IND-GEN - SetupWarning For the BHWET program, please only enter individuals who received direct financial support. To begin providing individual-level data for students who received a BHW-funded financial award during the current reporting period or to provide updates for students previously reported on IND-GEN, click "Yes" to the initial setup question. Clicking "Yes" will activate the embedded Excel® form that will allow you to begin data entry.
Do you have either a) new trainees OR b) updates to provide for trainees from a previous reporting period? | Yes (complete IND-GEN) No (click Save and Validate button to proceed to the next form) |
Figure 1. IND-GEN - Setup
Do you have either a) new trainees OR b) updates to provide for trainees from a previous reporting period?: Warning If you are unable to enter data into the INDGEN form, edit prior records, or see drop-down menus despite the question above being answered ‘Yes’, you likely have a browser compatibility problem. Please refer to the Getting Started-Browser Settings page at the beginning of this manual. |
IND-GEN - Selecting Type of Training Program Figure 2. IND-GEN - Selecting Type of Training Program
Type of Training Program: Select each individual's training program by clicking on the drop-down menu under the Column 1 and choosing one of the available options. The options available in this menu will prepopulate with active programs entered and saved in the Training Program Setup Form. Warning The training program option "OTHER" does not apply to the BHWET program and should not be selected for students. |
IND-GEN - Entering Trainee Unique ID Figure 3. IND-GEN - Entering Trainee Unique ID
Trainee Unique ID: Enter a seven (7) character alphanumeric unique identifier for each individual in the textbox in Column 2 (Block 1).
Warning It is the responsibility of each grantee to generate each unique ID and keep a log of all unique IDs used, as these will be required to provide annual updates and 1-year follow-up data for each individual. Note This Block will prepopulate for prior records with data submitted in previous reporting periods. |
IND-GEN - Selecting Individual's Training or Awardee Category Figure 4. IND-GEN - Selecting Individual's Training or Awardee Category
Select Individual's Training or Awardee Category: Select each individual’s awardee category by clicking on the drop-down menu in Column 3 (Block 2) and choosing one of the following options: - Certificate Student - Community College
- Certificate Student - Other
- Certificate Student - Technical College
- Certificate Student - Tribal College or University
- MA student (field placement program)
- MEd Student (field placement program)
- MS student (field placement program)
- MSW student (field placement program)
- NP student (field placement program)
- PhD student (practicum program)
- Pre - doctoral Intern (PhD program)
- Pre - doctoral Intern (PsyD program)
- PsyD student (practicum program)
Note Paraprofessional Track grantees- Select type of trainee based on the delivery mode used to offer the certificate program associated with each student. Options for this track begin with the prefix, "Certificate Student- " Note Professional Track grantees- Select type of trainee based on the degree and type of training program associated with each student. |
IND-GEN - Selecting Individual's Enrollment/Employment Status Figure 5. IND-GEN - Selecting Individual's Enrollment/Employment Status
Select Individual's Enrollment / Employment Status: Select each individual’s current enrollment status by clicking on the drop-down menu in Column 4 (Block 3) and choosing one of the following options: - Full-time
- Part-time
- On leave of absence
Note For students, select enrollment status based on the individual's participation in their degree or certificate program. |
IND-GEN - Selecting Individuals Gender Figure 6. IND-GEN - Selecting Individuals Gender
Select Individual's Gender(s): - Female
- Male
- Transgender or non-binary or another gender
- Not reported
Warning The 'Not Reported' option may not be selected for prior records.
