1. Compass navigation for providers Click to continue Click to exit

2. Introduction This presentation has been created to familiarise you with the use of Compass as a Provider. 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 Provider 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 Provider 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. Within User Maintenance, you can unlock participant user accounts. To see more detail about the item within User Maintenance, click the option under the arrow to the left. To return to the menu, click Back To Provider Homepage. Within User Maintenance, you can unlock participant user accounts. To see more detail about the item within User Maintenance, click the option under the arrow to the left. To return to the menu, click Back To Provider Homepage. Click to exit

8. User Reactivation If any of your Participant users’ accounts are locked, you can unlock them here quickly and easily. Click Back To Provider Homepage. User Reactivation If any of your Participant users’ accounts are locked, you can unlock them here quickly and easily. Click Back To Provider Homepage. Click to exit

9. The Provider name, address and type (e.g. limited company or partnership) can be found here, as well as details of the Participant users that have access to your 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 Provider Homepage. The Provider name, address and type (e.g. limited company or partnership) can be found here, as well as details of the Participant users that have access to your 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 Provider Homepage. Click to exit

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

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

12. Provider History Search Use this feature to search for the dates that historical or changed entries have been entered against your Provider record. Changed entries will be highlighted in red. Click one of the options to the left. Provider History Search Use this feature to search for the dates that historical or changed entries have been entered against your Provider record. Changed entries will be highlighted in red. Click one of the options to the left. Click to exit

13. Provider Search Check the address details we hold for your Provider ID. Click one of the options to the left. Provider Search Check the address details we hold for your Provider ID. Click one of the options to the left. Click to exit

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

15. Here, you can view and amend your contracts by adding new performers, changing Net Pensionable Earnings (NPE) and amending performer targets. To see more detail about the items within Contract, click one of the five options under the arrow to the left. To return to the menu, click Back To Provider Homepage. Here, you can view and amend your contracts by adding new performers, changing Net Pensionable Earnings (NPE) and amending performer targets. To see more detail about the items within Contract, click one of the five options under the arrow to the left. To return to the menu, click Back To Provider Homepage. Click to exit

16. Access Group Content Update Content coming soon… Click one of the options to the left. Access Group Content Update Content coming soon… Click one of the options to the left. Click to exit

17. Contract Amend In this area, you can make amendments to your existing contracts. This includes adding new performers, changing their Net Pensionable Earnings (NPE) and amending performer targets. Please note, any changed entries will require authorisation from your health body before they are confirmed. Click one of the options to the left. Contract Amend In this area, you can make amendments to your existing contracts. This includes adding new performers, changing their Net Pensionable Earnings (NPE) and amending performer targets. Please note, any changed entries will require authorisation from your health body before they are confirmed. Click one of the options to the left. Click to exit

18. Contract History Search Check the dates that 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 that 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

19. Contract Search View all details of an existing contract, including the performer list and estimated Net Pensionable Earning (NPE) figures. Click one of the options to the left. Contract Search View all details of an existing contract, including the performer list and estimated Net Pensionable Earning (NPE) figures. Click one of the options to the left. Click to exit

20. Contract Setup If your health body has asked you to fill in the details of a new contract they’re setting up for you, you can do so here. Click one of the options to the left. Contract Setup If your health body has asked you to fill in the details of a new contract they’re setting up for you, you can do so here. Click one of the options to the left. Click to exit

21. You can search for your current and previous performer records in this area. To see more detail about the item within Performer, click the option under the arrow to the left. To return to the menu, click Back To Provider Homepage. You can search for your current and previous performer records in this area. To see more detail about the item within Performer, click the option under the arrow to the left. To return to the menu, click Back To Provider Homepage. Click to exit

22. Performer Search Here, you can access the record of any performer who has been attached to one of your contracts, current or historical. Click Back To Provider Homepage. Performer Search Here, you can access the record of any performer who has been attached to one of your contracts, current or historical. Click Back To Provider Homepage. Click to exit

23. Within the Payments folder, you can access your monthly schedules and pay statements, request SFE payments (such as a refund of business rates) and view any payment adjustments that have been made against your contracts. To see more detail about the items within Payments, click one of the six options under the arrow to the left. To return to the menu, click Back To Provider Homepage. Within the Payments folder, you can access your monthly schedules and pay statements, request SFE payments (such as a refund of business rates) and view any payment adjustments that have been made against your contracts. To see more detail about the items within Payments, click one of the six options under the arrow to the left. To return to the menu, click Back To Provider Homepage. Click to exit

