IND-GEN - SetupTo begin providing individual-level data for trainees who received BHW-funded financial awards during the reporting period or to provide updates for individuals 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. Whether your program provides financial support for students or not, each Awardee must select “Yes” for this table. This will allow you to enter each student who is participating in a longitudinal clinical immersion training program. Do not include preceptors, clinical nurses or faculty in this table. 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. Warning Prior records cannot be deleted. |
IND-GEN - Excel Upload (Optional)Warning Users must download and use the Excel template provided in your Annual Performance Report because it populates with prior year records if you have any, and it’s customized for your grant program. Templates must be downloaded each year to make sure the most up-to-date data and the latest configurations are included. Users cannot use the prior year’s template. Be sure to save the Excel template to a folder other than the downloads folder. | Do not modify the format. For example: renaming the columns, adding columns, deleting columns, or renaming worksheets. Users must download and use the template from EHBs. The system will not upload/process spreadsheets with changes or those in a different format. Types of Data Fields: | - Data Entry field – For these type of fields, users can copy/paste allowable values and/or enter valid data in the cell or in the formula bar (if required). Ex.) ‘Trainee Unique ID’ (Column 2)
| - Single-Select dropdown field – For these type of fields, users can copy/paste allowable values (note they must match the selection option exactly), select an option from the list of pre-set choices in the dropdown box, and/or enter the valid selection in the cell or in the formula bar. Ex.) ‘Select Individual’s Training or Awardee Category’ (Column 3)
| - Multi-Select dropdown field – For these types of fields, users can copy/paste allowable values (note they must match the selection options exactly) and/or select one or more options from the list of pre-set choices in the dropdown box. Ex.) ‘Select any HHS Priority Topic Area on which an Individual Received Training’ (Column 26b).
- Do not try to enter data into the cell or into the formula bar for this type of field as it may cause errors.
General Instructions: | - Previously reported training programs (i.e., prior records) will be auto populated and displayed at the top of the spreadsheet. Cells that are gray are not editable. If new rows are added in the IND-GEN form, columns that auto-populate remain non-editable and empty (see below for additional details).
| - To enter a new record, users should start on the next blank row. Users must select the ‘Type of Training Program’ (Column 1) and enter the ‘Trainee Unique ID’ (Column 2). If not, the data for that row will not upload into the EHBs. While the ‘Record Status’ will be new, that column is not editable and will remain empty. Once the template is uploaded and processed, the ‘New Record’ status will be displayed in EHBs.
| - Awardees with at least one ‘ongoing’ structured or unstructured training program or at least one ‘active’ Fellowship Program, Major Participating Site/Rotation Site, Degree/Diploma/Certification, Practica/Field Placement, or Residency Program will be populated in the ‘Type of Training Program’ dropdown list in the IND-GEN template. The list is derived from the Training Program – Setup form.
| - The ‘City’ and ‘State’ Columns 58 and 59 are not editable and will remain empty even if the user enters the Zip Code in Column 57. Once the template is uploaded and processed, as long as a valid Zip Code is provided, the City and State will be populated in EHBs.
| - The ‘Academic Year Total’ Column 21b is not editable and will remain empty if the user enters financial award amounts (Columns 13-20a). Once the template is uploaded and processed, as long as a valid financial award amount is provided within Columns 13-20a, the academic year total will be populated in EHBs.
| | Copying and Pasting Data: | - Users can copy and paste data from another source/file into Data Entry, Single-Select Dropdown, and Multi-Select Dropdown fields.
| - The values provided for Single-Select or Multi-Select fields must exactly match the values that exist in the system. This includes having the same spelling, spacing, and punctuation (hyphens, etc.). Capitalization does not matter. Values for Multi-Select fields must be separated by a comma and a space.
| Multi-Selecting and Unselecting Pre-Set Options: | - For the multi-select fields, users can select one or more pre-set options in the dropdown list. Users will have to select the options one at a time. However, the pre-set options will be shown together as comma separated values in the field.
| - To unselect one or more pre-set options, users can click on the pre-set option(s) a second time. This will remove the option from the field.
| Validations: | - Validations are embedded within the Excel template.
