Hey ​@ac0569463 👋

Yes, a small mismatch is quite common. This is because Dentally’s NHS UDA report counts by the completion date of the course of treatment (that’s when UDAs are allocated), while Compass year-end shows what’s been scheduled/credited to the financial year on their side. So claims that straddle your date filters (e.g. completed on 31 March, received/scheduled later) or are processed late/adjusted can land differently between the two. 

You can run a few checks that usually explain most of the gaps:

• Make sure you’re comparing the same financial year window (Compass uses FY scheduling rules and cut-offs, e.g. completions by 31 March received by 31 May count to that FY). 

• Look for pending/queried/late claims. Compass only credits once processed; late submissions (>2 months after completion) get 0 UDAs. 

• If you’ve got a lot of in-flight courses, run UDA Forecast to spot anything at risk of missing the two-month window. 

• For UOAs (ortho), allocation rules differ by claim type/date (assessment vs appliance fitted), which can also shift counts. 

Hope this helps!