1 How to View GP Registrar Payments on Open Exeter Statements

1.1 To log in to Open Exeter

Open your internet browser and type in the web address -

https://nww.openexeter.nhs.uk/nhsia/index.jsp to bring up the Open Exeter login screen

pictured below (once you have done this you can then save it to your favourites in your

internet browser for future access).

Input your user code given to you when your account was set up for you. Then insert

your password and click the ‘Log-in to system’ button (N.B. user codes and passwords

are case sensitive).

N.B. If you have previously registered your Smartcard to Open Exeter you will not

need to use a password, you will need to make sure your Smartcard has been

inserted into the reader and you have put your PIN in, leave the password box

blank and click ‘Log-in to system’ not ‘Quick Log-in’.

1.2 To View Your Statements

From the Main Menu screen under applications select the blue downward arrow to bring

up a list of applications and from this list select GP Statements and click the ‘Continue’

button.

This will take you to the GP Statements screen below:

There are two types of statements you can look at: ‘GP Statements’ at the top of the

screen shows the all the payments made to the practice and, scrolling further down,

‘Trainee Payments’ will show a more detailed breakdown of trainee salary and expense

payments:

All Payments

1.3 Trainee Payment Statements

By selecting Trainee Payments, you will be able to see a full breakdown of the payment

detail for each GP registrar at your practice.

GP Registrar (Trainee) Payment Statement

Trainee Payment statements are available where there is no single lead employer and

PCSE reimburses salary, training grant and expenses.

Payment broken down into different elements

Select either a particular trainee listed or ‘all trainees’

OR enter date range required by typing in or using the calendar function

Where there is a single lead employer and PCSE reimburse training grant only,

then training grant payments are likely to show instead on the main GP Statement

(see section 1.4 below).

1.4 GP Statements

For GP Statements you can choose to view a list of your statements either by Single

Date, Quarter Beginning or by Annual Payment.

Single Date – you can choose this option if you know the date the payment was made.

You can either type in the date manually or click on the calendar icon beside it to bring

up a calendar in which you can select the date.

Quarter Beginning – this option will allow you view a list of all statements issued within

a quarter. Select the circle next to Quarter Beginning to highlight in green and then

choose the quarter and then the year of the quarter you wish to view. This may be the

easiest option to choose.

Select Quarter Beginning by clicking on the radio button

Select the month and the year, highlighting them in blue

Select single date by clicking on circle and highlighting it in green

Click on Calendar icon to bring up calendar and you can select the date you wish to view.

Once you have selected the payment date option you wish to view, click ‘View GP

Statements’. If you have selected to view by Single Date then just one statement will

appear on the list or if you selected Quarter Beginning then a list will appear for you to

select which statement to view. Click on the ‘view' button to open the statement.

If ‘view’ has been selected the statement you have chosen will be displayed.

Registrar payments may show as ‘contract adjustments’ in one of two ways:

Option 1: Salary Adjustments

In this example, adjustments to a GP Registrar salary reimbursement have been paid via a contract adjustment:

Click on view button to view each statement

Click on ‘Choose new date’ to go back to previous screen.

A value will show on the trainee statement for contract adjustments [N.B. the value shown includes all adjustments made]

Further down the statement, the breakdown of the Contract Adjustment values will be shown

Option 2: Training Grants – for areas with a Single Lead Employer

In areas where there is a single lead employer for GP registrars and PCSE reimburses

training grant only, most training grant payments will now be processed as a contract

adjustment and can be seen under the ‘variance details’ section of your main payment:

1.5 Downloading or Viewing Other Statements

At the top there are 2 buttons on the screen so you can either download the statement

as an XML or CSV file:

At the bottom of the page there are 2 buttons - ‘Choose a New Date’ will take you back

the 1st screen that comes up when you go into GP statements allowing you to choose a

new date criteria of statements to view or ‘Choose a New Statement’ will take you back

to the previous screen that has the list of statements you chose to view.

Click on either Download XML or Download CSV to download a copy of the statement to your PC

Click either of these buttons to choose new date criteria or a new

statement to view

Training grant may be coded ‘TRAG’ under the contract variance section of your payment statement

The above options can also be found at the top right hand corner of your screen in blue

and underlined. There you will find other options to go to the main menu of Open Exeter,

to log out of Open Exeter completely or to bring up a new window with help using GP

Statements.

1.6 Help Screen

Other than this guide there is an option for more help using the GP Statements

application. By clicking on ‘Help’ as described above a new window will open with more

information on viewing GP Statements.

Once you are finished viewing the statement you can click on these options to go elsewhere on Open Exeter or for Help.