| List of Reports Available for Provider QI |
| Report Number |
Report Name |
Report Description |
| 113 |
Client Service Summary Report |
This report will give you the service dates, service code, service type and the duration in minutes (for the client and date range selected). This report will also give you a sum of total service minutes and total service count. |
| 123 |
Client Diagnosis Report |
This report displays current and history of diagnosis specific to the selected episode. |
| 301 |
Expired UMDAP by Case Coordinator |
This report will give you detailed UMDAP information for all of your clients. This report shows the client’s UMDAP amount, and what the client’s family assignment number is. Clients who have expired or no UMDAP’s are marked red. |
| 501 |
Provider Data Form |
Information about program setup like address and allowable service codes. |
| 601 |
Cal-Oms Anomalies |
Shows errors with cal oms admit and discharges |
| 602 |
Program Service Detail Report |
This report shows total Service detail listings sorted by a field chosen by a user for a program selected during reporting time period. Total entry is the total number of occurrences for Residential and/or Day treatment programs and, Total UOS (units of services in minutes) is for outpatient programs (including Methadone). |
| 603 |
program UOS summary report |
This report shows total Units of services by service code for the program selected during reporting time period. Total entry is the total number of occurrence for Residential and/or Day treatment program and, Total UOS (units of services in minutes) is for outpatient programs (including Methadone). |
| 604 |
Program Financial Eligibility |
This report shows the financial eligibility by program for open clients during the reporting time period selected. |
| 605 |
program active cases |
This report shows information of open cases by program during the reporting time period selected. |
| 609 |
client address errors |
The report lists patient address which contains invalid characters (” , . # & ! ) as well as unfound ZIP codes leading blank space in the street and city name will result in a claim file being rejected |
| 611 |
duplicate service report |
This report displays a list of clients that may be receiving duplicate services. |
| 615 |
claimed service check |
This report displays services received by a client along with a claim number. If a claim has not been made, the status will read “service not claimed” in green text. |
| 616 |
monthly share of cost |
This report will list Medi-Cal Beneficiaries who have share of cost reported in monthly MEDS file and includes its unmet amount from Share of Cost Management Option. |
| 621 |
daily admissions |
This report will list all episodes without Financial Eligibility for the admission period selected. |
| 622 |
active episodes |
This report shows information regarding clients with active episodes by program. |
| 623 |
financial eligibility review |
This report shows information regarding financial eligibility and is organized by program and age group. |
| 703 |
No case Coord by Admitting staff |
this report is in a export/print output format. This report displays the information for clients that are missing a case coordinator. Grouped by Program then admitting practitioner |
| 704 |
Missing UMDAP by program |
|
| 705 |
Services without progress notes |
This report displays services which do not have progress notes |
| 706 |
Draft Notes List |
This report is sorted by staff name and displays progress notes which are left in draft status |
| 710 |
clientsWithoutServicesFor60days |
This report displays information for clients that have not received services in the last 60 days. Grouped by Team, admitting practitioner and episode opening date. |
| 711 |
Basic Billing Report |
|
| 712 |
Missing CSI data |
This report is used to track clients with missing csi data by team then sorted by clinician. This report is used for QA monthly audits |
| 713 |
Services 5 minutes or less |
this report is used to track any services under 5 minutes which are not allowed. The minimum billing duration is 5 minutes |
| 714 |
360’s over 4h and 371 over 8h |
|
| 716 |
Draft Psychosocial Assessments |
This report shows clients with draft psychosocial assessments sorted by team and case coordinator |
| 717 |
Clients without diagnosis |
This report is based on the admitting practitioner field of the episode admission screen. Each episode needs a diagnosis so pay special attention to the episode number that is missing a diagnosis Each client needs to have an ADMISSION type diagnosis (for billing purposes) |
| 718 |
Clients under Age 1 |
This reports shows all clients with ages under 1 year of age |
| 720 |
Missing UMDAP by Case Coordinator |
This report will give you detailed UMDAP information by case coordinator for all of their clients. This report shows the client’s UMDAP amount, and what the client’s family assignment number is. Clients who have expired or no UMDAP’s are marked red. |
| 722 |
Possible Duplicate Services QA |
This report show all client services including notes that may appear to be duplicated |
| 727 |
Clinician’s as Doctors |
This report shows 360’s billing by clinicians |
| 811 |
Staff Productivity by Billing Code |
This report shows the billable time your staff has spent organized by service code |
| 813 |
clients w/out case coordinator by pr |
This report shows clients in a program without a case coordinator |
| 815 |
Clients open 60 days or less |
This report shows clients that are new to your program. This report is ran by program not team. |
| 818 |
Financial Eligibility by Program |
This report shows the financial eligibility by program for open clients. |
| 822 |
Active service codes by program |
This report displays all active service codes for the programs selected |
| 830 |
Medi-cal Eligibility Check |
|
| 831 |
Program Staff Services Information |
this report displays minutes billed per service code/per staff and program |
| 901 |
Clients without a dx by Program |
This report shows clients currently open who are missing diagnosis, it is used for quality control. Admission dx is required for billing purposes. |
| 904 |
ProgramBillingData |
This report shows all billing by a program in a specified date range. |
| 907 |
clients with 3 or less services by prog |
This report shows clients who are currently open to a program with 3 or
less services. |
| 908 |
Primary Financial Eligibility By Program |
This report displays a list of clients along with their financial eligibility. The information will be grouped by client and will show a list of their coverage information. There will also be a summary by program that shows the count and percentage of clients with certain coverage. |
| 909 |
Demographics All Clients |
This report will give you 2 pie charts with current open clients to mental health and alcohol and drug services ethnicity, and gender. |
| 910 |
Number of Clients Served by each staff |
This report shows all the clients a staff member is serving in an open episode. |
| 912 |
# of Clients served per program by date |
This report gives you a count of clients served in all programs based on the dates selected. (you may select a specific program by clicking on the program name on the left side pane) |
| 914 |
DischargesByProgram |
This report is organized by program, you can choose one or more programs to review. The discharges are additionally organized by type of discharge. You can click on the type of discharge to see additional information such a the client name and admit and discharge primary diagnosis. |
| 915 |
Open Clients in each program by admit |
This report displays a list of open clients in each program grouped by the program and admitting practitioner. |
| 916 |
Program Billing by Guarantors |
This shows the units of service broken down by different guarantors (medi-cal medicare etc) |
| 920 |
All Staff 72hour Rule |
This report is organized by team. It displays the percentage of notes completed within the 72 hour rule |
