OrgHierarchy Report

Report Specifications – OrgHierarchy Report

Report Description

This report will show a report on Staff which are included in the chosen OrgHierarchy. For each Staff there will be an annual and monthly delineation of Services1,2, Clients provided Services, Billable Minutes3, Non-Billable Minutes3, Units4 (for Services not delineated by Minutes), and total Charges5. All reports “roll-up” recursively such that a supervisor will contain the sum of all staff assigned to them.

1.       “Services” are only counted with a “Status” of 71 (Show) or 75 (Complete).

2.       “Services” with a “UnitType” of 112 (Days), 113 (Items), 114 (mg), 115 (Miles), 117 (Trips), 118 (Injections), and 119 (Encounters) are NOT included in this report.

3.       Minutes are accumulated from “Services” with a “UnitType” of 110 (Minutes) or 111 (Hours) / 60.

4.       Units are accumulated from “Services” with a “UnitType” of 116 (Units).

5.       Charges are accumulated from “Services”.”Charge”, and not from the “Charges” table

Report Name

Menu Path

Client Based

Report RDL Name

Org Hierarchy Report

Org Hierarchy Report (My Office)

No

OrgHierarchyReport.rdl

Parameters

Data Type

Hidden

Comments

OrgHieId

Multiple Select

N

Specifies the OrgHierarchy Id to make the report about. Most counties will likely have a single hierarchy. Defaults to the first created.

ReportYear 

Integer

N

A number specifying the year the report should return results for.

ReportFiscal

Boolean

N

If True, the report returns values from July of the ReportYear through June of the following year. If False, the report returns values from January through December of the ReportYear.

ReportMonth

Integer (Optional)

N

A month specified as MM: 1 – January through 12 – December. If the parameter is provided, this is the last month of the report, and no data will appear for months after.

DataSets

Form(s)

CDAG enforced

Comments

OrgDataSet

OrgHierarchy

N/A

This query will get all calendar entries for selected staff where the Show Time As field has been marked as Busy. 

CountyLogoDataSet

N/A

N/A

County logo image for display on page header

OrgHieDataSet

OrgHierarchy

N/A

Used to populate the OrgHieId parameter with the Id/Name of the Org Hierarchy.

OrgHieTopDataSet

OrgHierarchy

N/A

Used to specify the default for the OrgHieId parameter.

 

 

 

Default User Roles

 

 

 

County Affiliate SysAdmin

Clinician Supervisor

Billing Supervisor

Medical Supervisor

CalMHSA SysAdmin

Medical Records/Quality Assurance