Assured and Capitation Revenue
As Of Date
Practices
Last Treatment
Payor TypesProvider Category
Reporting Level
Assured and Capitation Revenue
Description
This report gives a good indication of the expected monthly revenue from assured and capitation sources. It includes private plan capitation revenue (Denplan etc), NHS Scotland & Northern Ireland capitation income and for NHS England & Wales calculates the monthly UDA contract value. This report is good for business planning and managing cash flow.
For NHS Scotland & Northern Ireland capitation values we only consider the basic fees for each age group in this report. We do NOT include the many additional complex top up payments eg the patient has a severe mental or physical disability or severe learning difficulties, the basic fee would be doubled etc.
This report is accessed either by the Bounce Back dashboard or can be run directly from the Financial module
When run, the monthly assured and capitation revenue will be presented per practice and provider and payor for each patient age group.
Monetary values are calculated as follows:
Private Capitation Plans eg Denplan = Monthly Capitation Band Fee (as recorded in the Patient Management Software (PMS)) * the number of associated patients.
NHS Scotland & Northern Ireland = Monthly Capitation Age Band Fee (as determined by the country Statement of Dental Remuneration (automatically applied by the MPC)) * the number of associated patients.
NHS England & Wales = Annual UDA Contract value divided by 12 months.
This report has two Reporting Levels – Payor & Provider. The report layout varies depending on which Reporting Level is chosen:
Reporting Level: Payor
Practice: Name of the associated practice.
Payor Code: An indication of the payor associated with patients.
Contract Number (NHS England & Wales Only): The NHS Contract number associated with patients.
Type ‘Num’ refers to the number of associated Patients. ‘Value’ refers to the associated monetary value. Clicking on either of these numbers will open a new tab in the browser showing the associated patient details ie Patient name, Patient Code etc.
Age Ranges: Patient age ranges. Unknown is for those patients with no known date of birth.
Total Value/Month: The total monetary value per month.
Reporting Level: Provider
Practice: Name of the associated practice.
Provider: The Code and Name associated with the Provider
Provider Active: Describes whether provider is active or inactive in the Patient Management Software (PMS).
Provider Type: Describes the provider role type as recorded in the Patient Management Software (PMS).
Payor Code: An indication of the payor associated with patients.
Contract Number (NHS England & Wales Only): The NHS Contract number associated with patients.
Type ‘Num’ refers to the number of associated Patients. ‘Value’ refers to the associated monetary value. Clicking on either of these numbers will open a new tab in the browser showing the associated patient details ie Patient name, Patient Code etc.
Age Ranges: Patient age ranges. Unknown is for those patients with no known date of birth.
Total Value/Month: The total monetary value per month.
The results of the report can easily be exported to CSV format, using the 'Export Data' button, and this data analysed further (e.g. using Excel).
Parameters
The report parameters are
As Of Date: Select as of date. Defaulted to yesterday
Practices: Select all or individual practices
Last Treatment
Any: Shows data for all patients whether they have had a treatment and whenever they might have had it.
Treatment in last 24 months:Only patients who have had a treatment in the last 24 months (at least one item in the Patient Management Software (PMS) Charting page has been ticked as completed) will be included.
Treatment >24 months ago:Only patients who have had a treatment greater than 24 months (at least one item in the Patient Management Software (PMS) Charting page has been ticked as completed) will be included.
Treatment 24-36 months ago:Only patients who have had a treatment between 24 months and 36 months(at least one item in the Patient Management Software (PMS) Charting page has been ticked as completed) will be included.
Treatment in last 36 months:Only patients who have had a treatment in the last 36 months (at least one item in the Patient Management Software (PMS) Charting page has been ticked as completed) will be included.
Treatment >36 months ago:Only patients who have had a treatment greater than 36 months (at least one item in the Patient Management Software (PMS) Charting page has been ticked as completed) will be included.
No Treatment Only patients who have never ever had a treatment will be included.
Payor TypesSelect all Payors or only NHS or Plan Payors.
Reporting Level
Payor: Shows Capitation details per payor.
Provider: Shows Capitation details per provider.