CalMHSA 200 – Staff Dashboard Report

Report Description This report is designed to display an overview of a staff member’s productivity within a set time period. This includes the staff’s caseload, number of clients served, number […]
CalMHSA 207 – CARE Act Claiming Report

Report Description This report is designed to display the following procedure codes where the service was in show or complete status for the selected calendar year and quarter. The […]
CalMHSA 117 – Service Note Search Report

Report Description This Report is designed to be used to view the service notes and other notes in one report. It also has the ability to do a 1-keyword […]
CalMHSA 502 – Manual vs. Batch Services Upload Report

Report Description This report is designed to display the total count and calculated percentage of batch upload services and individual service entries. The report will compare both type of services. […]
CalMHSA Timely Access Document Report

Report Description This is a report that provides timeliness data based on the TADT documents but produces a report that’s more human-readable, with more information and limited by program. Report […]
CalMHSA 703 – Annual Void Report

Report Description This report is used for generating the Annual Void Report to analyze voided claims, payment recoveries, and provider details efficiently. Report Name Menu Path Client Based Report RDL […]
CalMHSA MMEF 2 out of 3 Match Report

Report Description This report is designed be used to investigate potential SmartCare client matches with clients listed in the MMEF file. It is to help compare and reconcile client […]
Streamline Staff Client Access Tracking Report

Description: A report from Streamline that allows users to view all activity staff members have done within a set date range. There are two sections in the Report. They are […]
CalMHSA 802 – Report/List Page Catalog Report

Report Description This report is designed to display a catalogue of reports and list pages to the user. It helps users determine whether a report/list page is actively being used […]
CalMHSA 112 – Cumulative Observations Report

Report Description This report is designed to aid teams that are recording/tracking “seclusion and restraints”, “safety checks”, “observation orders”, and their associated flowsheet data. This report brings those different […]