Smartcards: accessing the dashboard

Request access using our online form.

We process requests twice weekly, depending on the number of responses. You will receive an email with a link and access information.

To see your practice’s appointment data, you’ll need to have each practice code on your smartcard along with at least 1 of the following activity codes assigned for each of the required practice codes:

• B0360 (View detailed Health Records) which also grants access through B8006 (Execute Clinical Reports)
• B0258 (Execute Contracting Reports)
• B0945 (Execute Management Reports)
• B0560 (Perform Patient Admin )

Work with your local Registration Authority and practices to get one of these codes added where they are not already present. If you don’t know your local RA, many (but not all) are listed on our service provider contact details page, or contact your local CCG for assistance.

You’ll need to check your system status with regards to NHS Credential Management software, which is required to access the dashboards via modern browsers. This is currently being deployed by CCGs and IT support organisations across the NHS estate. Check if NHS Credential Management is installed on your machine. 

If the above link informs you that NHS Credential Management is not installed, we recommend you contact your local CCG/IT support to find out the deployment path. Deployments are happening rapidly, and your situation will likely be resolved soon.

If this does not solve your immediate issue, discuss options with your local IT on how to get your machine updated ahead of their deployment schedule or contact the NHS Digital National Service Desk at [email protected]. 

Once you have set up your Smartcard and checked it works, you can access the dashboard.

If you have any queries and need additional support on your setup, please contact the NHS Digital National Service Desk on [email protected] or 0300 303 5035.