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CalMHSA Co-Signer Status Report

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 NameMenu PathClient BasedReport RDL Name
CalMHSA Co-Signer Status ReportReports/CalMHSA Co-Signer Status ReportNRDLCALMHSA_CosignerStatus.rdl
Header Column #1Header Column #2Header Column #3Table Header
Clinical Data Access GroupIdIntegerYPassed by system at report run time based on currently logged in CDAG
Executed By StaffIdIntegerYPassed by system at report run time based on currently logged in CDAG
Start DateDateNDate parameter that will default to the current date minus 90 days
End DateDateNDate parameter that will default to the current date
ProgramsIntegerNProgram multiple select based on logged in user CDAG and staff programs
StatusIntegerNMultiple Select parameter that will display Signed, Declined or Pending
CoSignerIntegerNMultiple Select parameter that will display Staff Names based on the Signers dataset
DataSetsForm(s)CDAG EnforcedComments
DataSet1Staff Service InformationN/AUsed 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
GetCountyLogoN/AN/ACounty logo image for display on page header
ProgramsProgramsN/AUsed to populate the Program parameter with active programs that the user has access to in Staff profile
SignersStaff/UsersN/AUsed 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
County Affiliate SysAdmin CalMHSA SysAdmin Clinician Supervisor Medical Supervisor