CalMHSA 105 – Legal Hold Tracking Report for Clinical Use

Report Description

This report is designed to pull up all legal status client orders. Users will be able to setup a specify date range as well to have control over seeing which certain programs and units the data will be pulled from by the available filters.

Report Name

Menu Path

Client Based

Report RDL Name

CalMHSA 105 – Legal Hold Tracking Report for Clinical Use

CalMHSA 105 – Legal Hold Tracking Report for Clinical Use (My Office)

N

RDLCALMHSA_105_Legal_Status_ClinWkflow

Parameters

Data Type

Hidden

Comments

Start Date 

Date

N

 

End Date

Date

N

 

Select Programs

Multiple Select

N

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

Select Units

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

DataSet1

Client Orders (Client)

Y

This query is a CTE query. It is the main query of the report. It is designed to only pull client orders that are the following:

·         Order is only Additional type

·         Order record is non-deleted

·         Orders’ associating Document record is non-deleted

·         Orders’ associating Staff member record is non deleted

·         Order’s Legal column is not Null or equal to ‘0’

·         Order’s start date and time is between what is set by the Start and End date parameter. If either parameter is set to Null, then the query will use the order’s start date for that part of the date range. I.E if both parameters are Null, then the date range will be just the order’s start date.

·         Order’s associated Program is within the selected Programs set by the Select Programs parameter.

·         Order’s associated Client is/was assigned to a bed within a Unit that is selected by the Select Units parameter and the client’s bed assignment start date is within the date range set by the Start and End date parameter(If the date parameters are set to null, then use current date of the report being ran).

Programs

Programs (Admin), Staff Details -> Proc/Prog/Loc/Proxy/Supervisor

Y

This query is used to populate the Select Programs parameter. The data that is pulled is base off the following logic:

* The program-to-CDAG mapping object with the login user’s last used CDAG is active. (Last used CDAG is pulled from the StaffLoginHistory table)

* The date of the report being ran is within the login staff’s start and end date with last used CDAG.

Units

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

N

This query is used to populate the Select Unit parameter. It pulls all active, non-deleted units that the login staff member have access to, based on the StaffUnit table.

GetCountyLogo

N/A

N/A

County logo image for display on page header

 

 

 

Default User Roles

 

 

 

County Affiliate SysAdmin

CalMHSA SysAdmin