Report Description | ||||
This report provides counties with a centralized view of tracked QA/UR and Administrative activities, supporting activity review, validation, compliance oversight, and claim preparation. | ||||
Report Name | Menu Path | Client Based | Report RDL Name | |
CalMHSA 812 – QA/UR and Administrative Activity Report | CalMHSA 812 – QA/UR and Administrative Activity Report (My Office) | N | RDLCALMHSA_812_QAURAdminAct | |
Parameters | Data Type | Hidden | Comments | |
Start Date | Date | N | A date filter that allows users to specify the beginning of the date range to use for pulling QA/UR and Admin data base on their Activity Date | |
End Date | Date | N | A date filter that allows users to specify the end of the date range to use for pulling QA/UR and Admin data base on their Activity Date | |
Claim Type | Single Select | N | A single select that allows users to specify the claim type of the QA/UR and Admin data to be shown on the report | |
Applicable Delivery System | Single Select | N | A single select that allows users to specify the delivery system of the QA/UR and Admin data to be shown on the report | |
Staff Name | Single Select | N | A single select that allows users to specify the assigned staff of the QA/UR and Admin data to be shown on the report | |
Status | Single Select | N | A single select that allows users to specify the process status of the QA/UR and Admin data to be shown on the report | |
DataSets | Form(s) | CDAG enforced | Comments | |
QAURDataSet | QA/UR & Admin Activity Details | N | Dataset is the primary dataset for the report. Pulls data primarily from the CustomCalMHSAQAURActivityDetails table and joins to the Staff, StaffLicenseDegrees, GlobalCodes, GlobalSubCodes, ProcedureRateDegrees, ProcedureRates, and ExternalMappings tables. Pull data based on the following criteria: · Only pull QAUR activity records with an ActivityDate between the selected Start Date and End Date parameters. · Filter records by the Applicable Delivery System parameter. When “Select All” is chosen, all Delivery Systems are included. · Filter records by Claim Type parameter. When “Select All” is chosen, all Claim Types are included. · Filter records by Staff Name parameter. When “Select All” is chosen, all Staff members are included. · Filter records by Status parameter. When “Select All” is selected, all statuses are included. · Only retrieve active, non-soft-deleted license and degree records associated with the staff member who performed the activity. · Exclude the following license and degree types from consideration when determining the displayed License Degree and SPMP Status: o Admin Use Only – Bed Days o CSC o DEA o NA DEA o NPI o State License o Taxonomy · Only include billing-enabled Staff License Degree records when determining the staff member’s primary License Degree and SPMP Status. · Retrieve the most appropriate License Degree for each activity based on the following ranking criteria: o Highest External Mapping Code (SPMP or Non-SPMP. This is to ensure that SPMP value will always be the highest priority) o Highest Procedure Rate Amount o Highest Degree ID · Retrieve the most recently created NPI license record associated with the staff member and activity date. Special Notes regarding the query: · The query uses a Common Table Expression (CTE) named QAURfilteredDate to centralize filtering logic before additional processing occurs. · A CTE named ListofLicenseDegreeToNotDisplay is used to identify license and degree types that should be excluded from License Degree and SPMP Status calculations. · A CTE named StaffMaxLicenseDegreeRate determines the primary License Degree and SPMP Status for each activity by ranking available license records and selecting the highest-ranked result. · A CTE named StaffNPINum retrieves the most recently created NPI number associated with the staff member during the activity period. · The SPMP Status value is populated from the External Mapping record where the mapping purpose is CalMHSAQAURSPMP. · Delivery System codes are translated into user-friendly values: o M = MHP o DO = DMC-ODS o D = DMC · Activity Status codes are translated into user-friendly values: o I = In Progress o C = Complete · Prop 30 eligibility fields are translated into report-friendly values of Yes, No, Federal, State, or N/A. · Hours Spent On Activity is calculated by converting Duration Hours and Duration Minutes into a decimal hour value rounded to two decimal places. · Results are sorted by Activity Date in ascending order. | |
StaffNameDataSet | QA/UR & Admin Activity Details | N | Dataset is used to populate the Staff Name parameter. Pulls data from the Staff table with a INNER JOIN to the CustomCalMHSAQAURActivityDetails · Only pull Staff data that have an non-softdeleted, associated CustomCalMHSAQAURActivityDetails record for an activity performed by that staff member. Special Notes regarding the query: · The query is a UNION with a SELECT statement of ‘Select All’. This is to display the ‘Select All’ option within the parameter. | |
ClaimTypeDataSet | Global Codes (Admin) | N | Dataset is used to populate the Claim Type parameter. Pulls data from the GlobalSubCodes table with a INNER JOIN to GlobalCodes table. Pull data base on the following criteria: · All records from all involved tables are non-softdeleted · Only pull GlobalSubCode records whose associated GlobalCode record is set as active and Category = ‘XQAURActivities’ Special Notes regarding the query: · The query is a UNION with a SELECT statement of ‘Select All’. This is to display the ‘Select All’ option within the parameter. | |
GetCountyLogo | N/A | N/A | County logo image for display on page header | |
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