24. 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 that 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 that 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

25. Monthly Schedules View, download and print your current and previous monthly schedules and pay statements. Click one of the options to the left. Monthly Schedules View, download and print your current and previous monthly schedules and pay statements. Click one of the options to the left. Click to exit

26. Payment Adjustment Approval If you have pending payment adjustments from your performers that require authorisation (such as requests for maternity or paternity pay), 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 from your performers that require authorisation (such as requests for maternity or paternity pay), you can view and authorise them within this area. Click one of the options to the left. Click to exit

27. Payment Adjustment Update In this area, you can send requests for payments (such as SFE applications for business rates) and submit any evidence required as attachments. You can also view the status of these applications here and see any previous payments made to you. Click one of the options to the left. Payment Adjustment Update In this area, you can send requests for payments (such as SFE applications for business rates) and submit any evidence required as attachments. You can also view the status of these applications here and see any previous payments made to you. Click one of the options to the left. Click to exit

28. 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

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

30. The Pensions area is where you’ll find your Annual Reconciliation Reports and Post-Annual Reconciliation Reports. To see more detail about the item within Pension, click the option under the arrow to the left. To return to the menu, click Back To Provider Homepage. The Pensions area is where you’ll find your Annual Reconciliation Reports and Post-Annual Reconciliation Reports. To see more detail about the item within Pension, click the option under the arrow to the left. To return to the menu, click Back To Provider Homepage. Click to exit

31. ARR Contract Selection This area is where you’ll complete the Annual Reconciliation Report. Click Back To Provider Homepage. ARR Contract Selection This area is where you’ll complete the Annual Reconciliation Report. Click Back To Provider Homepage. Click to exit

32. Here you can search for FP17 forms that have been sent to NHS Dental Services and check your current UDA figures. To see more detail about the items within Activity, click one of the five options under the arrow to the left. To return to the menu, click Back To Provider Homepage. Here you can search for FP17 forms that have been sent to NHS Dental Services and check your current UDA figures. To see more detail about the items within Activity, click one of the five options under the arrow to the left. To return to the menu, click Back To Provider Homepage. Click to exit

33. 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

34. Activity Search (Detail) You can search for the status of any individual FP17 forms here. You can also make amendments if you need to change any of the FP17 details after processing. These changes will be reflected on the next available payment schedule. Click one of the options to the left. Activity Search (Detail) You can search for the status of any individual FP17 forms here. You can also make amendments if you need to change any of the FP17 details after processing. These changes will be reflected on the next available payment schedule. Click one of the options to the left. Click to exit

35. Activity Search (Summary) Use this facility to check your up to date UDA. 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 your up to date UDA. 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

36. Performer PIN request Content coming soon… Click one of the options to the left. Performer PIN request Content coming soon… Click one of the options to the left. Click to exit

37. Web EDI Account Update Content coming soon… Click one of the options to the left. Web EDI Account Update Content coming soon… Click one of the options to the left. Click to exit

38. In the Reporting folder, you’ll find access reports made for your contracts. To see more detail about the items within Reporting, click one of the six options under the arrow to the left. To return to the menu, click Back To Provider Homepage. In the Reporting folder, you’ll find access reports made for your contracts. To see more detail about the items within Reporting, click one of the six options under the arrow to the left. To return to the menu, click Back To Provider Homepage. Click to exit

39. Finance Report Content coming soon… Click one of the options to the left. Finance Report Content coming soon… Click one of the options to the left. Click to exit

40. FP17 Processing Content coming soon… Click one of the options to the left. FP17 Processing Content coming soon… Click one of the options to the left. Click to exit

41. Live User Audit Report Content coming soon… Click one of the options to the left. Live User Audit Report Content coming soon… Click one of the options to the left. Click to exit

42. Managing User Report Content coming soon… Click one of the options to the left. Managing User Report Content coming soon… Click one of the options to the left. Click to exit

43. Unique Patient List Report Content coming soon… Click one of the options to the left. Unique Patient List Report Content coming soon… Click one of the options to the left. Click to exit

44. View Published Reports Content coming soon… Click one of the options to the left. View Published Reports Content coming soon… Click one of the options to the left. Click to exit