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
Log in to your electronic health record (EHR) system.
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.)