Report Description | ||||
This report is designed to extract inquiry data from the SmartCare system. The report will track inquiries related to CARE Act services and would be used to be compliance with state reporting requirements. | ||||
Report Name | Menu Path | Client Based | Report RDL Name | |
CalMHSA 807 – CARE Act Inquiries Report | CalMHSA 807 – CARE Act Inquiries Report (My Office) | N | RDLCALMHSA_807_CareAct_Inquiries | |
Parameters | Data Type | Hidden | Comments | |
StartDate | Date | N | A date parameter that allows users to specify the beginning of the date range which is used to filter inquiry data base on the InquiryStartDateTime value. | |
EndDate | Date | N | A date parameter that allows users to specify the end of the date range which is used to filter inquiry data base on the InquiryStartDateTime value. | |
Program | Multiple Select | N | A multiple select that allows users to specify which program association the report will use when pulling Inquiry data. | |
Status | Multiple Select | N | A multiple select that allows users to specify which status value the report will use when pulling Inquiry data. | |
ShowDetail | Single Select | N | A single select that allows users to toggle whether the report will display detail portions along with the summary portions or just summary portions of the report. | |
ShowHeader | Single Select | N | A single select that allows users to toggle whether the report will display the report’s Header and Footer or not. | |
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 | |
DateSet1 | Inquiry Detail | Y | This dataset is used to populate the aaa. It pulls data from the Inquiries table with JOINS to the following tables. · GlobalCodes · Staff It pulls data base on the following criteria. · Only pull inquiry records with InquiryStartDateTime within the date range setup by the StartDate and EndDate parameters. · Only pull inquiry records with status values within the selected Status parameter. · Only pull inquiry records with programid values within the selected Programs parameter. · Only pull inquiry records whose inquiry type is “CARE Act Inquiry” Special Notes regarding the dataset: · The dataset is a CTE script that contains three CTEs. They are as followed: o DispositionServiceTypesPivot. This CTE is designed to pull inquiry’s Disposition Service Type data. It is designed to only pull Disposition Service Type data where it’s ServiceType value is one of the following: § County MH Services § County SUD Services § CalAIM Community Supports and/or ECM (including housing supports and services) § Social Services and Supports § Specialized Program: FSP § Specialized Program: ACT § Specialized Program: FACT § Specialized Program: Early Psychosis Intervention § No connection (insufficient info or incomplete transaction/encounter with individual) § Other o CAREPresentingProblems. This CTE is designed to pull inquiry’s Presenting Problem data. It is designed to only pull Presenting Problem data where it’s ProblemList value is one of the following: § CARE: Eligibility Info § CARE: Petition Assistance, info about petition process, self-help center info or services § CARE: Mental Health Court § CARE: Housing services and supports § CARE: MH or SUD services and supports § CARE: Outreach/education for advertising/promoting o InquiryDispositions. This CTE is designed to pull inquiry’s Dispositions data. | |
Status | Global Codes (Admin) | N | This dataset is used to populate the Status parameter. It pulls data from the GlobalCodes table. It pulls data base on the following criteria. · Only pull active global codes · Only pull global codes with the exact term “Inquirystatus” in the beginning of it’s Category column value · Only pull global codes that are non-soft deleted (I.E. RecordDeleted = ‘N’/NULL) | |
Programs | Program (Admin) | Y | This dataset is used to populate the Program parameter. It pulls data from the StaffClinicalDataAccessGroup table with LEFT OUTER JOINs to Programs and ClinicaldataAccessGroupPrograms table. · All records from all involve tables are non-softdeleted. · Only pull Programs records whose Active column value is within what is selected in the Active Program parameter. · Only pull StaffClinicalDataAccessGroup records whose ClinicalDataAccessGroupId matches with the value within ClinicalDataAccess GroupId parameter Only pull StaffClinicalDataAccessGroup records whose StaffId matches with the values within the ExecutedByStaffId parameter | |
GetCountyLogo | N/A | N/A | County logo image for display on page header | |
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