Warning 'Not Reported' cannot be selected in combination with any other options under column 5a. |
IND-GEN - Entering Year of Birth Figure 7. IND-GEN - Entering Year of Birth
Enter Year of Birth: Enter each individual’s year of birth at the end of the current reporting period (i.e., as of June 30, 2024) in the textbox under Column 6a. - 1933
- 1934
- 1935
- 1936
- 1937
- 1938
- 1939
- 1940
- 1941
- 1942
- 1943
- 1944
- 1945
- 1946
- 1947
- 1948
- 1949
- 1950
- 1951
- 1952
- 1953
- 1954
- 1955
- 1956
- 1957
- 1958
- 1959
- 1960
- 1961
- 1962
- 1963
- 1964
- 1965
- 1966
- 1967
- 1968
- 1969
- 1970
- 1971
- 1972
- 1973
- 1974
- 1975
- 1976
- 1977
- 1978
- 1979
- 1980
- 1981
- 1982
- 1983
- 1984
- 1985
- 1986
- 1987
- 1988
- 1989
- 1990
- 1991
- 1992
- 1993
- 1994
- 1995
- 1996
- 1997
- 1998
- 1999
- 2000
- 2001
- 2002
- 2003
- 2004
- 2005
- 2006
- 2007
- 2008
- 2009
- 2010
- 2011
- 2012
- 2013
- 2014
- 2015
- 2016
- 2017
- Not Reported
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IND-GEN - Selecting Individual's Ethnicity Figure 8. IND-GEN - Selecting Individual's Ethnicity
Select Individual's Ethnicity: Select each individual’s ethnicity by clicking on the drop-down menu in Column 7 (Block 6) and choosing one of the following options: - Hispanic/Latino
- Non-Hispanic/Non-Latino
- Not Reported
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IND-GEN - Selecting Individual's Race Figure 9. IND-GEN - Selecting Individual's Race
Select Individual's Race: Select each individual’s race by clicking on the drop-down menu in Column 8 (Block 7) and choosing all that apply from the following options. You may select more than one (1) option for individuals of multiple races: - American Indian or Alaska Native
- Asian
- Black or African-American
- Native Hawaiian or Other Pacific Islander
- White
- Not Reported
Warning You may not select "Not Reported" in combination with any other option. |
IND-GEN - Selecting if Individual is from a Rural Residential Background Figure 10. IND-GEN - Selecting if Individual is from a Rural Residential Background
Select Whether Individual is from a Rural Residential Background: Select whether each individual is from a rural residential background by clicking on the drop-down menu in Column 9 (Block 8) and choosing one of the following options: Reference Refer to the glossary for a definition of rural setting. |
IND-GEN - Selecting if Individual is from a Disadvantaged Background Figure 11. IND-GEN - Selecting if Individual is from a Disadvantaged Background
Select Whether Individual is from a Disadvantaged Background: Select whether each individual is from a disadvantaged background by clicking on the drop-down menu in Column 10 (Block 9) and choosing one of the following options: Reference Refer to the glossary for a definition of disadvantaged background. |
IND-GEN - Selecting Individual's Veteran Status Figure 12. IND-GEN - Selecting Individual's Veteran Status
Select Individual's Veteran Status: Select each individual's current veteran status by clicking on the drop-down menu in Column 11 (Block 10) and choosing one of the following options: - Active Duty Military
- Individual is not a Veteran
- National Guard
- Reservist
- Veteran - Prior Service
- Veteran - Retired
- Not Reported
Reference Refer to the glossary for a definition of the various types of veteran statuses. |
IND-GEN - Entering BHW-Funded Financial Award InformationWarning The financial award type "Stipend" (Column 13) is displayed if you have selected the BHWET-1 purpose in the Grant Purpose - Setup form.
Warning The financial award type "Tuition, Fees, and Supplies" (Column 13a) is displayed if you have selected the BHWET-2 purpose in the Grant Purpose - Setup form.
Figure 13. IND-GEN - Entering BHW-Funded Financial Award Information
Select Whether Individual Received BHW Financial Award?: Select whether each individual received a BHW-funded financial award during the current reporting period by clicking on the drop-down menu in Column 12 (Block 11) and choosing one of the following options: Enter Individual's Financial Award Amount (BHW funds only): Stipend: (BHWET Grant Purpose #1)
- If the individual did receive a BHW-funded (Stipend), select “Yes” in Column 12 (Block 11) and enter the total amount of BHW dollars provided during the current reporting period in the textbox in Column 13.
