HIVQM Setup

Jennifer Eggerton

Sep 09, 2026

1810

Purpose	Create, run, review, and export a group of performance measures for HIV Quality Management (HIVQM) reporting.
Who should do this	CAREWare staff who prepare HIVQM data for HRSA reporting.
Use this guide when you need to	Set up a measure group, choose a reporting period, check results, and create the HIVQM CSV file to upload into the Electronic Handbooks (EHB).
Main warning	Review the results before you export. Use HIVQM Format only when preparing the file for upload to the EHB.

Quick path
Reports > Performance Measures > Performance Measure Groups > Select a group > Evaluate

Before You Begin

Review the HIVQM Instruction Manual to understand how to submit performance measure data in the EHB.
Identify the HRSA-defined performance measures to include in your HIVQM reporting. Measures include Core, All Ages, Adolescent and Adult, Children, HIV-Exposed Children, Medical case Management, Oral Health, ADAP, and Systems-Level.

Open Performance Measure Groups

Step 1. Click Reports.

Step 2. Click Performance Measures.

Step 3. Click Performance Measure Groups.

Create a Group and Add Measures

Step 1. Click Add.

Performance Measure Export Groups options

Button	What it does
Evaluate	Run the performance measures in the selected group.
Add	Create a performance measure group.
Edit	Edit the selected group.
Delete	Delete the selected group.
Select Performance Measures	Choose the measures included in the group.
Back	Return to the Performance Measures menu.
Print or Export	Print or export the list of performance measure groups.
Column Visibility	Hde/show columns in the list of performance measure groups.

Step 2. Enter a name for the group.

Step 3. Click Save.

Step 4. Select the group name, and then click Select Performance Measures.

Step 5. Select each performance measure that you want to include in the HIVQM reporting group.

Step 6. Click Save.

Run the Group of Measures

Step 1. Select the performance measure group, and then click Evaluate.

Performance Measure Settings

Option	What it does
Change	Edit the Performance Measure Group, end date, and HIVQM Format option.
Open in New Tab	Open the report in a new browser tab.
PDF	Create the report as a PDF file.
CSV	Create the report as a CSV file. The CSV file can be uploaded to the EHB for HIVQM reporting.
List View	Open the report in CAREWare and lets you view client lists for each measure.
Set to Last 365 Days	Set the report date range to the last 365 days.
Set HRSA Submission Timeframe	Select a HRSA-defined reporting period.
HIVQM Format	Creates the report in the format required for uploading to the EHB.

Select the HRSA Submission Timeline

TIP
If the report is not for submission through the EHBs, select Set to Last 365 Days or select an End Date. See Performance Measure Groups for more information.

Step 1. Click Set HRSA Submission Timeframe.

Step 2. Choose the report year.

Step 3. Select the reporting period.

TIP
Reporting periods are pre-defined by HRSA and cannot be modified.

Step 4. Click Save.

Check the Results

Check the report results before you export the HIVQM file. Open the report in a new tab or run it as a PDF.

The report shows the provider ID, provider name, software name, measure ID, and other information for each measure.

Export the File for HIVQM Reporting

The EHBs require HIVQM data in a specific CSV format. Turn on HIVQM Format before you export the file.

Step 1. Click Change in Performance Measure Settings.

Step 2. Select HIVQM Format.

Step 3. Click Save.

Step 4. Click CSV to export the report.

How to Confirm It Worked

• The CSV file downloads without an error.

• The report includes the selected measures and reporting period.

• The report results match the values you reviewed in CAREWare.

Troubleshooting and Common Questions

Why is a measure missing from the report?

Select the group, click Select Performance Measures, and make sure the measure is selected. Save the group and run it again.

Why is the reporting period wrong?

Click Change, select Set HRSA Submission Timeframe, choose the correct year and period, and save the settings.

When should I select HIVQM Format?

Select HIVQM Format to create the CSV file for upload to the EHBs.

Related References

Document	Use it for
Performance Measures	Running, creating, and modifying performance measures in CAREWare.
Performance Measure Groups	Creating and managing performance measure groups.
HIVQM Instruction Manual	Learning how to submit HIVQM performance measure data in the EHB.
HRSA-Defined Performance Measures	Reviewing the HRSA HAB performance measure portfolio, including Core, All Ages, Adolescent and Adult, Children, HIV-Exposed Children, Medical case Management, Oral Health, ADAP, and Systems-Level.

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