Document Archives - CSU Collaborative

What happens if a change is made after an Achievement has been Declared in the Network Contract DES Service?

Purpose of this guide

This guide walks through functionality in CQRS for the Network Contract DES (NCD) service that ensures that any declarations reflect the most up-to-date achievement figures, even if changes occur after an initial declaration request. These updates ensure accuracy and clarity when:

A practice joins or leaves a PCN (Primary Care Network)
Data is amended at indicator level

Topics Covered

Updated Achievement After Re-calculation

What users will see when achievement values need to be recalculated

2. Practice Joins or Leaves a PCN After Calculation

What users will see when a practice has joined or left a PCN after the calculation has been run.

3. Payment Declaration Following Financial Approval

What users will see once payment declarations have been financially approved.

1. Updated Achievement After Re-calculation

Payment declaration requested – Achievement data awaiting reaggregation

If the Service Provider user clicks the Declare Achievement button but there is achievement waiting to be aggregated the below message is returned.

Screenshot from CQRS National showing an achievement is available to declare — An achievement is available to declare

Screenshot from CQRS National showing message returned when achievement is awaiting aggregation — Message returned when achievement is awaiting aggregation

Note: Data reaggregation runs daily overnight to ensure that achievement data cannot be declared based on incorrect values until all the data, including the new submitted values, have been reaggregated.

Payment declaration requested – Awaiting Commissioning Organisation Approval

If achievement was recalculated overnight due to changes, the achievement will revert back to Awaiting Service Provider Approval and can then be re-declared by the PCN and the status will then move to Awaiting Commissioning Organisation Approval.

Screenshot from CQRS National showing achievement successfully moved to awaiting organisation approval — Achievement successfully moved to Awaiting Organisation Approval

Payment declaration requested- For multiple achievements, though one or more are still pending data aggregation

If declaration is attempted for multiple achievements but one or more of those achievements are awaiting aggregation the below message will be displayed.

Screenshot from CQRS National showing multiple achievements have been ticked to declare — Multiple achievements have been ticked to declare

Screenshot from CQRS National showing error message when declare achievement is clicked — Error message shown when Declare Achievement is clicked

2. Practice Joins or Leaves a PCN After Calculation

Payment Declaration On Hold – Payment Declaration History

If a practice has joined or left a PCN, the associated payment declaration will be placed ‘On Hold’ automatically by the system. Users can view the ‘On Hold’ status by navigating to the Achievement tab and selecting View Payment Declaration History on CQRS.

Screenshot from CQRS National showing Payment Declaration History — Achievement is On Hold

Payment declaration On Hold – Practice Joins a PCN

If a practice joins a PCN and an attempt is made to remove the hold on achievement, the following message will appear:

Screenshot from CQRS National confirming achievement is to be taken off hold — Message displayed confirming achievement is to be taken off hold

If the Commissioner determines that the achievement figures are accurate and do not require recalculation, the hold may be lifted. The declaration process can then proceed as usual.

Payment declaration On Hold – Practice leaves a PCN

If a practice leaves a PCN and an attempt is made to remove the hold on achievement, the following message will appear prior to reaggregation:

Screenshot from CQRS National showing message confirming achievement cannot be taken off hold — Message displayed confirming achievement cannot be taken off hold

3. Payment Declaration Following Financial Approval

Off-System resolution required where Payment declaration has been financially approved and a Practice leaves or joins a PCN

If Payment declaration has been financially approved a Practice leaves and/or joins a PCN, the below messages are displayed on the CQRS message centre that the payment requires an off-system resolution.

Screenshot from CQRS National showing notification regarding off system payment required — Notification regarding off system payment required

Screenshot from CQRS National showing message detail when notification is clicked — Message detail when notification is clicked

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Identifying Missing Data Network Contract DES 24/25 in CQRS National Guide

Overview

This guide describes how to check what data is missing from your Network Contract DES (NCD) 2024/25 achievement.

Step by step guide

Once logged into CQRS, click on the ‘Data Submission’ tab

Choose the relevant financial year – 24/25
Select the quality service from the drop down box – DES— Annual—Network Contract DES 2024/25

Screenshot from CQRS National showing Record Achievement and financial year dropdown with Network Contract DES quality service and achievement date

From the list of achievement dates select 31/03/2025

Screenshot from CQRS National showing Quality Service Network Contract DES 2024/25 with two columns showing achievement dates and last updated

If 31/03/25 does not appear in the achievement date list ensure you have the correct service selected.
If it still does not appear select it from the “Achievement Date” drop down and click “Add New Achievement”

Screenshot from CQRS National showing Achievement date with date dropdown and 'add new achievement' button

Once selected you will need to make sure all indicators submitted are the total possible value you can submit e.g. 2 of 2. If they are not equal, you will need to click into the group and enter the missing indicator data.

Screenshot from CQRS National showing an Indicator Group table for Network Contract DES with Payment and Management Information and columns for indicators submitted, indicators in progress and last updated date

Date updated: 10 February 2025

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Identifying Missing Data Network Contract DES 23/24 in CQRS National

This guide describes how to check what data is missing from your Network Contract DES (NCD) 2023-24 achievement.

Step-by-step guide

Once logged into CQRS, click on the ‘Data Submission’ tab

Choose the relevant financial year – 23/24
Select the quality service from the drop down box – DES— Annual—Network Contract DES 2023/24

Screenshot from CQRS National showing selection of quality service for year 2324

From the list of achievement dates select 31/03/2024

Screenshot from CQRS National showing select achievement dates 2324

If 31/03/24 does not appear in the achievement date list ensure you have the correct service selected. If you have moved PCNs throughout the year and have two different service offers you may have two different quality services available so ensure the correct one is selected.
If it still does not appear select it from the “Achievement Date” drop down and click “Add New Achievement”.

Screenshot from CQRS National showing add new achievement

Once selected you will need to make sure all indicators submitted are the total possible value you can submit e.g. 2 of 2. If they are not equal, you will need to click into the group and enter the missing indicator data.

Screenshot from CQRS National showing how to enter missing indicator data

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

CQRS Local Administration and Account Management

Administration and Account Management Download

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

CQRS Local Commissioning Administrator Account Management

If you haven’t already got a CQRS Local Commissioning Administrator account, please register. The CQRS Service Desk will then approve your account. Please regularly check your emails and click on the link within the email to complete the account registration.

Pending Actions – Managing Registrations

When a GP practice user registers for a CQRS Local account, their request will be within this section.

Log into CQRS Local.

2. From your home page, click on the Pending Actions menu tile.

Screenshot from CQRS Local showing Pending Actions menu tile

3. Click on the Review User button.

Screenshot from CQRS Local showing Review User button

Note: You can sort each column by date or by approval etc by clicking on the header arrows.

4. To Approve this account, select the Approve option and then click the Confirm button. The user will then receive notification via email that their account has been approved. They should then click on the link to complete the registration set up. Once confirmed you will see them in the Users section.

Screenshot from CQRS Local showing approve user button

Note: If you need to Reject the registration, you will need to give a reason and then click on the Confirm button. The user will then receive notification via email that their account has been rejected. Please note that you will need to reject any requests where a generic email address has been used and the name doesn’t identify an individual. Such examples are shown below.

Screenshot from CQRS Local showing example generic email addresses

Managing your System Users

You will also need to check any requests that are within the Users section. These are, for example, Practice Managers who have had an account previously approved and have requested access to an additional GP practice.

From your home page, click on the Users menu tile.

Screenshot from CQRS Local showing Users menu tile

2. Click on the Review button and follow the same steps as above.

Screenshot from CQRS Local showing user review button

Inviting New and Existing Users to New Roles

As an Administrator you have the ability to invite a user rather than them registering for an account.

Click on the Invite button.

Screenshot from CQRS Local showing Invite button

2. Enter the users email address and click on the blue arrow button.

3. Enter the first and last name of the new user and click on the Next button.

4. Select the organisation you want to invite the new user to and click Next.

5. Next is to select the role you wish for the user to be set up with and click Next.

6. An email invite will generate. Check that everything is correct and then click Send.

Revoking a User Account

Revoking an account is when you remove all access to an account associated to that organisation. The user will still be able to login using their credentials and will still be able to get to the My Profile page and then can request access to another organisation.

From the CQRS Local homepage, click on the Users menu tile.

2. Find the user whose account you wish to disable and click on the View button.

3. Scroll down to the bottom of the screen and click on the red Revoke button.

4. Click the Confirm button.

Re-enabling a User Account

Re-enabling a CQRS Local account will give the user back their access.

From the CQRS Local homepage, click on the Users menu tile.

