CalMHSA 502 – Manual vs. Batch Services Upload Report

Report Description

This report is designed to display the total count and calculated percentage of batch upload services and individual service entries. The report will compare both type of services.

Report Name

Menu Path

Client Based

Report RDL Name

CalMHSA 502 – Manual vs. Batch Services Upload Report

CalMHSA 502 – Manual vs. Batch Services Upload Report (My Office)

N

RDLCALMHSA_502_Provider_Directory

Parameters

Data Type

Hidden

Comments

Service Area

Single Select Dropdown

N

A Single select that allows users to toggle between MH or SUD service area

Payer Type

Single Select Dropdown

N

A Single select that allows users to toggle between Commercial, Grant, Medi-Cal, Medicare, Non-Recoverable, or Self Pay Payer Type.

Start Date

Date

N

A Date filter that allows users to specify the beginning of the data range for the report to use

End Date

Date

N

A Date filter that allows users to specify the end of the data range for the report to use

DataSets

Form(s)

CDAG enforced

Comments

DataSet1

N

This is a CTE query that aggregates service data by month and year. It calculates manual and batch service counts, totals, and percentages. It pulls service data by the following criteria:

·       Service records not being soft deleted.

·       Service records being under Show or Complete status (71, 75).

·       Service Records whose associated Program’s Service Area have been selected in the Service Area Parameter.

·       Service Records whose associated Charge record’s coverage plan payer been selected in the Payer Type Parameter.

·       Service Record’s date of service is within the date ranged created by the Start Date and End Date parameters.

ServiceArea

N

Query is used to populate the Service Area parameter

PayerType

N

Query is used to populate the Payer Type parameter

GetCountyLogo

County Information (Administration)

N/A

County logo image for display on page header

Default User Roles