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File Upload Instructions


Axxess AgencyCore users do not need to upload a monthly patient file for HHCAHPS surveying.


Organizations not using Axxess AgencyCore can use the following instructions to upload monthly patient information files before the 5th of each month.


Instructions for Uploading Patient Information Files

  1. Log in to your electronic health record (EHR) system.
  2. Generate a CAHPS report for the sample month, and save the CAHPS report file for uploading. (If your organization does not use an EHR system, you can create a CAHPS patient information file manually. The Upload File Page in your AxxessCAHPS portal provides a downloadable File Specifications Template and guidance document for you to easily create a patient information file.)
  3. Log in to the AxxessCAHPS portal.
  4. Select the Admin Tools tab at the top of the screen, and select Upload File from the drop-down menu.
  5. On the Upload File page, select the appropriate Agency Location from the drop-down menu, and click the Choose File button to select your file.
  6. Click the red Upload button to complete the upload process.


File upload instructions are also provided in the video tutorial below: