Service Report Excel Format

Report NameMenu PathClient BasedReport RDL Name
Report NameMenu PathReport RDL NameRDLCALMHSASericeReportExcelFormat
ParametersData TypeHiddenComments
Service From DateDateNN/A
Service Through DateDateNN/A
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
ProgramsMultiple SelectNProgram multiple select
DataSetsForm(s)CDAG EnforcedComments
DataSet1Staff service informationN/AThis query will get all services for both staff based and non-staff based (inpatient services, if applicable) where the status is in Show or Complete status (71,75) for selected staff date range, and programs. For group services, each client and the amount of time spent in the group appointment will display. The format of the report was designed so that end users can export the data out to Excel.
GetCountyLogoN/AN/ACounty logo image for display on page header
DataSetProgramClient InformationN/AUsed to populate the program parameter with active programs
Default User Roles
County Affiliate SysAdmin LPHA/Clinician Clinician Supervisor Inpatient/Residential Prescriber Health Maintenance Alert Medical/RN Reception and Front Desk Medical Records/Quality Assurance Non-LPHA Billing Supervisor Billing Medical Supervisor CalMHSA SysAdmin LVN/Minimal Medical Auditor/Read-Only Mental Health Clinical Organizational Provider SUD Organizational Provider MH Organizational Provider