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Guidance and tutorials

We have a range of help, guidance and tutorials available for Compass.

Our YouTube channel has a number of tutorials. 

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

This shows you how to complete the Annual Reconciliation Report as a Provider and then as a Performer in Compass.

Download the video transcript (PDF: 59KB).


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

This shows you how to update your personal details in Compass.

Download the video transcript (PDF: 140KB).


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

This shows you how to update your personal details in Compass.

Download the video transcript (PDF: 139KB).


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).


How to find your SD86C pension contribution certificate in Compass (YouTube video)

This shows you how to find your annual SD86C in Compass. This is your statement detailing your NHS earnings and pension contributions for a specific financial year.

Download the video transcript (PDF: 61KB).


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

This shows you how to check the number of NHS Units of Dental or Orthodontic Activity you 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 provider in Compass (YouTube video)

This shows you how to check the number of NHS Units of Dental or Orthodontic Activity your contract has delivered each month, broken down by performer 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 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).


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

This shows you how to find your Monthly Pay Statement in Compass, as a performer.

Download the video transcript (PDF: 61KB).


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

This shows you how to find your Monthly Contract Pay Statement in Compass, as a provider.

Download the video transcript (PDF: 61KB).


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

This shows you how to add a performer to your contract in Compass and submit the change to your Local Office 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 you how to amend a performer’s Net Pensionable Earnings or Equivalent (NPEE) on your contract in Compass and submit the change to your Local Office for authorisation. This guide is for England only.

Download the video transcript (PDF: 64KB).

 


To help you get the most from Compass, we’ve produced a series of 'how-to' guides:

Identifying baseline activity volumes for 2019-20 (PDF: 260KB)How to create additional users for a Compass account (PDF:451KB)How to set up service lines in Compass (PDF: 397KB)Add and remove a performer on a contract (PDF: 367KB)View activity on a contract (PDF: 769KB)Create, amend or view a performer record (PDF: 817KB)Create, amend or view a provider record (PDF: 422KB)Create a new contract (PDF: 3.7MB)View, add and amend contract services, payments and adjustments (PDF: 4.5MB)View and amend performers' NPE/NPEE (PDF: 2.3MB)View intra-month activity (PDF: 1.7MB)View monthly statements (PDF: 2.3MB)Amend FP17s / FP17Os (PDF: 1.9MB)Create WebEDI account in Compass (PDF: 935KB)

We've created a useful guide for foundation dentists (PDF: 118KB). It has information that you will need to know in your foundation year and beyond.