- If the individual did not receive a stipend, select “No” in Column 12 (Block 11) and enter "0" in the textbox in Column 13.
Enter Individual's Financial Award Amount (BHW funds only): Tuition, Fees, and Supplies: (BHWET Grant Purpose #2)
- If the individual did receive a BHW-funded award (Tuition, Fees and Supplies), select “Yes” in Column 12 (Block 11) and enter the total amount of BHW dollars provided during the current reporting period in the textbox in Column 13a.
- If the individual did not receive a BHW-funded financial award, select “No” in Column 12 (Block 11) and enter "0" in the textbox in Column 13a.
Enter Individual's Financial Award Amount (BHW funds only): Academic Year Total: |
IND-GEN - Entering # of Academic Years the Individual has Received BHW Funding Figure 14. IND-GEN - Entering # of Academic Years the Individual has Received BHW Funding
Enter # of Academic Years the Individual has Received BHW Funding: Select the cumulative number of academic years that each student has received a BHW-funded financial award by clicking on the drop-down menu under Column 22 and choosing one of the following options: Note The number of academic years receiving BHW-funded financial awards does not need to be consecutive; rather, the cumulative total number of years should be reported.
Note If an individual has received money for a partial academic year, please round up to the nearest whole number. For example, if an individual has received a stipend for 1 ½ years, please enter 2 in Column 22 (Block 12).
Note If an individual received a BHW-funded financial award for the first time during the current reporting period, select "1" under Column 22 (Block 12). |
IND-GEN - Selecting Individual's Academic or Training Year Figure 15. IND-GEN - Selecting Individual's Academic or Training Year
Select Individual's Academic or Training Year: Select each student's current training year by clicking on the drop-down menu under Block 15 and choosing one of the following options: - Graduate Year 1
- Graduate Year 2
- Graduate Year 3
- Graduate Year 4
- Graduate Year 5
- Graduate Year 6
- Graduate Year 7
- Training Year 1
- Training Year 2
- Training Year 3 or more
Note For faculty or preceptors, select N/A. |
IND-GEN - Selecting any HHS Priority Topic Area on which an Individual Received Training Figure 16. IND-GEN - Selecting any HHS Priority Topic Area on which an Individual Received Training
Select any HHS Priority Topic Area on which an Individual Received Training: Use the dropdown menu in Column 26b to select all that apply from the list of topic areas on which the individual was trained. - Individual received provider resilience training
- Individual received training in Health Equity
- Individual received training in medications for opioid use disorder (MOUD)
- Individual received training in substance use treatment
- Individual received training on integrated behavioral health in primary care
- Individual received training related to maternal health
- None of the above
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IND-GEN - Selecting Profession and Discipline/Specialty Figure 17. IND-GEN - Selecting Profession and Discipline/Specialty
Select Individual's Profession: Select the individual’s profession by clicking on the drop-down menu in Column 26c and selecting one of the available options.- Allied Health
- Allied Health - Student
- Behavioral Health
- Behavioral Health - Student
- Dentistry
- Dentistry - Student
- Medicine
- Medicine - Student
- Nursing
- Nursing - Student
- Other
- Other - Student
- Paraprofessional
- Paraprofessional - Student
- Physician Assistant
- Physician Assistant - Student
- Public Health
- Public Health - Student
Select Individual's Primary Discipline/Specialty: Select the individual’s discipline/specialty by clicking on the drop-down menu in Column 26d and choosing from one of the available options. Please note that you must select a discipline/specialty that is associated with the profession you selected in Column 26c. The disciplines/specialties are organized by profession in the drop-down; please scroll to find the correct option. |
IND-GEN - Entering Telehealth Training Information Figure 18. IND-GEN - Entering Telehealth Training Information
Training in Telehealth: Select Whether Individual Received Training: Select whether each individual received clinical or experiential training in telehealth during the current reporting period by clicking on the drop-down menu in Column 27d and choosing one of the following options:Training in Telehealth: Enter # of Contact Hours: - If the individual received clinical or experiential training in Telehealth, enter the total number of hours spent offering telehealth services and/or participating in training about how to offer telehealth services during the current reporting period in the textbox in Column 27e.
