| Report Description |
|---|
| Report Description This report is designed to display the status of documents in SmartCare based on the date range, programs, status, and co-signer selected by the end user. It is designed to help users identify documents that should have a co-signer but do not. The report will enforce CDAG security protocols. |
| Report Name | Menu Path | Client Based | Report RDL Name |
|---|---|---|---|
| Report Name CalMHSA Co-Signer Status Report | Menu Path Reports/CalMHSA Co-Signer Status Report | Client Based N | Report RDL Name RDLCALMHSA_CosignerStatus.rdl |
| Header Column #1 | Header Column #2 | Header Column #3 | Table Header |
|---|---|---|---|
| Header Column #1 Clinical Data Access GroupId | Header Column #2 Integer | Header Column #3 Y | Table Header Passed by system at report run time based on currently logged in CDAG |
| Header Column #1 Executed By StaffId | Header Column #2 Integer | Header Column #3 Y | Table Header Passed by system at report run time based on currently logged in CDAG |
| Header Column #1 Start Date | Header Column #2 Date | Header Column #3 N | Table Header Date parameter that will default to the current date minus 90 days |
| Header Column #1 End Date | Header Column #2 Date | Header Column #3 N | Table Header Date parameter that will default to the current date |
| Header Column #1 Programs | Header Column #2 Integer | Header Column #3 N | Table Header Program multiple select based on logged in user CDAG and staff programs |
| Header Column #1 Status | Header Column #2 Integer | Header Column #3 N | Table Header Multiple Select parameter that will display Signed, Declined or Pending |
| Header Column #1 CoSigner | Header Column #2 Integer | Header Column #3 N | Table Header Multiple Select parameter that will display Staff Names based on the Signers dataset |
| DataSets | Form(s) | CDAG Enforced | Comments |
|---|---|---|---|
| DataSets DataSet1 | Form(s) Staff Service Information | CDAG Enforced N/A | Comments Used to get the staff nae, caseload role, treatment team role, client name, most recent service date, procedure and clinician where the service was in show or complete status, and next appointment date, procedure code, and clinician for the currently logged in staff person from the services, and client treatment team tables |
| DataSets GetCountyLogo | Form(s) N/A | CDAG Enforced N/A | Comments County logo image for display on page header |
| DataSets Programs | Form(s) Programs | CDAG Enforced N/A | Comments Used to populate the Program parameter with active programs that the user has access to in Staff profile |
| DataSets Signers | Form(s) Staff/Users | CDAG Enforced N/A | Comments Used to get documents in statuses - In Progress/ Signed /Ready to Sign/ To Be Reviewed for the selected date range and populate the CoSigner parameter with staff names where the relationship to the client does NOT have a value and the signature order is greater than 1 (co-signer) |
| Default User Roles |
|---|
| Default User Roles County Affiliate SysAdmin CalMHSA SysAdmin Clinician Supervisor Medical Supervisor |
