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Enhancements to the Uniform Data System were made available in the EHBs on 9/13/18. Additional enhancements have also been added to UDS on 11/11/2019 and those updates are included below. 

This instructional page was created using fake data, solely for the purpose of training and testing.



2018 UDS Enhancements Overview

1.

The 2018 Uniform Data Systems (UDS) Modernization release implemented an overhaul of the UDS Performance Report user interface (UI) and added the Offline Excel feature, the Offline Hyper Text Mark-up Language (HTML) feature, and the Preliminary Reporting Environment (PRE).

2.The new UDS Performance Report UI includes changes to the color scheme, structure, and how UDS Performance Report edits function.
3.The Offline Excel feature allows health centers to download an excel file of selected UDS Performance Report tables that can be uploaded directly to the EHBs. Data in the excel file is validated in an Error Summary Report after the file has been uploaded to EHBs. Users can use this feature to enter and save data on the file without an internet connection and divide up the data entry process.
4.

The Offline HTML feature allows users to download an offline HTML version of the UDS Performance Report that has the same look and feel as the EHBs. Data entered into this Offline HTML can be saved and validated the same way it is done in the EHBs. This feature allows users to save and validate data without an internet connection or EHBs access and enables health centers to divide up data entry responsibilities.

5.The PRE provides health centers with access to their UDS Performance Reports before January 1st, allowing them to become familiar with annual updates to UDS reporting requirements before the official reporting period begins on January 1st.



Info
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On this page

Table of Contents


Panel
titleUniform Data System Enhancements Video

Thumbnail to Uniform Data System (UDS) Enhancements Video



UDS Performance Report User Interface Modernization

1.The Status Overview page has been updated significantly and now displayed several new panels
2.The top of the Status Overview page shows the UDS Performance Report due date and the number of days left till the submission period ends.Status Overview page
3.

Several functionalities and sections are located on the right side of the Status Overview page:

  • The Forms Overview section indicates the number of tables in each status. There are three statuses: not started, in progress, and complete.
  • The Report Details section specifies the report’s Bureau of Primary Health Care’s Health Center Management Information System Identification Number (BHCMIS ID) and the person that last submitted the report.
  • The Submit and Print section includes buttons that allow you to print or submit the UDS Performance Report.
Status Overview links and widgets
4.

The Status Overview page UDS Report Status section has changed in appearance:

  • Tables are listed along with associated funding stream forms.
  • Status icons have changed and the ‘Validated’ status has been removed.
  • A Last Updated By column has been added.  This column provides time stamps for when tables were last updated.
  • The Options column has been removed.
UDS Report Status List
5.

At the table level, several enhancements have been made:

  • Table color scheme and appearance has changed.
  • You will have fewer clicks to make while entering data, as form completion is now automatically verified and the 'Mark as Complete' action is no longer necessary.
  • Field and cross-field validations appear under the relevant fields and operate immediately after data has been entered in a field. 
Table 3B validation screenshow
6.

The Delete function has been added to the Patient By ZIP Code. Click Delete to remove a single row as needed.

 


Patients By ZIP Code Delete Functionality Screenshot
7.On all table pages, the 'Mark as Complete' action has been removed, as pages now automatically checks pages for completion, reducing the number of clicks.Bottom of page screenshot


Offline Excel Feature

1.

The Offline Excel Feature is a downloadable excel template of the UDS Performance Report forms where you can perform data entry without being connected to the internet and upload the completed Excel file to the EHBs. 


To access the Offline Excel feature, click the Download File link in the left-hand menu from the ‘Status Overview’ page. This will open the ‘Download File’ page.

Download file button

2.On the ‘Download File’ page, scroll down to the Download Template section. Select the Offline Excel option and check the tables and forms you would like to download. You can choose to download the tables individually, in groups, or all the tables. After you have made your selections, click the Download button. This will initiate the download of the offline excel.Download file page
3.Open the downloaded file and save it to your computer. Each of the tables and associated funding streams are organized in Excel worksheets. Complete data entry on each of the worksheets. Offline Excel screenshot
4.From the UDS Report Resources section, open the Excel Mapping Document to help navigate the Excel file.Excel Mapping Document Resource section link
5.The Excel Mapping Document lists the corresponding cell location for all the fields in the offline Excel file.Excel Mapping Document screenshot


Note
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The Offline Excel document is intended to facilitate offline data entry and enable team collaboration for data entry work. Coworkers can share the document and be assigned worksheets to complete.


6.To upload the offline Excel file, from the ‘Status Overview’ page, click Upload File in the left-hand menu.Upload file button


Note
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titleImportant Note

Do not change the format of the Offline Excel file while completing data entry. The Excel file must retain its format for it to be uploaded properly into the EHBs. Please do not add or delete any rows or cells or change the name of any of the worksheets.


