DRAFT
Summary List
September 3, 1998
I.
CLIENT MASTER DATA ELEMENTS |
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| 1. Client Unique Identifier | 2. Gender | 3. Date of Birth |
| 4. Ethnicity (check all that apply) | 5. Hispanic Origin | 6. Primary Language |
| 7. English Proficiency | 8. Accommodation Needed | 9. Veteran Status |
CLIENT
ELIGIBILITY DATA ELEMENTS |
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| 1. Payors | 2. Eligibility Status | 3. Enrollment Begin Date |
| 4. Enrollment Ending Date | 5. Disenrollment Reasons | |
CLIENT
PERIODIC DATA ELEMENTS |
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| 1. Education | 2. Employment Status | 3. Type of Employment |
| 4. Residential Arrangement | 5. Household Composition | 6. Residence |
| 7. Functional Status | 8. Self-reported Health Status | 9. Custody/Guardianship/ Conservatorship |
| 10. Legal Status | 11. Interagency Participation in Assessment and Provision of Services | 12. Marital Status |
| 13. Citizenship (Alien Status) | 14. Informed Consent for Treatment | 15. Informed Consent for Data Sharing (Release of Information) |
| 16. Presenting Problem(s) at Time of Admission | 17. Referring Source | 18. First Behavioral Health Diagnosis |
| 19. Second Behavioral Health Diagnosis | 20. Additional Mental or Physical Health Diagnosis (1) | 21. Additional Mental or Physical Health Diagnosis (2) |
| 22. Additional Mental or Physical Health Diagnosis (3) | 23. Primary Care Physician | |
CLIENT ELEMENTS |
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1. Coded area of Residence Prior to Admission to Organization |
2. Chronicity of Mental Illness | 3. History of Use of Mental Health Services Prior to Most Recent Admission to the Organization |
| 4. Referral Upon Discontinuation | 5. Current Primary Therapist or Case Manager |
6. Duration of Disability |
7. Annual Gross Income and Number of Dependents |
8. Income-Principal Source | 9. Enrollment Status |
10. Family/caregiver Participation in MH Assessment and Treatment |
11. Inclusion in Treatment Plan | |
CHILDRENS ELEMENTS |
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| 1. History of Use of MH Services | 2. Referral Upon Discontinuation | 3. Staff Member(s) Participating |
4. Average Age of Receivable, by Payor Source |
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VI.
ENCOUNTER DATA ELEMENTS |
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| 1. Client Unique Identifier | 2. Service Transaction Identifier | 3. Organization Identifier |
4. Provider Identifier |
5. Type of Service | 6. Service Begin Date |
| 7. Service Ending Date | 8. Date of Service | 9. Location of Service |
| 10. Unit of Service | 11. Unit of Time | 12. First Behavioral Health Diagnosis |
13. Second Behavioral Health Diagnosis |
14. Disenrollment Disposition | 15. Disposition of Encounter |
16. Presence of Other Staff Members |
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ENROLLMENT AND ENCOUNTER ELEMENTS |
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| 1. Psych. ER Visits for Non-Emergency | 2. Residential Placement | 3. Principal Procedures |
| 4. Other Procedures | 5. Dates of Procedures | 6. Attending Physician Identification (inpatient) |
| 7. Date Payment Made | 8. Admitting Service | 9. Employee Home Phone |
| 10. Visits During Office Hours | 11. Benefits Currently Used | 12. Date of Referral |
| 13. Type of Referral | 14. Daily Activity Code | 15. Service Hours and Days of Operation |
| 16. Dependent Birthdays | 17. Dependent Gender | 18. Patients Relationship to Subscriber/Enrollee |
| 19. Number of Visits for Each Client | 20. Total Amount Paid | 21. Staff Member(s) Reporting |
| 22. Persons Involved in Event | 23. Scheduled Event | 24. Medical Record Number |
| 25. Clients Expected Sources of Payment | 26. Authorized Service | 27. Authorized Units |
| 28. Medications Prescribed | ||
PROVIDER/ORGANIZTION
DATA ELEMENTS |
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| 1. Provider Identification | 2. Organization Identifier | 3. Provider Location |
| 4. Type of Facility | ||
PROVIDER/ORGANIZATION
PERIODIC DATA ELEMENTS |
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| 1. Provider Identification | 2. Organization Identification | 3. Reporting Year |
ORGANIZATION ELEMENTS |
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| 1. Name of Director | 2. Telephone Number of the Director | 3. Location of Directly Operated Service Sites |
| 4. Type of Ownership/Control | 5. University/College Affiliation | 6. Total Revenue and Support |
| 7. Total Expenses | 8. Number of Hours of Operation Scheduled Per Week |
9. Relation to the State Mental Health Agency |
| 10. Admissions | 11. Discontinuations |
12. Number of Hot-line Phone Calls |
13. Total Full Time Equivalents by Type of Service |
14. Number of Clients on Rolls by Type of Service |
15. Number of Beds Set Up and Staffed by Type of Service |
16. Number of Client Days/Units Provided by Type of Service |
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HUMAN
RESOURCES DATA ELEMENTS |
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| 1. Organization Identifier | 2. Provider Identification | 3. Staff Unique ID |
| 4. Staffs Date of Birth | 5. Staffs Gender | 6. Staffs Ethnicity |
| 7. Staffs Hispanic Origin | 8. Date of Employment/Affiliation | 9. Discipline/Training/Profession |
| 10. Highest Degree/Education Level | 11. License/Certification | 12. Employment/Affiliation Status |
| 13. Languages Other Than English | 14. Total Full Time Equivalents by Discipline/Training Profession | 15. Separation Date |
HUMAN RESOURCES ELEMENTS |
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| 1. Country of Highest Degree | 2. Private Practice Maintained | 3. University/College Affiliation |
4. Participation in Job-Related or Career Development Training |
5. Income from the Organization | 6. Fringe Benefits Value |
7. Year of Degree |
8. Primary Job Function | 9. Experience |
FINANCIAL
ELEMENTS |
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| 1. Organization Identifier | 2. Provider Identification | 3. Current Assets |
| 4. Non-current Assets | 5. Total Assets | 6. Current Liabilities |
| 7. Non-current Liabilities | 8. Total Liabilities | 9. Operating Revenue and Support: First- and Third-Party Revenue by Program Element |
10. Operating Revenue and Support: All Other Sources |
11. Non-operating Revenue and Support |
12. Total Revenue and Support |
13. In-kind Contribution and Volunteers (Value) |
14. Expenses by Program Element | 15. Organization-Level Expenses |
16. Other Expenses at the Organization Level |
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