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CalMHSA 300- Programs Dashboard Report (My Office)

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. All services data that are being pulled by the report are regarding services in either the “show” or “complete” status. The report will utilize CDAG functionality to enforce CFR-42 Part B security.

  1. Click on the Search icon.
  2. Type CalMHSA 300 in the search bar.
  3. Select CalMHSA 300 – Programs Dashboard Report (Office) from the search results.

Filters

This will bring up the CalMHSA 300 – Programs Dashboard Report. Use the filters as needed.
    1. Start Date: A date filter where users specify the beginning of the data range they wish to view
    2. End Date: A date filter where users specify the end of the data range they wish to view
    3. Programs: A dropdown filter where users can specify which Programs to pull data from. The list of the programs is based on the login user’s CDAG and the programs they’re associated with on their Staff detail screen.
  2. Click View Report.

Sections

    1. Programs(s): Displays all programs that been selected through the Programs filter.
    2. Service Information: Displays the following information per the selected Programs:
      • Serviced: Display the total number of clients that been served
      • Admits: Displays the total number of clients that been enrolled
      • Discharges: Displays the total number of clients that been discharged
      • Services with Travel: Displays the total percentage of services that had it’s “Travel Time” field filled out
      • Services with Documentation Time: Displays the total percentage of that had it’s “Documentation Time” field filled out
    3. Services by Top 10 Locations: Display the top 10 locations the program had services done at. This is filled out by the “Location” field.
      • Location: Display the name of the location
      • Services: Displays both total number and percentage of services that were done at that location
      • Distinct Clients: Displays both total number and percentage of clients that were served at that location. If a client been served more than 1 time at the location, then the report will count them as just 1.
    4. Services By Race/Ethnicity Group: Displays the percentage of each race/ethnicity group that have been served by the programs within the time range set by the Start and End Date filters.
    5. Services By Unit Type and Degree Group: Displays the following information regarding the number of services done by degree groups. The time range set by the Start and End Date filter is used to specify both the date of services and degree active date.
      1. Degree Group By Minute Services: The name of the degree group. The following group names contains the degree(s) listed
        1. “MHRS/OQP/MasterTrainee”
          • MHRS Mental Health Rehabilitation Specialist
          • Other Qualified Provider
          • Master’s Degree LPHA Clinical Trainee
        2. “Certified Peer”
          • Certified Peer Specialist
        3. OT Occupational Therapist”
          • OT Occupational Therapist
        4. “PT Psychiatric Technician”
          • PT Psychiatric Technician
        5. “LVN Licensed Vocational Nurse”
          • LVN Licensed Vocational Nurse
        6. “Certified AOD Counselor”
          • Certified AOD Counselor
        7. “Psychologists”
          • PhD Doctor of Philosophy, Clinical Psychologist
          • Waivered Psychologist
          • PsyD Doctor of Psychology, Clinical Psychologist
        8. “RN Registered Nurse”
          • RN Registered Nurse
        9. “Pharmacist”
          • Registered Pharmacist or Advanced Practice Pharmacist
        10. “ASW/AMFT/APCC/LCSW/LPCC/MFT”
          • LCSW Licensed Clinical Social Worker
          • MFT Marriage and Family Therapist
          • LPCC Licensed Professional Clinical Counselor
          • APCC Associate Professional Clinical Counselor
          • ASW Associate Social Worker
          • AMFT Associate Marriage and Family Therapist
        11. PA Physician Assistant/Associate”
          • PA Physician Assistant/Associate
        12. “NP/CNS”
          • CNS Clinical Nurse Specialist
          • NP Nurse Practitioner
        13. “DO/MD/Psychiatrist”
          • MD Medical Doctor
          • Licensed Psychiatrist
          • DO Doctor of Osteopathy
        14. “Undefined”
          • DEA
          •  NA DEA
          • NPI
          • Admin Use Only – Bed Days
          • Limited Licensed Professional Counselor
          • LMHT
          • Medical Intern
          • Taxonomy
          • Medical Resident/ACGME Fellow
          • Psych Associate/RPS
          • Registered AOD Counselor
          • Medical Student in Clerkship (Physician Clinical Trainee)
          • NP Registered Associate
          • RN Registered Nurse Clinical Trainee
          • PA Registered Associate
          • Psychologist Clinical Trainee
          • OT Occupational Therapist Clinical Trainee
          • LVN Clinical Trainee
          • NP Nurse Practitioner Clinical Trainee
          • CNS Clinical Nurse Specialist Clinical Trainee
          • PA Physician Assistant/Associate Clinical Trainee
          • Pharmacist Clinical Trainee
          • PT Psychiatric Technician Clinical Trainee
          • Medical Assistant
          • Registered Dietitian
          • State License
        15. Staff: Displays the total number of staff members in the group
        16. Minutes: Displays the total number of minutes the staff members of the group had served
        17. %: Displays the percentage of the total number of minutes the staff members of the group had served
    6. Services by Payer: Displays the following information regarding the client’s coverage of the provided services within the time range set by the Start and End Date filters.
