The following is a list of base reports that are available on the Reports > Individual page:
| Report Name | Description |
|---|---|
| Base Composite FormsABC Workload Overview Dates | Daily workload totals: service recipient (Form A data), service recipient (Form B data), non-service recipient (Form C data), and their total. |
| Base Composite FormsABC Workload Overview LS | Workload totals: service recipient (Form A data), service recipient (Form B data), non-service recipient (Form C data), and their sum. |
| Base Composite FormsABC Workload Summary | Service recipient workload (Form A data) for inpatients, clients, referred-in, and their total. Service recipient workload (Form B data) for inpatients, clients, referred-in, and their total. Non-service recipient workload (Form C data). |
| Base Composite FormsABC Workload_Caseload Summary | Service recipient workload (Form A plus Form B data) for inpatients, clients, referred-in, and their total. Non-service recipient workload (Form C data). Number of new referrals, active carryovers, and attendance days (face-to-face, face-to-face group, virtual, virtual group, non-face-to-face, and attended to) for inpatients, clients, referred-in, and their total. |
| Base Composite FormsABC Workload_Caseload_Productivity Summary | Base Composite FormsABC Workload_Caseload Summary report with an additional section that includes a variety of utilization and productivity indicators, earned hours, and worked hours. |
| Base FormA Attendance Dates LS | List of service recipients with attendance days. Includes name and ID; CSR code and number of attendance days (face-to-face, face-to-face group, virtual, virtual group, non-face-to-face, and attended to); and date and kind of each attendance day. |
| Base FormA Attendances | Number of attendance days (face-to-face, face-to-face group, virtual, virtual group, non-face-to-face, and attended to). Counts for inpatients, clients, referred-in, and their total. |
| Base FormA Caseload | Number of new referrals, active carryovers, and their sum (active service recipients). Number of discharges; if applicable, also number of deaths and separations. Number of attendance days (face-to-face, face-to-face group, virtual, virtual group, non-face-to-face, and attended to). Counts for inpatients, clients, referred-in, and their total. |
| Base FormA Counting Field | Service recipient counting field information (Form A data) for inpatients, clients, referred-in, and their total. |
| Base FormA Counting Field Summary LS | Service recipient counting field totals (Form A data). Landscape format accommodates a maximum of six counting field column headings. |
| Base FormA List of Active ServiceRecipients | List of active service recipients (i.e., new referrals and active carryovers). Includes name, ID, category of service recipient, episode of care start date, and (if there is one) episode of care end date. |
| Base FormA List of Category of ServiceRecipient Mismatches | List of service recipients with a Form A record for a date pertaining to an episode of care record, yet with a different CSR code. Includes name and ID, Form A Staff code and CSR code, and episode of care CSR code, start date, and (if there is one) end date. |
| Base FormA List of Current ServiceRecipients | List of active service recipients (i.e., new referrals and active carryovers) with an episode of care that does not have an end date in the report span. Includes name, ID, category of service recipient, and episode of care start date. |
| Base FormA List of Inactive ServiceRecipients | List of service recipients with no Form A workload during the report span, yet with an episode of care record relevant to the report span. Includes name and ID, and episode of care CSR code, start date, and (if there is one) end date. |
| Base FormA List of Multiple Open EOC Records | List of service recipients with two or more episode of care records relevant to the report span. Includes name and ID, and episode of care CSR code, start date, and (if there is one) end date. |
| Base FormA List of Separations | List of service recipients with an episode of care record that has an end date in the report span. Includes name and ID, and episode of care CSR code, start date, and end date. |
| Base FormA List of Workload Dates and EOC Records LS | List of service recipients for whom workload has been recorded on Form A. Includes name and ID; list of workload dates and daily totals per Form A record (showing Staff code, and CSR and Contact Type codes, if applicable); and list of episode of care records (showing CSR code, start date, end date (if there is one), and separation (if applicable)). |
| Base FormA Procedures and Workload | Number of procedures and corresponding service recipient workload (Form A data). Suitable only for professions that record Form A workload by procedure. |
| Base FormA Record Detail LS | List of workload details and counting field details by date per Form A record. Shows name and ID of each service recipient; includes CSR and Contact Type codes, if applicable. |
| Base FormA Record Search | List of service recipients for whom workload and/or counting field data has been recorded on Form A. Includes name, ID, and (if there is one) date of birth. |
