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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 you can watch:

How to find your SD86C pension contribution certificate in Compass

This guide will show 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 (Word: 244KB)

How to view up to date UDA / UOA delivery as a performer in Compass

This guide will show you how to check the number of NHS Units of Dental Activity and/or Units of 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 (Word: 242KB)

How to view up to date UDA / UOA delivery as a provider in Compass

This guide will show you how to check the number of NHS Units of Dental Activity and/or Units of 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 (Word: 242KB)

How to complete the Annual Reconciliation Report as a provider and performer

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

 

Download the video transcript (Word: 243KB)

How to find NHSBSA reports in Compass

This guide will show you how to find the reports that are published by NHSBSA in Compass.

 

Download the video transcript (Word: 243KB)

How to find your monthly pay statement in Compass as a performer 

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

 

Download the video transcript (Word: 243KB)

How to find your monthly pay statement in Compass as a provider 

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

 

Download the video transcript (Word: 243KB)

How a provider can add a performer to a contract in Compass - England only

This guide will show you how to add a performer to your contract in Compass and submit the change to your Local Office for authorisation.

 

Download the video transcript (Word: 245KB)

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

This guide will show 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.

 

Download the video transcript (Word: 243KB)

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

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 also have interactive guides available:

Registering to use Compass (PDF: 350KB)

Managing your Compass account (PDF: 2MB)

Compass navigation for commissioners (PDF: 4.2MB)

Compass navigation for providers (PDF: 3.8MB)

Compass navigation for performers (PDF: 2.6MB)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).