity Summaries and details of claims submitted. • Commissioners have real time access to the Activity summary screens which provide up to date details of service delivery. Real time = refreshed every minute!

How to check UDA figures Provider

How to check UDA Figures If you are a Provider/Performer you will get a contract and (performer) version of some screens

Activity Search (Summary)

Alternative way to check UDA Figures

Activity Actuals

How to check UDA figures Performer

How to check UDA Figures Performer option

Patient details would be displayed here

How to search for claim

How to search for a claim Provider or Performer

Provider or performer Performer view

How to reset PIN

How to reset PIN View or Reset PIN

How to obtain a temporary PIN

How to obtain a temporary PIN

How to obtain a temporary PIN

How to obtain a temporary PIN

How to access Statements/Reports

How to access pay statements Same process for a performer, who has access to their own information.

How to locate your SD 86 c

How to find a report

How to find a report Enter the Contract number or Provider number you wish to see reports for

How to find a report

How to add/update bank details

How to add/update bank details

How to add/update bank details

How view your pension details

How to view your pension details

How to view your pension details

How to view your pension details

How to view your pension details

How to view your pension details

How to view your pension details

How to view your pension contributions

How to view your pension contributions Select the Financial year

How to view your pension contributions

Future developments • Online FP 17 – is currently available and electronic submission of claims will be mandatory from 01/05/2019 o o • Replicates each area of paper FP 17 with either text or tick boxes Can be created by Practice Manager and authorised by Performer Compass Mobile solution – opportunity to look at Compass on phones; o o o Provider and performers can view activity Year to date totals Percentage of delivery

Mobile solution Activity Chart

Help and Support • • • www. nhsbsa. nhs. uk How to Guides Ask Us