1. Compass navigation for commissioners Click to Continue Click to exit

2. Introduction This presentation has been created to familiarise you with the use of Compass as a Commissioner. A preceding presentation should have familiarised you with registering on Compass and logging in. Click to continue. Click to exit

3. To learn about an area of COMPASS, click one of the folders to the left. Click to exit

4. In the My Profile area, you can change personal details such as your contact email address and your Contact Centre support password. To see more detail about the items within My Profile, click one of the two options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. In the My Profile area, you can change personal details such as your contact email address and your Contact Centre support password. To see more detail about the items within My Profile, click one of the two options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Click to exit

5. Self Service Personal Details Here you can change your personal details, such as your correspondence email address and security question for your account. Click one of the options to the left. Self Service Personal Details Here you can change your personal details, such as your correspondence email address and security question for your account. Click one of the options to the left. Click to exit

6. Support Password Maintenance You can update your Contact Centre support password here. This is used to verify your identity if you call the NHS Dental Services helpdesk. Click one of the options to the left. Support Password Maintenance You can update your Contact Centre support password here. This is used to verify your identity if you call the NHS Dental Services helpdesk. Click one of the options to the left. Click to exit

7. Here, you can unlock any locked participant user accounts attached to your Commissioner account. To see more detail about the items within User Maintenance, click one of the two options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Here, you can unlock any locked participant user accounts attached to your Commissioner account. To see more detail about the items within User Maintenance, click one of the two options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Click to exit

8. Self Service Personal Details Here you can change your personal details (such as your correspondence email address or the security question for your account) quickly and easily. Click one of the options to the left. Self Service Personal Details Here you can change your personal details (such as your correspondence email address or the security question for your account) quickly and easily. Click one of the options to the left. Click to exit

9. Support Password Maintenance You can update your Contact Centre support password here. This is used to verify your identity if you call the NHS Dental Services helpdesk. Click one of the options to the left. Support Password Maintenance You can update your Contact Centre support password here. This is used to verify your identity if you call the NHS Dental Services helpdesk. Click one of the options to the left. Click to exit

10. Here, you can see a list of the Commissioners you have access to as well as view and update the details of a To see more detail about the items within Commissioner, click one of the three options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Here, you can see a list of the Commissioners you have access to as well as view and update the details of a To see more detail about the items within Commissioner, click one of the three options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Click to exit

11. Commissioner Groups Within this folder, you can access a list of the Commissioners you have access to through your Compass account. Click one of the options to the left. Commissioner Groups Within this folder, you can access a list of the Commissioners you have access to through your Compass account. Click one of the options to the left. Click to exit

12. Commissioner Search View the details of a Commissioner record. Click one of the options to the left. Commissioner Search View the details of a Commissioner record. Click one of the options to the left. Click to exit

13. Commissioner Update Update the details of a Commissioner record. Click one of the options to the left. Commissioner Update Update the details of a Commissioner record. Click one of the options to the left. Click to exit

14. In this area you can create a new Provider ID or view the details of an existing Provider record. To see more detail about the items within Provider, click one of the five options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. In this area you can create a new Provider ID or view the details of an existing Provider record. To see more detail about the items within Provider, click one of the five options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Click to exit

15. Provider Bank Account Update You can update the bank account details for a Provider account here. This will change the bank account details for all contracts held by this Provider ID. Click one of the options to the left. Provider Bank Account Update You can update the bank account details for a Provider account here. This will change the bank account details for all contracts held by this Provider ID. Click one of the options to the left. Click to exit

16. Provider Correspondence Update In this area, you can change the correspondence address details for a Provider. Click one of the options to the left. Provider Correspondence Update In this area, you can change the correspondence address details for a Provider. Click one of the options to the left. Click to exit

17. Provider History Search Search for the dates any historical or changed entries have been entered against the Provider record. Changed entries will be highlighted in red. Click one of the options to the left. Provider History Search Search for the dates any historical or changed entries have been entered against the Provider record. Changed entries will be highlighted in red. Click one of the options to the left. Click to exit

18. Provider Search Check the address details of your Provider ID. Click one of the options to the left. Provider Search Check the address details of your Provider ID. Click one of the options to the left. Click to exit

19. Provider & User Update Here, you can add a new Responsible Dentist or Participant to a Provider record and give them access to Compass. You can also amend the existing Provider and Participant user details here. Click one of the options to the left. Provider & User Update Here, you can add a new Responsible Dentist or Participant to a Provider record and give them access to Compass. You can also amend the existing Provider and Participant user details here. Click one of the options to the left. Click to exit

20. In the Contracts area, you can create a new contract or view and amend the details of your existing performers. To see more detail about the items within Contract, click one of the six options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. In the Contracts area, you can create a new contract or view and amend the details of your existing performers. To see more detail about the items within Contract, click one of the six options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Click to exit

21. Allocation of Foundation Dentists to Contract Add or amend the details of any foundation dentists against a contract. Click one of the options to the left. Allocation of Foundation Dentists to Contract Add or amend the details of any foundation dentists against a contract. Click one of the options to the left. Click to exit

22. Contract Amend Here, you can make amendments to your existing contracts including adding new performers, changing their Net Pensionable Earnings and amending the Services or Total Contract Value. Click one of the options to the left. Contract Amend Here, you can make amendments to your existing contracts including adding new performers, changing their Net Pensionable Earnings and amending the Services or Total Contract Value. Click one of the options to the left. Click to exit

23. Contract History Search Check the dates new and previous entries were made on a contract. Changed entries will be highlighted in red. Click one of the options to the left. Contract History Search Check the dates new and previous entries were made on a contract. Changed entries will be highlighted in red. Click one of the options to the left. Click to exit

