Adding organisations and solutions to your order

You need to add the organisations that will receive the solutions and services. There is no limit on the number of organisations that can be added to your order. However, they must all belong to your integrated care board (ICB).

You can add your organisations to the order by:

• uploading a CSV file containing the organisational data service (ODS) codes for your organisations
  You'll need to:
  • download the service recipient template and enter a list of your practice ODS codes you want adding to the order
  • save the file and upload to this part of the order form

Or

• select the organisations manually from a list
  You'll need to:
  • select the ICB sublocation(s) that your organisations belong to
  • select your organisation from the list for each sublocation 

You will not need to add the ODS code if you choose this option.

Once you’ve added the organisations to your order you can review, edit or remove them if you need to. You can return to this section at any point to make changes to them before you complete the order.

If you need to add service recipients once your order is completed, you will need to create a call off amendment. Details of how to do this are in the amending a completed order section. 

You need to select the catalogue solution from the list. The list will show all the solutions from your chosen supplier. They are solutions that they provide under your chosen contracting vehicle. You will see a different screen depending on how the solution price is costed.

Per patient per year pricing structure

If your solution is calculated using the per patient per year pricing structure, you will need to complete the following steps for each solution, additional and associated services:

1. Confirm price - this shows the catalogue list price. This can be changed if you’ve agreed a different rate with the supplier.
2. Confirm patient number quantities - this shows the patient total listed next to the organisation name. 

Per licence pricing structure

The solution total will be calculated by the total number of licences in the order. There may be more than one list price shown for the solution. You need to select one of the options. If you've agreed a different price with the supplier, you need to enter it here.

Enter the date the solutions and services will start being used by your organisations. For multiple delivery dates, enter the date most service recipients will begin using the products.

You will then be asked if you want the same delivery date applied to all service recipients. 

If you:

• select yes, this will apply the date you’ve entered for all your organisations
• select no, this means you can enter different dates for your organisations

Once you have done this you can review the solutions and services planned delivery dates before proceeding to the next step.

Within this section you will need to confirm how you’ll be paying for solutions or services in your order.

The funding options are:

• GPIT funding - uses central funding from your GPIT allocation
• local funding - uses local funding to pay for the solution

You’ll only be able to use local funding or funding sources that are related to the contracting vehicle you’ve selected.