status overview screen: action links

35
Status Overview Screen: Action Links December 2009 1 Set Preferences (navigation options) Request Exemption (pull-down list provided for reason for exemption)

Upload: koen

Post on 23-Jan-2016

53 views

Category:

Documents


0 download

DESCRIPTION

Status Overview Screen: Action Links. Request Exemption (pull-down list provided for reason for exemption). Set Preferences (navigation options). Status Overview Screen. The Status page shows all the sections of the report and the completion status of each section. UDS Report Status Table. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Status Overview Screen: Action Links

Status Overview Screen: Action Links

December 2009 1

Set Preferences(navigation options)

Request Exemption(pull-down list

provided for reason for exemption)

Page 2: Status Overview Screen: Action Links

Status Overview Screen

December 2009 2

The Status page shows all the

sections of the report and the completion

status of each section.

Page 3: Status Overview Screen: Action Links

UDS Report Status Table

December 2009 3

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!

Page 4: Status Overview Screen: Action Links

UDS Report Status Table

December 2009 4

Status Denotes

Not StartedAll 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 ProgressThe 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

CompletedOnce 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’

Overall completion status of a table depends on the completion status of the individual reports

for that table.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.’

Page 5: Status Overview Screen: Action Links

Contact Information Screen

December 2009 5

Project Director information is pre-populated from user account information in the

EHBs

Click Add toenter informationfor 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

Page 6: Status Overview Screen: Action Links

Service Area Information

December 2009 6

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.

Page 7: Status Overview Screen: Action Links

Service Area Information

December 2009 7

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.

Zip codes that have been entered appear here. Check to ensure there

are no duplicates.

Click this button after you have saved the data

and you are ready to continue.

Page 8: Status Overview Screen: Action Links

Service Area Information

December 2009 8

For these two rows,enter the data hereCheck boxes to select one or more

rows and then click the appropriate button to update or delete the data

Options to Import Zip Codes

Page 9: Status Overview Screen: Action Links

Options for ImportingZIP Codes

December 2009 9

Importing ZIP Code data from your prior UDS Year

Service Area Information

Importing ZIP Code data from your

Change in Scope data

Page 10: Status Overview Screen: Action Links

Tables in the Universal andGrant Reports

December 2009 10

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.

Page 11: Status Overview Screen: Action Links

Table Error Messages

December 2009 11

When data entry produces errors, an advisory appears

at the top of the page.

Fields where errors occur are highlighted.

Page 12: Status Overview Screen: Action Links

Error Message Symbols

December 2009 12

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.

Page 13: Status Overview Screen: Action Links

2009 UDS: Table 3A

December 2009 13

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.

Page 14: Status Overview Screen: Action Links

Example of Providing a Reason for Not Reporting

December 2009 14

Page 15: Status Overview Screen: Action Links

2009 UDS: Table 3B

December 2009 15

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

Page 16: Status Overview Screen: Action Links

2009 UDS: Table 4

December 2009 16

Patients by Income as Percent of Poverty Level

Patients by Principle Third Party Medical Insurance

Source

Managed Care Utilization

Special Population Patients

ABC CHC, Inc. 012340

Page 17: Status Overview Screen: Action Links

2009 UDS: Table 5

December 2009 17

Click to hide data

ABC CHC, Inc. 012340

Reduces theMedical 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

Page 18: Status Overview Screen: Action Links

2009 UDS: Table 6A

December 2009 18

Visits and Patients by Primary Diagnosis

Categories

Visits and Patients by Selected Service

Categories

ABC CHC, Inc. 012340

Page 19: Status Overview Screen: Action Links

2009 UDS: Table 6B

December 2009 19

Section A – Age Categories for Prenatal Patients

“We do not currently provide perinatal/prenatal services”

Section B – Trimester of Entry into Prenatal Care

Section C – Childhood Immunizations

Section D – Pap Test

ABC CHC, Inc. 012340

Page 20: Status Overview Screen: Action Links

2009 UDS: Table 7

December 2009 20

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

Page 21: Status Overview Screen: Action Links

2009 UDS: Table 7 (continued)

December 2009 21

Section B: Hypertension by Race/Ethnicity

Page 22: Status Overview Screen: Action Links

2009 UDS: Table 7 (completed)

December 2009 22

Section C: Diabetes by Race/Ethnicity

Page 23: Status Overview Screen: Action Links

2009 UDS: Table 8A

December 2009 23

Page 24: Status Overview Screen: Action Links

2009 UDS: Table 9D

December 2009 24

Page 25: Status Overview Screen: Action Links

2009 UDS: Table 9E

December 2009 25

Page 26: Status Overview Screen: Action Links

Report Comments Screen

December 2009 26

“… if you want to share any information with the

reviewer of your report …”

Reviewer comments will appear here

Add comments here

Page 27: Status Overview Screen: Action Links

Data Audit Report Screenand Report

December 2009 27

Print Edits buttonproduces a printed reportof the errors found in the

UDS Table Reports

Page 28: Status Overview Screen: Action Links

Data Audit Report Screen

December 2009 28

Explaining why reported data does not satisfy the

system edit checks

Page 29: Status Overview Screen: Action Links

Data Audit Report Screen

December 2009 29

Example of the‘Explained’ view

Example of the‘Show All view

Page 30: Status Overview Screen: Action Links

Data Audit Report Screen

December 2009 30

Your goal is to achieve a UDS Report with

“no Edits”

Page 31: Status Overview Screen: Action Links

Review Screen

December 2009 31

Use this button to print all yourUDS Tables

Use these View links to view/print individual

UDS Tables

Page 32: Status Overview Screen: Action Links

Submit Screen

December 2009 32

Page 33: Status Overview Screen: Action Links

Submit Screen

December 2009 33

View Report linktakes you back to the

Review Screen

Page 34: Status Overview Screen: Action Links

Final Submission Verification Screen

December 2009 34

Print this page button

Page 35: Status Overview Screen: Action Links

Resources

December 2009 35

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)

Email: [email protected]

Phone and/orE-mail

System help by phone or via e-mail. Do not use this for program questions.

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]

Phone and/orE-mail

Program help by phone or e-mail.