2. Find the user whose account you wish to disable and click on the View button.

3. Scroll down to the bottom of the screen and click on the blue Enable Account button.

4. Click the Confirm button.

Disabling a User Account

Disabling an account – this is in effect an account deletion (their data is retained for audit reasons) so if they try to login into the application, they will be notified that their account has been disabled and therefore will be unable to access CQRS Local for all organisations they are registered at.

There are two ways in which this could be done. Firstly, the user themselves could disable their own account, if for example they no longer required access. Secondly, this can be done by the Administrator. The below instructions will be for the Administrator to disable the users account.

From the CQRS Local homepage, click on the Users menu tile.

2. Find the user whose account you wish to disable and click on the View button.

3. Scroll down to the bottom of the screen and click on the Disable Account button.

4. Select a reason why you are disabling the account. There is an ‘Other’ option, which if selected will prompt you to enter some information. Please enter as much detail as possible up to a maximum of 250 characters.

5. Click the Confirm button.

What the Buttons Mean

Screenshot from CQRS Local showing Review User, Resend Registration Email and Delete Registration buttons

Version 1.1, January 2024

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

CQRS Local Service Provider Claim Submission Multi Service

Multi-Service Claim Submissions mean that your Commissioner has requested that all service claims can be submitted as one claim rather than being submitted individually.

IMPORTANT – Under no circumstances should you attach or reference any kind of Patient Identifiable Data (PID) when submitting your claim. Your Commissioning Organisation will never request this kind of information.

Please note that if you have not got a +New Claim button, it will mean one of three things:

The claim window has not yet opened. For further information, please refer to the section titled Viewing your Claims Windows (Schedules).

2. You have submitted all your services claims and have no more claims to process.

3. You have missed your claims window. If this is the case, please contact your Primary Care Team.

From your Claims page, click on the +New Claim button.

Screenshot from CQRS Local showing New Claim button

2. You will then be presented with your claims page. Each section will be explained below.

Screenshot from CQRS Local showing Claims page with blue dots numbered 1 to 9 and explanation underneath image

1 = Claim ID – this is automatically generated by the system once the +New Claim button has been clicked on.
2 = Services Pane – this lists the services that are currently available to claim. Each service shows the service name and how many components are part of that service.
3 = Add All button 1 – this will add all the services into the components pane.
4 = Components Pane – this section lists the components for the service(s) selected in the services section and lets you add the components to the claim.
5 = Add All button 2 – this will add all the services and their components into the components pane.
6 = Claim Pane – the claim section contains the components that have been added to the claim and is what will be submitted for approval. This section is where you complete the details of the claim such as unit values, add attachments, and if required, complete supplementary information.
7 = Remove All – this will remove all components from the claim.
8 = Delete – this will delete the claim as if it hadn’t been started in the first place.
9 = Submit – clicking this button will validate the claim and submit it for approval.

3. Your eligible services to claim for are listed under the Services pane. Use the grey bar to scroll further down the Services pane.

Screenshot from CQRS Local showing eligible services pane

4. Click once on your first Add All button. This will add all services and all components into the Component pane.

Screenshot from CQRS Local showing add all services pane

5. All associated services and components will then appear in the Components pane. Click on the second Add All button. Please note that if you see individual Add+ buttons within the component box – these are for organisations who do not have claims windows. If this is the case, click on the component you wish to include into the claim.

Screenshot from CQRS Local showing all all components list

6. All associated services and components will then appear in the Components pane. A green tick will indicate that the service is currently being processed.

Screenshot from CQRS Local showing components pane

7. You can now proceed with completing the claims. In this example, for the Quarter 1 period, there was a total of 12 Complex Care Plans created – this equates to £2,321.04.

Screenshot from CQRS Local showing Multi Service Claim submission example

8. Next, is to scroll down to see the second of the two components. You can use the scroll bar to move further down the page. This component is a Retainer and doesn’t require the inputting of information – it is asking to read the information icon. Please make sure that you read this and understand it.

Screenshot from CQRS Local showing multi service claim submission example page 2

9. Keep scrolling down the list of service components entering in the required information.

10. One of the components within the list is for the Ear Irrigation Service and requires the upload of a document. This is displayed with the following icon:

and is mandatory if you enter the number 1 or more into the Units box. If you haven’t achieved anything for any component which requires the upload of a document – enter a ‘0’ (zero) into the Units box – you will NOT be required to upload anything.

11. Under the Evidence Requirement Details, you will see what the requirements are. In this scenario there is a request to “Please could you provide the name of the registered practice the patient belongs to. Please do not include any PID. Thanks” It will also state which file types are accepted. Click on the Add Attachment button and navigate to the area on your computer where this document will be located.

Screenshot from CQRS Local showing add attachment button

12. Once you have located the file, highlight it once and click on the Open button.

Screenshot from CQRS Local showing add attachment screen and open button

13. We see that the file has been successfully uploaded into CQRS Local. On the right-hand side of the screen, there are two buttons; the Download button will allow you to download the file to ensure that it’s the correct file. The Delete button will remove the file from the system. If you do need to delete a file, use the Add Attachment button again to re-upload the correct file.

Screenshot from CQRS Local showing attachment successfully uploaded

14. You may have a service which has Supplementary Information. Commissioners’ can attach questions to each component that need to be completed when creating a claim. This could be for example; to confirm Yes or No or it could be requesting the name of a clinician who undertook a certain procedure. The example below is for the Depot Antipsychotic Injections Service and requires confirmation that the administration of depot injections has been undertaken by a qualified member of staff. Once this information has been understood, switch the toggle button from No to Yes.

Screenshot from CQRS Local showing no to yes toggle button

15. Continue moving down the page and enter all required information for each and every service components. Finally, when the claim is ready, check that all the information has been checked and then click on the green Submit button.

Screenshot from CQRS Local showing multi service claim submit button

16. Confirm that you wish to submit the claim.

Screenshot from CQRS Local showing submit claim button

17. You will then be presented with a claims summary screen. This confirms the claim information that you have submitted.

18. To return to your claims page, click on the Claims link in the upper left-hand side of your screen.

Screenshot from CQRS Local showing claims button

Please note: if you have attached any documentation, you will temporarily see a status of Pending System Review. This means that it the documents are going through an anti-malware check to make sure the file(s) are free from malicious software. After approximately 60 seconds, the status will change to Pending Tier 1 Review.

19. The claim has now been submitted and the system has generated a Claim ID. The ID is 35929.

Screenshot from CQRS Local showing claim id

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

CQRS Local Service Provider Claim Submission Single Service

Single-Service Claim Submissions mean that your Commissioner has requested that all service claims can be submitted as one claim rather than being submitted individually.

IMPORTANT – Under no circumstances should you attach or reference any kind of Patient Identifiable Data (PID) when submitting your claim. Your Commissioning Organisation will never request this kind of information.

Please note that if you have not got a +New Claim button, it will mean one of three things:

The claim window has not yet opened. For further information, please refer to the section titled Viewing your Claims Windows (Schedules).
You have submitted all your services claims and have no more claims to process.
You have missed your claims window. If this is the case, please contact your Primary Care Team.

From your Claims page, click on the +New Claim button.

Screenshot from CQRS Local showing Claims page new claim button

2. You will then be presented with your claims page. Each section will be explained below.

Screenshot from CQRS Local showing claims page with blue numbered dots explaining elements of the page

3. Your eligible services to claim for are listed under the Services pane. Use the grey bar to scroll further down the Services pane.

Screenshot from CQRS Local showing Services list pane

4 Click once on your first Add All button. This will add all services and all components into the Component pane.

Screenshot from CQRS Local showing Add All button on services pane

5. All associated services and components will then appear in the Components pane. Click on the second Add All button. Please note that if you see individual Add+ buttons within the component box – these are for organisations who do not have claims windows. If this is the case, click on the component you wish to include into the claim.

Screenshot from CQRS Local showing add all button on services list pane

6. All associated services and components will then appear in the Components pane. A green tick will indicate that the service is currently being processed.

Screenshot from CQRS Local showing Components pane and green ticks alongside services

7. You can now proceed with completing the claims. In this example, for the Quarter 1 period, there was a total of 12 Complex Care Plans created – this equates to £2,321.04.

Screenshot from CQRS Local showing example with 12 claims

Screenshot from CQRS Local showing component as a retainer and information icon

9. Keep scrolling down the list of service components entering in the required information.

10. One of the components within the list is for the Ear Irrigation Service and requires the upload of a document. This is displayed with the following icon:

Screenshot from CQRS Local showing evidence requirements pane

12. Once you have located the file, highlight it once and click on the Open button.

Screenshot from CQRS Local showing open file button for file upload

Screenshot from CQRS Local showing documents uploaded

Screenshot from CQRS Local showing toggle button

Screenshot from CQRS Local showing claim pane with submit button

16. Confirm that you wish to submit the claim.

17. You will then be presented with a claims summary screen. This confirms the claim information that you have submitted.

