UDA tracker as in EXACT

Hi ​@JKB , welcome to the Dentally Community! 👋

We don’t have the EXACT-style “UDA Manager” dashboard just yet, but you can stay on top of your NHS contracts today with two built-in Dentally reports. You can find the help-centre articles below so you can dig in deeper.
 

I do understand how handy the EXACT “UDA Manager” graph is. We haven’t had many requests for the same view in Dentally before, so I’m passing your feedback straight to our Product team. They’ll scope it out, look at feasibility, and see if it could fit on the roadmap. The more voices behind the idea, the better, so if anyone else reading this would find a live tracker useful, feel free to add a comment below!

Hope that helps, thanks for raising it!

1. NHS UDA Report – Reports ▶ Financial ▶ NHS UDAs

• Shows UDAs (or UOAs) already awarded, broken down by status and performer.

• Perfect for checking what’s been banked so far and spotting claims that still need attention.

• Guide: Understanding your NHS UDA & NHA Claim Reports

2. UDA Forecast Report – Reports ▶ Treatment ▶ UDA Forecast

• Flags open courses that are close tom or already past,the NHS BSA two-month submission deadline, so nothing slips through the cracks.

• Guide: Using the UDA Forecast Report

We desperately need this across all Smile dental care practices. It's impossible to know if we are on target for UDA's and it's throwing our production way off :(