      • Payer Name: Displays the insurance name that been billed for the services
      • Clients: Displays the total number of clients that is within the insurance
      • Services: Displays the total number of services that are being billed to the insurance
      • Current Balance: Displays the total amount that is being billed to the insurance
      • Paid: Displays the total amount that been paid by the insurance
    7. Total Minutes per Month: Displays a line graph chart with one line representing the total sum of service time in minutes and another line representing the total sum of Documentation and Travel time in minutes.
    8. Services by Procedure Code Group: Displays the following information regarding procedure code groups
      1. Area: Displays the service area the service was under. Either SUD or MH.
      2. Procedure Code Group: Display the name of the procedure code group. The following Procedure Code Group name contain(s) the procedure code listed (“Display As” label).
        • “24 Hr/Day Services: Therapeutic Foster Care”
          •  Therapeutic Foster Care
        • Ambulatory Withdrawal Management”
          • Ambulatory Withdrawal Management
        • “Assessment”
          • Alcohol and/or drug screening
          • Alcohol and/or drug screening. Laboratory analysis
          • ASAM or other structured SUD Assessment
          • Assessment Contribution non-LPHA
          • Assessment LPHA
          • Assessment of aphasia
          • Brief Emotional/Behavioral Assessment
          • Caregiver Assessment Administration of Care-Giver Risk Assessmt
          • CFT/MDT Meeting
          • Cognitive Testing
          • Developmental Screening
          • Developmental Testing
          • Developmental Testing, Each Addl 30 Minutes
          • Electronic Based Psych Assessment
          • Lab Specimen Collection
          • Neurobehavioral Status Exam
          • Neurobehavioral Status Exam, Each Addl Hour
          • Neuropsychological Testing Evaluation
          • Neuropsychological Testing Evaluation, Each Addl Hour
          • Nurse Assessment
          • Prescriber Assessment E/M (OP)
          • Prescriber Same Date Admit and Disc E/M (IP/PHF/CSU/Res)
          • Prescriber Telephone E/M (OP)
          • Psychological or Neuropsychological Test Administration
          • Psychological or Neuropsychological Test Administration by Tech, Each Addl
          • Psychological or Neuropsychological Test Administration, Each Addl 30 Minut
          • Psychological or Neuropsychological Test-Technician
          • Psychological Testing
          • Psychological Testing Evaluation, Each Addl Hour
          • Review of Hospital Records
          • SUD Screening
          • Telephone Assessment and Management Service
        •  “Care Coordination”
          • Environmental intervention for medical mgmt purposes on a psych patient’s b
          • Health Risk Assessment
          • Individual phys supervisory of a patient (pt not present) in home. Each Add
          • Individual physician supervisory of a patient (patient not present) in home
          • Physician-to-Physician Consult
          • Prenatal Risk Assessment
          • Report Generation for Care Coordination
          • TCM/ICC
        • County Specific”
          • All codes that were created by the county and is not driven by CalMHSA
        • “Crisis”
          • Crisis Inquiry
          • Psychotherapy for Crisis
          • Psychotherapy for Crisis, Each Addl 30 Minutes
        • “Crisis Residential”
          • Crisis Residential Day
          • Crisis Residential Day – Adult
          • Crisis Residential Day – Older Adult
        • “Crisis Stabilization”
          • Crisis Stabilization Unit
          • Crisis Stabilization – Emergency Room Services
        • “Day Rehabilitation”
          • Day Rehabilitation – Full Day
          • Day Rehabilitation – Half Day