- If the individual did not receive clinical or experiential training in Telehealth, leave the textbox in Column 27e blank.
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IND-GEN - Entering Training Information in a Primary Care Setting Figure 19. IND-GEN - Entering Training Information in a Primary Care Setting
Training in a Primary Care Setting: Select Whether Individual Received Training: Select whether each student received clinical or experiential training in a primary care setting during the current reporting period by clicking on the drop-down menu in Column 28 (Block 17) and choosing one of the following options: Training in a Primary Care Setting: Enter # of Contact Hours:
- If the student did receive clinical or experiential training in a primary care setting, enter the total number of hours spent in this type of setting during the current reporting period in the textbox under Column 29 (Block 17a).
- If the student did NOT receive clinical or experiential training in a primary care setting, leave the textbox blank under Column 29 (Block 17a).
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IND-GEN - Entering Training Information in a Medically Underserved CommunityWarning Multiple steps are required to complete this portion of the subform. Please read instructions carefully. Figure 20. IND-GEN - Entering Training Information in a Medically Underserved Community
Training in a Medically Underserved Community: Select Whether Individual Received Training: Select whether each individual received clinical or experiential training in a medically underserved community during the current reporting period by clicking on the drop-down menu in Column 31 and choosing one of the following options: Training in a Medically Underserved Community: Enter # of Contact Hours: -
If the individual received clinical or experiential training in a MUC, enter the total number of hours spent in this type of setting during the current reporting period in the textbox in Column 32. -
If the individual did not receive clinical or experiential training in a MUC, leave the textbox blank. |
IND-GEN - Entering Training Information in a Rural AreaWarning Multiple steps are required to complete this portion of the subform. Please read instructions carefully. Figure 21. IND-GEN - Entering Training Information in a Rural Area
Training in a Rural Area: Select Whether Individual Received Training: Select whether each individual received clinical or experiential training in a rural area during the current reporting period by clicking on the drop-down menu in Column 33 (Block 19) and choosing one of the following options: Training in a Rural Area: Enter # of Contact Hours: - If the individual received clinical or experiential training in a rural area, enter the total number of hours spent in this type of setting during the current reporting period in the textbox.
- If the individual did not receive clinical or experiential training in a rural area, leave the textbox blank.
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IND-GEN - Selecting Whether Individual Left the Program Before Completion Figure 22. IND-GEN - Selecting Whether Individual Left the Program Before Completion
Select Whether Individual Left the Program Before Completion: Select whether each individual permanently left their training program before completion during the current reporting period by clicking on the drop-down menu in Column 36 (Block 21) and choosing one of the following options: |
IND-GEN - Entering Graduation/Completion InformationWarning Multiple steps are required to complete this portion of the subform. Please read instructions carefully. Figure 23. IND-GEN - Entering Graduation/Completion Information
Select Whether Individual Graduated/Completed the Program: Select whether each individual completed from their training program during the current reporting period by clicking on the drop-down menu in Column 37 (Block 22) and choosing one of the following options: Select Degree Earned: - Certificate - Behavioral Health Technician/Aide
- Certificate - Community Health Worker/Promotora
- Certificate - Mental Health Worker
- Certificate - Other
- Certificate - Outreach Worker
- Certificate - Peer Paraprofessional
- Certificate - Social Services Aide
- Certificate - Substance Use/ Addictions Worker
- Certificate - Youth Worker
- MA
- MEd
- MS
- MSW
- NP
- PhD
- PsyD
- Other
- N/A
Select Individual's Post-Graduation/Completion Intentions: - Individual intends to apply for NHSC Loan Repayment
- Individual intends to apply to a degree program (associate's level)
- Individual intends to apply to a degree program (bachelor's level)
- Individual intends to become employed or pursue further training in a medically underserved community
- Individual intends to become employed or pursue further training in a primary care setting
- Individual intends to become employed or pursue further training in a rural setting
- Individual intends to become employed or pursue further training toward a career serving military personnel veterans and their families
- Individual intends to pursue employment in a career serving at-risk children adolescents and/or transitional age youth.
