The UDS - Medicaid/Medicare Report displays a count of patients with Medicaid and/or Medicare and who have had a visit within the reporting period. Patients are counted on the report if they have had claims created during the reporting period for any insurance plans that have the specified financial classes attached.
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Why: |
To generate a record of Medicaid and Medicare patients for UDS reporting for comparison with national data, and to provide Medicare/Medicaid patient statistics to grantees, partners, and communities |
When: |
As needed |
To generate the report
In DXOne Reporting, select UDS, and then double-click UDS - Medicaid/Medicare Report.
The UDS - Medicaid/Medicare Report dialog box appears.
Set up the following options:
Date Range - To filter the report by date, do one of the following:
To include patients with claims that have service dates within a range that you specify, select the Specific Range option. With this option selected, do one of the following:
Enter a date range (in a m/d/yyyy format) in the From and To boxes.
To select a date, do the following for From and To:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month, using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year, using the left and right arrows, and then click the correct month.
Click the correct day.
To include patients with claims that have service dates within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:
Current Day Current MTD Current Fiscal YTD Current Calendar YTD |
Previous Day Previous Week Previous Month Previous 3 Months Previous 6 Months Previous Fiscal Year Previous Calendar Year |
Next Day Next Week Next Month Next 3 Months Next 6 Months Next Fiscal Year Next Calendar Year |
Medicaid - To filter the report by the class types that are assigned to insurance plans that you want to be counted as Medicaid plans, do one of the following:
To include all class types, select the All checkbox.
To include specific class types, do the following:
Click the search button 
.
The Select Financial Class dialog box appears.
If the list is long, to search for a class type by ID and/or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a class type's ID and/or description in the ID and Description boxes, respectively.
Click Show Results to view a list of matching class types.
Note: To return to viewing the list of all the class types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more class types.
Note: To select multiple class types, click a class type, and then, while pressing the Ctrl key, click the other desired class types. To select a range of adjacent class types, click the first class type of the desired range of class types, and then, while pressing the Shift key, click the last class type of the desired range of class types.
Click Add.
Repeat steps b-d as needed to add other class types.
Note: To not include a class type that you added, select that class type in the lower list, and then click Remove.
Click OK.
Medicare - To filter the report by the class types that are assigned to insurance plans that you want to be counted as Medicare plans, do one of the following:
To include all class types, select the All checkbox.
To include specific class types, do the following:
Click the search button .
The Select Financial Class dialog box appears.
If the list is long, to search for a class type by ID and/or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a class type's ID and/or description in the ID and Description boxes, respectively.
Click Show Results to view a list of matching class types.
Note: To return to viewing the list of all the class types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more class types.
Note: To select multiple class types, click a class type, and then, while pressing the Ctrl key, click the other desired class types. To select a range of adjacent class types, click the first class type of the desired range of class types, and then, while pressing the Shift key, click the last class type of the desired range of class types.
Click Add.
Repeat steps b-d as needed to add other class types.
Note: To not include a class type that you added, select that class type in the lower list, and then click Remove.
Click OK.
Group By - From each list, select a grouping option (None, Clinic, Provider, Zip Code, or Financial Class) to specify how you want to group totals on the report. To have the report display totals without any groupings, select None from all four lists. The report groups totals by the first, and then the second, and then the third, and then the fourth selection.
Notes:
Multiple selections of the same category are ignored. For example, selecting Clinic, Provider, Clinic, and then Zip Code will result in the totals on the report being grouped by clinic, provider, and then ZIP Code.
The selection of None is ignored. For example, selecting None, Clinic, None, and then Zip Code will result in the totals on the report being grouped by clinic and then ZIP Code.
Other Options - Select or clear the following checkboxes:
Include Patient Info - With this checkbox selected, the report lists patient names, Social Security Numbers, dates of birth, chart numbers, clinics, primary providers, and EMR numbers (if they exist). With this checkbox clear, the report includes only the statistics being measured.
Include Age Groups:
With this checkbox selected, the report a total count and a breakdown of the count into two age groups. By The first group includes patients whose ages are less than or equal to the selected cut-off age. From the Age Group 1 Cutoff list, select a cut-off age (from 1-50).
Notes:
The Age Group 1 Cutoff list is available only if the Include Age Groups checkbox is selected.
The report calculates the age of each patient as of June 30 within the specified date range.
17 was required as the cut-off age for the 2013 UDS reporting year. A different age may be required for more recent UDS reporting years.
With this checkbox clear, the report includes a total count only.
Click Save as Default to save the current settings for the next time you run the report.
Click Clear Defaults to revert the dialog box options to the original defaults.
Click Schedule to schedule a report job.
Click OK to preview the report.
Important information this report provides
The report can be grouped by Clinic, Provider, ZIP Code, and/or Financial Class. The report includes the following information.
Patient - The patient's name, Social Security Number, EMR number, Chart number, birth date, assigned clinic, and primary provider. This information appears only if Include Patient Info is selected when setting up options for this report.
Statistics - The report presents the following statistics:
Total number of Medicaid patients, and the count is broken down by age groups.
Total number of Medicare patients, and the count is broken down by age groups.
Total number of Medicaid and Medicare patients, and the count is broken down by age groups.
Notes:
The age group counts appear only if Include Age Groups is selected when setting up options for this report
The clinics and providers for the report are determined by each patient’s default provider and clinic (as set up from Family File).
