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Report Retention Change for HHA Reports in iQIES

Sep 20, 2022

Effective October 4, 2022, a report retention time period will be applied to user-requested or auto-generated Home Health Agency (HHA) reports in the internet Quality Improvement and Evaluation System (iQIES).  When the report retention changes are implemented, reports that are older than the pre-defined number of days will be permanently deleted by the iQIES system.  The number of days the report will be available in iQIES is directly related to the date when the report was generated or made available in your My Report folder in iQIES.  The report retention specifications for reports in iQIES is based upon the number of days that the reports were retained in the Certification and Survey Provider Enhanced Reporting (CASPER) application in the Quality Improvement and Evaluation System (QIES) system. Once implemented, the report cleanup will be an ongoing process and the system will automatically delete reports based upon the retention timeframes identified below.

Action Required

If you wish to permanently retain any existing reports in iQIES, you may download and save or print a copy prior to the report retention time period change. Any reports not printed or saved prior to the retention period time change will be permanently deleted if the report exceeds the retention time period.

Reports impacted by this change are identified in the table below:

Report Type

Report Type

# of Days Report Will be Retained

Can report be replaced once it’s deleted?

OASIS Final Validation Report

Auto-Generated

60 days

Yes; request the user-requested OASIS Agency Final Validation report

HHA Provider Preview Report

Auto-Generated

90 days

No

HHA Five Star Report

Auto-Generated

120 days

No

HHA Quality Assessment Only (QAO) report

Auto-Generated

120 days

No

HHA APU Noncompliance Notification Letter

Auto-Generated

720 days

No

HHVPB Preliminary IPR

Auto-Generated

32-42 days; removed when the final IPR file is loaded into iQIES

No

HHVPB Final IPR

Auto-Generated

730 days

No

HHVPB APR Preview

 

Auto-Generated

42 days

No

HHVBP Preliminary APR

 

Auto-Generated

42 days; removed when the final APR file is loaded into iQIES

No

HHVBP Final APR

 

Auto-Generated

730 days

No

HHVBP Baseline Report

 

Auto-Generated

730 days

No

HHVBP Achievement Thresholds and Benchmarks

Auto-Generated

730 days

No

HHA Provider Reports

  • HHA Activity Report
  • HHA Discharge
  • HHA Error Summary by Agency
  • HHA Roster Report
  • OASIS Agency Final Validation
  • OASIS Error Detail Report
  • OASIS Submitter Final Validation Report

User-Requested

60 days

Yes; user can rerun these reports

HHA Quality Measure Reports

  • Agency Patient-Related Characteristics (Case Mix) Report
  • Tally: Agency Patient-Related Characteristics (Case Mix) Tally Report
  • HHA Process Measures Report
  • HHA Tally: Process Report
  • Outcome Report
  • HHA Tally: Outcome Report
  • Potentially Avoidable Event: Patient Listing Report
  • Potentially Avoidable Event Report
  • HHA Review and Correct Report

User-Requested

60 days

Yes; user can rerun these reports

For questions regarding this information, contact the iQIES Help Desk by email at iqies@cms.hhs.gov or by phone at (800) 339-9313.

 

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