QA UDS Table 5

athenaCollector + athenaClinicals

This is a topic that focuses on Uniform Data System (UDS) reporting. Use this topic to learn more about how to QA UDS Table 5.

 

 

This table reports the number of UDS visits and unique patients per provider type for the reporting year. The total number of UDS clinic visits rendered during the reporting year is reported in column ‘b’, Clinic Visits. The total number of UDS virtual visits is reported in column ‘b2’, Virtual Visits.

 

athenaOne uses Provider Type, and Provider Specialty of the Rendering Provider to determine UDS visit types. Since athenaOne stores more detailed provider types than UDS requires, refer to the UDS Provider Type Mappings topic for details on how athenaOne provider specialties and types are mapped to UDS provider types. Provider Types in athenaOne are designated in the Billing Provider Table (Gear > Billing > Provider). If the Rendering Provider does not have a Provider Type, athenaOne defaults to the specialty. If no specialty is entered, athenaOne marks the provider’s UDS provider type as “Undetermined”. If the specialty is not entered, but the provider type is MD, DO, RES, or LT, the provider type defaults to “Other Specialist Physicians”.

 

Only one visit per patient for each visit type can be counted on one day, per UDS specifications. If more than one UDS visit is reported within a visit type, athenaOne reports the first UDS visit. If a patient sees a nurse and a family physician on the same day, and the UDS visit with the nurse was entered into athenaOne first, the clinic visit would be reported on Line 9a (Nurse Practitioners) in column B. If visits were rendered on the same day in different departments by different providers, multiple visits may be reported for the same patient.

 

Every visit is classified as either Virtual or Clinic, using the following logic: Visits are always clinic unless one of the following conditions is met:

  • The department’s place of service code is 02 (Telehealth)

  • Any non-deleted procedure code on the visit has one of the following modifiers: .95, .GT, or .G0

  • Any non-deleted procedure code on the visit is classified as Telehealth in the CPT Inclusion/Exclusion list

  • The claim has been overridden to Virtual using the UDS STAO. If a claim has been overridden to Clinic using the UDS STAO, athenaOne will always classify the visit as a Clinic visit

 

In column C, Patients, the number of unique patients who receive services in each of the service categories are reported. A patient who received medical, mental health, and case management services is counted once in each of the relevant total patient counts. If a patient received medical services from both a nurse and a family practitioner, they will still only count once in the total patient count for medical services.

 

Users with the UDS Admin role in athenaOne can override athenahealth’s visit type determination. In athenaCollector, the visit type field in the UDS Reporting Service Type Add-On (STAO) is automatically populated with athenahealth’s determination. All visits are first qualified with UDS Visit logic and athenaOne subsequently uses the UDS Provider Type Mapping to determine the visit type and uses a mix of Place of Service, procedure code modifiers, and CPT codes to determine whether a visit was virtual or clinic. If you disagree with athenaOne’s classification, you can change the visit type and/or the Clinic or Virtual classification in the STAO on the claim.

 

If you make an override, Table 5 recalculates based on the following logic.

 

Important: athenaOne does not support the information required to populate column A in Table 5.

 

STAO Override Visit Type Visit Counted on Patient Counted on
Medical Line 7 (Other Specialty Physicians) Line 8 (Total Physicians) Line 15 (Total Medical) Line 15 (Total Medical)
Dental Line 18 (Other Dental Personnel) Line 19 (Total Dental Services) Line 19 (Total Dental Services)
Mental Health Line 20c (Other Mental Health Staff) Line 20 (Total Mental Health) Line 20 (Total Mental Health)
Substance Abuse Services Line 21 (Substance Use Disorder Services) Line 21 (Substance Use Disorder Services)
Acupuncture, Audiology, Chiropractic, Community Health, Herbalist, Massage Therapy, Naturopath, Nutritionist, Occupational Therapy, Physical Therapy, Podiatry, Respiratory Therapy, Speech Therapy, or Traditional Healthing Line 22 (Other Professional Services) Line 22 (Other Professional Services)
Vision Line 22c (Other Vision Care Staff) Line 22d (Total Vision Services) Line 22d (Total Vision Services)
Case Management Line 24 (Case Managers) Line 29 (Total Enabling Services) Line 29 (Total Enabling Services)
Health Education Line 25 (Patient/Community Education Specialists) Line 29 (Total Enabling Services) Line 29 (Total Enabling Services)
Telehealth The Telehealth STAO determines the visit categorization into column ‘b2’ The Telehealth STAO does not impact the categorization of column ‘c’ into Major Service Categories

 

 

 

From the menu bar: Reports > Report Library > UDS Tab > UDS Table 5

 

 

This table buckets visits and patients by service category and visit setting (clinic or virtual).

 

 

This section describes relevant logic that is used to identify or categorize data for this table. The logic is broken down by service category categorization and clinic visit or virtual visit categorization. UDS visits in athenaOne receive “tags” that identify characteristics such as service category and clinic/virtual. This allows athenaOne to aggregate visits and patients in different ways.

