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UDS Report

Patients Characteristics

Effective version 9.12.1 - New Feature

Uniform Data System (UDS) reports allow patient information to be printed based on several criteria. The Patients Characteristics report provides patient counts for UDS Report Table 4. This report presents the Table 4 information in four sections. Each section is listed below, along with its' selection criteria:

1. Income as Percent of Poverty Level

This part of the report groups the patients based on the patient's poverty level.

2. Principal Third Party Medical Insurance Source

Line 7 of this section includes all patients set in any of these conditions:

• Patient Category type = G (Patient/Guarantor)

• Patient Category type not = C (Company Account)

• Patient without insurance coverage = P1 and coverage to is completed in P2 or P3

Line 8a-12 groups the patients based on their insurance category, as set up in Utility --►Insurance, for patients where:

• Patient Category type not = G (Patient/Guarantor)

• Patient Category type not = C (Company Account)

• Patient has only one Primary insurance (P1) where <Coverage To> is blank

3. Managed Care Utilization

This section is left blank.

4. Characteristics-Special Populations

Lines 14 and 15 are based on the patient's <Status> field

Lines 17-22 are based on the patient's living value shown in the <Residing At> field

Line 24 calculates the number of patients with Place of Service = School, as set up in Utility --►Facility   

For more information about UDS reporting requirements, refer to the U.S. Department of Health and Human Services information at https://bphc.hrsa.gov/datareporting/reporting/index.html.

Note: UDS reports require that gender = M or F and DOB not be left blank. If the registration screen does not have a DOB or gender is not M or F, then the account will not be included in the patient count. Since these fields are required for insurance billing, only non-patient accounts should be missing this information. For example, offices using a "dummy" account should set <Gender> to U to ensure that only valid patient accounts are counted. Additionally, patients that are set as a Company Account (category type = C) are excluded from the report.

In addition, to run the Patients Characteristics report, the fields below on the indicated screens are required. If you do not have these fields, contact PCS.

1. To display the Print Table 4 screen in Intellect, go to Management --► UDS Report --►Patients Characteristics

The Print Table 4 print dialog box opens:

2. Select the appropriate printer and then click on [Print]. The Parameters screen opens:

3. DOS From:

3.1 UDS Reports are required yearly, though they may be printed as often as desired.

3.2 Enter the date of service (DOS) range for the reporting period. For example: DOS From: 01/01/2009 DOS To: 12/31/2009.

3.3 The report includes all patients seen in the specified time period.

4. DOS To:

4.1 Enter the ending DOS of the DOS range for the reporting period.

5. Date:

5.1 Per UDS reporting requirements, enter June 30th of the year reported. For example, if reporting for a date-of-service (DOS) in 2009, enter 06/30/2009.

5.2 This field is required for the Patients Characteristics report in order to determine the date on which the patient's age is calculated.

6. Category:

6.1 This field uses the <Category> field at the time the charge was posted as it appears on the Treatment History table. The ‘%’ sign displayed in this field is a wild card. If ‘%’ is left in this field by itself, all <Category> codes are used to generate the report. The ‘%’ can also be combined with part of the code name to limit the selection but include more than one code. For example, entering M% would include MM and MCAR. Just one <Category Code> may be entered, such as MCAR, to limit the report to just one category.

7. Facility:

7.1 This field uses the <Facility> field at the time the charge was posted as it appears on the Treatment History table. The ‘%’ sign displayed in this field is a wild card. If ‘%’ is left in this field by itself, all <Facility Code>s are used to generate the report. The ‘%’ can also be combined with part of the code name to limit the selection but include more than one code. For example, entering 1% would include 1 and 10. Just one <Facility Code> may be be entered, such as 1, to limit the report to just one facility.

8. When the information is completely entered, select one of these options:

Click [OK] to request the report. Click [Cancel] to return to the main Intellect screen.

See sample Patients Characteristics report:

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