Compass guidance and tutorials

Guidance amendments - 'Performer' is now 'Clinician'

Due to changes within Dentistry the term 'Performer' will now be replaced by the word 'Clinician'.
We will update our guidance and other content in due course but aside from this processes will remain the same.

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

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

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)

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 (Word: 244KB).

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).