CalMHSA 300 – Program Dashboard Report

Report Description

This report is designed to display an overview of the user selected programs’ productivity within a set time period. This includes the number of clients served, number of admissions and discharges, services with travel, services with documentation time and an analysis of the top 10 service locations.  It will also show in numerical and graphical form, the percentage of time direct care minutes by race/ethnicity, percentage of clients served by race/ethnicity per program.  Next there is a section showing the services by unit type and staff degree with a distinct count of staff, total minutes and percentage for each license/degree.  In addition, the report will also show the number of distinct clients, services, current balance, and paid amount by Payer Name.   There will also be a section for total minutes per month in a line graph and finally a breakdown of services by MH and SUD with a distinct count of clients, percent of services, percent of minutes per distinct procedure code.  The report will utilize CDAG functionality to enforce CFR-42 Part B security.

Report Name

Menu Path

Client Based

Report RDL Name

CalMHSA 300  Program Dashboard Report

CalMHSA 300 Program Dashboard Report (My Office)

No

RDLCALMHSA_ProgramDashboard.rdl

Parameters

Data Type

Hidden

Comments

Clinical Data Access GroupId

Integer

Y

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

Start Date 

Date

N

 

End Date

Date

N

 

Programs

Multiple Select

N

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

DataSets

Form(s)

CDAG enforced

Comments

GetCountyLogo

County Information

N/A

County logo image for display on page header

ProgramList

Staff/User

Y

Used to populate the Program parameter with active programs that the user has access to in Staff profile

Admits/Discharges

Program Assignments

N

This query calculates the total admits and discharges for the selected programs in the Programs parameter and user entered date range

Locations

 

N

This query calculates the total services based on the top 10 locations from the Locations global codes based on the selected programs in the Programs parameter and user entered date range

Races

 

N/A

This query calculates the total services based the Races and Ethnicity global codes combined based on the selected programs in the Programs parameter and user entered date range.   The races are codes:
(56387, 56388, 11132716, 11132891 ) – ‘AI/AN’

( 56391, 11133333) – ‘Black/AA’

( 56392, 11132713) – ‘White’

( 56394, 11132893 ) – ‘Multi’
Ethnicity codes:
37821, 37823, 11132895, 11132896, 11132897, 11132898, 11132900, 11133338 ) Hispanic or Latino, Dominican, Mexican/Mexican American, Cuban, Puerto Rican, Other Hispanic/Latino, Hispanic, Mexican

DegreeGroup Services

Staff/Users

N

This query calculates the total services based the Degree and License codes combined for procedure codes based on the selected programs in the Programs parameter and user entered date range

Payers

Client Clinical Problems

N

This query calculates the total services based the Payer global codes for based on the selected programs in the Programs parameter and user entered date range

Mothlies

Staff Details

Y

This query calculates the total services based the service date and selected programs in the Programs parameter and user entered date range and displays the data based on service month for representation in a line graph

ProcedureGroups

 

 

This query calculates the total services based the service date and selected programs in the Programs parameter and user entered date range and displays the data based on procedure code groups based on the procedure code ID

Served

 

 

This query calculates the total services based the service date and selected programs in the Programs parameter and user entered date range and displays the summary data in the header for clients served

 

 

 

 

 

 

 

Default User Roles

 

 

 

Billing Supervisor

 

 

 

CalMHSA SysAdmin

 

 

 

Clinician Supervisor

 

 

 

County Affiliate Sysadmin

 

 

 

Medical Supervisor