Performance Measure Groups

Jennifer Eggerton

Sep 11, 2026

1788

Purpose	Create, run, review, and export a group of performance measures.
Who should do this	CAREWare staff who manage Clinical Quality Management or HIVQM reports.
Use this guide when you need to	Build a measure group, set a reporting period, review results, or export an HIVQM file.
Main warning	For HIVQM reporting, select only the measures submitted through the Electronic Handbook.

Quick path

Reports > Performance Measures > Performance Measure Groups

Important: The HIVQM export must use the required reporting period and HIVQM Format before you create the CSV file.

Before You Begin

Be familiar with performance measures in CAREWare.
For HIVQM submission through the Electronic Handbooks (EHB), review instructions for HIVQM Setup.

Open Performance Measure Groups

Step 1. Click Reports.

Step 2. Click Performance Measures.

Step 3. Click Performance Measure Groups.

Create or Add Measures to a Group

Step 1. Click Add.

Performance Measure Export Groups Menu Options

Button	What it does
Evaluate	Run all performance measures in the selected group.
Add	Create a new performance measure group.
Edit	Change 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	Show or hide 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. Check each performance measure you want to include.

Important: For HIVQM reporting, choose the measures that will be submitted through EHB. See HIVQM Setup for more information.

Step 6. Click Save.

Run the Group of Measures

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

Step 2. Select Change to edit the Performance Measure Group and End Date. Check the box for HIVQM Format if the report is being submitted in the EHB.

Performance Measure Settings Menu Options

Option	What it does
Change	Set a specific begin and end date.
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.
List View	View the report in CAREWare and open client lists for each measure.
Set to Last 365 Days	Use the most recent 365-day period.
Set HRSA Submission Timeframe	Choose the year and reporting period for HIVQM reporting.
Back	Return to the list of performance measure groups.

Select a Date Range for the Report

You can use a specific end date, the last 365 days, or the HRSA submission timeframe for HIVQM reporting.

Use a Specific End Date

Step 1. Click Change.

Step 2. Select the End Date.

Step 3. Click Save.

Use the Last 365 Days

Step 1. Click Set to Last 365 Days.

Use the HRSA Submission Timeframe

Important: Use this option for preparing the HIVQM report that is submitted through EHB. See HIVQM Setup for more information.

Step 1. Click Set HRSA Submission Timeframe.

Step 2. Choose the report year.

Step 3. Select the Reporting Period.

Step 4. Click Save.

Check the Results

Run the report as a PDF or open it in a new browser tab.

The report shows the numerator, denominator, and percentage for each measure.

Real-Time Lookup List View

Step 1. Select List View.

CAREWare displays a table with the measure ID, measure name, report start date, reports end date, number of records reviewed, number of clients in the numerator, and number of clients in the denominator.

Step 2. Select a performance measure and select Client List.

Performance Measure Export Group Menu Options

Button	What it does
Client List	Displays a client list for the selected performance measure.
Back	Returns to Performance Measure Settings.
Print or Export	Print or export a list of the measures with client counts.

Step 3. Select Edit to change the settings for the client list.

Performance Measure Client List Settings Menu Options

Button	What it does
Edit	Edit the settings for the name of the Performance Measure, As Of Date, Performance Measure Section, and Output Format.
Today	Set the As Of Date to today’s date.
Create Client List	Displays the client list for the performance measure.
Back	Return to the Performance Measure Export Group list.

Step 4. Select Save.

Step 5. Select Create Client List.

CAREware displays a real-time lookup list of clients or a printable list.

How to confirm it worked

• The group appears in Performance Measure Export Groups.

• The report shows a numerator, denominator, and percentage for each measure.

• For HIVQM reporting, the CSV file downloads after you select HIVQM Format and the correct reporting period.

Troubleshooting and common questions

Why is a measure missing from the report?

Open Select Performance Measures and confirm that the measure is checked for the group.

Why is the report using the wrong dates?

Open Performance Measure Settings. Use Change, Set to Last 365 Days, or Set HRSA Submission Timeframe to set the correct period.

Why is the HIVQM export not ready for upload?

Confirm that you selected HIVQM Format and the correct HRSA submission timeframe before creating the CSV file.

Related References

Document	Use it for
HIVQM Setup	Create a CSV file with specific performance measures to submit through the EHB.
Performance Measures	Understand how performance measures work in CAREWae.

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