 

 

  • If the Provider Type in athenaOne is MD, DO, RES, LT, then the Provider Specialty is used to determine the visit type .

  • If the Provider Type in athenaOne is not one of the types described above, then the Provider Type is mapped directly to one of the HRSA service categories according to our UDS Provider Type Mappings topic.

 

 

  • All visits are identified as “Clinic” unless one of the following conditions is met:

    • The department’s place of service code is 02 (Telehealth).

    • Any non-deleted procedure code on the visit has one of the following modifiers: .95, .GT, or .G0.

    • Any non-deleted procedure code on the visit is classified as Telehealth in the UDS Reporting Overview — CPT Inclusions and Exclusions topic.

    • The claim has been overridden to Virtual using the UDS STAO.

 

 

 

This section describes the data sources for this table and where you can view that data within athenaOne.


 

 

  • This data comes from the Provider Type and Provider Specialty of the rendering provider for a given service. Provider Type and Provider specialty can be viewed in the Providers tab of the Billing Admin page (Gear > Billing > Providers).

  • The rendering provider can be viewed on the Encounter Summary or by using the CLAIM_ID field to directly view the relevant claim and review the “Rendering provider” field.

 

 

This data comes from the “Clinic or Virtual” field after selecting the “UDS Reporting” checkbox in the “Service Type Add-Ons” section of the claim page.

 

 

 

This section provides an example of how to trace pieces of data from the Rolled Up report back to their source in athenaOne.

 

Try this example by following these steps:

  1. Download the Rolled-Up report as a CSV and open it in Excel.

  2. In this example, trace the data in the highlighted cell that aggregates Virtual Visits for Family Physicians.

  3. Download the Filtered Report as a CSV and open it in Excel.

  4. Add filters to the data. In this example, use the UDS_PROVIDER_CATEGORY column and the UDS_VIRTUAL_VISIT column to filter for Family Physicians and Virtual, respectively.

  5. Note that the number of rows that remain are the same as the count of visits in the Rolled Up report.
    Note: Because of the patient de-duplication logic that occurs for the Rolled Up report, the Patients column in the Filtered report may not match the Rolled-Up report.

    Tip: Hover over the image for a closer look.

  6. Pull a claim ID from the CLAIM_ID column from the filtered rows in the Filtered report and find that claim in athenaOne.

  7. Scroll down to the ?Service Type Add-Ons? section and select the UDS Reporting box. View the default identification of the visit type in the Clinic or Virtual field.

  8. Remember to deselect UDS Reporting once you are done unless you want to make any changes to the UDS Reporting data for the claim.

  9. Scroll to the Provider section of the claim to see the rendering provider and confirm that you agree with the visit categorization based on the provider type and specialty per the logic outlined above.

 

 

 

Report type What it does When to use it
Rolled Up Data Presents data in the format for UDS Reporting Use this report type to preview or pull your report for submission
Filtered Data Presents the complete data used to produce the Rolled Up view Use this report type if you prefer to roll up your own data or if you are conducting QA on the data contained within the Rolled Up view
Raw Data Presents all data from FQHC departments, including non-UDS visits Use this report type if you are conducting QA to determine discrepancies in your Rolled Up or Filtered reports

 

 

 

You know your data best, so here are some questions to ask about your data to help you be confident about its accuracy.

  1. "Does the number of virtual visits seem reasonable based on your department settings and overall patient behavior?"

  2. "Are there any Service Categories that you would expect to be populated but are not, or are overpopulated?"

  3. "Can I trace the visits from a single field from the Rolled Up data report back through the Filtered Data report and use the CLAIM_ID to find and confirm the data for those visits?"

 

 

 

UDS Visits are identified using both clinical encounter and claim data. When both are available for the same visit, the claim's data is used. If a provider appears as Uncategorized, check to ensure the rendering provider on the claim has an appropriate and UDS-eligible specialty and provider type configured.

For more information on configuring providers, see the Providers topic.

 

 

  1. Make sure the date range selected for the report includes the dates of service you are looking for.

  2. Confirm that the department(s) from which you expect to see UDS data has a row in the Department Government Designation table. Make sure that each valid department has a designation starting with "FQHC". If any changes need to be made to this table, reach out to your Customer Success Manager (CSM).

  3. Identify a claim or encounter example that you would have expected to be in the table. Check the CPT code(s) on the claim/encounter and make sure that the code on the claim/encounter is a valid CPT code. You can double-check by running the UDS Visit Inclusion report to see why a claim might not have been included.

 

 

  1. Public Housing patients are determined based on whether they visited a Public Housing department during the reporting period.

  2. Navigate to Gear > Billing > Departments and find a department that qualifies as a public housing department for the purposes of 330(i) grants. Set the UDS Public Housing dropdown to Y.

  3. Repeat for all other public housing departments.

  4. Rerun the Table 3A report.

 

 

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