| Report Description |
|---|
| This report is designed to display caseload information for the currently logged in Staff person who runs it in SmartCare. The design is similar to the My Caseload (My Office) List Page but includes additional columns such as next upcoming appointment information. |
| Report Name | Menu Path | Client Based | Report RDL Name |
|---|---|---|---|
| CalMHSA Staff My Caseload Details Reports | CalMHSA Staff My Caseload Details Report | N | RDLCALMHSAMyCaseloadDetails.rdl |
| Parameters | Data Type | Hidden | Comments |
|---|---|---|---|
| Clinical Data Access GroupId | Integer | Y | Passed by system at report run time based on currently logged in CDAG |
| Executed By StaffId | Integer | Y | Passed by system at report run time based on currently logged in CDAG |
| Team Roles | Multiple Select | N | Multiple select parameter on the team roles that can be assigned to a staff and caseload |
| DataSets | Form(s) | CDAG enforced | Comments |
|---|---|---|---|
| DataSet1 | Staff service information | N/A | 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 |
| GetCountyLogo | N/A | N/A | County logo image for display on page header |
| TeamRoles | Team Roles | N/A | Used to populate the Program parameter with values from the global code category TREATMENTTEAMROLE |
| Default User Roles |
|---|
| Billing CalMHSA SysAdmin Clinical Intern Contractor Contractor, Full Permissions Contractor, No Rates IP/CSU/Res LPHA/Clinician Medical IP/CSU/Res Non-LPHA Nurse Practitioner Prescriber |
