1.

The 'Status Overview' page has been updated significantly and now displays 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.

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 Offline Excel Tool widgets allow you to quickly download Excel files in different formats:

• • Download a Custom Template takes you to the 'Download File' page where you can select which tables you want to download, and you can select Excel or HTML format. 
  • Download a Blank Template allows you to download an Excel file with no data included. 
  • Download a Template with Data allows you to download an Excel file with data already entered in the EHBs.
  • Upload a File takes you to the 'Upload File' page where you can upload your Excel file. 

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.

And the Submit and Print section includes buttons that allow you to print or submit the UDS Performance Report.

7.

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 column has been added.  This column provides time stamps for when tables were last updated.

• The Options column has been removed.

8.

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. 

9.

On the 'Table Patients by ZIP Code' page you can do the following:

• • Add Multiple ZIP Codes
  • Download Patients by ZIP Code via the Offline Excel Tool
  • Delete a single row
  • Import Prior Year ZIP Codes
  • Import Change in Scope ZIP Codes

10.

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.

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. Or, click Download a Custom Template from the widget in the Offline Excel Tool section. 

2.

3.

If you select to download the Table Patients by ZIP Code, you have the option to include a list of prior year ZIP codes, making it easier to enter data if the ZIP codes are similar to those used the previous year. This is not an option available if you download the Offline HTML format. 

4.

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. The Note at the top of each worksheet provides details of what kind of information should be entered. 

5.

From the UDS Report Resources section, open the Excel Mapping Document to help navigate the Excel file.

6.

The Excel Mapping Document lists the corresponding cell location for all the fields in the offline Excel file.

7.

To upload the offline Excel file, from the ‘Status Overview’ page, click Upload File in the left-hand menu. Or, use the Upload File option from the Offline Excel Tool widget. 

8.

On the ‘Upload File’ page, scroll down to the Upload File section. Click the Choose File 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.

9.

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.

10.

A success message also displays when the system has finished uploading and processing the Excel file. This message includes a list of the table(s) that were uploaded. 

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. 

11.

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.

Click the Action History link in the UDS Report Resources section to view the history of file uploads.

12.

Click the Upload History link in the UDS Reports Resources section to access previously uploaded Offline Excel files.

13.

The 'Upload History' page includes the following columns of information. 

    A. Document Name - Provides a hyperlink to quickly view the uploaded file.

    B. Table(s) - Lists all tables uploaded in the file.

    C. Error File - Provides a hyperlink to view the error file associated with the upload. With this new feature there will be record of the error file for each upload.

    D. Uploaded File Name - Shows the original source file name for the uploaded document. 

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 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. Or, click Download a Custom Template from the widget in the Offline Excel Tool section. 

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.

3.

Extract the content of the ZIP file and choose a file location for the extracted content.

4.

Before completing the extraction, you will be prompted to enter a password, which is your UDS Report tracking number.

5.

After extracting the ZIP file, open the UDS-Submission Chrome HTML Document.

6.

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. Because the HTML file looks very similar to the EHBs, the top of each page has an alert to easily identify if you are using the UDS Reporting Environment in the EHBs or using the Offline HTML application. 

7.

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.

8.

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. 

9.

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

10.

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. 

11.

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.

The UDS Reporting environment is now available to health centers before January 1^st. 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 1^st.

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 1^st.

After the PRE has ended on January 1^st, you can submit your report. A message on the top of the screen will indicate this.

High-quality accessible data are critical to strategically meeting the needs of patients and identifying opportunities for clinical process improvement. The growth in health information technology, coupled with the increased adoption of EHRs, has transformed patient care delivery and underscored the need for secure and rapid exchange of health data between disparate systems.

Health Level Seven International (HL7®) developed Fast Healthcare Interoperability Resources (FHIR®) version release 4 (R4) to standardize the electronic exchange of patient data across systems. FHIR R4 has the flexibility to support a variety of use cases and enhances interoperability by transmitting health data rapidly and more securely than ever before. It is important for the collection of UDS data to align with interoperability standards and reporting requirements across HHS and the health care industry. Leveraging FHIR R4 to collect UDS de-identified patient-level data will improve data granularity, allow for the development of robust patient management programs, and improve equitable access to high-quality, cost-effective primary care services. The transition to de-identified patient-level data reporting using FHIR R4 interoperability standards is part of the natural evolution of HIT.

In addition to aggregate UDS reporting within EHBs, health centers may voluntarily submit de-identified patient-level reporting (UDS+) using FHIR R4. The aggregate report submitted in EHBs will be the submission of record for calendar year 2023 UDS reporting.

All health centers are to submit a full UDS Report within EHBs by February 15, 2024.

Beginning with the 2023 UDS reporting, in addition to an aggregate UDS Report submission within EHBs, health centers may voluntarily submit de-identified patient-level data (UDS+) submitted using HL7 FHIR R4 standards for UDS, for the data elements on the following tables:

• Patients by ZIP Code Table
• Table 3A: Patients by Age and by Sex Assigned at Birth
• Table 3B: Demographic Characteristics
• Table 4: Selected Patient Characteristics
• Table 6A: Selected Diagnoses and Services Rendered
• Table 6B: Quality of Care Measures
• Table 7: Health Outcomes and Disparities

Health centers choosing to participate in this voluntary reporting will submit through (bulk) FHIR R4 APIs, using the UDS+ FHIR R4 Implementation Guide (IG) as described in Appendix G. To learn more about UDS+, please refer to the Health Center Program Community website.

The UDS+ will utilize FHIR R4 to increase the utility of UDS Report data and to reduce the annual reporting burden by aligning with interoperability standards and reporting requirements used across the U.S. Department of Health and Human Services and within the health care industry. The UDS+ FHIR R4 Implementation Guide (IG) defines the set of rules by which health centers can report UDS+ de-identified patient data to HRSA through FHIR R4 APIs. The UDS+ FHIR R4 IG provides well-defined capability statements, FHIR R4 operations, FHIR R4 profiles, FHIR R4 extensions, and terminology needed to successfully implement UDS+.

The UDS+ FHIR R4 IG will align HRSA reporting requirements with the Office of the National Coordinator for Health Information Technology (ONC) and Centers for Medicare & Medicaid Services (CMS) regulations to the extent possible.

For Help and Support To access additional EHBs-related resources and training materials, once logged into EHBs, please click the Support (EHBs Help) icon located in the toolbar at the lower right of the screen. System navigation, UDS reporting acronyms, quick reference sheets for accessing reports, submission and review process, and other useful training materials and resources can be accessed here.

UDS reporting questions:

UDS Help Desk udshelp330@bphcdata.net or 866-837-4357 (866-UDS-HELP) Monday through Friday (except federal holidays) 8:30 AM to 5:30 PM (ET)

Health Center Program or EHBs questions:

BPHC Contact Form or 877-464-4772 Monday through Friday (except federal holidays) 7AM to 8PM (ET)

For technical issues with the HRSA Electronic Handbooks, go to the BPHC Contact Form select EHBs Tasks/EHBs Technical Issues.