How do I place an override on a contract?

An override can be used to process a claim outside of normal claims processing validation.

You can access the override facility in Compass:

1. Select Activity Folder.
2. Select Override Rule Update.
3. Select Create.

You must complete the fields for Rule Type and Sub Rule Type.

Rule Type

• Late Submission - this will allow UDA's to be allocated to the contract for claims processed over 2 months ago
• Patient Charge 0 - this will stop any patient charges being deducted from the contract
• History Checks - this will stop Compass validating the claim against previous FP17's sent for the same patient

Sub Rule Type

Apart from the Late Submission Rule Type, this must be completed with the appropriate selection.

• Contract ID - enter the contract number you wish to apply the override to
• Personal ID - if the override should only apply to an individual clinician. you can enter their number here
• Patient ID - leave this blank as this number is generated by Compass and can be subject to change
• Source Claim Contract ID - enter the contract ID where the original claim was received or leave this blank
• Patient Details - must be an exact match of the records held by the dental surgery
• Effective from and to date - enter the date the override is placed on Compass, claims received within these dates will be subject to the override
• Reason - enter the reason the override is being applied