| - Validation messages will appear:
- When a required field is missing,
- When there is a conditional validation on two or more columns, and
- When a pre-set selection option cannot be combined with other pre-set options (specifically for multi-select fields).
| - When the value of the cell is changed a new validation message may appear if the data is deleted, it conflicts with a conditional validation, or the text field does not match the data type or pre-set option.
| - When a validation message appears, the user has the option to correct the field or leave it as is. If a user ignores the validation error in the Excel template, then the validation will still show in the EHB after the data has been processed. In this case, the user must fix the validation error in the EHB. All validation errors must be fixed to save and validate the form.
| Uploading the Excel File in EHBs: | - Users can upload the template and process it in EHBs as long as data has been selected/entered in Column 1 and Column 2. This is true if there are missing values as well as if there are validation errors. Both can be fixed once the data is uploaded into EHBs.
| - Once you have completed the Excel template, log into HRSA EHBs to access the Annual Performance Report. Navigate to the IND-GEN form, attach the file, upload the file, and then click the Process Data button. Users must select the Process Data button for the data to appear in the EHBs. Users will be unable to save and validate the IND-GEN form if the data is not processed. If you do not wish to process the data, you must delete the template from EHB.
| - Be sure to confirm that the data transferred successfully, enter any missing fields, and read all validation error messages carefully. Note: the row numbers in EHBs will not match the row numbers in the Excel template.
| - If users need to make changes or work on the offline template again, then a new Excel template must be generated with the most recent data and then downloaded. Failure to download a new Excel template may lead to missing, incomplete, or incorrect data.
| - Only one file can be uploaded to the EHBs at a time. If data was updated in the new file, then the old file must be deleted and the new file added to the EHBs. Deleting a file will remove it from the EHBs but the data will remain in the EHBs if it has already been processed.
| Warning The Type of Training Program (Column 1) and Trainee Unique ID (Column 2) are key columns. These columns need to be complete in order for the row to be uploaded and processed into EHBs. If one or both of these columns are not complete, then the row of data will not be processed in EHBs. Note The row numbers in EHBs will not match the row numbers in the Excel template. | |
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 and choosing one of the available options. Note The options available in this dropdown menu will prepopulate with programs entered and saved in the Training Program Setup Form. Note This column will prepopulate for prior records with data submitted in the previous reporting period. Prior data cannot be altered or deleted. |
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 training category by clicking on the drop-down menu in Column 3 and choosing the 'Faculty' option. If individuals receiving training or award(s) are preceptors, please make a note in the comment section indicating which INDGEN ID #s are preceptors. - Enrollee (campus-based only)
- Enrollee (distance learning only)
- Enrollee (hybrid)
Note This column will prepopulate for prior records with data submitted in the previous reporting period. Prior data cannot be altered or deleted. |
IND-GEN - Selecting Highest Degree Held by Individual Figure 5. IND-GEN - Selecting Highest Degree Held by Individual
Select Highest Degree Held by Individual: Select the highest degree held by each individual by clicking the on the drop-down menu in Column 3b and selecting one of the following options: - DDS
- AA/AS
- DMD
- BS
- BS/BSN
- BSN
- DO
- DNP
- MD
- Doctoral Degree (not otherwise specified)
- Master's Degree (not otherwise specified)
- MHS
- MMSc
- PharmD
- MPAS
- MSN
- PsyD
- PhD
- N/A
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IND-GEN - Selecting Individual's Enrollment/Employment Status Figure 6. IND-GEN - Selecting Individual's Enrollment/Employment Status
Select Individual's Enrollment / Employment Status: Select each individual’s current enrollment or employment status by clicking on the drop-down menu in Column 4 (Block 3) and choosing one of the following options: - Full-time
- Both Full-time and Part-time
- Part-time
- On leave of absence
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IND-GEN - Selecting Individuals Sex Figure 7. IND-GEN - Selecting Individuals Sex
Select Individual's Sex: Select the sex that applies to each individual by clicking on the drop-down menu under column 5a and choosing the option that applies: Warning If "Not Reported" was selected for a record during a previous reporting period, you are expected to provide updated information. |
IND-GEN - Entering Year of Birth Figure 8. IND-GEN - Entering Year of Birth
