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Compass guidance and tutorials

We've published a range of helpful videos and guides to support Compass users.

Information about the recent changes to Compass can be found in our Compass Guidance - September 2021 (PDF: 896KB).
 

Complete your Annual Reconciliation Report (ARR)

How to complete the Annual Reconciliation Report as a provider and performer (YouTube video)

This shows dentists how to complete the Annual Reconciliation Report (ARR) as a provider and then as a performer in Compass.

Download the video transcript (PDF: 59KB).

Read more about completing your ARR report.

View your activity

How to view up-to-date UDA / UOA delivery as a provider in Compass (YouTube video).

This shows providers how to check the Units of Dental Activity (UDA) or Units Orthodontic Activity (UOA) they have delivered each month for a financial year. This is real-time reporting and the data is refreshed every few minutes in Compass.

Download the video transcript (PDF: 61KB).

How to view up-to-date UDA / UOA delivery as a performer in Compass (YouTube video).

This shows performers how to check the Units of Dental Activity (UDA) or Units Orthodontic Activity (UOA) they have delivered each month for a financial year. This is real-time reporting and the data is refreshed every few minutes in Compass.

Download the video transcript (PDF: 61KB).

View activity on a contract guide (PDF: 769KB)

View intra-month activity guide (PDF: 1.7MB)

Identifying baseline activity volumes for 2019-20 (PDF: 260KB)​​​​​

Add a performer or amend their earnings on Compass

To amend your contract, you must make changes on Compass using the guidance below and then submit a Compass Authorisation Form (CAF). Download a CAF from our Compass Webpage under ‘Adding or removing performers - England only’.

How a provider can add a performer to a contract in Compass - England only (YouTube video)

This shows a provider how to add a performer to their contract on Compass and submit the change to their Regional Team for authorisation. This guide is for England only.

Download the video transcript (PDF: 64KB).

How a provider can amend performer net pensionable earnings or equivalent in Compass - England only (YouTube video)

This shows a provider how to amend a performer’s Net Pensionable Earnings or Equivalent (NPE/NPEE) on Compass and submit the change to your Regional Team for authorisation. This guide is for England only.

Download the video transcript (PDF: 64KB).

Add and remove a performer on a contract guide (PDF: 367KB)

View and amend performers' NPE/NPEE guide (PDF: 2.3MB)​​​​​

Update your personal details in Compass

How to update Personal Details as a Performer in Compass (YouTube video)

This shows a performer how to update their personal details in Compass.

Download the video transcript (PDF: 140KB).

View your pension information

How to view details of your NHS Pension Scheme Membership (YouTube video)

This shows you how to view details of your NHS Pension membership including tier contributions and periods of service for the current and previous financial years in Compass.

Download the video transcript (PDF: 140KB).

How to find your Pension Contributions in Compass (YouTube video)

This shows you how to view your NHS Pension contributions for the current or previous years in Compass.

Download the video transcript (PDF: 142KB).

View your Pensionable Earnings and Contribution Certificate (SD86C)

How to find your Pensionable Earnings and Contribution Certificate (SD86C) (YouTube video)

This shows you how to find your annual SD86C which is a statement, detailing your earnings and pension contributions for a specific financial year. These are produced in each year after the completion of the Annual Reconciliation Process (ARR).

Download the video transcript (PDF: 81KB).

View your reports

How to find NHSBSA reports in Compass (YouTube video)

This shows you how to find the reports that are published by NHSBSA in Compass.

Download the video transcript (PDF: 61KB).

Find your monthly pay statements

How to find your monthly pay statements in Compass as a provider (YouTube video)

This shows providers how to find their monthly pay statements in Compass.

Download the video transcript (PDF: 61KB).

How to find your monthly pay statements in Compass as a performer (YouTube video)

This shows performer how to find their monthly pay statements in Compass.

Download the video transcript (PDF: 61KB).

View monthly statements guide (PDF: 2.3MB)

Create a WebEDI account in Compass

The following guide shows you to set up a WebEDI account which allows you to submit claims electronically.

Create WebEDI account in Compass guide (PDF: 935KB)​​​​​Read more information about WebEDI and how to submit claims electronically.

Information for Foundation Dentists (FD)

Visit the Information for Foundation Dentists (FD) page for more information, support, and guidance during the FD tenure. 

Create additional Compass users

The following guide outlines how to create additional Compass users, for example creating a log-in for a practice manager or administrator.

Creating additional users for a Compass account guide (PDF:451KB)