Report Description | |||
This report counts completed, billable services by client and month for a selected program and date range, excluding services billed with the NOMIN billing code, and displays the results in a year-by-month utilization | |||
Report Name | Menu Path | Client Based | Report RDL Name |
CalMHSA 120 – BH Connect Monthly Services Report | Reports/ CalMHSA 120 – BH Connect Monthly Services Report | No | RDLCALMHSA_120_BH_ConnectMonthly.rdl |
Parameters | Data Type | Hidden | Comments |
ExecutedByStaffId | Integer | Y | Hidden parameter used in the Select Program(s) parameter to enforce CFR42 security |
Start Date | Date | N |
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End Date | Date | N |
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Select Program(s) | Integer | N | Single select program |
Show Header | Y/N | N | Toggle to display header/footer of report. Defaults to N |
DataSets | Form(s) | CDAG enforced | Comments |
Date Set 1 |
| Y | This query produces a monthly service utilization report by client rather than a detailed service listing. Purpose The report answers: “How many completed, billable services did each client receive by month during the selected date range for a specific program?” It excludes services associated with the NOMIN billing code. |
Data Set 2 |
| Y | This query builds a service detail report with related billing/claim/payment information for a selected program and date range. Overall purpose It pulls completed, billable services for a program, then attaches the most relevant claim/payment record for each service and charge. This query returns completed, billable services for a selected program/date range, excludes NOMIN billing codes, and attaches the latest related claim/payment information for each service charge.
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| Default User Roles |
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| Billing Billing Supevisor CalMHSA SysAdmin County Affiliate SysAdmin |