Enter Year of Birth: Select each individual’s year of birth in the dropdown menu 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 9. 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
Warning If "Not Reported" was selected for a record during a previous reporting period, you are expected to provide updated information. |
IND-GEN - Selecting Individual's Race Figure 10. IND-GEN - Selecting Individual's Race
Select Individual's Race: Select each individual’s race by clicking on the drop-down menu under Block 7 and choosing all that apply from the following options: - 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. Warning If "Not Reported" was selected for a record during a previous reporting period, you are expected to provide updated information. |
IND-GEN - Selecting if Individual is from a Rural Residential Background Figure 11. 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: Warning The 'Not Reported' option may not be selected for prior records. Note This column will prepopulate for prior records with data submitted in the previous reporting period. Prior data cannot be altered or deleted. Reference Refer to the glossary for a definition of rural setting. |
IND-GEN - Selecting if Individual is from a Disadvantaged Background Figure 12. 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: Warning The 'Not Reported' option may not be selected for prior records. Note This column will prepopulate for prior records with data submitted in the previous reporting period. Prior data cannot be altered or deleted. Reference Refer to the glossary for a definition of disadvantaged background. |
IND-GEN - Selecting Individual's Veteran Status Figure 13. 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
Warning The 'Not Reported' option may not be selected for prior records. Note This column will prepopulate for prior records with data submitted in the previous reporting period. Prior data cannot be altered or deleted. Reference Refer to the glossary for a definition of the various types of veteran statuses. |
IND-GEN - Entering BHW-Funded Financial Award InformationWarning Multiple steps are required to complete this portion of the subform. Please read instructions carefully. Figure 14. IND-GEN - Entering BHW-Funded Financial Award Information
Select Whether Individual Received BHW Financial Award?: Select whether each student received a BHW-funded financial award during the annual reporting period by clicking on the drop-down menu under Block 11 and choosing one of the following options: Enter Individual's Financial Award Amount (BHW funds only): Direct Financial Support:
- If the individual did receive a direct BHW-funded financial award, enter the total amount of BHW dollars provided during the current reporting period in the textbox in Column 20a.
- If the individual did not receive a direct BHW-funded financial award, enter ""0"" in the textbox in Column 20a.
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 15. 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 ½ an academic year, please round up. For example, if a resident or dentist has received a financial award for 1 ½ years, please enter 2. Note If an individual received a BHW-funded financial award for the first time during the annual reporting period, select "1" under Block 12. |
IND-GEN - Selecting Individual's Academic or Training Year Figure 16. 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: |
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.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.- Advanced Practice Nursing
- Aggregate/Systems/Organizational
- Alternative/Complementary
- Clinical Nurse Leader (CNL)
- Clinical Nurse Specialist (CNS)
- Community Health Nursing
- Forensics
- Licensed Practical/Vocational Nurse (LPN/LVN)
- Nurse Administrator
- Nurse Anesthetist
- Nurse Educator
- Nurse Midwife
- Nurse Practitioner (NP)
- Nursing Informatics
- Public Health Nurse
- Registered Nurse (RN)
- Researcher/Scientist
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IND-GEN - Selecting Training in Interprofessional Education and/or PracticeWarning Multiple steps are required to complete this portion of the subform. Please read instructions carefully. Figure 18. IND-GEN - Selecting Training in Interprofessional Education and/or Practice
Training in Interprofessional Education and/or Practice: Select Whether Individual Received Training: Select whether each individual received experiential training in interprofessional education and/or practice during the annual reporting period by clicking on the drop-down menu under Column 27a and choosing one of the following options: |
IND-GEN - Entering Telehealth Training Information Figure 19. 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.
Training in Telehealth: Enter # of Patient Encounters: - If the individual received clinical or experiential training in Telehealth, enter the number of telehealth patient encounters in this setting during the current reporting period in Column 27f.
- If the individual did not receive clinical or experiential training in Telehealth, leave the textbox in Column 27f blank.