18. To return to your claims page, click on the Claims link in the upper left-hand side of your screen.

Screenshot from CQRS Local showing Claims link

Please note: if you have attached any documentation, you will temporarily see a status of Pending System Review. This means that it the documents are going through an anti-malware check to make sure the file(s) are free from malicious software. After approximately 60 seconds, the status will change to Pending Tier 1 Review.

19. The claim has now been submitted and the system has generated a Claim ID. The ID is 35929.

Screenshot from CQRS Local showing claim submitted and claim ID

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

CQRS Local User Guide for Commissioners

User Guide for Commissioners Download

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

CQRS Local User Guide for Service Providers

User Guide for Service Providers Download

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

CQRS Local Single and Multi-Service Claim Submissions Explained

Single and Multi-Service Claim Submissions Explained

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

CQRS Local Single and Multi-Service Claim Submissions

Single and Multi-Service Claim Submissions

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

CQRS National Network Contract DES 21-22 Tick-Box Indicators

1. The overall payment value that you will approve is calculated after the data extracted from the GP Clinical system, via GPES is loaded into CQRS automatically.

2. The Commissioner and Financial Commissioners shall approve the outcomes of the full Network Contract Des 21/22 Service payment calculation including the tick-box indicator, which is allocated 220 points.

3. The following indicator is the tick-box indicator in the Network Contract Des 21/22 Service – COV-01 (NCD009)

4. The PCN user will see the tick-box indicator as follows:
You will then be able to use the drop-down to change this to a ‘Yes’ or ‘No’.

Screenshot from CQRS National showing tick box indicator: Yes / No

5. The GP Practice will see the tick-box indicator as follows:

As we can see, no action is required by the GP Practice for this indicator.

Screenshot from CQRS National showing tick box indicator: Yes / No (no entry allowed, this item is entered at PCN level)

6. Please note that this indicator will default to ‘No’ if it is not actioned by the PCN ahead of the data being loaded into CQRS by the GP Clinical System, via GPES.

7. If the Commissioner has not financially approved the payment, the drop-down selection can still be updated by the Commissioner after the extract has taken place, and the calculated payment value will update.

8. If the PCN has not declared the payment, the tick-box can still be updated by the PCN lead after the extract has taken place and the calculated payment value will update.

9. If a ‘Yes’ value is submitted for the 28 February 2022 achievement date, then this will continue to be ‘Yes’ as part of the calculation that will use the 31 March 2022 achievement data, unless this drop-down is changed to ‘No’, prior to the declaration taking place as detailed above in points 6 and 7.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Declaring Indicators within a Service in CQRS National

Declaring indicators within a service – User Guide v1.0 NEW DRAFT AC Download

Date updated: 26 February 2025

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Removing an Organisation from a Service Provider Cluster in CQRS National

Once a Service Provider Cluster is created, you may remove organisations from the cluster. This job aid will review the steps for that task.

This job aid is aimed at users within a Commissioning Organisation with the role of Organisation Administrator.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Service Provider Clusters sub-tab

Screenshot from CQRS National showing Administrative tasks tab and manage organisation and users sub tab with Service Provider Clusters highlighted

2. Click the Short Name of the Service Provider Cluster to update.

Screenshot from CQRS National showing Service Provider Clusters sub tab with Short Name field highlighted

The Service Provider Cluster screen displays. Scroll down to view the Service Providers section.

3. Click the Remove Organisation link for the organisation you want to remove.

Screenshot from CQRS National showing Service Providers list and Remove Organisation button alongside organisation

The Service Providers list updates to show the selected service provider will no longer be included in this cluster.

4. Once all updates have been made, you must click the Submit button at the bottom of the page to commit your changes.

Screenshot from CQRS National showing Service Providers list for removal and submit button to make changes

A confirmation message indicates the cluster was updated successfully.

Screenshot from CQRS National showing confirmation message

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Add or remove a CQRS user and assign a role in CQRS National

CQRS users are created or removed from the system by a CQRS User Administrator or an Advanced User Administrator.

Creating a new user is a two-stage process and requires you to 1) create the user account and 2) specify an associated organisation(s) and role(s) within the organisation(s).

A CQRS user cannot be deleted from the system. Removal involves revoking links to one or more organisations with which the user is associated. This is useful when a user is transferring between or leaving an organisation. If the user will no longer need to use CQRS, you can disable their CQRS user access.

This job aid describes the steps required to add or remove CQRS users. It also describes linking or unlinking organisations and disabling a user account.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

Adding a New User

From the CQRS Home screen, select the Administrative Tasks tab.

Screenshot from CQRS National showing Administrative Tasks tab

NOTE: CQRS displays current users, their organisation and the date they were added.

2. Select the Add New User button.

3. Select the Email Address field. Enter the email address associated with the new user.

Screenshot from CQRS National showing Manage Organisations and Users tab and Users sub tab

4. Select or tab to the Confirm Email Address field and re-enter the email address associated with the new user.

5. Select the Continue button.

The Add New User–User Information screen displays. Note that the user email address information entered in the previous screen automatically appears. All fields, with the exception of Mobile Phone, are mandatory.

6. Complete all required fields.

Screenshot from CQRS National showing User Details screen

Adding Organisation and Role

Next, you must link the new user with one or more organisations and specify their role permissions within those organisations.

7. Select the Add Organisation button.

8. If it is not visible, you can use the Search By filter to quickly find the organisation that is to be associated with the new user.

9. Select the checkbox next to the organisations that you wish to link to the new user.

10. Select the Submit button. An expanded view of the chosen organisation is displayed. Available CQRS roles can be viewed on this screen.

Screenshot from CQRS National showing available CQRS Roles

11. Select the relevant checkboxes next to the roles to be allocated to the new user.

NOTE: Each role expands to reveal payment-type capabilities. When you leave all Payment Type boxes unchecked, the user has access to all Payment Types for that particular role.

12. If relevant, select the checkbox next to the organisation’s Service Provider Cluster(s) to limit the user’s access within that organisation.

Reference Job Aid “Restricting User Access Using a Service Provider Cluster” for additional information on assigning a user to a Service Provider Cluster.

Screenshot from CQRS National showing Service Provider Clusters

13. Select the Submit button. CQRS displays a message confirming that you have successfully added the new user.

Removing Organisation Access for a User

Remember, you cannot delete a CQRS user. Removal simply means that you revoke any or all links to organisations. If the user no longer has responsibilities within CQRS, you can disable their access to the system.

From the CQRS Home screen, select the Administrative Tasks tab.

NOTE: CQRS displays current users, their organisation and the date they were added. If the user name is not displayed, use the Search By filter to locate them.

2. Select the user name from the display list.

3. To remove access to an organisation, select the Remove Organisation link.

Screenshot from CQRS National showing Remove Organisation link

4. Select the Submit button.

CQRS displays a message confirming that you have successfully removed user access to the chosen organisation.

If the user no longer has any CQRS responsibilities, you will also need to disable their access to the system. If this is the case, continue with the steps described below.

Disabling a User Account

In the upper right corner of the User Details screen, select the Disabled radio button.

Screenshot from CQRS National showing CQRS Access buttons

2. Select the Submit button.

CQRS displays a message confirming that you have successfully disabled the user’s CQRS access.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

User Roles in CQRS National

This job aid describes the steps required to check the user roles you have on CQRS. It also describes the responsibilities of each role.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

Checking User Roles

You can check which user roles you are currently assigned by going to My Account from the top of the CQRS window.

Screenshot from CQRS National showing My Account tab top right of page

2. Expand the organisation you are assigned to, to see the role(s) you have been assigned.

Screenshot from CQRS National showing Organisation Access and user roles assigned

User Role Responsibilities

Advanced User Administrator

Training Module: Module 10 (CQRS Administration)

Commissioning Organisation (Area Team)

This role is for setting up and managing user access on CQRS.

A user with this role can manage users for both the Area Team and all the GP practices administered by the Area Team.

Service Provider (GP practice)

Not applicable

User Administrator

Training Module: Module 10 (CQRS Administration).

Commissioning Organisation (Area Team)

This role is for setting up and managing user access on CQRS.

A user with this role can manage users for the Area Team only.

Service Provider (GP practice)

This role is for setting up and managing user access on CQRS.

A user with this role can manage users for the GP practice only.

Finance View*

Training Module: Module 9 (Running Pre-defined Reports)

Commissioning Organisation (Area Team)

This role allows users to view the achievement for QOF, DES, and other supported Quality Services of all the GP practices administered by the Area Team.

Service Provider (GP practice)

This role allows users to view the achievement for QOF, DES, and other supported Quality Services for the GP practices.

View*

Training Module: Module 9 (Running Pre-defined Reports)

Commissioning Organisation (Area Team)

This role allows users to view points (but not pounds) achievement for QOF, DES, and other supported Quality Services of all the GP practices administered by the Area Team.

