| Report Description |
|---|
| This report is designed to display the percentage of clients who have had a program enrollment within a user entered date range and program selection for any programs that are defined as Service Area = MH. The percentages will show the amount of enrollment records have a record within the CSI Standalone form Follow Up, Complete, or Missing. |
| Report Name | Menu Path | Client Based | Report RDL Name |
|---|---|---|---|
| CalMHSA CSIs Completed | Reports/CalMHSA CSIs Completed | N | RDLCALMHSACSIsCompleted.rdl |
| Parameters | Data Type | Hidden | Comments |
|---|---|---|---|
| FROM | Date | N | Start date of services |
| THRU | Date | N | End date of services |
| Clinical Date Access GroupId | Integer | Y | Passed by system at report run time based on currently logged in CDAG |
| Executed By StaffId | Integer | Y | Passed by system at report run time based on currently logged in CDAG |
| Program | Text | N | Program multiple select based on logged in user CDAG and staff programs and program service area = MH. |
| DataSets | Form(s) | CDAG enforced | Comments |
|---|---|---|---|
| DataSet1 | Services (Administration) | Y | This query will display any records where there is a program enrollment with an enrolled date between the FROM and THRU parameters and ServiceAreadId=1 (MH). It will then check if there is record within the document with document codeID = 60159 (CSI Standalone Collection) and depending on the status, categorize them as In Process (status 21), Follow up (status 22), or Missing (status 20 or null record) |
| GetCountyLogo | N/A | N/A | County logo image for display on page header |
| Programs | Staff/User | Y | Used to populate the Program parameter with active programs that the user has access to in Staff profile that are ServiceArea =1 (MH) |
| Default User Roles |
|---|
| County Affiliate SysAdmin, Clinician Supervisor, Medical Records/Quality Assurance, Billing Supervisor, Billing, Medical Supervisor, CalMHSA SysAdmin |
