CalMHSA 123 – New Clients Program Specific TADT Report

Report Description

This report displays all clients who do not have a TADT document in either “In Process” or “Signed” status. It is intended for program administrators to identify clients within their program who require a TADT document to be created. The TADT documents are as followed:

·       DMC-ODS Opioid Timeliness Record

·       DMC-ODS Outpatient Timeliness Record

·       MH Non-Psychiatric SMHS Timeliness Record

·       MH Psychiatric SMHS Timeliness Record

·       DMC-SP Opioid Timeliness Record

·       DMC-SP Outpatient Timeliness Record

Report Name

Menu Path

Client Based

Report RDL Name

CalMHSA 123 – New Clients Program Specific TADT Report

 CalMHSA 123 – New Clients Program Specific TADT Report (My Office)

N

RDLCalMHSAClientsWithoutTADT

Parameters

Data Type

Hidden

Comments

Start Date

Date

N

A date filter that allows users to specify the beginning of the data range to be used to pull in client data base on the client record’s createddate.

End Date

Date

N

A date filter that allows users to specify the end of the data range to be used to pull in client data base on the client record’s createddate.

Programs

Multi-Select Dropdown

N

A multiple select that allows users to specify which program association the report will use when pulling the timeliness document data.

Report Types

Multi-Select Dropdown

N

A multiple select that allows users to specify which type of document the report pull data from. The 6 values are hard code in this dropdown.

ClinicalDataAccess GroupId

Integer

Y

Passed by system at report run time based on currently logged in Staff

ExecutedByStaffId

Integer

Y

Passed by system at report run time based on currently logged in Staff

DataSets

Form(s)

CDAG enforced

Comments

Psych

MH Non-Psychiatric SMHS Timeliness Record (Client)

Y

This dataset calls for a stored procedure called “csp_RDLCalMHSANewClientInquiriesMHPsychTADT”. In the stored procedure, it pulls in the following parameters:

·       StartDate

·       EndDate

·       Programs

·       ExecutedByStaffId

·       ClinicalDataAccessGroupId

The stored procedure is designed to return data base on the following criterias:

·       Only pull Client and ClientProgram data where the record is not softdeleted (RecordDeleted = NULL or ‘N’)

·       Only pull Client data where the executed user (user who is running the report) have access to the client (Sequester Logic)

·       Only pull Client data where the client is enrolled in a program where the program’s ServiceAreaId = 1 (I.E. MH)

·       Only pull Client data where the client is enrolled in a program that is within the selected programs of the Programs parameter/filter

·       Only pull Client data where the client record’s createddate is within the time range setup by the Start and End Date parameters/filters

·       Only pull Client data where the client is not associated to any “MH Psychiatric SMHS Timeliness Record” document that is not softdeleted (RecordDeleted = NULL or ‘N’) and is either in “In Progress” (21) and “Signed” (22) status.

Things to note with the Stored Procedure:

·       Regarding the Respective Program Status Date column, the displayed value is determined by the following logic:

o   If the client’s clientprogram record is in “Enrolled” status, then display the clientprogram record’s EnrolledDate value

o   If the client’s clientprogram record is in “Requested” status, then display the clientprogram record’s RequestedDate value

o   If the client’s clientprogram record is in “Discharged” status, then display the clientprogram record’s DischargedDate value

NonPsych

MH Psychiatric SMHS Timeliness Record (Client)

Y

This dataset calls for a stored procedure called “csp_RDLCalMHSANewClientInquiriesMHNonPsychTADT”. In the stored procedure, it pulls in the following parameters:

·       StartDate

·       EndDate

·       Programs

·       ExecutedByStaffId

·       ClinicalDataAccessGroupId

The stored procedure is designed to return data base on the following criterias:

·       Only pull Client and ClientProgram data where the record is not softdeleted (RecordDeleted = NULL or ‘N’)

·       Only pull Client data where the executed user (user who is running the report) have access to the client (Sequester Logic)

·       Only pull Client data where the client is enrolled in a program where the program’s ServiceAreaId = 1 (I.E. MH)

·       Only pull Client data where the client is enrolled in a program that is within the selected programs of the Programs parameter/filter

·       Only pull Client data where the client record’s createddate is within the time range setup by the Start and End Date parameters/filters

·       Only pull Client data where the client is not associated to any “MH Non-Psychiatric SMHS Timeliness Record” document that is not softdeleted (RecordDeleted = NULL or ‘N’) and is either in “In Progress” (21) and “Signed” (22) status.

