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Compass has simplified the process for setting up a contract into a 7 step 'Setup Wizard'.

You can complete all actions of creating a contract from this setup screen including creating new clinicians to add to the contract and creating a location ID.

The 'Setup Wizard' requires the Commissioner to create a provider ID for the contract to attach to if the provider does not already exist. This is regardless to the type of contract being created.

When creating a provider ID, the Commissioner must attach users with specified roles. This will give them access to create a Compass account so they can access details of all the contracts this provider ID owns.

Each provider must have at least one responsible dentist and one primary contact added.

The role they're given dictates what they're able to speak to NHS Dental Services about and what level of access they have on Compass.

Any field in green is mandatory.

The 'Contract Start Date' and 'Contract End Date' must fall inside of the provider start and end dates to be successfully created.

Compass allows you to 'Save' once each section is completed. This allows you to return to complete it at a later date if necessary.

Once a section is completed, the circle with the section number will turn from orange to green.

View the online help guide