CalMHSA Credentialing (Excel) Report

 

Report Description

This report is designed to be a “data dump” credentialing report and has minimal formatting so that it can be exportable to Excel.  The report will show all active staff and a record for each and every license/degree and NPI that the staff person is associated with.

Report Name

Menu Path

Client Based

Report RDL Name

CalMHSA Credentialing (Excel) Report

CalMHSA Credentialing (Excel) Report (My Office)

No

RDLCALMHSACredentialing.rdl

Parameters

Data Type

Hidden

Comments

Licenses

Integer

N

Multiple select parameter with a Select All and selections for all staff licenses/degrees

DataSets

Form(s)

CDAG enforced

Comments

DataSet1

Staff/Users

N/A

This query will retrieve all active records from the Staff/Users that do NOT have an email address which contains ‘streamline’, ‘buchanan’, or user codes ‘CalMHSA’, ‘Admin’.   The query will display staff name, id, license/degree, start/end dates, license numbers, taxonomy number, etc. and will display one row per license/degree therefore it is possible for a distinct staff ID to show more than once

DataSet2

Global Codes

N/A

This query is used to populate the DegreeDesc parameter with active entries from the Global Code Category = ‘DEGREE’

 

 

 

Default User Roles

 

 

 

  CalMHSA SysAdmin,

  County Affiliate SysAdmin

Billing Supervisor

Billing