Things to note with the Stored Procedure:

·       Regarding the Respective Program Status Date column, the displayed value is determined by the following logic:

o   If the client’s clientprogram record is in “Enrolled” status, then display the clientprogram record’s EnrolledDate value

o   If the client’s clientprogram record is in “Requested” status, then display the clientprogram record’s RequestedDate value

o   If the client’s clientprogram record is in “Discharged” status, then display the clientprogram record’s DischargedDate value

Opioid

DMC-ODS Opioid Timeliness Record (Client)

Y

This dataset calls for a stored procedure called “csp_RDLCalMHSANewClientInquiriesDMCOpioidTADT”. In the stored procedure, it pulls in the following parameters:

·       StartDate

·       EndDate

·       Programs

·       ExecutedByStaffId

·       ClinicalDataAccessGroupId

The stored procedure is designed to return data base on the following criterias:

·       Only pull Client and ClientProgram data where the record is not softdeleted (RecordDeleted = NULL or ‘N’)

·       Only pull Client data where the executed user (user who is running the report) have access to the client (Sequester Logic)

·       Only pull Client data where the client is enrolled in a program where the program’s ServiceAreaId = 3 (I.E. DMC)

·       Only pull Client data where the client is enrolled in a program that is within the selected programs of the Programs parameter/filter

·       Only pull Client data where the client record’s createddate is within the time range setup by the Start and End Date parameters/filters

·       Only pull Client data where the client is not associated to any “DMC-ODS Opioid Timeliness Record” document that is not softdeleted (RecordDeleted = NULL or ‘N’) and is either in “In Progress” (21) and “Signed” (22) status.

Things to note with the Stored Procedure:

·       Regarding the Respective Program Status Date column, the displayed value is determined by the following logic:

o   If the client’s clientprogram record is in “Enrolled” status, then display the clientprogram record’s EnrolledDate value

o   If the client’s clientprogram record is in “Requested” status, then display the clientprogram record’s RequestedDate value

o   If the client’s clientprogram record is in “Discharged” status, then display the clientprogram record’s DischargedDate value

Outpatient

DMC-ODS Outpatient Timeliness Record (Client)

Y

This dataset calls for a stored procedure called “csp_RDLCalMHSANewClientInquiriesDMCOutpatientTADT”. In the stored procedure, it pulls in the following parameters:

·       StartDate

·       EndDate

·       Programs

·       ExecutedByStaffId

·       ClinicalDataAccessGroupId

The stored procedure is designed to return data base on the following criterias:

·       Only pull Client and ClientProgram data where the record is not softdeleted (RecordDeleted = NULL or ‘N’)

·       Only pull Client data where the executed user (user who is running the report) have access to the client (Sequester Logic)

·       Only pull Client data where the client is enrolled in a program where the program’s ServiceAreaId = 3 (I.E. DMC)

·       Only pull Client data where the client is enrolled in a program that is within the selected programs of the Programs parameter/filter

·       Only pull Client data where the client record’s createddate is within the time range setup by the Start and End Date parameters/filters

·       Only pull Client data where the client is not associated to any “DMC-ODS Outpatient Timeliness Record” document that is not softdeleted (RecordDeleted = NULL or ‘N’) and is either in “In Progress” (21) and “Signed” (22) status.

Things to note with the Stored Procedure:

·       Regarding the Respective Program Status Date column, the displayed value is determined by the following logic:

o   If the client’s clientprogram record is in “Enrolled” status, then display the clientprogram record’s EnrolledDate value

o   If the client’s clientprogram record is in “Requested” status, then display the clientprogram record’s RequestedDate value

o   If the client’s clientprogram record is in “Discharged” status, then display the clientprogram record’s DischargedDate value

StateOutpatient

DMC-SP Outpatient Timeliness Record (Client)

Y

This dataset calls for a stored procedure called “csp_RDLCalMHSANewClientInquiriesDMCStateOPTADT”. In the stored procedure, it pulls in the following parameters:

·       StartDate

·       EndDate

·       Programs

·       ExecutedByStaffId

·       ClinicalDataAccessGroupId

The stored procedure is designed to return data base on the following criterias:

·       Only pull Client and ClientProgram data where the record is not softdeleted (RecordDeleted = NULL or ‘N’)

·       Only pull Client data where the executed user (user who is running the report) have access to the client (Sequester Logic)

·       Only pull Client data where the client is enrolled in a program where the program’s ServiceAreaId = 3 (I.E. DMC)

·       Only pull Client data where the client is enrolled in a program that is within the selected programs of the Programs parameter/filter

·       Only pull Client data where the client record’s createddate is within the time range setup by the Start and End Date parameters/filters

·       Only pull Client data where the client is not associated to any “DMC-SP Outpatient Timeliness Record” document that is not softdeleted (RecordDeleted = NULL or ‘N’) and is either in “In Progress” (21) and “Signed” (22) status.

Things to note with the Stored Procedure:

·       Regarding the Respective Program Status Date column, the displayed value is determined by the following logic:

o   If the client’s clientprogram record is in “Enrolled” status, then display the clientprogram record’s EnrolledDate value

o   If the client’s clientprogram record is in “Requested” status, then display the clientprogram record’s RequestedDate value

o   If the client’s clientprogram record is in “Discharged” status, then display the clientprogram record’s DischargedDate value

StateNarcotic

DMC-SP Opioid Timeliness Record (Client)

Y

This dataset calls for a stored procedure called “csp_RDLCalMHSANewClientInquiriesDMCStateNarcoticTADT”. In the stored procedure, it pulls in the following parameters:

·       StartDate

·       EndDate

·       Programs

·       ExecutedByStaffId

·       ClinicalDataAccessGroupId

The stored procedure is designed to return data base on the following criterias:

·       Only pull Client and ClientProgram data where the record is not softdeleted (RecordDeleted = NULL or ‘N’)

·       Only pull Client data where the executed user (user who is running the report) have access to the client (Sequester Logic)

·       Only pull Client data where the client is enrolled in a program where the program’s ServiceAreaId = 3 (I.E. DMC)

·       Only pull Client data where the client is enrolled in a program that is within the selected programs of the Programs parameter/filter

·       Only pull Client data where the client record’s createddate is within the time range setup by the Start and End Date parameters/filters

·       Only pull Client data where the client is not associated to any “DMC-SP Opioid Timeliness Record” document that is not softdeleted (RecordDeleted = NULL or ‘N’) and is either in “In Progress” (21) and “Signed” (22) status.

Things to note with the Stored Procedure:

·       Regarding the Respective Program Status Date column, the displayed value is determined by the following logic:

o   If the client’s clientprogram record is in “Enrolled” status, then display the clientprogram record’s EnrolledDate value

o   If the client’s clientprogram record is in “Requested” status, then display the clientprogram record’s RequestedDate value

o   If the client’s clientprogram record is in “Discharged” status, then display the clientprogram record’s DischargedDate value

Programs

CDAG Details

Y

This dataset calls for a stored procedure labeled “ssp_SCGetCDAGPrograms”. In the stored procedure, it pulls in the following parameters:

·       Clientid

·       CDAGid

·       LoggedInStaffid

The stored procedure is designed to return either the following based on if the clientid is equal to 0 or not:

·       All active, non-soft deleted, and associated programs records that the clientid parameter have ClientProgram records in

Return all active, non-soft deleted programs records that is associated to the CDAGid parameter.

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N/A

N/A

County logo image for display on page header

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