NHS Account 7 Summary By Period - Help
🚨 Important to remember: Available via the Financial module and limited to NHS Scotland practices only.
This report provides a comprehensive summary of all Account 7 uploads to the MPC Data Upload Centre, organised by date range, Practice, and Provider. It serves as a centralised tool for viewing and analysing Account 7 data efficiently.
Key Features
Filter by specific Line Numbers (e.g., Capitation Payments, Continuing Care Payments) to support reporting needs aligned with NHS authority requirements.
Export results to CSV using the Export Data button for further analysis in tools such as Excel.
Select Date Range
Select Practice(s)
Select Provider(s)
Select Account 7 Line(s)
Select Summary Level (Practice, Provider, Type)
Select Comparison Period
Click Create Report
Data Source
🚨 Important to remember: Account 7s uploaded to the MPC Data Upload Centre, which is located within the MPC Pay module.
Report Parameters
The report includes several configurable parameters to tailor the output to your needs:
Date Range: Manually select a custom start and end date or choose from predefined ranges such as Last Month.
Practices: Select all practices or specific ones within your practice group. The date shown beside each practice indicates the most recent data transfer.
Providers: Choose to include all or specific Providers. Quick filters are available to select Active Providers or to filter by Provider Role (e.g., Hygienist).
Account 7 Line Items: All Account 7 line items are selected by default. You can narrow the focus by selecting specific line items (e.g., Capitation Payments, Continuing Care Payments).
Summary Level: Choose the granularity of your report — Group, Practice, Provider, or Provider Role.
Comparison Periods: Add historical context by including data from Last Year, Two Years Ago, or Both.
Report Columns
Practice: Name of the practice or site.
Provider Type: The role of the provider (e.g., Dentist, Hygienist, Therapist).
Provider: Full name of the provider.
List Number: The NHS Performers List number associated with the provider. Use the filter icon in the column header to search for and isolate specific List Numbers.
Line No: The corresponding line number for the item in the Account 7 report.
Line Type: Indicates the category of the line, such as Sums Due, Deductions from Gross, or Superannuation Calculation.
Variation Description: Descriptive label for the line item (e.g., Capitation Payments, Continuing Care Payments).
Data: The monthly monetary value for each line item.
💡 Top tip: To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.