UDS Comparison Dashboard

This dashboard allows users to compare a UDS Snapshot, from a particular point in time, with the current, year-to-date UDS numbers. It’s used to spot data issues and outliers; support strategic planning; and highlight changes in patient demographics, payer mix, and quality performance.

Add the UDS Comparison Dashboard

Navigate to Reports > Dashboards, then choose New Dashboard > UDS Comparison Dashboard

Below is a portion of the dashboard, showing UDS Tables 3A and 3B. For a larger view of the entire dashboard, open this image, then zoom in.

UDS Comparison Dashboard, Tables 3A and 3B

Understanding the Visuals

Table 3A: Patients by Age Group and Sex

These charts show patient distribution by age and sex from UDS Table 3A. Use them to:

  • Spot shifts in age distribution that may reflect seasonal patterns or population changes
  • Monitor growth by gender to support staffing, outreach, or program planning
  • Identify unexpected changes that may warrant a data review

Table 3B: Patients by Race and Ethnicity

These charts show the racial and ethnic makeup of your patient population. Use them to:

  • Track demographic changes over time
  • Review completeness of demographic data, especially if “Unreported” is increasing
  • Support equity efforts and assess alignment with your service area

Table 4: Poverty Levels

This chart displays the percentage of patients by federal poverty level, based on reported income and family size. Use it to:

  • Understand changes in income distribution over time
  • Monitor the proportion of patients below 100% FPL
  • Flag increases in “Unknown” that could indicate data collection issues

Table 4: Primary Third-Party Medical Insurance

This chart shows the percentage of patients by primary medical insurance type, comparing snapshot and YTD data. Use it to:

  • Monitor shifts in insurance coverage, such as increases in private insurance or decreases in Medicaid
  • Track uninsured rates and assess outreach or enrollment support efforts
  • Identify data issues if totals look unexpectedly skewed or inconsistent with payer trends

Table 4: Agricultural Workers

These visuals show the total number of patients identified as agricultural workers and the breakdown by type. Use them to:

  • Track changes in your agricultural worker population over time
  • Understand the balance of migratory vs. seasonal workers to support targeted outreach or services
  • Spot data quality issues—entries under “Invalid agricultural data” may need to be reviewed

Table 4: Homelessness Cases

These visuals show the total number of patients experiencing homelessness and a breakdown by housing situation. Use them to:

  • Track changes in homelessness over time.
  • Understand the types of housing situations patients are experiencing to guide services or referrals
  • Review data quality—entries under “Unknown” or “Invalid” may suggest gaps in screening or documentation

These visuals show total patients, visits, and visit patterns by service type. Use them to:

  • Track overall growth in patients and visits
  • See which services are driving visit increases or decreases
  • Monitor visits per patient for shifts in utilization patterns
  • Spot areas that may need scheduling, staffing, or access adjustments

Table 6A: Diagnoses and Services

These visuals show changes in visit counts by diagnosis or service category. Use them to:

  • Track significant shifts in service utilization based on your selected threshold
  • Identify newly emerging needs or services that have been introduced or more consistently documented
  • Support planning, staffing, or follow-up analysis around coding and service delivery

Table 6B: Prenatal Care

These visuals show data related to prenatal care patients and early entry into care. Use them to:

  • Track total prenatal volume over time
  • Monitor how early patients are entering care, which can support efforts to improve maternal health outcomes
  • Identify shifts in documentation or access that may affect care timing

Table 6B Section C–M: Quality of Care Measures

These visuals show compliance and patient counts for each UDS clinical quality measure. Use them to:

  • Monitor changes in quality performance over time
  • Identify which measures have improving or declining compliance
  • Understand shifts in denominator size that may impact rate calculations
  • Spot documentation or data entry gaps by comparing numerators to denominators

Table 7 Section A: Births and Birth Weights

These visuals show the total number of live births and the distribution of birth weights. Use them to:

  • Track trends in total birth volume
  • Monitor the proportion of low and normal birth weight deliveries
  • Identify shifts that may relate to prenatal care access or maternal health factors