- None of the above
- Not Reported
- N/A
Warning None of the above, Not reported, and N/A cannot be selected in combination with any other option. To Complete the Form: Click on the “Save and Validate” button located on the bottom right corner of your screen. If no errors are found, the BPMH system will automatically route you to the next required subform. |
IND-GEN - Entering Individual's Employment DataWarning Multiple steps are required to complete this portion of the subform. Please read instructions carefully. Figure 24. IND-GEN - Entering Individual's Employment Data
Select whether Employment Data is available?: Select whether employment data are available by clicking on the drop-down menu in Column 56 and choosing one of the following options: - Yes
- Yes (outside U.S.)
- No
- N/A
Select Whether Your Organization Hired this Individual: Select Whether a Partner Organization Hired this Individual: Enter Zip Code: Enter the zip code for the individual’s Employment Location. Enter City: Enter State: Select Type of Employment: - If ‘Yes’ was selected in Column 56, identify the individual’s type of employment by clicking on the drop-down menu and selecting the best option among those listed below.
- If ‘No’ or ‘Yes (outside U.S.)' was selected, select 'N/A' in Column 60.
- Academic Institution
- Academic Medical Center
- Area Health Education Center
- Certified Community Behavioral Health Clinic (CCBHC)
- Community Behavioral Health/Mental Health Center
- Community Health Center (CHC)
- Critical Access Hospital
- Federal Government
- FQHC or Look-Alike
- Health Department (local/state/tribal)
- Hospital (non-academic)
- Indian Health Service (IHS)/Tribal/Urban Indian Health Center
- Nursing Home
- Other Clinical Health Setting
- Other Community-Based Organization
- Other Long-term Care Facility
- Other Specialty Clinic
- Private Industry
- Private Practice
- Residential Living Facility (including independent and assisted living)
- Rural Health Clinic
- School-based Clinic
- State or Local Government
- US Armed Forces
- Veterans Affairs Healthcare (e.g. VA hospital or clinic)
- Pursuing Additional Education or Training
- Not Currently Employed
- N/A
Warning For Column 60, None of the above, not reported, and N/A cannot be selected in combination with any other option. NoteIf an individual has completed the program but is not currently employed, please select “Yes” for Column 56 (Select whether employment data is available). Leave the zip code, city, and state blank and select "N/A" for whether you or a partner organization hired the individual (Columns 56a and 56b). Then, select “Not Currently Employed” for Column 60 and N/A for Column 61.
Note You must also select “N/A” if you indicated that the person is “Not Currently Employed” in Column 60.
Note Leave the zip code blank if you indicated that the person is “Not Currently Employed” in Column 60. |
IND-GEN - Selecting Individual's Employment Location Settings Figure 25. IND-GEN - Selecting Individual's Employment Location Settings
Select Individual's Employment Location Settings: For each individual, use the drop-down menu in Column 61 to select all that apply from the list of employment location settings. - Medically Underserved Community
- National Health Service Corps (NHSC)-Approved Site
- Primary Care Setting
- Rural Area
- None of the Above
- N/A
To Complete the Form: Click on the "Save and Validate" button located on the bottom right corner of your screen. If no errors are found, the BPMH system will automatically route you to the next required subform. |
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