Service Provider (GP practice)

This role allows users to view points (but not pounds) achievement for QOF, DES, and other supported Quality Services for the GP practices.

Achievement Entry*

Training Module: Module 6 (Entering Achievement Data Manually)

Commissioning Organisation (Area Team)

This role allows users to manually enter achievement data for the GP practices administered by the Area Team.

Service Provider (GP practice)

This role allows users to manually enter achievement data for the GP practice where the data is not being supplied by GPES.

Commissioning Management*

Training Module: Module 4 (Participation Management for Commissioning Organisations)

Commissioning Organisation (Area Team)

This role allows users to commission QOF, DES, and other CQRS-supported Quality Services from the GP practices administered by the Area Team.

Service Provider (GP practice)

Not applicable

Service Management*

Training Module: Module 5 (Participation Management for Service Providers)

Commissioning Organisation (Area Team)

Not applicable

Service Provider (GP practice)

This role allows users to accept the Area Team offers of the QOF, DES, and other CQRS-supported Quality Services for the GP practice.

Declaration Management*

Training Module: Module 7 (Achievement and Payments for Commissioning Organisations)

Commissioning Organisation (Area Team)

Not applicable

Service Provider (GP practice)

This role allows users to confirm that their GP practices achievement for a Quality Service recorded on CQRS is correct and can be used for payment.

Approval Management*

Training Module: Module 8 (Achievement and Payments for Service Providers)

Commissioning Organisation (Area Team)

This role allows users to confirm that the achievement for a Quality Service recorded on CQRS for a GP practice administered by the Area Team is correct and can be used for payment.

Service Provider (GP practice)

Not applicable

Finance Management*

Training Module: Module 8 (Achievement and Payments for Service Providers)

Commissioning Organisation (Area Team)

This role allows users to confirm that a payment should be made for a Quality Service to a GP practice administered by the Area Team.

Service Provider (GP practice)

Not applicable

Supervisor

Training Module: Module 10 (CQRS Administration)

Commissioning Organisation (Area Team)

This role allows a user to see all the outstanding CQRS tasks and messages for their Area Team.

Service Provider (GP practice)

This role allows a user to see all the outstanding CQRS tasks and messages for their GP practice.

Organisation Administrator

Training Module: Module 10 (CQRS Administration)

Commissioning Organisation (Area Team)

This role can create and update organisations for descendant organisations.

This role controls creating Service Provider Clusters and Allocated Report access.

Service Provider (GP practice)

Not applicable

*These roles can be restricted by the Payment Type (for example QOF, DES).

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Restricting user access using a Service Provider Cluster in CQRS National

A user may be restricted to specific organisations under a parent organisation through Service Provider Clusters. When a user is assigned to cluster, they may only access organisations listed in the cluster(s) along with the organisations descendants, even though they are not specifically listed in the cluster.

This job aid will demonstrate the steps for restricting user access with Service Provider Clusters.

This job aid is aimed at CQRS User Administrator and Advanced User Administrator who are responsible for overseeing and modifying user’s access to the CQRS system.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Users sub-tab.

Screenshot from CQRS National showing Administrative Tasks menu item, Manage Org's & Users Tab and Users sub tab

2. Click the Name link of the user to update.

Screenshot from CQRS National showing Users sub tab with Name link highlighted

3. If the organisation is not already listed for the user, select the Add Organisation button on the User Details screen.

Once the organisation is added, available clusters will display under the organisations information along with the roles and payment types. If clusters have not been created for the organisation, a default message of “There are no Provider Clusters defined for this organisation” will display.

4. Click the checkbox for the cluster(s) you want to assign the user to.

5. Click the Submit button at the bottom of the page.
A confirmation indicates that the user was successfully updated.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Adding or removing allocated reports in CQRS National

Ordinarily, Descendant Organisations are not allowed to run reports for services commissioned by their Parent Organisations. However, using the Allocated Reports functionality Parent Organisations may give permission to selected Descendant Organisations to view specific report information.

This job aid is aimed at users within a Commissioning Organisation with the role of Organisation Administrator.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

Adding Allocated Reports

From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Allocated Reports sub-tab.

Screenshot from CQRS National showing Admin Tasks menu, Manage Orgs & Users tab and Allocated Reports sub tab

All Descendant Organisations are displayed. You may search for specific organisations using the Search by function.

2. Select the Descendant Organisation you wish to grant allocated report permissions to by clicking on the Organisation ID link.

Screenshot from CQRS National showing Allocated Reports tab and Org ID link

3. Select one or more Quality Services to be allocated to the Descendant Organisation. To allocate all Quality Service, use the Select All checkbox.

Screenshot from CQRS National showing Allocated Reports tab and select quality service list

NOTE: Quality Services can be filtered by Financial Year and/or Payment Type.

4. Select the Submit button.

5. A confirmation message will display at the top of the screen to indicate the allocations have been saved. Now when the Descendant Organisation runs a report for the selected service, information from the Parent Organisation’s commissioned services will be included.

Removing Allocated Reports

To remove reports from being allocated to an organisation, follow the same steps outlined above.

From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Allocated Reports sub-tab.

2. Select the Descendant Organisation.

3. Once on the Select Quality Service screen, the list of Quality Services will display with checkmarks beside the services allocated.

4. To remove the service from allocation, simply remove the checkbox beside the Quality Service.

5. Click the Submit button at the bottom of the page.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

How to assign the PCN organisation Role within CQRS National

After CQRS has calculated each PCN’s Achievement Points and Achievement Payments for indicators extracted from GP systems, before payments can be made (i) PCNs must declare these data and calculations, and (ii) these declarations must receive commissioner and financial approval.

In order to enable timely declaration, please ensure you have two nominated persons within CQRS. Commissioners can give a CQRS user the power to make declarations on behalf of a PCN by assigning the PCN organisation role to them.

Commissioners can assign the PCN organisation role to a user within the Administrative Tasks and User Management tab. Please see the following steps on how to add the PCN to the nominated persons CQRS account:

Search for the user in CQRS and click into their account
Click ‘add organisation’
Search by ‘organisation ID’ and enter the PCN code, click search
Tick the check box for the PCN and click submit
The nominated person will require the ‘declaration management’ permission to declare the achievement on behalf of the PCN
Click submit at the bottom of the page

Screenshot from CQRS National showing Admin Task tab, Users sub tab and searching for user

Screenshot from CQRS National showing CQRS Access tick box

Screenshot from CQRS National showing Manage Orgs and Users tab and search user details

Screenshot from CQRS National showing submit button

Screenshot from CQRS National showing Wrekin PCN example

Screenshot from CQRS National showing Wrekin PCN example declaration management tick box

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Declaring an achievement for payment in CQRS National

At the end of each payment period, a provisional payment is calculated by CQRS based on the data submitted by you in your capacity as a Service Provider.

To be sure payments are accurate, they are reviewed and agreed by the Service Provider and Commissioning Organisation before being paid.

Current achievement for each Quality Service in which you are participating can be viewed and reviewed from the Achievement Results sub-tab.

This job aid is aimed at Service Providers with the role of ‘Declaration Management’ who declare Quality Services for payment.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Achievement screen, select the Declare sub-tab.

Screenshot from CQRS National showing Achievement screen and Declare sub tab

If a payment declaration is awaiting Service Provider approval, you may update the Notes field and/or approve the payment declaration.

Some payment configurations may be designated as No Declaration Required, which automatically approves the payment declaration without action by you. Configurations may also be designated as No Approval Required, which automatically approves the payment declaration without action by the Commissioning Organisation.

2. If required, details of the declaration can be generated by selecting the Run Achievement Summary Report link in the upper right corner of the screen.

Screenshot from CQRS National showing Participation Management Payment Declaration screen with Run Achievement Summary Report link

3. To declare the achievement, select the checkbox to the left of the relevant Quality Service.

Screenshot from CQRS National showing Payment Declaration screen with checkbox and Declare Achievement button

4. Select the Declare Achievement button.

5. A confirmation message displays to confirm that the payment declaration request has been successfully submitted and is awaiting approval by the Commissioning Organisation.

Screenshot from CQRS National showing payment declaration confirmation message

NOTE: The newly declared achievement moves to the Payment Declaration History panel at the bottom of the screen with a status of “Awaiting Commissioning Organisation Approval.” Notification of the declaration is transmitted to the Commissioning Organisation. They will review and, if appropriate, approve the achievement.

Screenshot from CQRS National showing Payment Declaration History and awaiting commissioning organisation approval status

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Viewing and approving a final Achievement and Payment Declaration in CQRS National

At the end of each payment period, a provisional payment is calculated from the submitted achievement data. To be sure the payments are accurate, they are reviewed and agreed upon by the Service Provider and Commissioning Organisation before being paid.

