1. Using the HRSA EHB to Report 2009 Uniform Data System (UDS) Data “Veteran” Grantee Technical Assistance Call December 16 and 17, 2009

2. December 2009 2 Agenda Understanding the 2009 Uniform Data System (UDS) Report Significant Changes in 2009 UDS Tables Prerequisites and Notes for Using the EHB System Overview of the 2009 UDS Reporting Process Using the EHB System to Report 2009 UDS Data

3. December 2009 3 What is the UDS? The Uniform Data System (UDS) is a standardized reporting system that provides consistent information about the performance of BPHC funded grantees and programs including: –Community Health Centers –Migrant Health Centers –Health Care for the Homeless Centers –Public Housing Primary Care Centers

4. December 2009 4 What is included in the UDS? The number and socio-demographic characteristics of people served The types and quantities of services provided The types of staff who provide these services Measures of the quality of care provided to patients The cost and efficiency of delivering services The sources and amounts of income

5. December 2009 5 11 Tables in the 2009 UDS Patient Profile –Patients by Zip Code –Table 3A – Patients by Age and Gender –Table 3B – Patients by Race/Ethnicity/Language –Table 4 – Other Patient Characteristics Income, insurance, special populations Provider and Utilization Profile –Table 5 – Staffing and Utilization FTEs, visits, and patients

6. December 2009 6 11 Tables in the 2009 UDS (Completed) Clinical Profile –Table 6A – Selected Diagnoses and Services –Table 6B – “Quality of Care” Indicators –Table 7 – Health Outcomes and Disparities Financial Profile –Table 8A – Costs Accrued costs by cost center –Table 9D – Patient related revenues Charges, collections, allowances, and discounts by payer type –Table 9E – Other revenues Grants, contracts, and other non-patient related income

7. December 2009 7 Importance of the UDS The BPHC has been collecting data documenting health center performance since 1977 Data are used to: – Document effectiveness of the BPHC programs – Guide BPHC support decisions – Permit documentation of program effectiveness – Support program development and improvement at the grantee level Document performance in SAC and BPR

8. December 2009 8 Getting Help for the UDS Help and information is available year round (not just at submission time) through multiple mechanisms including: –These training programs –Technical support to review submission –Online training modules (http://www.bphcdata.net/html/bphctraining.html) –An annually revised UDS Manual –A telephone help line (866-UDS-HELP) –Year-round e-mail help: (udshelp330@bphcdata.net)udshelp330@bphcdata.net –The BPHC UDS Web site (http://www.bphc.hrsa.gov/uds/)http://www.bphc.hrsa.gov/uds/ 2009 UDS Training Schedule 2009 UDS Technical Assistance links and manuals

9. December 2009 9 UDS Reporting Requirements Who: All grantees funded before October 1, 2009 (including New Starts) with one or more BPHC grants (CHC, MHC, HCH, PH) When: Grantees are asked to have their UDS report ready for review by February 15 th. Final submission is by March 31, 2010. How: UDS data are submitted through the HRSA “Electronic Handbook” (EHB) What: “Scope of Project” for the period January 1, 2009 - December 31, 2009 –Includes all ARRA- NAP, IDS, CIP and FIP support

10. December 2009 10 What Tables do you Submit? Everyone submits the 11 tables in the “Universal Report” Agencies funded under only one BPHC funding authority complete only the “Universal” report Agencies with multiple funding also complete “Grant” reports –An abbreviated report including only Tables 3A, 3B, 4, (part of) 5 and 6A –Covering only those patients served in their special populations program(s)

11. December 2009 11 Data Pre-Submission Technical Assistance EHB opens the 2009 UDS Reports to grantees on January 1, 2010 Unlike prior years, no changes will be allowed following final submission of your report on or before March 31 Making your report “ready for review” by February 15 th enables you to receive reviewer technical assistance BEFORE final submission of your report Individual technical assistance will be provided between 1/10/2010 and 3/15/2010 (+/-) from a reviewer You must initiate the call for technical assistance

12. December 2009 12 Significant Changes in UDS Report Tables from 2008 to 2009

13. 2009 UDS Changes: Table 3B December 2009 13 Race and Ethnicity categories are consistent with those used by the Census Bureau In 2008 UDS, Table 3B had one table for Ethnicity and a second table for Race. Now, both are combined as shown here.

