Incident Target Report

The Incident Target Report request screen allows users to request a report which identifies targets listed within a particular incident. Targets are identified on the Target Information screen.

 

Notes:

  • This report is only accessible for ODP-ID/A and ODP-BSASP users.

  • The only available format for this report output is Microsoft Excel (.xls).

  • If the discovery or occurrence date range exceeds 6 months and neither a provider nor an individual is selected, the report request will be processed offline and saved to the user's Report Inbox.

  • If the discovery or occurrence date range exceeds 12 months (even if a provider or an individual is selected), the report request will be processed offline and saved to the user's Report Inbox.

  • Options available within each drop-down list are dependent on the scope and roles of the logged in user. Some dropdown-list will not be populated until a value from a dependent drop-down list is selected.

  • When providers or State Centers (ODP-ID/A only)  navigate to this screen, their MPI number will default for this search criteria (however their service location ID will not be defaulted).

  • Only service locations which have been active within the past 365 days (based on the service location end date) will be available for selection.

  • The default sort order for this report is by Target Identifier in alphabetical order and then by Incident ID in descending order.

 

Field Name

Field Description

Program Office

Select the Program Office for which to retrieve data. This field is populated based on the logged in user’s scope.  A Program Office must be selected in order to populate a number of the other fields.

Discovery/Reported From Date

Select the beginning date for the date range when the incident was discovered.

Discovery/Reported To Date

Select the end date of the date range when the incident was discovered.

Occurrence From Date

Select the beginning date for the date range when the incident occurred.

Occurrence To Date

Select the end date for the date range when the incident occurred.

Type

Select the type(s) of incidents to filter the report. This field is populated based on the Program selected.

Status

Select the type of incident status to filter the report (Open, Closed, Open or Closed, Deleted).

Note: Users will only be able to view and select the deleted status if they have the correct role permissions to do so.

Primary Category

Select the primary category(ies) to filter the report. This list is populated based on the Program Office and incident type selected.

Secondary Category

Select the secondary category(ies) to filter the report. This list is populated based on the Program Office, incident type, and primary category selected.

Region

Select which Region to include in the report output. This applies to the region associated with the incident.

County

Select which County(ies) to include in this report. This applies to the residential county/service location county associated with the incident.

Waiver/Program

Select the Waiver(s)/Program(s) to include in this report. This list is populated based on the Program Office and incident type selected.

Target Identifier

Enter the target identifier which was entered within the incident.
Target Relationship

Enter the target relationship for a given target entered within the incident.

Include Individuals without MCI

Select to include incidents for individuals without an MCI number. This only appears when ODP-ID/A is selected as the Program Office.

  
Note: If the logged in user does not have permission to view incidents for individuals without an MCI, this filter will have no effect.

Minimum Incident Count

Enter the minimum number of incidents for given target which meets all report parameters to include in this report.

 

When this count is applied for individual or site level incidents, the report logic will first group all records by the target identifier entered. After grouping, the report logic will determine whether within each group, there are at least x number of incidents which meet the other report request filters (where x is the minimum incident count) 

 

Note: Unlike the Custom report, primary category will not be used when grouping records.

[SEARCH INDIVIDUALS]

Click [SEARCH INDIVIDUALS] to search for and select an individual for which you wish to view incident data.

[SEARCH PROVIDERS]

Click [SEARCH PROVIDERS] to search for and select a provider/service location for which you wish to view incident data.

User Label

Enter a unique label for the report when requesting offline reports. This label will be used to identify the report in the Reports Inbox.

Request Report Offline

Select this checkbox to request that the report be processed offline and saved to the user's Report Inbox, regardless of other parameters selected.

[RESET]

Click this button to clear the report parameters and re-enter the values.

[SUBMIT]

Click this button to run the report.