Once approved and submitted by the Service Provider, you will receive a task notification on the Home screen of CQRS and by email (based on your notification preferences) that the achievement and payment declaration is available for approval or finance approval.

This job aid is aimed at Commissioning Organisations with the role of ‘Approval Management’ and/or ‘Finance Management’ who approve final achievement and payment declarations.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Home screen, select the Achievement tab.
Select the Declaration Management sub-tab.

Screenshot of CQRS National Declaration Management sub-tab

NOTE: If the Quality Service to be approved is not displayed, the Status and/or Quality Service filters can be used to manipulate which Quality Services are displayed.

3. Locate the required Quality Service and select the checkbox next to it. You may approve multiple achievements by selecting the relevant checkboxes or approve all the Quality Services by selecting the Select All checkbox.

4. Select the Approve button.

5. CQRS displays a confirmation message that the payment declaration has been successfully approved.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Adjusting manually submitted data on behalf of a Service Provider in CQRS National – document

Adjusting manually submitted data on behalf of a Service Provider Download

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Available Reports in CQRS National

The following information describes reports available in CQRS National.

Achievement Reports

Service Provider Population

Shows the Contracted Registered Population data held on CQRS for a GP practice for the selected quarter, including gender and age breakdown.

Instructions:
Select Reports tab and then Achievement sub tab.
Click Service Provider Population Report link.
On the next page select year and quarter you require data for.
Select practice(s) required (For RLO and ICBs only).
You can search via Parent Org name or ‘Select All’ practices. (For RLO and ICBs only).
Click “Run Report”.

Available to:
Regional Local Offices and ICBs
GP Practices

Provider Achievement

Shows data entry for practices relating to achievement dates. Within this report you can drilled down to show the achieved pounds and the individual indicator information.

Instructions:
Select the Reports tab then the Achievement sub tab.
Select the Provider Achievement link.
Select the relevant financial year and the relevant quality service from the drop down box.
Select practice(s) required. Option to search via Parent Org name is available or you can ‘Select All’ practices.
Select a valid achievement date and measurement info required.
Click “Run Report”.
To view further information on a Practice click on the practice code shown on the report.
Each column can be drilled down into by clicking on its title to show further details.

Available to:
Regional Local Offices and ICBs

Detailed Provider Achievement

Provides information on how many checks were completed cumulatively. Report shows input data from multiple practices.

Instructions:
Select the Reports tab then Detailed Provider Achievement’ on the achievement sub tab.
Set the relevant financial year.
Select Service (e.g. Learning Disabilities).
Select All practices.
Select relevant Achievement.
Run the report for Exporting.
At the foot of the report, drill down into ‘LDGROUP’.
At the foot of the report, drill down into ‘Payment’.
At the foot of the report, drill down into ‘LD001’.
Click “Run Report”.
Practice(s) can be drilled down into by clicking the practice code shown on the report.
At the bottom of the report is a list of the groups making up the report totals. These can be drilled down into by clicking on their name to show further details.

Available to:
Regional Local Offices and ICBs

Provider Exclusion / Exception

Presents exception/exclusion information for all practices selected. There is an option to click into the organisation ID to view further info; can then click into the domains and the individual indicators.

Instructions:
Select the Reports tab then the Achievement sub tab.
Select the Provider Exception/Exclusion link.
Select the relevant financial year and the quality service (usually QOF) from the drop down box.
You will then be given option to select practice(s) which can be searched via Parent Org and Select All.
Select the achievement date you would like to view data for from the drop down box.
Click “Run Report”.
Each column can be drilled down into by clicking on its title to show further details.

Available to:
Regional Local Offices and ICBs

Exclusion / Exception

Exception/exclusion info will be presented with option to click into the domains and the individual indicators.

Instructions:
Select the Reports tab then the Achievement sub tab.
Select the Exception/Exclusion link.
Select the relevant financial year and the quality service (usually QOF) from the drop down box.
Select the relevant achievement date.
Click “Run Report”.
Each row can be drilled down into by clicking on its title to show further details.

Available to:
Regional Local Offices and ICBs
GP Practices

Achievement Summary

Shows full details of an achievement per service and achievement date. Useful for QOF achievement as the report has the option to drill down into each domain / indicator to view individual achieved points and prevalence figures.

Instructions:
Select the Reports tab, which will default to the Achievement sub tab underneath.
Select the “Achievement Summary” link.
Set the relevant Financial Year.
Ignore the DES, LES, LQI, QOF boxes.
Select Quality & Outcome Framework (QOF) from the drop down menu.
Select practice required. Option to search via Parent Org name.
Select the relevant Achievement Date from the drop down box.
Ignore the formatting option.
Click “Run Report”.
Each row can be drilled down into by clicking on its title.

Available to:
Regional Local Offices and ICBs
GP Practices

Provider Achievement Trend

Shows the achieved points/pounds per month/quarter per practice.

Instructions:
Select Reports tab then Achievement sub tab (default sub tab).
Click the Provider Achievement Trend link.
Select the relevant financial year and the quality service from the drop down boxes.
You will then be given option to select practice(s) which can be searched via Parent Org and Select All.
Select the Frequency (monthly or quarterly) and the Measurement (points, pounds or max points).
Click “Run Report”. At the bottom of the report is a list of the groups making up the report totals. These can be drilled down into by clicking on their name.

Available to:
Regional Local Offices and ICBs

Annual Activity Summary

The report shows all submitted data and payments for the selected GP practice for a single year.

Instructions:
Select Reports tab then Achievement sub tab (default sub tab).
Click on Annual Activity Summary.
Select relevant Financial Year (defaults to current).
Choose Payment Type(s) required.
To display Management Information in the report tick the MI option.
Select the relevant GP Practice.
Click “Run Report”.

Available to:
Regional Local Offices and ICBs
GP Practices

Avoiding Unplanned Admissions

Shows all data held in CQRS needed for the service. e.g. Register, Registered Patients, Care Plan, Patients over18, Departed Patients.

Instructions:
Select Reports tab then Achievement sub tab (default sub tab).
Click on Avoiding Unplanned Admissions.
From the drop down select the relevant month.
Select the relevant GP Practice(s).
Click “Run Report”.

Available to:
Regional Local Offices and ICBs
GP Practices

Declaration Reports

Payment Declaration

This report will show the status of the payments. It will also show if the practice has submitted data or not, on a month to month basis for the whole financial year.

Instructions:
Select the reports tab, then declarations tab.
Click on the payment declarations link.
Select the relevant financial year.
Select the payment type you require.
Select practice required. Option to search via Parent Org name is available.
Select the declaration status required.
Click “Run Report”.

Available to:
Regional Local Offices and ICBs
GP Practices

Aspiration Payment Declaration

Shows information regarding the Quality Outcomes Framework (QOF) aspiration payments per individual practice.

Instructions:
Select the Reports tab then the Declarations sub tab.
Select the Aspiration Payment Declaration link.
Select the relevant financial year.
Select which payment type required.
Select practice required. Option to search via Parent Org name is available.
Select the required declaration status.
Click “Run Report”.

Available to:
Regional Local Offices and ICBs
GP Practices

Provider Aspiration Payment Declaration

Shows information regarding the QOF aspiration with the option to view multiple practices’ data.

Instructions:
Select the Reports tab then the Declarations sub tab.
Select the Provider Aspiration Payment Declaration link.
Select the relevant financial year, Service and payment period.
Select organisation(s). Option to search per Parent Org and Select All.
Declaration Status can be set to ‘All’ or changed to reflect what information is required.
Click “Run Report”.

Available to:
Regional Local Offices and ICBs

Provider Payment Declaration

Shows declaration statuses of multiple practices for a particular service.

Instructions:
Select the Reports tab then the Declarations sub tab.
Select the Provider Payment Declaration link.
Select the relevant financial year, the quality service and the payment period.
Select organisation(s). Option to search per Parent Org and Select All.
Declaration Status can be set to ‘All’ or changed to reflect what information is required.
Click “Run Report”.

Available to:
Regional Local Offices and ICBs

Participation Management Reports

Provider Participation

Shows the status of service offers to GP practices.

Instructions:
Select the Reports tab, then the Participation Management sub tab Select the Provider Participation link.
Select the DES Payment type. The select all function on this screen will select all practices.
Select run for exporting.
Click “Run Report”.

Available to:
Regional Local Offices and ICBs

Data Entry Reports

Data Submission

Show the latest automatic and manual submission dates and the relevant achievement dates. If you want details for a single achievement date set both the start and end dates to that date.

Instructions:
Select the Reports tab then the Data Entry sub tab.
Select the Data Submission link and select the relevant financial year.
Select a service from the drop down box and select a practice/practices required.
Use the default service dates or select the dates required.
Click “Run Report”.

