CalMHSA 210 – Staff Service Detail Report

Report Description

This report is designed to display service time, documentation time, and travel time in mins for all individual and group services with Show or Complete status. The report will also include QI/Mobile Crisis/CARE Act appointment types marked as busy as well. For appointment type, the report will display the appointments mins amount base off the appointment’s start and end time on the “Face to Face Time” column while the value “0” will be display for travel and documentation columns. This report will allow users to view one staff member at a time.

Report Name

Menu Path

Client Based

Report RDL Name

CalMHSA 210 – Staff Service Detail Report

CalMHSA 210 – Staff Service Detail Report (My Office)

N

RDLCALMHSA_210_StaffServiceDetail

Parameters

Data Type

Hidden

Comments

Service From Date

Date

N

Date Parameter that allows users to specify the beginning of the Date range of date of services and appointment scheduled date

Service Through Date

Date

N

Date Parameter that allows users to specify the end of the Date range of date of services and appointment scheduled date

Staff

Single Select Dropdown

N

Single select on active staff members from the Staff Table that are not designated as ‘Non Staff User’

Program

Multiple Select Dropdown

N

Program multiple select based on logged in user CDAG and staff programs

Clinical Data Access GroupId

Integer

Y

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

StaffId

Integer

Y

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

DataSets

Form(s)

CDAG enforced

Comments

DataSet1

Service Note (Client),

Staff Calendar (My Office),

Managing Groups (My Office)

Y

DataSet1 Staff service information N/A Staff service information in three different queries connected via 2 union statements, the first query will get any QI/Mobile Crisis/CARE Act Time entries entered for the selected staff that are marked as ‘Busy’. There will not be a client or program for these services and the time entered will only go in the face to face column, no travel or documentation time. The second query will get staff based services for individual (non-group) services where the status is in Show or Complete status (71,75) for selected staff date range, and programs. The third query will only get group services for selected staff date range, and programs for the selected staff services where the status is in Show or Complete status (71,75). It will also display the group name instead of client name and will only display one record per group service and will display the duration of the group in the face to face time column. Then the combined data will be grouped by date of service and add subtotals for the travel, documentation, and face to face time for each calendar day as well as a grand total for the selected staff(s),

DataSet2

Staff/Users (Admin) -> Proc/Prog/Loc/Proxy/Supervisor tab

N

Used to populate the Staff parameter with active staff members from the Staff Table that are not designated as ‘Non Staff User’

Program

Clinical Data Access Groups (Admin) -> CDAG Details

Y

Used to populate the Program parameter with programs specific to the logged in Staff and available programs of the CDAG at report run time

GetCountyLogo

N/A

N/A

County logo image for display on page header

Default User Roles