Setup, Copy, and Customize Performance Measures

Jennifer Eggerton

Sep 10, 2026

1015

Purpose	Create a performance measure or copy and update an existing measure.
Who should do this	CAREWare users who set up or manage performance measures.
Use this guide when you need to	Define a measure, add denominator and numerator filters, or customize a copy.
Main warning	HRSA-Defined and Read Only measures cannot be edited directly. Copy the measure first.

Quick path Reports > Performance Measures > Setup, Copy, and Customize Performance Measures

Create a performance measure

Step 1. Click Reports.

Step 2. Click Performance Measures.

Step 3. Click Setup, Copy, and Customize Performance Measures.

Step 4. Click Add.

Performance Measure Setup Menu Options

Button	What it does
Manage	Edit an existing performance measure.
Add	Add a new performance measure.
Delete	Delete an existing performance measure.
Copy/Customize	Copy an existing performance measure so it can be customized or edited without changing the original measure. Required when modifying read-only and HRSA-defined measures.
Make Read Only	Make a performance read only so it cannot be edited.
Back	Return to the Performance Measures menu.
Print or Export	Print or export the list of performance measures.
Column Visibility	Hide or show columns in the lsit of performance measures.

Step 5. Enter a clear Name for the measure.

Note: The measure name appears as a field and filter in custom reports. Use a name that other users will recognize.

Step 6. Enter a Code.

Note: A code can group measures used for the same purpose. For example, you might use one code for measures about viral loads and medical case management. Codes cannot include commas or the text VLMM01.

Step 7. Enter a description of the measure.

Step 8. Enter a Numerator Description.

Step 9. Enter a Denominator Description.

Note: Use the descriptions to write a clear definition of the measure. The descriptions should help you decide which filters the measure needs.

Step 10. Click Save.

Add the denominator filter

Start with the denominator. The denominator defines the full group of clients who should be included in the measure. For example, all clients who received at least one Outpatient/Ambulatory Health Service or viral load lab in the past 12 months.

Note: Performance Measure filters use fields from Demographics custom reports.

Step 11. Click Denominator Filter.

Step 12. Click Add.

Step 13. Enter the filter name or a keyword in the search box.

Step 14. Click the field to select it.

Step 15. Click Use Field.

Step 16. Complete all required subfilters. In this example, select Medical Case Management, enter 12 for Max Months, enter 0 for Min Months, and select No for Cross-Provider.

Step 17. Click Next.

Step 18. Complete the required Criterion Details. In this example, enter 1 for >=.

Step 19. Click Save.

Add the numerator filter

The numerator defines the clients who met the goal within the denominator group.

Step 20. Click Numerator Filter.

Step 21. Click Add.

Step 22. Enter the filter name or a keyword in the search box.

Step 23. Click the field to select it.

Step 24. Click Use Field.

Step 25. Complete all required subfilters. In this example, select Viral Load for Lab, enter 12 for Max Months, enter 0 for Min Months, and select No for Cross-Provider.

Step 26. Click Next.

Step 27. Complete any required Criterion Details.

Step 28. Click Save.

Copy and customize a measure

Copy a measure when you want to change a Read Only measure or use an existing measure as a starting point.

Step 29. Click a measure to select it.

Step 30. Click Copy/Customize.

Note: CAREWare adds text to the copied name and creates a random code. This keeps the copy different from the original measure.

Step 31. Click Edit Performance Measure Setup.

Step 32. Change the name and code so users can identify the new measure.

Step 33. Update the descriptions so they match the new measure.

Step 34. Click Save.

Use the same steps in this guide to update the denominator and numerator filters. Start with the denominator so the full client group is clear before you define which clients met the goal.

How to confirm it worked

• The measure name, code, and descriptions are saved.

• The denominator and numerator filters appear under Manage.

• Run Performance Measures returns results without an error.

Related References

Document	Use it for
Performance Measures	Overview of performance measures in CAREWare.
Run Performance Measures	Run performance measures and evaluate clinical outcomes.
Performance Measures for Data Quality	Import pre-defined performance measures, including HRSA-defined measures and NASTAD measures.

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