24. Contract Novation In contract novation, you can move a contract from one provider to another without having to close the contract down. This will carry over all monies, targets, performers, debt, continuations and guarantees associated with that contract, along with their monthly payment. Click one of the options to the left. Contract Novation In contract novation, you can move a contract from one provider to another without having to close the contract down. This will carry over all monies, targets, performers, debt, continuations and guarantees associated with that contract, along with their monthly payment. Click one of the options to the left. Click to exit

25. Contract Search View the details of an existing contract, including performer lists and estimated Net Pensionable Earning figures. Click one of the options to the left. Contract Search View the details of an existing contract, including performer lists and estimated Net Pensionable Earning figures. Click one of the options to the left. Click to exit

26. Contract Setup and Completion Compass has simplified the process for setting up a contract into a seven step ‘setup wizard’. After each section has been completed and you’ve moved on to the next step, you’ll be able to save the contract and complete it at a later date. Click one of the options to the left. Contract Setup and Completion Compass has simplified the process for setting up a contract into a seven step ‘setup wizard’. After each section has been completed and you’ve moved on to the next step, you’ll be able to save the contract and complete it at a later date. Click one of the options to the left. Click to exit

27. Here, you can create a new performer record or view and amend the details of your existing performers. To see more detail about the items within Performer, click one of the three options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Here, you can create a new performer record or view and amend the details of your existing performers. To see more detail about the items within Performer, click one of the three options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Click to exit

28. Performer Creation and Authorisation This area is used to create new performers or authorise existing entries. You will be required to select the performer manually from the GDC register. If they’re not appearing, you will need to check with the GDC whether they have been added to the register. Click one of the options to the left. Performer Creation and Authorisation This area is used to create new performers or authorise existing entries. You will be required to select the performer manually from the GDC register. If they’re not appearing, you will need to check with the GDC whether they have been added to the register. Click one of the options to the left. Click to exit

29. Performer Search Search existing performer records. Click one of the options to the left. Performer Search Search existing performer records. Click one of the options to the left. Click to exit

30. Performer Update Change the details of an existing performer record. Click one of the options to the left. Performer Update Change the details of an existing performer record. Click one of the options to the left. Click to exit

31. Within the Payments folder, you can access monthly schedules, request or authorise payments and view any payment adjustments that have been made. To see more detail about the items within Payments, click one of the eight options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Within the Payments folder, you can access monthly schedules, request or authorise payments and view any payment adjustments that have been made. To see more detail about the items within Payments, click one of the eight options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Click to exit

32. Debt Management If one of your contracts has run into debt, you can access the details of this debt amount here. You can manually set up a payment plan for up to 12 months, provided you have another contract where this money can be recovered from. If you don’t set up a manual payment plan, we will recover the debt automatically the following month from any available credit on your contract. Click one of the options to the left. Debt Management If one of your contracts has run into debt, you can access the details of this debt amount here. You can manually set up a payment plan for up to 12 months, provided you have another contract where this money can be recovered from. If you don’t set up a manual payment plan, we will recover the debt automatically the following month from any available credit on your contract. Click one of the options to the left. Click to exit

33. Local KPI Results Content coming soon… Click one of the options to the left. Local KPI Results Content coming soon… Click one of the options to the left. Click to exit

34. Monthly Statements View and download current and previous monthly schedules and pay statements. Click one of the options to the left. Monthly Statements View and download current and previous monthly schedules and pay statements. Click one of the options to the left. Click to exit

35. Payment Adjustment Approval If you have pending payment adjustments requiring authorisation, you can view and authorise them within this area. Click one of the options to the left. Payment Adjustment Approval If you have pending payment adjustments requiring authorisation, you can view and authorise them within this area. Click one of the options to the left. Click to exit

36. Payment Adjustment Update Here, you can send requests for payments outside of the Total Contract Value. You can also search for and view any previous payments made to a contract. Click one of the options to the left. Payment Adjustment Update Here, you can send requests for payments outside of the Total Contract Value. You can also search for and view any previous payments made to a contract. Click one of the options to the left. Click to exit

37. Payment Search Content coming soon… Click one of the options to the left. Payment Search Content coming soon… Click one of the options to the left. Click to exit

38. Request Chargeable Services Content coming soon… Click one of the options to the left. Request Chargeable Services Content coming soon… Click one of the options to the left. Click to exit

39. Withhold Services Payment Content coming soon… Click one of the options to the left. Withhold Services Payment Content coming soon… Click one of the options to the left. Click to exit

40. This is where you can search for FP17 forms that have been sent to NHS Dental Services and check current UDA figures. To see more detail about the items within Activity, click one of the three options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. This is where you can search for FP17 forms that have been sent to NHS Dental Services and check current UDA figures. To see more detail about the items within Activity, click one of the three options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Click to exit

41. Activity Dashboard Content coming soon… Click one of the options to the left. Activity Dashboard Content coming soon… Click one of the options to the left. Click to exit

42. Activity Search (Summary) Use this facility to check up to date UDA activity. You can access pre- scheduled UDA here, as well as a breakdown of UDA figures per performer. Click one of the options to the left. Activity Search (Summary) Use this facility to check up to date UDA activity. You can access pre- scheduled UDA here, as well as a breakdown of UDA figures per performer. Click one of the options to the left. Click to exit

43. In the reporting folder, you can view or generate reports against contracts. To see more detail about the items within Reporting, click one of the eleven options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Content coming soon… In the reporting folder, you can view or generate reports against contracts. To see more detail about the items within Reporting, click one of the eleven options under the arrow to the left. To return to the menu, click Back To Commissioner Homepage. Content coming soon… Click to exit

44. Override Rule Update Content coming soon… Click one of the options to the left. Override Rule Update Content coming soon… Click one of the options to the left. Click to exit