Active Panel Report
This report depicts the Capacity and FTE for each team and optionally
each staffed team role on each team. Note:
PCMM Web uses SQL Server Reporting Services to run the Active Panel Report.
This enables reports to return results faster than having PCMM Web run
reports through it's own web application.
With the appropriate permissions, a user can run reports. If not, they
will be read-only.
- Click Reports > Canned and Ad-Hoc Reporting.
- 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
- 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 team role 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 team role allowed times 100 = percentage)
- FTE
- Expected (Total expected
FTE for each active team role on the team)
- Actual (Total actual
FTE captured for each active staff assignment to each active
team role on a team)
- Utilization (Actual FTE divided by expected
FTE divided by 100 = percentage)
- Potentially
Deceased
Include Position Detail
- If the Include Position Detail
box is checked, all active team roles with active staff assignments
will be displayed.
- This option provides the capacity and FTE for all the active team roles 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 FTE associated with each team
role can be retrieved from the following screens:
- Position
Profile (Allowed Patients, Assigned Patients, Available Patients,
Expected FTE)
- Show
Staff (Actual FTE)
- 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 FTE.
- Care Manager
- Clinical Associate
(Clinical Assc)
- Administrative Associate
(Admin Assc)
- Any additional active
team roles with staff assignments will be listed.
See Also:
Background Job Log