Available to:
Regional Local Offices and ICBs

Data Entry QS Data Complete

Shows which GP practices have completed their manual indicators. While different quality services can be selected it is specifically written for QOF.

Instructions:
Select the Reports tab then the Data Entry sub tab.
Select the Data Entry Quality Service Data Complete link.
Choose the QS from the drop down box. These are listed in short format (e.g. LD1415 for Learning Disabilities Health Check Scheme).
Click “Run Report”.

Available to:
Regional Local Offices and ICBs

Data Entry QS Data Missing

Shows which GP practices have not completed their manual indicators. While different quality services can be selected it is specifically written for QOF.

Instructions:
Select the Reports tab then the Data Entry sub tab.
Select the Data Entry Quality Service Data Missing link.
Select the QS from the drop down box. These are listed in short format (e.g. LD1415 for Learning Disabilities Health Check Scheme).
Click “Run Report”.

Available to:
Regional Local Offices and ICBs

Administrative Reports

Organisation – User

User Access per organisation.

Instructions:
Select the Reports tab, then the Administrative sub tab.
Run the Organisation – User report.
Once the report opens it allows specific parameters to be selected, select the relevant date and search for a specific Organisation ID. Ensure the radio button to the left of the required organisation name has been selected.
The user status dropdown box allows you to select particular statuses, or Select All to show all users regardless of their current status.
Click “Run Report”.

Available to:
Regional Local Offices and ICBs
GP Practices

Multi Organisation User

Shows a list of users with their names, IDs, status and last log in date.

Instructions:
Select the Reports tab, then the Administrative sub tab.
Click the Multi Organisation User link.
Select the Organisation required.
Enter a Start and End Date, tick the Roles and select the User Status required
Click “Run Report”.

Available to:
Regional Local Offices and ICBs
GP Practices

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Working with pre-defined reports in CQRS National

CQRS enables you to retrieve data based on a combination of criteria (e.g. Quality Service, Financial Year, Achievement Date, etc.). Once retrieved, you can view, print or save the results. These are known as pre-defined reports and are accessed from the Reports tab on the CQRS Home screen. It is important to note that your CQRS user role determines which reports you can view and run.

This job aid outlines the report categories and basic steps required to run, save and export a pre-defined report.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

Report Categories

Pre-defined reports are grouped into four categories and can be accessed from the sub-tabs under the Reports tab on the CQRS Home screen.

Image from CQRS National showing Reports tab

Each sub-tab has two elements:

A. Run a Report. This panel contains topic specific links to pre-defined reports.
B. Previously Run. This displays topic-specific reports that you have previously run and saved.

Screenshot from CQRS National showing Predefined Reports Run a Report screen

Running a Pre-defined Report

Navigate to the sub-tab containing the pre-defined report (See CQRS Job Aid: CQRS Available Reports for a list of available pre-defined reports based on role).
Select the pre-defined report link.
Before you can run a report you must specify the search parameters against which CQRS will filter records that will be displayed in the report.

Screenshot from CQRS National showing search parameters screen

NOTE: Available search parameters will depend on the type of report you are running.

4. Select the Run Report button.

5. Pre-defined reports display in a new browser tab.

Screenshot from CQRS National showing pre-defined reports achievement report results

Note: The report window scrollbars allow you to move up and down or left and right to view the report.

6. Note that you can drill down and view a sub report on Domains by selecting the underlined Domain name listed in the first column.

Screenshot from CQRS National showing domains choice

7. Sub reports will appear in new browser tabs. Use these tabs to move back through previous reporting windows.

Saving a Pre-defined Report

8. Select the Save button in the report window.

9. Saved reports are retained for 30 days from the date they were first run and can be re-run from the Previously Run panel without the need to set parameters. Reports are saved with the date they were first run appended to the report name.

Exporting a Pre-defined Report

CQRS provides three options for exporting reports. Once exported data can be formatted and manipulated to suit your needs.

Screenshot from CQRS National showing report export options

PDF (Portable Document Format) is a widely used file format which can represent documents across a range of software applications and operating systems. It is especially useful if you wish to share the report with others who may not have access to applications such as Microsoft Excel. Note that PDF files have a limitation: They cannot easily be edited or formatted without specialist software.

Excel (XLS) permits you to save a report in a format that is compatible with all versions of Microsoft Excel.

CSV (comma-separated values) reports are exported in plain text format that can be read by most software applications. Use CSV if your spreadsheet or database application is unable to view reports exported in Excel format.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Creating a Service Provider Cluster in CQRS National

A user may be further restricted to specific organisations under a parent organisation through Service Provider Clusters. When a user is assigned to cluster, they may only access organisations listed in the cluster along with the organisations descendants if applicable.

This job aid is aimed at users within a Commissioning Organisation with the role of Organisation Administrator.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Service Provider Clusters sub-tab.

Screenshot from CQRS National showing Administrative Tasks menu, Manage Orgs & Users sub tab and Service Provider Clusters sub tab

2. Click the Add New Cluster button at the bottom of the primary Service Provider Cluster screen.

3. On the Create Service Provider Cluster screen, enter a Name and Description for the Cluster. NOTE: Ensure the name is unique and descriptive for the cluster so it is easily recognised.

Screenshot from CQRS National showing name and description fields

4. Add organisations to the cluster by selecting the organisation’s corresponding checkbox. You may select all organisations by using the Select All checkbox. To filter Service Providers, use the Search by function.

Screenshot from CQRS National showing select service providers list

5. Once you have selected the Service Providers, click the Continue button on the bottom of the page.

A summary screen will display listing the cluster details and the associated service providers.

6. Using the confirmation box at the top of the page, select Yes to create the service offer or No to return to the Create Service Provider Cluster page.

Screenshot from CQRS National showing yes / no screen

7. A final confirmation will display. Through the confirmation message, you may return to the primary Service Provider Cluster screen by clicking the View Service Provider Clusters link, or you may create another cluster by clicking the create a new Service Provider Cluster link.

Screenshot from CQRS National showing final confirmation message

8. When you return to the primary Service Provider Cluster screen, the new cluster will be listed.

Screenshot from CQRS National showing Service Provider cluster screen with new cluster listed

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Updating a Service Provider Cluster in CQRS National

Once a Service Provider Cluster is created, you may add additional organisations to the cluster. This job aid will review the steps for that task.

This job aid is aimed at users within a Commissioning Organisation with the role of Organisation Administrator.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Service Provider Clusters sub-tab.

Screenshot from CQRS National showing Administrative Tasks menu, Manage Orgs & Users sub tab, and Service Provider Clusters tab

2. Click the Short Name of the Service Provider Cluster to update.

Screenshot from CQRS National highlighting short name in service provider clusters list

3. On the Service Provider Cluster screen, you may modify the Name and/or the Description for the Cluster. The Short Name is system-defined and cannot be updated.

Screenshot from CQRS National showing screen where you can edit name and description of a service provider cluster

4. To add an organisation, click the Add Organisation button.

5. You may add an organisation to the cluster by selecting the organisation’s corresponding checkbox. You may select all organisations by using the Select All checkbox. To filter Service Providers, use the Search by function.

Screenshot from CQRS National showing search by and select all boxes on select service providers screen

6. Once you have selected the Service Provider(s) to add to the cluster, click the Continue button on the bottom of the page.

Once the organisation(s) is added, you will be transferred back to the Cluster Detail screen. The newly added organisation(s) will be listed in the Service Providers section.

Click the Submit button to save your changes.

A confirmation message indicates the cluster was updated successfully.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Viewing the status of a Quality Service in CQRS National

As a Service Provider, you can view all Quality Services you are participating in, including their status, from your Participation Management screen. This job aid outlines the steps and filters you can use to view offered Quality Services and their status.

This job aid is aimed at Service Providers with the role of ‘Service Management’.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Home screen, select the Participation Management tab.

Screenshot from CQRS National showing Quality Service and Participation Management tab and content

NOTE: By default, the My Services screen displays Offered Quality Services for the current financial year.

2. Use the Quality Service Status filter to view:

Offered Quality Services: Services that have been offered to you by the Commissioning Organisation that you have not yet taken any action on.
Approved Quality Services: Services that have been offered to you, you have accepted and automatically approved, and you are now participating in.
Rejected Quality Services: Services offered to you that you have rejected.

Screenshot from CQRS National showing Quality Service Status: offered, approved, rejected

3. If no Quality Services are in this status, a blank panel will display.

Version: v2.0

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Manually inputting achievement data in CQRS National

Most achievement data within CQRS are extracted automatically from GP clinical systems. However, data can be entered manually in the following instances:

The Service Provider does not support automatic extracts.
The Service Provider’s clinical system does not support automatic extracts for the Quality Service(s).
The Quality Service achievement data cannot be manually extracted.
There is a technical issue that prevents automatic extracts.

