How do I add, remove, and or change the provider of a contract?

If you’re a Commissioner user, you can add, remove, or change the provider of a contract.

Add and remove a provider

To add or remove a provider:

1. Log into Compass.
2. Select
3. Select Provider & User Update.
4. Choose the contract you want to amend.
5. Select Edit.
6. Select the Participants

To add a provider:

1. Select
2. Tick the Business Owner / Responsible Dentist
3. Select Add on the relevant participant

If you have more than one participant to add a provider or responsible dentist, select ‘Add/Create’. This will allow you add another provider without having to start again.

To remove a provider:

1. Select Edit next to the participant you wish to remove.
2. Untick the Business Owner / Responsible Dentist
3. Select Amend

If you need to disable the participant’s Compass access, select the drop-down arrow on the ‘Amend’ button and select ‘Deactivate’.

Change a provider

You can change the provider of the contract while the contract number remains open using the 'Contract Provider Change' process. You do not need to close a contract and create a new contract number when there's been a change in provider or contract type.

A provider must be changed by the Commissioner if they agree the use of Contract Provider Change is appropriate.

Before using Contract Provider Change, you must be aware:

• the contract number does not change
• the full monthly payment is made to the owner of the contract on the processing date for the month -we advise for the change to take effect on the first of the month
• claims can continue to be submitted under the same contract number
• any existing debt or recovery for under performance is the responsibility of the new provider
• the previous provider will no longer be able to see anything relating to the contract on Compass
• the new provider will be able to view all matters relating to the contract including information before the date of ownership change
• the change will require approval by a second user

To change a provider:

1. Log into Compass.
2. Select
3. Select Contract Provider Change.
4. Enter the current Provider ID in the Form Provider
5. Enter the new Provider ID in the To Provider
6. Enter the date the change will take effect in the Change Ownership Date
7. Add the reason for the change of ownership.
8. When all fields have been filled, select Search.
9. You’ll be presented with a list of contracts available to be changed.
10. Select the contracts that need to be changed by ticking the box.
11. Once all the relevant contracts have been chosen, select Submit.

Once submitted, the change will require approval by a second user to complete the process.