What is the Assured and Capitation Revenue Report?
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 it calculates the monthly UDA contract value. This report is useful for business planning and managing cash flow.
For NHS Scotland & Northern Ireland capitation values, only the basic fees for each age group are considered in this report. Additional complex top-up payments are not included (e.g. where a patient has a severe mental or physical disability or severe learning difficulties).
This report is accessed either via 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, provider and payor for each patient age group.
Monetary values are calculated as follows:
Private Capitation Plans (e.g. Denplan): Monthly Capitation Band Fee (as recorded in the Patient Management Software) × 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 MPC) × the number of associated patients.
NHS England & Wales: Annual UDA Contract value divided by 12 months.
How to run the Assured and Capitation Revenue Report
Go to Financial on the navigation menu on the left and select Assured and Capitation Revenue from the dropdown, or access it via the Bounce Back dashboard.
Set the following parameters and click Create Report:
As Of Date: select as of date (defaults to yesterday).
Practices: select all or individual practices.
Last Treatment:
Any: shows data for all patients whether or not they have had treatment.
Treatment in last 24 months: only patients who have had treatment in the last 24 months will be included.
Treatment >24 months ago: only patients who have had treatment greater than 24 months ago will be included.
Treatment 24–36 months ago: only patients who have had treatment between 24 and 36 months ago will be included.
Treatment in last 36 months: only patients who have had treatment in the last 36 months will be included.
Treatment >36 months ago: only patients who have had treatment greater than 36 months ago will be included.
No Treatment: only patients who have never had treatment will be included.
Payor Types: select all payors or only NHS or Plan payors.
Reporting Level:
Payor: shows capitation details per payor.
Provider: shows capitation details per provider.
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 showing the associated patient details.
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 the provider is active or inactive in the Patient Management Software.
Provider Type: describes the provider role type as recorded in the Patient Management Software.
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 showing the associated patient details.
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, for further analysis (e.g. using Excel).