CalMHSA New Client Inquiries Without Programs TADT Report

Report Description

This report is designed to determine which new clients who have an inquiry that were never associated with a program and therefore have never started a TADT document. This is recommended to be run at an administrative level to see all new clients across a county’s system. In this case, new clients mean an individual who recently received a Client ID in SmartCare.

Report Name

Menu Path

Client Based

Report RDL Name

CalMHSA New Client Inquiries Without Programs TADT Report

CalMHSA New Client Inquiries Without Programs TADT Report (My Office)

No

RDLCalMHSANewClientInquiriesTADTReport

Parameters

Data Type

Hidden

Comments

Start Date 

Date

N

End Date

Date

N

Executed By StaffId

Integer

Y

Passed by system at report run time based on currently logged in Staff

DataSets

Form(s)

CDAG enforced

Comments

Inquiries

TADT Forms

N

This query is used to pull information from Inquiries with the following criteria: The inquiry’s type needs either “Request for services/screening”, “Request for MH services”, “Request for MH & SUD services”, or “Request for SUD services”. The client involved in the inquiry can not have any program enrollments.

Default User Roles