        • “Day Treatment”
          • Day Treatment Intensive – Half Day
        • “Discharge Services”
          • Discharge Planning
          • Transitional Care Management Svcs, Direct Communication within 7 calendar d
          • Transitional Care Management Svcs, Direct Communication within 14 calendar
        • “G2212”
          • Prolonged Group Service(s) beyond the Maximum Time
          • Prolonged Office or Other Outpatient EM Service(s) beyond the Maximum Time
        • “General Inpatient”
          1. Inpatient – Admin Day
        • Group Counseling”
          1. Group Counseling
        • “Individual Counseling”
          1. Alcohol and/or substance (other than tobacco) abuse screening
          2. Contingency Management
          3. Family/Couple Counseling
          4. Individual Counseling
        • “MAT Methadone”
          1. Methadone – Day Service
        • “MAT non-Methadone”
          1. BUPRENORPHIN-NALOXON 8-2 MG SL NDC 406802003
          2. BUPRENORPHIN-NALOXON 8-2 MG SL NDC 50383028793
          3. BUPRENORPHINE 2 MG TABLET SL NDC 62756045983
          4. BUPRENORPHINE 8 MG TABLET SL NDC 42858050203
          5. BUPRENORPHINE 8 MG TABLET SL NDC 62756046083
          6. BUPRENORPHN-NALOXN 2-0.5 MG SL NDC 406800503
          7. non-Methadone Brand Name MAT Day Service
          8. non-Methadone Generic MAT Day Service
        • “Medication Support”
          1. Application of On-body Injector for Timed Subcutaneous Injection
          2. Domiciliary or Rest Home Visit of a New Patient
          3. Domiciliary or Rest Home Visit of an Established Patient
          4. E&M Nursing Facility (professional fees)
          5. Home Visit of a New Patient
          6. Home Visit of an Established Patient
          7. Initial Observation Care, per Day, for the EM of a Patient
          8. Intravenous Infusion, Addl Seq Inf, 1-60 Minutes after 96365
          9. Intravenous Infusion, Concurrent Infusion
          10. Intravenous Infusion, for Therapy, Prophylaxis, Each Addl 30-60 Minutes pas
          11. Intravenous Infusion, for Therapy, Prophylaxis, or Diagnosis
          12. Medication Administration
          13. Medication Injection
          14. Medication Therapy Management Service(s) by a Pharmacist each Addl 15 Minut
          15. Medication Training and Support
          16. Pharmacist Med Mgmt Assessment
          17. Pharmacist Med Mgmt Progress Note
          18. Prescriber Consult (IP/PHF/CSU/Res)
          19. Prescriber New E/M (OP)
          20. Prescriber Progress E/M (OP)
          21. Subcutaneous Infusion for Therapy or Prophylaxis, Addl Pump Set-Up, 15 Minu
          22. Subcutaneous Infusion for Therapy or Prophylaxis, Initial
          23. Subcutaneous Infusion, Each Addl 30-60 Minutes after 96369
          24. Therapeutic, Prophylactic, or Diag Injection; Each Addl Seq Intravenous, Ne
          25. Therapeutic, Prophylactic, or Diag Injection; Each Addl Seq Intravenous, Sa
          26. Therapeutic, Prophylactic, or Diag Injection; Single or Initial Substance/D
          27. Therapeutic, Prophylactic, or Diagnostic Injection; Intra-Arterial
        • “Medication Support Services (MH), Assessment (DMC, DMC-ODS)”
          1. Nacrosynthesis for Psychiatric Diagnostic and Therapeutic Purposes
        • “Mobile Crisis”
          1. Crisis Intervention
          2. Transportation Mileage
          3. Transportation, Staff Time
        • “Narcan”
          1. NARCAN 4 MG NASAL SPRAY NDC 69547035302
        • “Non Billable – Contact Attempt”
          1. Non-billable Attempted Contact
        • “Non Billable – NB Srvc Must Document”
          1. Client Non Billable Srvc Must Document
        • “Non Billable – Note”
          1. Attestation Note
          2. Brief Contact Note
          3. Legal Report Writing Note
          4. Medical Non-Billable Note
          5. Residential Daily Note
        • “Non Billable – Other”