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IND-GEN - Entering Training Information in a Primary Care SettingWarning Multiple steps are required to complete this portion of the subform. Please read instructions carefully. Figure 20. IND-GEN - Entering Training Information in a Primary Care Setting
Training in a Primary Care Setting: Select Whether Individual Received Training: Select whether each individual 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 individual received 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.
- If the individual did not receive clinical or experiential training in a primary care setting, leave the textbox blank.
Training in a Primary Care Setting: Enter # of Patient Encounters: |
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 21. 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. Training in a Medically Underserved Community: Enter # of Patient Encounters : - If the individual received clinical or experiential training in a MUC, enter the number of patient encounters in a medically underserved community during the current reporting period in Column 32a.
- If the individual did not receive clinical or experiential training in a MUC, leave the textbox in Column 32a blank.
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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 22. 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.
Training in a Rural Area: Enter # of Patient Encounters: - If the individual received clinical or experiential training in a rural area, enter the total number of patient encounters in this setting during the current reporting period in Column 34aa.
- If the individual did not receive clinical or experiential training in a rural area, leave the textbox blank.
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IND-GEN - Entering Total # of Patient Encounters Across All Settings Including Inpatients Figure 23. IND-GEN - Entering Total # of Patient Encounters Across All Settings Including Inpatients
Enter Total # of Patient Encounters Across All Settings Including Inpatients: For each individual, enter the number of patient encounters across all settings, including inpatients, during the current reporting period in Column 34ab. |
IND-GEN - Entering Total # of Contact Hours Across All Settings Including Inpatients Figure 24. IND-GEN - Entering Total # of Contact Hours Across All Settings Including Inpatients
Enter Total # of Contact Hours Across All Settings Including Inpatients: For each individual, enter the number of contact hours across all settings, including inpatients, during the current reporting period in Column 34ac. |
IND-GEN - Selecting Student Services Information Figure 25. IND-GEN - Selecting Student Services Information
Student Services: Select Social Support services used by Trainee: Select whether each trainee used social support services by clicking on the drop-down menu under Column 34a and choosing all that apply from the following options: - Faculty or staff led counseling sessions
- Other social support services
- Peer support advisors
- Peer support groups
- Service learning opportunities
- None of the above
- N/A
Student Services: Select Academic Support services used by Trainee: Select whether each trainee used academic support services by clicking on the drop-down menu under Column 34b and choosing all that apply from the following options: - Academic coaching
- Academic support program
- Faculty or staff led advising sessions
- Group tutoring
- Individual tutoring
- Study skills training
- Time management training
- N/A
- Other academic support service
- None of the above
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IND-GEN - Selecting Whether Individual Left the Program Before Completion Figure 26. 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 - Selecting Reason for Attrition or Inactive Status Figure 27. IND-GEN - Selecting Reason for Attrition or Inactive Status
Select Reason for Attrition or Inactive Status: Select the primary reason each individual discontinued participation by clicking on the drop-down menu under Column 36a and choosing one of the following options: - Academic withdrawal
- Administrative Error
- Change in major
- Discontinuous year in training program
- Emotional/physical/mental exhaustion (burnout)
- Family obligations
- Financial obligations
- Medical leave of absence
- Military/Active duty
- Transfer to another institution
- Transportation difficulties
- Other
- None of the Above
- N/A
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IND-GEN - Entering Graduation/Completion InformationWarning Multiple steps are required to complete this portion of the subform. Please read instructions carefully. Figure 28. 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: - AA
- AS
- BS
- BSN
- Certificate
- Diploma
- N/A
Select whether individual passed a certifying examination on the first attempt: - Yes - passed on first attempt
- Yes - passed after two or more attempts
- No - did not pass
- Not yet sat for exam
- N/A
Select Individual's Post-Graduation/Completion Intentions: - Individual intends to apply for NHSC Loan Repayment
- 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 pursue further education
- N/A
- None of the above
- Individual intends to become a preceptor
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 # of Trainees Precepted Figure 29. IND-GEN - Entering # of Trainees Precepted
Enter # of Trainees Precepted: Enter number of trainees precepted by each preceptor in Column 45a. Note For students and faculty, leave Column 45a blank. |
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