Transcript Slide 1

Status Overview Screen:
Action Links
Request Exemption
(pull-down list
provided for reason
for exemption)
Set Preferences
(navigation options)
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Status Overview Screen
The Status page
shows all the
sections of the report
and the completion
status of each
section.
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UDS Report Status Table
A [+] or [-] appears for tables that
are in both the universal and the
grant reports (i.e., Tables 3A, 3B,
4, 5 and 6A) and for Table 7,
which has three pages.
508 Compliant!
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UDS Report Status Table
Overall completion status of a
table depends on the completion
status of the individual reports
for that table.
Status
Denotes
Not Started
All the reports of a Table are initially in the ‘Not Started’ status. Navigating to the Table
from the side menu link or by clicking on the ‘Update’ link in the report status, will update
the status of the page to ‘In Progress’
In Progress
The page will remain in this status until all the data has been entered and has been
saved. The data on the page will be saved as long as there are no errors on the page
Completed
Once you have entered all the data within each page and there are no errors on the
page, the page status will be changed to ‘Completed’
Validated
For Tables that have grant specific reports (i.e. Tables 3a, 3b, 4, 5 and 6a), the page will
change to ‘Validated’ if there are no errors between the universal and the grant specific
reports. For all other Tables, the pages will move to ‘Validated’ as soon as its status
changes to ‘Completed’
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Click Update
to open a page for editing
You can update any page,
even those marked
‘Completed’ or ‘Validated.’
Doing so may cause the
status to revert to
‘In Progress.’
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Contact Information Screen
Project Director information
is pre-populated from user
account information in the
EHBs
Click Add to
enter information
for other contacts
You must provide a UDS Contact.
This is the person to whom the
reviewer will turn if there are
questions about the data
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Service Area Information
Click Add to enter zip codes
and patients
Note that each UDS Table has a Table Comments section that allows
you to explain unique situations associated with the data reported.
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Service Area Information
Enter zip code and
patient data.
You can enter up
to ten sets of zip
code and patient
data at a time.
Click Save to save
the data.
Click this button after you
have saved the data
and you are ready to continue.
Zip codes that have been entered
appear here. Check to ensure there
are no duplicates.
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Service Area Information
Options to Import Zip Codes
Check boxes to select one or more
rows and then click the appropriate
button to update or delete the data
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For these two rows,
enter the data here
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Options for Importing
ZIP Codes
Importing ZIP Code data from
your prior UDS Year
Service Area Information
Importing ZIP Code
data from your
Change in Scope data
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Tables in the Universal and
Grant Reports
This tab indicates the current report
for tables in both the universal
and the grant reports
(i.e., Tables 3A, 3B, 4, 5 and 6A).
Use this dropdown list
to access the other
reports for this table.
Choose the report from
the list and click Go.
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Table Error Messages
When data entry produces
errors, an advisory appears
at the top of the page.
Fields where errors
occur are highlighted.
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Error Message Symbols
Symbol
Denotes
Critical Error. This kind of error must be corrected in order for the system to save your
data. If one or more errors of this kind appear on the page and are not corrected, the
system will not save the data entered after the last successful save.
Regular Error. This kind of error will let you save the data, but with these errors existing on
the page, the system will not change the status of a page to ‘Complete’. If these errors
occur between the Universal and Grant specific reports, the system will not change the
status of the Table to ‘Validated’ until you correct them.
Exception. This denotes either a discrepancy or an inconsistency in the data entered in the
reports. Exceptions in the report will be shown to you when you execute the Data Audit
Report. These need to either be corrected or justified.
Information. This is a note to alert you to any important information on your report
Success Message. This denotes that a particular process has been executed successfully.
This can appear anytime data is successfully saved or submitted.
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2009 UDS: Table 3A
ABC CHC, Inc.
When you click the Mark as Complete button, the screen will list fields that are missing data.
This screen will have a Confirm Mark as Complete button which when clicked will run the data
validation checks on the data entered on this table including comparisons between grant level
reports and universal reports (e.g., if you report more patients on your grant level report than
your universal UDS Table report, it will indicate a validation error). If there are no validation
errors, the system will mark the Table as Validated on the Status Overview Screen.
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Example of Providing a
Reason for Not Reporting
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2009 UDS: Table 3B
ABC CHC, Inc.
012340
Note changes to
Table 3B layout
for 2009
System calculates
this subtotal
Many of the UDS Tables
have Save buttons that allow
you to save the data entered
in a section of the table
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2009 UDS: Table 4
ABC CHC, Inc.
012340
Patients by Income as
Percent of Poverty Level
Patients by Principle Third
Party Medical Insurance
Source
Managed Care Utilization
Special Population
Patients
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2009 UDS: Table 5
Click to hide data
ABC CHC, Inc.
012340
Reduces the
Medical Care Services
category to one line to
provide more space on
the screen
Click to enter data
Expands the Medical Care Services
category to show its data fields
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2009 UDS: Table 6A
ABC CHC, Inc.
012340
Visits and Patients by
Primary Diagnosis
Categories
Visits and Patients by
Selected Service
Categories
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2009 UDS: Table 6B
“We do not currently provide
perinatal/prenatal services”
ABC CHC, Inc.
012340
Section A – Age Categories for
Prenatal Patients
Section B – Trimester of Entry
into Prenatal Care
Section C – Childhood
Immunizations
Section D – Pap Test
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2009 UDS: Table 7
This report has 3 Sections:
Section A: Deliveries and
Birth Weight by
Race/Ethnicity
Section B: Hypertension by
Race/Ethnicity
Section C: Diabetes by
Race/Ethnicity
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2009 UDS: Table 7 (continued)
Section B: Hypertension by
Race/Ethnicity
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2009 UDS: Table 7 (completed)
Section C: Diabetes by
Race/Ethnicity
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2009 UDS: Table 8A
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2009 UDS: Table 9D
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2009 UDS: Table 9E
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Report Comments Screen
“… if you want to share any
information with the
reviewer of your report …”
Reviewer comments will
appear here
Add comments here
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Data Audit Report Screen
and Report
Print Edits button
produces a printed report
of the errors found in the
UDS Table Reports
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Data Audit Report Screen
Explaining why reported
data does not satisfy the
system edit checks
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Data Audit Report Screen
Example of the
‘Explained’ view
Example of the
‘Show All view
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Data Audit Report Screen
Your goal is to achieve
a UDS Report with
“no Edits”
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Review Screen
Use this button to
print all your
UDS Tables
Use these View links
to view/print
individual
UDS Tables
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Submit Screen
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Submit Screen
View Report link
takes you back to the
Review Screen
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Final Submission Verification
Screen
Print this page
button
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Resources
Resource
Type
Purpose
https://grants.hrsa.gov/webexternal/home.asp
Website
HRSA Electronic Handbooks URL.
https://performance.hrsa.gov/hab/ehbdemo/cadr/
Flash
Video
Audio/visual presentation for EHBs
registration, adding grants to your
portfolio, project director registration
and accessing the grant handbook.
http://bphc.hrsa.gov/uds/2009manual/default.htm
Program
guidance
Online version of BPHC’s UDS 2009
Reporting Manual
Phone: 877-Go4-HRSA/877-464-4772;
301-998-7373 (9:00 AM to 5:30 PM ET M-F)
Phone
and/or
E-mail
System help by phone or via e-mail.
Do not use this for program
questions.
Phone
and/or
E-mail
Program help by phone or e-mail.
Email: [email protected]
Call 1-866-UDS-HELP (1-866-837-4357) or email
[email protected]
Or call the BPHC Help Desk at 1-301-443-7356 or
email [email protected]
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