This job aid is aimed at Service Providers with the role of ‘Achievement Entry’ who input achievement data manually.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Home screen, select the Data Submission tab.

Screenshot from CQRS National showing Data Submission tab

NOTE: The Record Achievement screen displays. You can filter on any combination of Financial Year and Quality Service in order to view the service against which you wish to enter data.

2. Having located the required service, select the Achievement Date drop-down. This displays a list of valid submission dates for the selected service.

Screenshot from CQRS National showing achievement date drop down

3. Select the date you are making a submission for and select the Add New Achievement button.

NOTE: Achievement Dates highlighted yellow indicate a payment date.

4. CQRS displays a summary of all Indicator Groups within your chosen service.

Screenshot from CQRS National showing Record Achievement Indicator Groups

5. Select the Indicator Group against which you wish to input data.

6. The selected Indicator Group details are displayed.

Screenshot from CQRS National showing selected Indicator Group details

7. By selecting the available fields, you can add new achievement data against submission dates and values at a group and indicator level.

Once you have entered the necessary data, you have the choice of saving the achievement as work in progress (allowing you to return later to add or update it) or submitting the data and triggering calculations.

8. Select either the Submit Achievement Data or Save Work in Progress button.

9. Depending on your choice, CQRS will display confirmation that the achievement has been saved as work in progress or that it has been successfully submitted.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Adjusting manually submitted data in CQRS National

There may be occasions when a Service Provider may need to manually adjust achievement data. For example, data needed for Quality and Productivity Indicators cannot be accessed from a GP system and so may need to be manually adjusted throughout the financial year if the Service Provider’s situation or ability to meet required contractor obligations changes.

Service Providers may update manually submitted data providing:

Achievement data have not already been submitted for the last day of the payment period
A payment has been financially approved based on the submitted achievement data
The achievement data are not set as a Commissioning Organisation entry

This job aid is aimed at Service Providers with the role of ‘Achievement Entry’ who make these manual adjustments.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Home screen, select the Data Submission tab.

Screenshot from CQRS National showing Data Submission tab and list of Open items

2. If it is not already displayed, use the Quality Service dropdown to locate and select the service to be adjusted from the list.

Screenshot from CQRS National showing data submission tab with quality service drop down

NOTE: The achievement panel below the selected Quality Service shows all achievements recorded against the chosen service.

3. Select the achievement that you wish to adjust.

Screenshot from CQRS National showing achievement you wish to adjust

4. All sub-domains within the chosen achievement along with submitted and entered indicators display. Select the Indicator Group.

Screenshot from CQRS National showing indicator group for chosen achievement

5. Make adjustments as required by inputting data in the New Values fields.

Screenshot from CQRS National showing new values field

6. For each achievement submission or work in progress entry, you may enter submission notes specific to that submission. Notes are visible to anyone who reviews the submission or makes a further submission for the same achievement date.

You can save the updated achievement data as work in progress without submitting the data and triggering calculations. Data are stored as work in progress if the data are different from the previous submission or there was no previous submission.

You can submit the updated achievement data if the data are different from the previous submission or if there is no previous submission.

7. Select the Submit Achievement Data button.

8. CQRS will display confirmation that the achievement data have been successfully submitted.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Offering a Quality Service in CQRS National

Offering a Quality Service to a Service Provider is a five step process. This job aid outlines each of those steps.

This job aid is aimed at Commissioning Organisations with the role of ‘Commissioning Management’.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

Step 1: Select the Quality Service

From the CQRS Home screen, select the Participation Management tab and then select the Create Offers sub-tab.

Screenshot from CQRS National showing Participation Management menu and Creative Offers tab

NOTE: Quality Services available to you and those that your organisation has customised display on the Quality Services commissioning panel. Selecting a Quality Service displays the details for the chosen Quality Service.

2. From the Payment Type dropdown, select the Service Type you wish to offer.

3. Select the radio button next to the Quality Service and then select the Continue button.

Screenshot from CQRS National showing radio button next to the quality service and continue button

Step 2: Define Quality Service Details

4. In Step 2, you have the option of defining the Quality Service details and setting parameters such as Service Start, End, Response, and Target Dates.

5. Selecting the Help button on this screen lets you access the User Guide, which provides descriptions of these parameters.

Screenshot from CQRS National showing Step 2 define service details with editable dates for service start date and end date, service response date and end date

6. Enter or adjust your parameters and then select the Continue button.

NOTE: Adjustments to either the Service Start or End dates must remain within the original service’s Start and End date parameters.

Step 3: Choose Service Provider(s)

7. Next, identify the Service Provider(s) to whom you wish to offer the Quality Service.

Screenshot from CQRS National showing list of service providers

8. Select the checkbox next to each Service Provider to whom you wish to make the offer. If offering it to all Service Providers, select the Select All checkbox in the panel header.

Screenshot from CQRS National showing list of service providers to select from

9. Select the Save & Continue button.

Step 4: Review Offer

10. Next you have the opportunity to review details of the offer. Pay special attention to the details displayed on this screen, making sure that start, end, response and target dates are accurate and that the intended Service Providers are correct.

Screenshot from CQRS National showing review offer screen (step 4)

NOTE: If you wish to make any corrections, select the << Back to Select Service Providers link and make the desired changes. (You may also select a specific step from the steps listed at the top of the screen to return to a specific one).

11. When you are satisfied that the offer is correct, select the Submit button.

Step 5: Confirm Offer

12. Once submitted, a confirmation message displays to make sure that you wish to make the offer. Select the Yes button.

A confirmation message displays, stating that the Quality Service has been offered to the selected Service Provider(s).

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Viewing Quality Services offered by status in CQRS National

Commissioning Organisations are able to use the Participation Management process to view the Quality Services that have been offered to or withdrawn / cancelled from the Service Providers, as well as Quality Services accepted or rejected by Service Providers. This job aid outlines the steps required to filter and view Quality Services by status.

This job aid is aimed at Commissioning Organisations with the role of ‘Commissioning Management’.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

Viewing an Offered Quality Service

From the CQRS Home screen, select the Participation Management tab and then select the Offered Services sub-tab

Screenshot from CQRS National showing Participation Management menu and offered services tab

NOTE: Quality Services offered in the chosen financial year display by default. Using the Financial Year dropdown, you can filter these by financial year.

2. At this level it is not possible to view which Service Providers have been offered a Quality Service. This can only be achieved by drilling down into individual services. To do this, select the Services link of the Quality Service you wish to view.

Screenshot from CQRS National showing Offered Services tab

3. In the Associated Service Providers panel, you can see which Service Providers have been offered the Quality Service.

Screenshot from CQRS National showing Associated Service Providers

4. The Status dropdown allows you to filter the list of Quality Service offers by:

Offered – Sent to the Service Provider by not yet Accepted or Rejected
Approved – Accepted by the Service Provider and automatically placed in the status of Approved
Rejected – The Service Provider has rejected the Quality Service Offer.
Cancelled – Both Cancelled and Withdrawn offers will appear in this list.

Screenshot from CQRS National showing Associated Service Providers Status dropdown

Viewing Quality Services in which a Specific Service Provider is Participating

From the Offered Service detail screen, you can drill down to review all Quality Services in which a specific Service Provider has been offered.
Select the Service Provider Name link to view the details.

Screenshot from CQRS National showing Associated Service Providers name and detail

3. All Quality Services offered to the Service Provider display.

Screenshot from CQRS National showing Service Provider Services quality services offered

NOTE: As with the Quality Service detail screen, the Status dropdown allows you to filter the Quality Services in which this Service Provider has been offered:

Offered – Sent to the Service Provider by not yet Accepted or Rejected.
Approved – Accepted by the Service Provider and automatically placed in the status of Approved.
Rejected – The Service Provider has rejected the Quality Service Offer.
Cancelled – Both Cancelled and Withdrawn offers will appear in this list.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Cancelling a Quality Service in CQRS National

As a Commissioning Organisation, you have the ability to cancel Quality Services that have been accepted or rejected by Service Providers. This job aid outlines the basic steps required to perform this task.

This job aid is aimed at Commissioning Organisations with the role of ‘Commissioning Management’.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Home screen, select the Participation Management tab and then select the Offered Services sub-tab.

Screenshot from CQRS National showing Participation tab then Offered Services tab and list of services and date offered

NOTE: Offered Quality Services can be filtered by financial year. All Quality Services that have been offered in the current financial year display by default.

2. From the Offered Services list, select the link of the Quality Service you wish to cancel.

Screenshot from CQRS National showing Participation Management tab, Offered Services tab, list of services and date offered and QOF service highlighted

3. Select Approved or Rejected from the Status drop down menu to display the Service Providers who have Accepted or Rejected the offered service. Only services in these two statuses may be cancelled. Services which have been Offered cannot be cancelled but may be Withdrawn.