          1. Consults to External Providers (Non-billable)
          2. Mobile Crisis Dispatch Screening
          3. Mobile Crisis Follow-Up
          4. Non-Billable Bed Procedure
          5. Prev Community Based-AOD
          6. Prev Education-AOD
          7. Prev Environ Strategy-AOD
          8. Prev Info Dissemination-AOD
          9. Prev Prob Identification-AOD
          10. Prev-Alternatives-AOD
          11. Psychiatric Procedure (IP/PHF/CSU/Res)
          12. Quality Assurance-AOD
          13. Quality Improvement Activities
          14. Shift Summary
          15. Transportation
        • “Non Billable – Outreach”
          1. General Outreach
          2. Targeted Outreach
        • “Peer Support”
          1. Behavioral Health Prevention Education Group
          2. Self-help/peer service
        • “Plan Development”
          1. Care Management Services for Behavioral Health Conditions by Physician
          2. Plan Development, non-physician
          3. Team Case Conference with Client/Family present
        • “Pan Development (MH), Care Coordination (DMC-ODS)”
          1. Medical Team Conference,Participation by Physician. Pt and/or Family Not Pr
          2. Team Case Conference with Client/Family absent
        • “Psychiatric Health Facility”
          1. Psychiatric Health Facility Day
        • Psychiatric Inpatient Day”
          1. Psychiatric Hospital Inpatient Admin Day
          2. Psychiatric Hospital Inpatient, Administrative Day Under 21
          3. Psychiatric Inpatient Day
          4. Psychiatric Inpatient Day – Youth
          5. Psychiatric Inpatient Day – Older Adult
        • Recovery Services”
          1. Acute Detox (hospital inpatient)
          2. AOD Treatment
          3. Sub-acute detox (hospital inpatient)
        • “Rehabilitation (MH), Recovery Services (DMC-ODS)”
          1. Care Coordination Outside System of Care
          2. Care Coordination Outside System of Care Group
          3. Psychosocial Rehab – Individual
        • “Residential”
          1. Adult Residential Day
          2. Adult Residential Day – Older Adult
        • “Residential DMC”
          1. Residential Treatment -Substance Use
        • “SUD Crisis Intervention”
          1. SUD Crisis Intervention
        • “Supplemental”
          1. Health Behavior Intervention – with Family
          2. Health behavior intervention, family (patient not present)Each Addl 15 Min
          3. Interactive Complexity
          4. Interpretation or Explanation of Results of Psychiatric or Other Medical
          5. Sign Language or Oral Interpretive Services
        • “Therapeutic Behavioral Services”
          1. TBS
        • “Therapy”
          1. E&M Nursing Facility – Established Client
          2. ECT
          3. Family Therapy – client not present
          4. Family Therapy – client present
          5. Group Therapy
          6. Hypnotherapy
          7. Individual Therapy
          8. Multiple-Family Group Psychotherapy
          9. Prescriber Admit E/M (IP/PHF/Res)
          10. Prescriber Consult (OP)
          11. Prescriber Progress E/M (IP/PHF/CSU/Res)
          12. Prescriber Psychotherapy E/M
          13. Prescriber TMS Calibration Note
          14. Prescriber TMS Initial Note
          15. Prescriber TMS Progress Note
          16. Psychoanalysis
        • “Therapy (Mental Health), Discharge Services (DMC, DMC-ODS)”
          1. Observation Care Discharge Day Management
        • “Therapy (MH), Assessment (DMC-ODS)”
          1. E&M Nursing Facility – New Client
        • “Treatment Planning”
          1. Client Education
          2. Day Treatment Intensive – Full Day
          3. Psychoeducation
        • “Treatment Planning (DMC); Recovery Services (DMC-ODS)”
          1. Comprehensive Community supports
        • “Withdrawal Management”
          1. Residential Withdrawal Management
          2. “Ungrouped”
