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A centralized database for contract information, payment processing, and superannuation calculations. Allows for contract amendments and provides comprehensive reports.
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What is Compass? Contract Management, Payment And Superannuation System
What is the purpose? • Central database for all contract information… • Providers • Performers including DFTs • Locations • Contract values • Contracted activity and delivery • Performer pension information
What is the purpose? Calculates monthly payments based on contract values and payment adjustments entered by Commissioners Processes claims (FP17s or FP17Os) submitted by practices (EDI or paper), applies validation and calculates patient charges Calculates performer pension contributions based on estimated earnings and reconciles at year end (ARR from April to June) Source of information (e.g. monthly statements, contract delivery, published reports and data extracts)
User roles • There are a number of user roles for a provider • User Roles • Business owner • Business Practice Administrator • Practice Manager User • Activity Manager • Business View • Corporate Group Manager
Provider functions • Providers see exactly the same screens as Commissioners if they were to amend a contract, it is just that certain fields like the Service Lines (contract value) are not available to amend. • Providers could make the following changes; • Add/remove Performers • Amend Performer NPE/NPEE • Add/remove participants to a Provider number and update email addresses • Update bank details • Amend paper FP17s • Complete ARR processes • Update Password/Memorable word
Provider functions (continued) • Providers can view the following; • Monthly statements • Published reports (e.g. mid-year, year-end, DAF and vital signs at glance) • Data extracts dealing with contract delivery, claims processing and finance • Individual claim data
Performer functions • Performers can make the following changes in Compass: • Update their own email address • Update Password/ Memorable word • Complete ARR processes • Amend Paper FP17s • Update Census information • Performers can view the following; • Monthly superannuation statements • SD86c (annual superannuation certificate) • Data extracts dealing with their UDA /UOA delivery, claims processing and pension details • Individual claim data
Activating your account Username - This will be used to login to your Compass account this is not case sensitive Password - Password must be a minimum of 8 characters long and be a combination of upper case letters, lower case letters and numbers. You may also use special characters such as @, ! or &. Memorable Word - The memorable word must be between 8 to 15 characters long.
Navigation In the top right hand corner of the screen you will find some menu options. Help takes you to the online help. The house takes you back to the home screen.
Navigation In fields where data can be entered you may see additional symbols. The magnifying glass is a search function. The green plus sign is used to create an entry. The question mark is a query button, press this for a hint on what data or format to enter here. Mandatory fields are green, optional fields are white.
Many of the search and update screens work on tables. The top of the screen is used to enter your search criteria. Navigation Once the table is populated the results can be filtered
Common queries to our contact centre Contract amend How to add a performer How to amend NPE Activity How to check UDA figures How to search for a claim How to reset PIN/ request temporary PIN Statements/Reports How to access pay statements (or superannuation notifications) How to locate SD86c (superannuation certificate) How to locate a report (e.g. year-end or vital signs at a glance) Other How to update bank details How to view your pension details and contributions
Contract Amend • To update or amend a contract, you select the ‘Contract Amend’ option • When a contract has been amended the changes are authorised by a Commissioner user. • Associated paperwork must be received by the Commissioner with 7 days • A daily email notification message will be sent to all users with authorisation as part of their role to notify them of contracts submitted for authorisation.
Adding a performer to a contract Select Performer option then click Create
Adding a performer to a contract If you do not know the performer number you can use the magnifying glass to look up
Performer NPE/NPEE • When entering performer earnings on a contract there are two options: • Pension Scheme Members - Net Pensionable Earnings – NPE • Non Pension Scheme Members - Net Pensionable Earnings Equivalent – NPEE • The value entered should be the performer net earnings for the time they are on the contract in a financial year. • The total of the NPE/NPEE cannot exceed 43.9% of the Total Contract Value • You do not need to enter values for future years unless they are going to change. • At the end of the year the NPE/NPEE values will roll over to the next year unless a different value has been entered. (these will be pro-rated if appropriate). • After the ARR process the values will be refreshed with the declared earnings again pro-rated where appropriate.
Performer NPE/NPEE • Employment Type - The type of employment has a bearing on whether the performer earnings are superannuable or not. • If Self Employed or Salaried is selected then NPE is entered and this will be superannuable as long as the performer is a member of the Pension Scheme. • If Agency, Incorporated or Sub Contractor is selected then NPEE is entered this is non superannuable even if the performer is a member of the Pension Scheme.
All Performers are automatically entered into the NHS Pension Scheme (NHSPS) when they are entered onto the performer list and will therefore be superannuable unless they opt out. If a Provider/Performer is in the NHS Pension Scheme they must have Net Pensionable Earnings (NPE) recorded on each contract that they work on. It is illegal for a NHS dentist to credit themselves, for NHS pension purposes, with NHS income from another colleague even if that colleague has opted out of the NHSPS Performer NPE/NPEE
Amending Performer NPE/NPEE Select Performer option then click Edit
Activity • Providers and Performers will have real time access to Activity Summaries and details of claims submitted. • Commissioners have real time access to the Activity summary screens which provide up to date details of service delivery. Real time = refreshed every minute!
How to check UDA Figures If you are a Provider/Performer you will get a contract and (performer) version of some screens
How to check UDA Figures Performer option
Provider or performer Performer view
How to reset PIN View or Reset PIN