7.On the ‘Upload File’ page, scroll down to the Upload File section. Click the Browse button and select the Excel file that you just saved. Return to the ‘Upload File’ page and click the Process File button to upload the data in the Excel file and generate the Error Summary report.Upload file page


Note
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titleImportant Note

Uploading the Excel file will overwrite any tables on the UDS Report included in the Excel file.


Note
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As tables are overwritten based on data entered into the Offline Excel file after it has been uploaded, a blank Excel template saved to your computer can be used to easily clear table data when uploaded.


8.Once the Excel file has been uploaded and processed, the EHBs system will assign it a file name that contains your UDS Report tracking number and the version number. The version number will allow you to track the most recently uploaded file.
9.

A success message also displays when the system has finished uploading and processing the Excel file.

In the Error Summary section, the "Number of Edits Verified" and "Number of Edits Failed" values will display after the file is processed. The Error Summary Report can be downloaded by clicking the file link in the Download column. 

Successful upload screenshot
10.The Error Summary Report file shows the edit codes, error messages, and the tables and funding streams where the errors have occurred. Use this file to make corrections to the data.Error Summary Report screenshot
11.Click the Upload History link in the UDS Reports Resources section to access previously uploaded Offline Excel files.Upload History Resource section link
12.Click the link in the Document Name column to download an Offline Excel file.Upload history popup
13.Click the Action History link in the UDS Report Resources section to view the history of file uploads.Action History Resource section link
14.The list of uploads will display along with other actions, including report submission.Action History popup


Offline HTML Feature

1.

The Offline HTML Feature is a downloadable HTML application that has a similar UI to the EHBs, basic table functionalities, and field edits. You can perform data entry on this application, save their data, and export data in an Excel file. You must have Google Chrome installed to use to the Offline HTML feature. Data can only be exported from the Offline HTML in an Excel file, which can be uploaded to the EHBs.

 


From the ‘Status Overview’ page, click the Download File link in the left-hand menu to access the Offline HTML feature. This will open the ‘Download File’ page.

Download file button

2.On the ‘Download File’ page, scroll down to the Download Template section. Select the Offline HTML option and check the tables and forms you would like to download. You can choose to download all the tables.  After you have made your selections, click the Download button. Please note that this will initiate the download of the Offline HTML ZIP file.Download file page
3.Extract the content of the ZIP file and choose a file location for the extracted content.


Note
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titleImportant Note

You will need your UDS Report tracking number to 'unzip; the Offline HTML File.


4.Before completing the extraction, you will be prompted to enter a password, which is your UDS Report tracking number. After extracting the ZIP file, open the UDS-Submission Chrome HTML Document.Offline HTML ZIP File
5.The Offline HTML file retains the UI of the EHBs and will include all the tables that you had selected on the ‘Download File’ page. Data can be entered directly into this file and saved just as in the EHBs. Data entry checks occur as you enter your UDS Data.Offline HTML UI
6.

You can import Offline Excel files into the Offline HTML file. This allows users to exchange data between the Offline Excel and Offline HTML functionalities. 


From the ‘Status Overview’ page, click the Import File button in the left-hand menu. 

Import File button


Note
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Since Offline Excel files can be uploaded to the Offline HTML site, any colleagues that have been entering data in an Offline Excel file can upload them to the Offline HTML and validate the data in the Offline HTML.

You can also utilize the Offline HTML Feature to validate data entered in the Offline Excel File before uploading the file into the EHBs.


7. 


Choose the Excel file you would like to import and click the Import File button.

Import file page
8.

Once data has been entered into the Offline HTML or imported from an Offline Excel file, the data can then be exported from the Offline HTML data as an Excel file.

From the ‘Status Overview’ page, open the ‘Export File’ page by clicking the Export File button on the left-hand menu. 

Export file button


Note
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titleImportant Note

Export the Offline HTML data to upload it into the EHBs.


9.On the ‘Export File’ page, click the Export File button. This will export the data entered into Offline HTML file as an Excel file. This file can then be uploaded into the EHBs from the Upload File page.Export file page


Preliminary Reporting Environment (PRE)

1.

The UDS Reporting environment is now available to health centers before January 1st. This early access is called the Preliminary Reporting Environment (PRE) and it allows health centers to become familiar with annual updates to UDS reporting requirements before the official reporting period begins on January 1st.

 


2.Health centers can enter their UDS data during the PRE-period but cannot submit their UDS Report until January 1st. 
3.During the PRE period, a message will appear on the top of the UDS Report indicating that you are now using the PRE and that UDS Reports cannot be submitted until January 1st.PRE environment message on top of page
4.After the PRE has ended on January 1st, you can submit your report. A message on the top of the screen will indicate this.Main UDS reporting environment message on top of page


Help Resources

1.If you have any questions or need assistance with the UDS Report, contact the UDS Helpline by email at udshelp330@bphcdata.net or give them a call at 866-837-4357.
2.If you have EHBs issues or questions, contact Health Center Program Support at 877-464-4772.