2019 Uniform Data System Training
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2019 Uniform Data System Training Export to Your Calendar

12/3/2019 to 12/4/2019

When: Tuesday, December 3 - Wednesday, December 4, 2019
8:30 AM - 4:30 PM
Where:  Seattle, WA 
Registration Team

Phone: 206-783-3004

Registration Information
Online registration is available until: 11/30/2019
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Join us for a two-day Uniform Data System Training in Seattle, Washington on December 3-4, 2019. This two-day in-person training will cover the preparation of the 2019 Uniform Data System (UDS Report). 


The most comprehensive UDS training is the in-person training. Day 1 is a full-day program designed for people of all levels of prior UDS experience and covers all aspects of the 2019 UDS Report. The training addresses each of the report’s tables and provides an implementation-based explanation of how to successfully complete the UDS Report and how to avoid and resolve potential reporting issues. In addition to receiving UDS reporting instructions, attendees will understand the value of the UDS for health center operations and to the health center program and receive tips to help facilitate a successful submission.

Effective reporting of a complete and accurate UDS report is predicated upon an understanding of the inter-relatedness of the data elements and tables. Thus, the face-to-face training is a great way for new staff to improve their understanding of their role in the UDS reporting effort. 


Day 2 is an interactive workshop that takes the UDS training to an applied level. The interactive workshop will cover data validation and care team utilization to improve population health using the UDS report as an example data set. The training will uncover common UDS data validity errors and unlock the potential of UDS data in moving towards the quadruple aim. Modules and exercises will demonstrate how to use UDS data to inform patient care, improve health outcomes, and increase appropriate utilization. Participants will create their UDS population health management plan using guidance from the session and receive feedback from their peers.


Audience: As the in-person training is designed as an all-levels program, all financial, clinical, and administrative staff are welcome to attend in order to hone their reporting skills and share their experience with their peers. UDS Training is an ideal program for many employees, including C-Suite professionals as well as individuals in the following departments: Revenue Cycle, Data/Informatics, Database, Performance Improvement, Analyst, Controller, IT/HIT, QI/QA, Risk Management, Accounting, and Contracts/Grants.



This training is put on in partnership with the Oregon Primary Care Association.

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Over the course of two-days, this training will allow participants to:

  • Learn how to successfully complete the UDS Report, and how to avoid and resolve potential reporting issues.
  • Understand the value of the UDS for health center operations and to the health center program, and receive tips to facilitate a successful submission.
  • Describe the role and importance of UDS data to population health management.
  • Identify strategies to use UDS data to inform patient care and improve health outcomes (quality improvement).
  • Learn about ways to apply the use of UDS data in operational and fiscal considerations (value-based care, patient stratification, etc.).
  • Identify at least one data validation priority for your health center, and one way to use trend report tools to benchmark your center's performance.





Day 1: December 3, 2019

Presenter: Art Stickgold


*NOTE: All times are subject to change based on time for questions.

8:00 – 8:30 Registration


8:30 – 8:45 Welcome & Logistics 

  • Training Agenda & Goals
  • Materials/Resources

8:45 – 9:00 Overview of UDS

  • Who, What, When, Where & Why of the UDS
  • How of UDS

9:00 – 10:15 Reporting the Patient Profile

  • Purpose of Patient Profile
  • Define Patients
  • Patient Tables: ZIP Code, Tables 3A, 3B & 4
  • Edit & Group Activities

10:15 – 10:30 Break

10:30 – 12:00 Reporting Clinical Services & Quality of Care Indicators

  • Purpose of Clinical Services & Quality of Care Indicators
  • Services & Quality of Care Tables: 5 (Utilization), 6A, 6B & 7
  • Visits & Staff FTEs Defined
  • Investigating CQM Requirements
  • Edit & Group Activities

12:00 – 1:00 Lunch (will be provided onsite)


1:00 – 1:30 Women’s Health Clinical Measures

  • Quality of Care Tables: 6B & 7

1:30 – 2:30 Financial & Operational Tables

  • Purpose of Financial Tables
  • Operational Tables: 5 (Staffing) & 8A (Costs)

2:30 – 2:45 Break

2:45 – 4:00 Financial & Operational Tables – continued

  • Operational Tables: 4 (Income, Insurance, Managed Care), 9D & 9E (Revenue)
  • Edit & Group Activities

4:00 – 4:30 Closing & Evaluation

  • Other Forms
  • Strategies for Success
  • Evaluation


Day 2: December 4, 2019
Presenter: Chris Espersen


*NOTE: All times are subject to change based on time for questions.


9:00 9:15 Welcome & Introductions


9:15 – 10:30 Review of Data & Trends


10:30 – 10:45 Break


10:45 – Noon Performance Driver, the Importance of Data Validation & Strategies for Quality Improvement (QI)


12:00 – 12:15 Break



12:15  1:30 Population Health Management & The Care Team



1:30 – 2:00 Strategies for Quality Improvement (QI)


2:00 – 2:15 Break


2:15 – 3:15 Final Population Health Management Plan Development


3:15 – 3:30 Workshop Wrap-Up



Speaker Highlights

Day 1: Art Stickgold 

Art Stickgold spent ten years teaching at universities in Missouri and California before quitting to become a full time consultant.  His consulting work has focused on program planning, development, and evaluation in areas associated with primary health care. He has also done extensive training associated with these same areas.  His work has been exclusively with publicly funded, not-for-profit health centers and for the Bureau of Primary Health Care within HRSA.  A specialized area of work has revolved around the management information systems used by (BPHC).  In 1994, he had the responsibility for drafting the revisions to the final BCRR manual and reporting instrument.  Once the new Uniform Data System (UDS) was created to replace the BCRR, he has had responsibility for revisions to the manual; for redesign of data collection instruments; and for the initial development of the computer software used to receive, analyze and report on the data until it was transferred to JSI and then to the EHB. 

Initially, Art had the contract to edit all UDS data submissions nationally, and to correct the data for errors of omission and commission.  With the transfer of this contract to John Snow Inc. and then to Advocates for Human Potential Inc., he has continued his editing and supervision roles.  Over the past 25 years he has edited well over 2000 individual UDS reports (and another 500 – 1000 BCRR reports) working with the submitting grantees to identify issues and correct errors.  He has also conducted roughly 200 training seminars to familiarize Health Center staff and others with the operations of the UDS.

Day 2: Chris Espersen, HITEQ

Chris Espersen, MSPH is a quality consultant working with healthcare and public health organizations across the nation, providing technical assistance around new initiatives, patient engagement and quality improvement. Prior to her consultant work, Espersen was the quality director at an FQHC in the Midwest. Chris has provided training and TA both domestically and to groups in Asia, Africa, and Latin America. She is an adjunct instructor at Drake University where she teaches Social Determinants of Health. Espersen speaks nationally on a variety of topics including social determinants of health, person and family engagement, and topics related to data driven quality improvement. She is co-chair of the legislatively created Patient Centered Health Advisory Council and is asked to participate on many healthcare transformation and equity committees. She is primarily interested in reducing healthcare disparities and in fostering patient and community activation.



Date & Location



Tuesday, December 3 - Wednesday, December 4, 2019



Downtown Seattle, WA
(location and hotel room block information will be shared upon registration)



Training Fees


UDS Training only (Day 1, December 3): $200
Beyond the UDS Report only (Day 2, December 4): $249
Both days: $399


*The registration cancellation deadline is November 26, 2019. Cancellation requests must be made in writing
(e-mail is fine) and are subject to a 10% processing fee.




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