CalMHSA 103 – Shift/Rounding Report

Report Description

This is a report that is designed to be used as a rounding tool to help organize multidisciplinary teams get an overview of each pt /room and their main issues and outstanding items

Report Name

Menu Path

Client Based

Report RDL Name

CalMHSA 103 – Shift/Rounding Report

CalMHSA 103 – Shift/Rounding Report (My Office)

N

RDLShiftReport_CalMHSA

Parameters

Data Type

Hidden

Comments

Unit

Multiple Select

N

A multiple select dropdown that allows users to specify which Units will the data be pulled from

ClinicalDataAccessGroupId

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

Primary

Bedboard (My Office)

Y

This query is the main query used to pull the data that is displayed in the report. The query pulls admitted status client’s data with the following criteria:

1) within the selected units on the Unit parameter

2) is assigned to a bed with the status of Occupied

3) bed assignment disposition is NULL

Here are some noteworthy things about the data that is pulled:

·         All client data that is pull are active and non-deleted.

·         If the data involves start and end dates, the query will make sure the current date (I.E. date of report being ran) is within the start and end dates. If the end date can be NULL, the query will take that in consideration too. (Data will show if end date is NULL.) Example: Client’s MH coverage. For the coverage to show up on the report, the coverage’s start date <= current date <= coverage’s end date.

·         Pulls all client’s Treatment Team members records per program. Also include the client’s assigned inpatient Physician and Clinician with the Treatment Team list in the Care Team column.

·         Pulls all client’s non-discontinued orders that are flagged as observation (I.E. Order record’s showonwhiteboard = ‘Y’) or is “Safely Check” order type.

·         Pulls all client’s non-completed, current flags

Units

Units/Rooms/Beds (Admin), Staff Details -> Proc/Prog/Loc/Proxy/Supervisor

N

This query is used to populate the Units parameter. It pulls all units with the following criteria:

·         Units are associated to the same programs as the login user is associated

·         The Unit have bed assignments that are occupied and the disposition of said bed assignments is NULL

·         Client Inpatient Visit record is set to Admitted status

·         All related data to the Unit is non-deleted (Table Joins, main table)

ExecutingStaff

Staff/Users (Admin)

N

This query is used to pull the login user’s first and last name

Default User Roles