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Compass help and guidance

To help you get the most from Compass we have produced a series of 'How to' and interactive guides

How to guides

Completing the Post ARR declaration (PDF: 1.8MB)

Add and remove a performer on a contractView activity on a contractCreate, amend or view a performer recordCreate, amend or view a provider recordCreate a new contractView, add and amend contract services, payments and adjustmentsView and amend performers' NPE/NPEEView intra-month activityView monthly statementsAmend FP17s / FP17Os

Create WebEDI account in Compass (PDF: 935KB)

Adding or removing performers - England only

Use the Contract Amend function on Compass to:

  • add or remove performers from your contract
  • change the allocation of NPE/NPEE between performers

Do not forget to click on 'Submit' after you have made your changes or they will be lost

You will also need to email the completed Compass authorisation form England (Jan 2019) (Excel 48KB) to your commissioning organisation within 7 days of submitting the changes.

Read the ‘Guidance notes’ tab within the document for advice on how to complete the form.  Once completed, send the form to the appropriate email address in the ‘Contact Details’ tab.

Interactive guides

Registering to use CompassManaging your Compass accountCompass navigation for commissionersCompass navigation for providersCompass navigation for performers

If you're receiving error messages when trying to submit claims through Compass, find out how to resolve the most common issues (PDF: 98 KB).