            1. ACAMPROSATE CALC DR 333 MG TAB NDC 378633380
            2. ACAMPROSATE CALC DR 333 MG TAB NDC 60687012125
            3. ACAMPROSATE CALC DR 333 MG TAB NDC 68382056928
            4. ACAMPROSATE CALC DR 333 MG TAB NDC 68462043518
            5. ACAMPROSATE CALC DR 333 MG TAB NDC 93535286
            6. Bed Hold Day
            7. BUPRENO-NALOX 2-0.5 MG SL FILM NDC 378876593
            8. BUPRENO-NALOX 2-0.5 MG SL FILM NDC 43598057930
            9. BUPRENOR-NALOX 12-3 MG SL FILM NDC 378876893
            10. BUPRENOR-NALOX 12-3 MG SL FILM NDC 43598058130
            11. BUPRENORP-NALOX 4-1 MG SL FILM NDC 378876693
            12. BUPRENORP-NALOX 4-1 MG SL FILM NDC 43598058030
            13. BUPRENORP-NALOX 8-2 MG SL FILM NDC 378876793
            14. BUPRENORPHIN-NALOXON 8-2 MG SL NDC 54018913
            15. BUPRENORPHIN-NALOXON 8-2 MG SL NDC 62175045832
            16. BUPRENORPHIN-NALOXON 8-2 MG SL NDC 62756097083
            17. BUPRENORPHIN-NALOXON 8-2 MG SL NDC 65162041503
            18. BUPRENORPHINE 2 MG TABLET SL NDC 228315603
            19. BUPRENORPHINE 2 MG TABLET SL NDC 42858050103
            20. BUPRENORPHINE 2 MG TABLET SL NDC 50383092493
            21. BUPRENORPHINE 2 MG TABLET SL NDC 54017613
            22. BUPRENORPHINE 8 MG TABLET SL NDC 228315303
            23. BUPRENORPHINE 8 MG TABLET SL NDC 50383093093
            24. BUPRENORPHINE 8 MG TABLET SL NDC 54017713
            25. BUPRENORPHINE-NALOX 12-3MG FLM NDC 378876893
            26. BUPRENORPHINE-NALOX 12-3MG FLM NDC 43598058130
            27. BUPRENORPHINE-NALOX 12-3MG FLM NDC 47781035803
            28. BUPRENORPHINE-NALOX 2-0.5MG FM NDC 378876593
            29. BUPRENORPHINE-NALOX 2-0.5MG FM NDC 43598057930
            30. BUPRENORPHINE-NALOX 2-0.5MG FM NDC 47781035503
            31. BUPRENORPHINE-NALOX 2-0.5MG TB NDC 16729054910
            32. BUPRENORPHINE-NALOX 2-0.5MG TB NDC 228315403
            33. BUPRENORPHINE-NALOX 2-0.5MG TB NDC 42858060103
            34. BUPRENORPHINE-NALOX 2-0.5MG TB NDC 904700906
            35. BUPRENORPHINE-NALOX 4-1MG FILM NDC 378876693
            36. BUPRENORPHINE-NALOX 4-1MG FILM NDC 43598058030
            37. BUPRENORPHINE-NALOX 4-1MG FILM NDC 47781035603
            38. BUPRENORPHINE-NALOX 8-2 MG TAB NDC 16729055010
            39. BUPRENORPHINE-NALOX 8-2 MG TAB NDC 228315503
            40. BUPRENORPHINE-NALOX 8-2 MG TAB NDC 42858060203
            41. BUPRENORPHINE-NALOX 8-2 MG TAB NDC 904701006
            42. BUPRENORPHINE-NALOX 8-2MG FILM NDC 378876793
            43. BUPRENORPHINE-NALOX 8-2MG FILM NDC 43598058230
            44. BUPRENORPHINE-NALOX 8-2MG FILM NDC 47781035703
            45. BUPRENORPHN-NALOXN 2-0.5 MG SL NDC 50383029493
            46. BUPRENORPHN-NALOXN 2-0.5 MG SL NDC 54018813
            47. BUPRENORPHN-NALOXN 2-0.5 MG SL NDC 62175045232
            48. BUPRENORPHN-NALOXN 2-0.5 MG SL NDC 62756096983
            49. BUPRENORPHN-NALOXN 2-0.5 MG SL NDC 65162041603
            50. CARE Act – Court Report Activity
            51. CARE Act – Data Reporting
            52. CARE Act – Hearing Time Activity
    1. Clients: Displays the total number of clients been served with a procedure code within the group
    2. %: Displays the percentage of the number of clients been served with a procedure code within the group
    3. Services: Displays the total number of services within the date range set by Start and End date that is set with a procedure code within the group
    4. %: Displays the percentage of the number of service been set with a procedure code within the group
    5. Minutes: Display the total number of service time each service set with a procedure code within the group. If the unit type is anything other than “Minutes”, then it is not counted towards this total.
    6. %: Displays the percentage of the total number service time each service set with a procedure code within the group