How to Use the NHS UDAs by Period Report

Practice: Displayed when the Summary Level is set to 'Practice' or 'Contract'. It indicates the practice associated with this row.

Contract: Displayed when the Summary Level is 'Contract' or 'Provider'. It shows the specific contract name or 'All Contracts' if the data is aggregated across all contracts.

Provider: Displayed when the Summary Level is 'Provider'. It indicates the individual provider or 'All Providers' for aggregated data across providers.

UDA Target: The total UDA target for the full contract period. If the Summary Level is 'Practice', this shows the combined UDA target across all contracts at that practice.

% Target YTD Claimed: The percentage of the UDA target achieved by the end of the year-to-date (YTD) period, as defined by the report's start and end dates. This is calculated based on the UDA target for the YTD period, derived from the total contract UDA target and the number of hours within the YTD timeframe.

% Target Year-End Claimed (Predicted): A forecasted percentage of the overall contract UDA target expected to be achieved by the end of the full contract period. This is estimated using the UDAs claimed during the YTD period and predicted UDAs for the remaining period.

Item: The specific UDA-related metric shown in the row, such as 'UDAs Claimed' or 'UDA Target'.

YTD Period: The total value of the selected UDA item for the year-to-date period. For example, if the item is 'UDA Claimed', this shows the total UDAs claimed during the YTD period.

Remaining Period: The total forecasted value of the UDA item for the upcoming (future) period. For example, 'UDA Claimed' would show projected UDAs for the remaining contract time.

Overall Totals: The total for the entire contract period, typically the sum of the YTD and Remaining period values.

YTD Period (ACHIEVED) - Dated Columns: These columns represent time segments within the YTD period (daily, weekly, or monthly depending on report settings). Each column header shows the start date of the time segment, and the cell shows the UDA item value for that period. The last column may reflect a shorter period depending on the report’s end date.

Remaining Period (PREDICTED) - Dated Columns: These columns represent time segments within the remaining (future) period. Each column shows predicted values for the UDA item in that specific period. The first column may reflect a short period, based on the report’s end date.

UDA Claimed: the number of UDAs claimed for this period - actual (YTD) or predicted (Remaining Period).

UDA Confirmed: the number of UDAs confirmed (verified) for this period - actual (YTD) or predicted (Remaining Period).

UDA Target: the pro-rated UDA target to be achieved in this period. This is determined by taking the overall UDA target for the whole contract period, and pro-rating this value based on the number of hours available in the period (from the appointment diary). This method is used whether the period is the whole YTD period, or a specific month or week period. Specifically, first the value UDA Target / Hours Available is calculated for the whole contract period. This gives the UDA Target per hour available. The target for a given period is then just this value multiplied by the number of hours available in that period. Note that this approach relies on the appointment diaries being correctly blocked out for the contract providers for the contract year.

UDA Target - Claimed Variance: the difference between the UDA Target and UDA Claimed values for a given period.

UDA Target - Confirmed Variance: the difference between the UDA Target and UDA Confirmed values for a given period.

UDAs Claimed Value: The monetary value of UDAs claimed in the period, calculated as UDA Claimed * UDA Value Factor, if this has been set up in the MPC for this contract.

UDAs Confirmed Value: The monetary value of UDAs confirmed in the period, calculated as UDA Confirmed * UDA Value Factor, if this has been set up in the MPC for this contract.

UDA Claimed Cumulative: The UDA Claimed value, accumulating over time periods. So for example UDA Claimed Cumulative for April 2016 is the same as UDA Claimed for this period. UDA Claimed Cumulative for May 2016 is the total of UDA Claimed for April 2016 and May 2016, and so on for successive periods.

UDA Confirmed Cumulative: The UDA Confirmed value, accumulating over time periods. So for example UDA Confirmed Cumulative for April 2016 is the same as UDA Confirmed for this period. UDA Confirmed Cumulative for May 2016 is the total of UDA Confirmed for April 2016 and May 2016, and so on for successive periods.

UDA Period End Target: The UDA Target value, accumulating over time periods (cumulative). So UDA Period End Target for April 2016 is the same as the UDA Target value for this period. UDA Period End Target for May 2016 is the total of UDA Target for April 2016 and May 2016, and so on for successive periods.

UDA Target - Claimed Cumulative Variance: this is the difference between the cumulative UDA target UDA Period End Target and the cumulative UDA claimed value, i.e. UDA Period End Target - UDA Claimed Cumulative.

Hours Available: The number of hours available (unblocked time) in the appointment diary for this row and time period. If the summary level is practice or contract, then this is the total for the practice, if provider, the hours available for this provider.

Hours Worked: the total number of available hours that were allocated to valid booked/completed appointments. If the summary level is practice or contract, then this is the total for the practice, if provider, the hours available for this provider.

UDAs Required: This is the total of UDA Target for the remaining period, plus UDA Target - Claimed Variance for the YTD period, where this is greater than zero. If UDA Target = UDA Claimed for the YTD period, then there is no extra shortfall to be made up, and so this would just be UDA Target for the remaining period. Note this value is only defined for the remaining periods.

UDA Required Cumulative: UDAs Required, accumulating over time periods.

UDA Required - Target Variance: The difference between amount UDAs Required and UDA Target, which represents any shortfall for the YTD period, pro-rated across the remaining future periods. If there is no shortfall for the YTD period, then this would be zero (since then UDA Required = UDA Target).

Claimed % of Period Target: UDA Claimed, as a percentage of UDA Target for a given period.

Claimed Cumulative % of Period End Target: UDA Claimed Cumulative as a percentage of UDA Period End Target for each successive period.

Claimed Cumulative % of Overall Target: UDA Claimed Cumulative as a percentage of the overall total contract UDA Target, for each successive period.

UDAs Required Claimed Variance: The difference between UDAs Required and UDA Claimed.

Claimed % of Required: UDA Claimed, as a percentage of UDA Required for a given period.

UDAs Claimed / hrs available: The ratio UDA Claimed / Hours Available for a given period. This indicates the UDA rate that has been achieved for past periods, for each hour available.

UDAs Claimed / hrs worked: The ratio UDA Claimed / Hours Worked for a given period. This indicates the UDA rate that has been achieved for past periods, for each hour worked.

UDAs Required / hrs available: The ratio UDA Required / Hours Available for the remaining future periods. Due to the way that the targets for the future periods are calculated (based on hours available), the value for this will be the same in each future period. However, the value may still give useful information about the UDA rate that is required.

UDAs Required - Target Variance / hrs available: The ratio UDA Required - Target Variance / Hours Available for the remaining future periods. As with UDAs Required / hrs available, the value for this will be the same in each future period. This indicates the additional UDA hourly rate needed to clear the YTD shortfall.