UDS Enhancements Overview

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.

UDS Enhancements Overview
The 2018 Uniform Data System (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).
1.	The new UDS Performance Report Navigation includes changes to the color scheme, structure, and how UDS Performance Report edits function.
2.	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. Users can select to download ‘Excel with Data’ or ‘Blank Excel’ depending on if they want a form including data currently in the system or to start from scratch. If selecting ‘Blank excel’ users have the option to include zip code data from the previous year. Data in the excel file is validated in an Error Summary Report after the file has been uploaded to EHBs. Once successfully uploaded users will see a success message indicating which tables were uploaded. Users can use this feature to enter and save data on the file without an internet connection and divide up the data entry process.
3.	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.
4.	The PRE provides health centers with access to their UDS Performance Reports before January 1^st, allowing them to become familiar with annual updates to UDS reporting requirements before the official reporting period begins on January 1^st.
5.	The Clear Data Feature allows users to remove all information from either select tables or the entire report. This information is permanently deleted from the EHBs, so this feature should be used cautiously.
6.	The Upload History page has several new columns: Table(s), showing which tables were uploaded; Error File, containing a hyperlink to easily open the error file associated with that upload; and Upload File Name, so users can view the original file name of the document they uploaded.

On this page

UDS Performance Report Navigation Modernization
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 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.
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.
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.
6.	The Delete function has been added to the Patient By ZIP Code. Click Delete to remove a single row as needed.
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.

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.

Screenshot of Download File side toolbar

2.

On the ‘Download File’ page, scroll down to the Download Template section. Select the Offline Excel option and select Excel with Data or Blank Excel. Then 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.

The Excel with Data option includes information already entered on the table in the EHBs. The Blank Excel option downloads tables with no information included, even if there is information entered online.

Screenshot of selections to Download Offline Excel File with Data and specific tables

3. If you select to download the Patients by ZIP Code table, 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.

Screenshot of option to Download Patients with Zip Code

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.

Screenshot of Excel file with note and multiple tables to view

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

Screenshot of Excel Mapping Document Resource section link

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

Screenshot of Excel Mapping Document screenshot

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.

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

Screenshot of Upload File option on side toolbar

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.

8. 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.

Screenshot of Upload file page

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

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.

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.

Screenshot of Upload Success Message and Error File

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.

Screenshot of Error Summary Report screenshot

12.

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

Screenshot of Upload History Resource section link

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.

Screenshot of Upload History page

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

Screenshot of Action History Resource section link

15. The list of uploads will display along with other actions, including report submission.

Screenshot of 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.

Screenshot of Download File option on side toolbar

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.

Screenshot of Download HTML file page

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

You will need your UDS Report tracking number, which you can find on the Status Overview page, 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.

Screenshot of HTML download password page

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

Screenshot of Zip files to open for HTML download

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. 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.

Screenshot of Notification for using the UDS Reporting Environment

Screenshot of Notification for using HTML application

6. 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.

Screenshot of 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.

Screenshot of Import File button

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.

Screenshot of 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.

Screenshot of Export file button

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.

Screenshot of Export file page

Preliminary Reporting Environment (PRE)
1.	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.
2.	Health centers can enter their UDS data during the PRE-period but cannot submit their UDS Report until January 1^st.
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 1^st.
4.	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.

Clear Data Feature

1.

The Clear Data Feature allows users to delete all data from selected tables or the entire report.

To access the Clear Data feature, click the Clear Data link in the left-hand menu from the ‘Status Overview’ page. This will open the ‘Clear Data’ page.

Screenshot of Clear Data option on side toolbar

2.

On the 'Clear Data' page select the table(s) from which you want to delete information. Once you have selected the table(s) you want to clear, click the Clear Data button.

Be sure to read the caution note in the Instructions section, as using this function permanently deletes information from the table.

Screenshot of Clear Data table selection options and button to Clear Data

3.

Before permanently deleting the data, you will see a Confirmation message listing the table(s) you selected. If you are ready to delete the data from the table(s) listed, click the Confirm button. If you do not want to delete the data at that time, click Cancel and no changes will be made to the table(s).

Screenshot of Clear Data warning message

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.

UDS Enhancements Overview

UDS Performance Report Navigation Modernization

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 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.

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.

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.

6.

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

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.

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.

2.

3.

If you select to download the Patients by ZIP Code table, 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.

8.

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.

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.

12.

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.

14.

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

15.

The list of uploads will display along with other actions, including report submission.

Offline HTML Feature

1.

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.

2.

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.

4.

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

5.

6.

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.

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.

7.

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

8.