This report is used to track referrals (inquiries) from MCPs entered in SmartCare. These will always be referrals from the MCP to the MHP. This report includes the MCP who referred the client. This report contains PHI. This report is meant to be exported to excel where you can manipulate the data further for additional quality assurance and performance improvement activities. This report can be used to provide a summary for the BHQIP September submission requirements for item 2b.
Report Name | Menu Path | Client Based | Report RDL Name |
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Report Name CalMHSA BHQIP Incoming MCP Referrals Report | Menu Path CalMHSA BHQIP Incoming MCP Referrals Report (My Office) | Client Based No | Report RDL Name RDLCALMHSABHQUIPMcpReferrals |
Parameters | Data Type | Hidden | Comments |
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Parameters FROM | Data Type Date | Hidden N | |
Parameters THRU | Data Type Date | Hidden N | |
Parameters Clinical Data Access GroupID | Data Type Integer | Hidden Y | Comments Passed by system at report run time based on currently logged in CDAG |
Parameters Executed by StaffID | Data Type Integer | Hidden Y | Comments Passed by system at report run time based on currently logged in CDAG |
DataSets | Form(s) | CDAG Enforced | Table Header |
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DataSets DataSet1 | Form(s) Staff Service Information | CDAG Enforced N/A | Table Header This query will retrieve all records from the Client Inquiry screen where the Inquiry Status is complete and the Referral Type is Managed Care Plan and the Inquiry Start Date is between the FROM and THRU date parameters entered. The format of the report was designed so that end users can export the data out to Excel. |
DataSets GetCountyLogo | Form(s) N/A | CDAG Enforced N/A | Table Header County logo image for display on page header |
Default User Roles |
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Default User Roles County Affiliate SysAdmin Clinician Supervisor Medical Records/Quality Assurance Billing Supervisor Medical Supervisor CalMHSA SysAdmin |

Updated 9/5/23