CalMHSA 708 – AR Adjustment Report

Report Description

This report provides a comprehensive summary of financial adjustments applied within a specified time period. The report can be filtered by date range and adjustment code.

Report Name

Menu Path

Client Based

Report RDL Name

CalMHSA 708 – AR Adjustment Report

 CalMHSA 708 – AR Adjustment Report (My Office)

N

RDLCALMHSA_708_ARAdjust_Report

Parameters

Data Type

Hidden

Comments

ARAdj Desc

Multiple Select

N

A multiple that allows users to specify which adjustment code determines the associated data to be displayed.

Start Date

Date

N

A date filter that allows users to specify the beginning of the date range used to compare against the Services data’s Date of Service

End Date

Date

N

A date filter that allows users to specify the end of the date range used to compare against the Services data’s Date of Service

DataSets

Form(s)

CDAG enforced

Comments

ARAdjustDetailDataset

Service Note (Client)

N

Dataset is the primary dataset for the report. It is used to populate what is shown on the report.

Pulls data from the following tables:

• ARLedger
• Charges
• Services
• Programs
• CoveragePlans
• ProcedureRates
• ProcedureCodes
• FinancialActivityLines
• FinancialActivities
• GlobalCodes
• OpenCharges

Pulls data based on the following criteria:

·       All ARLedger, Services, and Charges records being pulled are non-softdeleted

• Only pull ledger records that is not “marked as a error”, is not a “error correction”, or a “reallocation”
• Only pull ledger records with amounts that is not equal to 0
• Only pull ledger records with a Adjustment type
• Only pull ledger records where the adjustment code have been selected by the adjustment code filter
• Only pull ledger records where the associated Service record’s date of service is within the date range setup by the date filter

Special Notes regarding the report:

The dataset builds and utilizes two temporary tables to support the final result set:

#Reallocation_Data

·       Contains ARLedger records where:

o   CreatedBy = ‘REALLOCATION’

o   LedgerType = ‘Transfer’

·       Used to exclude reallocation-related adjustments from the final dataset

#AR_Payments_Data

·       Aggregates payment amounts by ChargeId

·       Only includes ARLedger records where LedgerType = ‘Payment’

·       Sums the total payment amount per charge

ARAdjDescDataset

GlobalCodes (Admin)

Dataset is used to populate the ARAdj Desc parameter. Data is pull from the GlobalCodes table with the following criteria:

·       Only pull GlobalCodes whose Category is “ADJUSTMENTCODE”

·       Only pull GlobalCodes that are non-softdeleted.

GetCountyLogo

N/A

N/A

County logo image for display on page header

Default User Roles