Screenshot from CQRS National showing QOF Associated Service Providers with box highlighting Status: Offered, Approved, Rejected and Cancelled

4. Locate the Service Provider(s) for whom you wish to cancel the Quality Service offer.

5. Select the checkbox adjacent to the Service Provider(s), and then select the Cancel Service button.

Screenshot from CQRS National showing list of Service providers with ticked checkbox and Cancel Service button highlighted

6. The confirmation message displays to make sure you want to cancel the Quality Service for the Service Provider(s). Select the Yes button.

Yellow highlighted area of screenshot from CQRS National showing Yes button highlighted

An acceptance confirmation message displays, confirming that you have successfully cancelled the Quality Service. Note that selecting the Yes button will trigger a message that tells the Service Provider(s) that the Quality Service has been cancelled.

Screenshot from CQRS National showing tickbox against The selected service(s) have been successfully Cancelled. View Offered Services.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Withdrawing a Quality Service in CQRS National

As a Commissioning Organisation, you have the ability to withdraw Quality Services that have been offered to Service Providers. This job aid outlines the basic steps required to perform this task.

This job aid is aimed at Commissioning Organisations with the role of ‘Commissioning Management’.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

From the CQRS Home screen, select the Participation Management tab and then select the Offered Services sub-tab.

Screenshot from CQRS National showing Participation Management tab and Offered Services sub tab

NOTE: Offered Quality Services can be filtered by financial year. All Quality Services that have been offered in the current financial year display by default.

2. From the Offered Services list, select the link of the Quality Service you wish to withdraw.

Screenshot from CQRS National showing Offered Services tab and QOF service highlighted

3. Select Offered from the Status drop down menu to display the Service Providers who have the offered service.

Screenshot from CQRS National showing QOF Status dropdown box

4. Locate the Service Provider(s) for whom you wish to withdraw the Quality Service offer.

5. Select the checkbox adjacent to the Service Provider(s), and then select the Withdraw Service button.

Screenshot from CQRS National showing Withdraw Service button

6. The confirmation message displays to make sure you want to withdraw the Quality Service for the Service Provider(s). Select the Yes button.

An acceptance confirmation message displays, confirming that you have successfully withdrawn the Quality Service. Note that selecting the Yes button will trigger a message that tells the Service Provider(s) that the Quality Service has been withdrawn.

Screenshot from CQRS National showing withdraw a service acceptance message

NOTE: Once the offer has been withdrawn, it will appear under the Cancelled status. Select Cancelled from the Status drop down menu to display service offers both cancelled and withdrawn.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Viewing, accepting and rejecting a Quality Service offered in CQRS National

Service Providers are alerted that a Quality Service offer has been made to them by the Message Centre on the CQRS Home screen. This job aid outlines how to view offered services and how to accept or reject them.

This job aid is aimed at Service Providers with the role of ‘Service Management’.

Note: The data that appears in this job aid is for training purposes only and does not represent actual data.

Viewing Offered Quality Services

Offered Quality Services appear in your CQRS Message Centre as a new task.

Screenshot from CQRS National showing offered quality service as a new task in message centre

2. View the offered Quality Service by either selecting the Task Summary link or the Participation Management tab.

Screenshot from CQRS National of view offered quality service on participation management tab

NOTE: By default, the My Services screen displays all offered Quality Services for the current financial year.

Although you can accept or reject the Quality Service by selecting the checkbox next to the service name and selecting either the Accept Service or Reject Service button, you should always view details of the Quality Service offer before deciding the appropriate course of action.

3. To view details of the offer, select it from the list of services by selecting the service name.

4. For the QOF, the top-level domains (Clinical, Organisational, Patient Experience and Additional Services) display as appropriate.

5. Each domain can be expanded and viewed by selecting the coloured arrows on the left.

Screenshot from CQRS National showing expand each domain to view by selecting coloured arrows on left

6. Once you have reviewed the Quality Service details and are ready to accept or reject it, select the Back to Select a Quality Service link in the upper right of the screen.

7. The Service details screen displays again. Select the checkbox to the left of the Quality Service and then select either the Accept Service or Reject Service button.

Screenshot from CQRS National showing service detail with checkbox and accept or reject service button

8. A confirmation message displays to make sure that you wish to accept or reject the selected service. Select the Yes button to confirm your selection.

Screenshot from CQRS National showing accept or reject yes or no button

9. CQRS displays a confirmation message that the Quality Service has been successfully accepted or rejected.

Screenshot from CQRS National showing quality service accepted or rejected message

NOTE: If you reject the offer, the Commissioning Organisation will receive a message informing them of your action in regard to the offer. If you accept the offer, the offer is automatically moved into the “Approved” status and no additional notifications are sent to the Commissioning Service regarding the offer’s acceptance.

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

Completing your user registration and signing in to CQRS National

After your CQRS User Administrator has set you up on the system, you will receive an automated email containing a link directing you to the CQRS Registration screen. If you don’t receive the automated email, please inform your CQRS User Administrator so the automated email could be generated for you. From here you must complete your user registration and create a password. This Job Aid provides you with the basic steps required to access and sign in to CQRS for the first time.

Completing your user registration

Open the link provided in the automated email

Screenshot from CQRS National showing automated email

2. When the CQRS Registration Screen opens, in the Password textbox, type a password of your choice.

NOTE: A valid CQRS password must meet the following criteria:

It must be at least eight characters long.
It must contain at least three of the following categories: one uppercase (A-Z) letter, one lowercase (a-z) letter, one digit (0-9) and one non-alphanumeric character (e.g. £,%,@)
It must not contain all or part of your user account name.
It must not contain any spaces.

IMPORTANT: Registration is a two stage process requiring you to create a new password and answer three security questions.

CQRS Registration Screen

3. In the Confirm Password textbox, re-type your password.

4. In the Security Question 1 drop-down, select your preferred question (e.g., What city were you born in?)

NOTE: Each security question requires you to select from a number of choices. Make sure you remember your answers as you will need to provide them if you forget your password.

5. In the Answer textbox, type your answer.

6. Repeat Steps 4 and 5 for the two remaining Security Questions.

7. Click Submit.

The Registration Complete window opens, confirming you have successfully registered. It also triggers an email containing your CQRS sign in details.

Screenshot from CQRS National showing registration complete screen

Signing in to CQRS National

8. Click www.cqrs.nhs.uk to access the CQRS Sign In screen.

Note: As this is a new account, the user will only be able to log in through the NHSmail account

Follow the below steps to log in with your NHSmail account:

From the CQRS Sign In screen, under the Login using your NHSmail account by selecting the button below command, click Sign In.
On the NHSmail window that opens, in the Sign in with your NHSmail account textbox 1, type your NHSmail address.
In the Sign in with your NHSmail account textbox 2, type your password. Note: remember that your password is case sensitive.

Screenshot of CQRS National showing user log in screen

Screenshot from CQRS National showing NHSmail screen

9. Click Sign In

The CQRS Home screen opens.

Screenshot from CQRS National showing National home screen

Non-urgent advice: Need help?

If you need help with CQRS, you can log a call with the service desk. Please email: support@cqrs.co.uk or call 0330 124 4039.

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Purpose of this guide

Topics Covered

1. Updated Achievement After Re-calculation

Payment declaration requested – Achievement data awaiting reaggregation

Payment declaration requested – Awaiting Commissioning Organisation Approval

Payment declaration requested- For multiple achievements, though one or more are still pending data aggregation

2. Practice Joins or Leaves a PCN After Calculation

Payment Declaration On Hold – Payment Declaration History

Payment declaration On Hold – Practice Joins a PCN

Payment declaration On Hold – Practice leaves a PCN

3. Payment Declaration Following Financial Approval

Off-System resolution required where Payment declaration has been financially approved and a Practice leaves or joins a PCN

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Overview

Step by step guide

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Step-by-step guide

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Pending Actions – Managing Registrations

Managing your System Users

Inviting New and Existing Users to New Roles

Revoking a User Account

Re-enabling a User Account

Disabling a User Account

What the Buttons Mean

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Adding a New User

Adding Organisation and Role

Removing Organisation Access for a User

Disabling a User Account

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Checking User Roles

User Role Responsibilities

Advanced User Administrator

User Administrator

Finance View*

View*

Achievement Entry*

Commissioning Management*

Service Management*

Declaration Management*

Approval Management*

Finance Management*

Supervisor

Organisation Administrator

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Adding Allocated Reports

Removing Allocated Reports

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Achievement Reports

Declaration Reports

Participation Management Reports

Data Entry Reports

Administrative Reports

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Report Categories

Running a Pre-defined Report

Saving a Pre-defined Report

Exporting a Pre-defined Report

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