| Base FormA Referrals with Attendances LS | Number of new referrals and the number of attendance days (face-to-face, face-to-face group, virtual, and virtual group) attributable to the new referrals. |
| Base FormA ServiceRecipients with Attendances LS | Number of active service recipients (new referrals plus active carryovers) and the number of attendance days (face-to-face, face-to-face group, virtual, virtual group) attributable to the active service recipients. |
| Base FormA ServiceRecipients(WL(Usagers)) | Number of service recipients for whom workload has been recorded on Form A; reported according to one of three MSSS definitions for usagers as determined by report condition settings for occurrence of workload and relative date. Counts for inpatients, clients, referred-in, and their total. |
| Base FormA ServiceRecipients(WL(Usagers))_Attendances_Workload LS | Number of service recipients for whom workload has been recorded on Form A, reported according to one of three MSSS definitions for usagers as determined by report condition settings for occurrence of workload and relative date; number of attendance days (face-to-face, face-to-face group, virtual, virtual group, and non-face-to-face); and service recipient workload total (Form A data). |
| Base FormA ServiceRecipients(WL) | Number of service recipients for whom workload has been recorded on Form A. Counts for inpatients, clients, referred-in, and their total. |
| Base FormA ServiceRecipients(WL)_Procedures_Workload | Number of service recipients for whom workload has been recorded on Form A; number of procedures (Form A data); and service recipient workload total (Form A data). Suitable only for professions that record Form A workload by procedure. |
| Base FormA ServiceRecipients_Attendances_Workload LS | Number of active service recipients (new referrals plus active carryovers); number of attendance days (face-to-face, face-to-face group, virtual, virtual group, and non-face-to-face); and service recipient workload total (Form A data). |
| Base FormA Status | Number of new referrals active carryovers, and their sum (active service recipients). Number of discharges; if applicable, also number of deaths and separations. Counts for inpatients, clients, referred-in, and their total. |
| Base FormA Status Dates | List of new referrals, new referral discharges, and (if applicable) new referral deaths, also active carryovers, active carryover discharges, and (if applicable) active carryover deaths; by category of service recipient. Includes name, ID, episode of care start date, and (if there is one) episode of care end date. |
| Base FormA Status Summary LS | Number of new referrals, active carryovers, and their sum (active service recipients). Number of discharges; if applicable, also number of deaths and separations. Landscape format accommodates a maximum of six status column headings. |
| Base FormA Workload | Service recipient workload (Form A data) for inpatients, clients, referred-in, and their total. |
| Base FormA Workload Summary LS | Service recipient activity category workload totals (Form A data). Landscape format accommodates a maximum of five activity category column headings. |
| Base FormB Counting Field | Service recipient counting field information (Form B data) for inpatients, clients, referred-in, and their total. |
| Base FormB Counting Field Summary LS | Service recipient counting field totals (Form B data). Landscape format accommodates a maximum of six counting field column headings. |
| Base FormB Procedures and Workload | Number of procedures and corresponding service recipient workload (Form B data). Suitable only for professions that record Form B workload by procedure. |
| Base FormB Record Detail LS | List of workload details and counting field details by date per Form B record. Includes CSR and Contact Type codes, if applicable. |
| Base FormB Workload | Service recipient workload (Form B data) for inpatients, clients, referred-in, and their total. |
| Base FormB Workload Summary LS | Service recipient activity category workload totals (Form B data). Landscape format accommodates a maximum of six activity category column headings. |
| Base FormC Counting Field | Non-service recipient counting field information (Form C data). |
| Base FormC Counting Field Summary LS | Non-service recipient counting field totals (Form C data). Landscape format accommodates a maximum of six counting field column headings. |
| Base FormC Procedures and Workload | Number of procedures and corresponding non-service recipient workload (Form C data). Suitable only for professions that record Form C workload by procedure. |
| Base FormC Record Detail LS | List of workload details and counting field details by date per Form C record. |
| Base FormC Workload | Non-service recipient workload (Form C data). |
| Base FormC Workload Summary LS | Non-service recipient activity category workload totals (Form C data). Landscape format accommodates a maximum of six activity category column headings. |
| Base SI Summary LS | Staff information field totals (Staff Information Form data). Landscape format accommodates a maximum of six staff information field column headings. |