¶ Units of Dental Activity (UDA) Auditing
¶ What you'll be able to do
After reading this guide you will understand how VeriPath Dental tracks UDA (Units of Dental Activity) contract performance. You will learn how to record each clinician's contractual UDA allocation for the NHS contract period, how the app counts UDA production from submitted FP17 claims, and how to read the UDA dashboard to see at a glance how much of the contract each clinician has delivered — and how much remains.
Who does this? Practice managers, dental admins and admins (roles
DENTAL_PRACTICE_MANAGER,DENTAL_ADMINandADMIN). The UDA link appears in the Financial group of the top navigation for these roles only.
¶ About UDA allocations and production
A UDA allocation is the number of Units of Dental Activity a clinician is contracted to deliver in an NHS contract period. An allocation belongs to a practice, a clinician (provider), and a contract period, so one clinician can have a separate allocation for each practice and each year.
- Contract period — the NHS financial year, e.g.
2025/26(1 April – 31 March). The app also accepts the long form, e.g.2025/2026. - Allocated — the contractual target you record for the clinician.
- Delivered — UDA production, derived automatically from submitted FP17 claims (you don't enter it by hand):
- Only claims with status Transmitted, Accepted or Partially paid count — drafts and rejected claims don't inflate the figures.
- Each claim counts its band value: Band 1 = 1 UDA, Band 2 = 3 UDAs, Band 3 = 12 UDAs. Private treatment (no NHS band) counts 0.
- Claims count toward the period in which they were transmitted.
- Remaining — allocated minus delivered (never shown below zero).
- Delivered % — delivered as a percentage of allocated (capped at 100% in the totals).
¶ Step 1: Open the UDA dashboard
- Log in to VeriPath Dental.
- In the top navigation, open the Financial group and click UDA.
The UDA Auditing page opens, showing the overall contract position for the selected period and one row per clinician.
The four summary cards at the top give the practice-level position:
| Card | Shows |
|---|---|
| Allocated | Total UDAs allocated across all clinicians |
| Delivered | Total UDAs delivered from submitted FP17 claims |
| Remaining | Allocated minus delivered |
| Delivered % | Overall percentage delivered |
Below the cards, the table shows one row per allocation:
| Column | What it shows |
|---|---|
| Clinician | The clinician the allocation belongs to |
| Practice | The practice the allocation is for |
| Period | The NHS contract period |
| Allocated | The contractual target |
| Delivered | UDA production counted from submitted claims |
| Remaining | What's left of the target |
| Progress | A progress bar with the delivered percentage |
Reading the progress bar: green means on track (under 80%), amber means close to target (80–99%), red means the target has been reached or exceeded (100% or more). A clinician shown at over 100% has delivered more UDAs than their allocation.
¶ Step 2: Filter by contract period
Use the period dropdown above the summary cards to show a single contract period:
- All periods — every allocation, active or not.
- 2025/26 (or any period you have set up) — only allocations for that period.
Selecting a period filters the summary cards and the table immediately.
¶ Step 3: Create a new allocation
- On the UDA dashboard, click New Allocation (or open Manage Allocations and click New Allocation there).
- Fill in the form:
| Field | What to enter |
|---|---|
| Practice * | The practice the allocation belongs to |
| Clinician * | The clinician (shown as surname, first name, with their practice) |
| Contract Period * | The NHS financial year, e.g. 2025/26 |
| Allocated UDAs * | The contractual UDA target (a whole number) |
| Notes | Optional — e.g. the contract reference |
- Click Create Allocation.
The allocation is saved and you're returned to the allocations list. A clinician can only have one allocation per practice per contract period — if you try to create a second one for the same combination, the app keeps the existing allocation and asks you to edit it instead.
¶ Step 4: Manage allocations
Open Manage Allocations (from the dashboard) to see every allocation:
- Status — each allocation shows an Active (green) or Inactive (grey) badge.
- Edit — change the period, allocation or notes. On the edit screen the clinician and practice are locked (the row they belong to can't be moved), and the button reads Update Allocation.
- Deactivate — shown only for active allocations. Deactivating keeps the row for the audit trail but stops it counting as a current allocation:
Tip: use Deactivate rather than deleting when a clinician leaves or a contract ends — the allocation history stays visible, and the audit trail is preserved.
¶ Useful tips
- Don't type production in by hand — delivered UDAs come from your submitted FP17 claims, so the figures always match what the practice has actually transmitted.
- Watch the amber and red bars — an amber bar means the clinician is close to delivering their full allocation; red means they've reached or passed it (useful for planning contract compliance).
- One allocation per clinician per period — keep each contract period's target up to date by editing, not duplicating.
- Filter by period before reviewing — with a period selected the summary cards show exactly that year's contract position.