Active Panel Report

This report depicts the Capacity and FTEE for each team and optionally each staffed position on each team. Note: PCMM uses SQL Server Reporting Services to run the Active Panel Report. This enables reports to return results faster than having PCMM run reports through it's own web application.

If you have permission, you can run reports. If not, they will be read-only.

1. Click Reports > Canned and Ad-Hoc Reporting.
2. Select from the following SSRS parameters:

• • Date (required): Default to current date/time, or enter in text box or choose from calendar control). If applicable, the information for the report will display everything on record through the specified date and time.
  • Report level: (required): Default to station, but can choose form National, VISN, or station. If station, can choose Position Detail.
  • Care Type (required): Default is All
  • Focus

3. The following fields will be displayed:

• • Station
  • Team
  • • Care Type/Focus
    • Name
    • • Position(s) (Note: Only display this field when “Include Position Detail” checkbox is selected
    • Team Status (Indicator for Team)
  • Capacity
  • • Allowed (Total Number of Patients Allowed for each active position on the team)
    • Assigned (Total Number of Patients with current active assignment to the team)
    • Available (Patient allowed minus patient assigned)
    • Utilization (Patient assigned divided by patient allowed times 100 = percentage)
  • FTEE
  • • Expected (Total expected FTEE for each active position on the team)
    • Actual (Total actual FTEE captured for each active staff assignment to each active position on a team)
    • Utilization (Actual FTEE divided by expected FTEE divided by 100 = percentage)
  • Potentially Deceased

Include Position Detail

• • If the Include Position Detail box is checked, all active positions with active staff assignments will be displayed.
  • This option provides the capacity and FTEE for all the active positions with the active staff assignments for each team included in the report and will be listed under the Team Name.  (Ex. Staff Name - Position Assignment)
  • The data for the assigned capacity and FTEE associated with each position can be retrieved from the following screens:
  • • Position Profile (Allowed Patients, Assigned Patients, Available Patients, Expected FTEE)
    • Show Staff (Actual FTEE)
  • The Position Detail will be listed in the following order:
  • • PCP, if applicable (If there is an active preceptor on team; search for Preceptor but display as PCP)
    • AP(s), if applicable (If there are any active preceptees for team; search for Preceptee but display as AP
    • If Preceptor/Preceptees are listed; then a Subtotal row will be provided for the assignments of PCP/AP for capacity and FTEE.
    • Care Manager 
    • Clinical Associate (Clinical Assc)
    • Administrative Associate (Admin Assc)
    • Any additional active positions with staff assignments will be listed.