14. 2009 UDS Changes: Table 6A December 2009 14 2009 UDS added these new diagnostic category lines in Table 6A

15. 2009 UDS Changes: Table 6B December 2009 15 2009 UDS changed the CPT codes for vaccines (see the 2009 UDS Reporting Instructions for the detailed CPT code list) 2009 UDS changed the age range from 21-64 years of age to 24-64 years of age

16. 2009 UDS Changes: Table 7 December 2009 16 2009 UDS reformatted UDS Table 7 to integrate Race and Ethnicity categories (see the 2009 UDS Reporting Instructions for the details)

17. 2009 UDS Changes: Table 9D December 2009 17 2009 UDS opened these cells for CHIP

18. 2009 UDS Changes: Table 9E December 2009 18 Lines 1h (ISDI) and 1i (SIMIS) removed Lines 4 and 4a added in 2009

19. Overview of the 2009 UDS Process December 2009 19

20. 2009 UDS Process Overview 1.HRSA will make the UDS report available in the HRSA Electronic Handbooks (EHBs) on January 1, 2010. 2.Grantees will login to the EHBs, navigate to the UDS report, complete the report, work with their assigned UDS Report Reviewer, and finally submit it. 3. Completing the UDS report is a three step process: a. Complete and validate tables b. Resolve Data Audit checks c.Submit report 4. Between 2/15/2010 and 3/15/2010, a UDS Report Reviewer/”Editor” can review your submitted report. If he/she finds errors or has questions about the data reported, he/she may request that you review/change your UDS Report. If the reviewer requests that you review/change your 2009 UDS data, you will be able to update and re-submit your report. You must submit the final version by 3/31/2010. December 2009 20 You can request help from a UDS reviewer/editor to do this. You must initiate the request!

21. Using the HRSA EHB System to Report your 2009 UDS Data December 2009 21

22. Prerequisites (All Users) December 2009 22 All users who wish to work on the UDS report must register in the HRSA EHBs Go to https://grants.hrsa.gov/webexternal/login.asphttps://grants.hrsa.gov/webexternal/login.asp Start here Read the guidelines here If you have registered before, you do not have to register again. Use the same username and password. Contact the HRSA Call Center if you do not remember your username or password. Need help? Get it here

23. HRSA EHBs Notes HRSA EHBs allows you to work on your report in parts, save it online, and return to complete it later HRSA EHBs will drop your session after 30 minutes of inactivity (typing data is not recognized as activity until you click a Save button or navigate to another screen) Multiple users can work on the report at the same time –Multiple users can work on different tables at the same time –Multiple users can work on the same table in different reports at the same time (e.g., User A can work on Table 3A in the Universal Report while User B works on Table 3A in the Migrant Health Report) HRSA EHBs have 2 views – one for data entry and one for review –The view for “review” appears just like the printed form –The view for “data entry” is set up for user friendly data entry December 2009 23

24. Logging Into EHB December 2009 24 https://grants.hrsa.gov/webexternal/login.asp

25. Navigation to UDS Report: EHB Welcome Screen December 2009 25 Is this link disabled? If it is, ask your Project Director for permission to access Performance Reports

26. Navigation to UDS Report: View Portfolio Screen December 2009 26 Click View Portfolio to view your grant portfolio Don’t see your grant in the list? Add it.

27. Navigation to UDS Report: Grants List Screen December 2009 27 Click Open Grant Handbook Locate your H80 Health Center Cluster grant in the Grants List This is the handbook for this grant Click Performance Reports

28. Performance Reports List Screen December 2009 28 UDS and other Performance reports are listed on this page. Note: You may need to scroll down the list to see the UDS Reports

29. Schedule Status December 2009 29 Schedule Status: Describes the lifecycle of the UDS report Schedule Status Denotes Who’s Responsible? Not Started This indicates that the report has never been worked on. When the new report is available in the grants handbook it will be in the 'Not Started' status. Grantee In Progress Clicking on the ‘Start Report’ link changes the status of the report to ‘In Progress’. Grantee SubmittedThis indicates that the report has been submitted. HRSA Change Requested After the report has been submitted, it is sent to the UDS reviewer. If the reviewer determines that changes are needed, the report will be made available to the grantee again for changes. The schedule status will move to 'Change Requested.’ The report will stay in this status while it is being corrected. When the changes are made and the report is re-submitted, the schedule status will revert to ‘Submitted.’ Grantee

30. Submission Status December 2009 30 Submission Status: Describes the status of the UDS report while it is being prepared, reviewed, or revised, either originally or in response to a request for changes. Submission Status Denotes Data Entry in Progress The report is in this status before it has been submitted. Submitted This indicates that the report has been submitted. Exempted This indicates that the report is exempt. Note: More submission statuses will be added in the future.

31. Start Report December 2009 31 * The UDS Report for 01/01/2009 – 12/31/2009 will appear as the first of the UDS Reports in the list. Scroll down the list of Performance Reports to view and/or print UDS Reports for previous years (e.g., 2007 and 2008). Click Start Report

32. Process Information Screen December 2009 32 Click this arrow to show/hide the side menu Use the side menu to jump to any section of the report Observe your progress through the three steps to completing the report here Gray = Not Started Blue = In Progress Green = Complete

33. Process Information Screen December 2009 33 Funded Activities (View Details) shows your program funding streams Users with Permissions on UDS Request (View Details) shows staff that can view, edit, and/or submit on your UDS report

34. Status Overview Screen December 2009 34 Last NGA Related Documents Reports View Links: Action: Set Preferences Request Exemption Report Comments Comments from your Reviewer/Editor will appear hear

35. Status Overview Screen: View Links December 2009 35 Last NGA Related Documents (2009 UDS Users Guide and TA materials) Reports (2009 UDS data)