Citizen Portal
Sign In

Lifetime Citizen Portal Access — AI Briefings, Alerts & Unlimited Follows

Get Lifetime Access

HRSA demos offline Excel/HTML tools, compare-versions, and upload/DAR workflow for UDS 2025

Health Resources and Services Administration (HRSA) — UDS training webinar · January 5, 2026

Loading...

AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

HRSA demonstrated how to use offline Excel and Chrome-only offline HTML tools to prepare 2025 UDS reports, how to compare versions side-by-side, upload and process files in the EHBs, and how DAR and clear-data features behave during the submission cycle.

HRSA trainers walked participants through the practical steps of preparing, validating, and uploading UDS data using the EHBs offline tools and the compare‑versions utility.

Rashmita Bean demonstrated downloading an offline Excel package (blank or with data), appending prior-year ZIP codes for the patients‑by‑ZIP table, editing cells within the defined templates, and then uploading the Excel file back into EHBs. She warned that uploading a blank template will replace existing data and that any upload uses the system’s “process file” action to run back‑end edits and validations.

Presenters showed how uploads may set previously completed tables back to "in progress" and how the system provides an error summary and failed-edit files for troubleshooting. Bean noted the system includes many automated edits to catch poor-quality entries and said, “We have over 8,100 edits of this kind throughout the forms” to illustrate the scale of validation rules.

The offline HTML option was demonstrated as a Chrome-only package that mirrors the EHBs UI and can be used entirely offline; users must export HTML data to an Excel file and then upload it into EHBs for processing. Presenters cautioned that not every DAR validation runs in the offline HTML environment and recommended running the DAR after upload.

The session also covered the clear-data function (select and permanently delete tables) and showed how to retrieve previously submitted performance reports in XML or Excel format from the submissions page.

HRSA reiterated that help resources, including the UDS help desk and EHBs customer support, are available for centers as they adopt the updated 2025 templates and workflows.