- Client Movement Report Data

Below is a detailed list of the questions reported on in the PATH QCMR Client Movement Report and the data they contain. To jump directly to the information for a specific question, press <Ctrl+F> to access your browser's search field and enter the name or number of the question you'd like to view.

IMPORTANT! When reviewing this information, please keep in mind the following:

Data Used in the Report - The QCMR Reports look at the following data elements. Those noted with an asterisk (*) are turned on using Configure Data Elements.

- Client ID
- Household ID
- Name
- Date of Birth
- Admission Date
- Disabling Condition
- Mental Health Problem
- Substance Abuse
- Currently Enrolled in PATH
- Reason Not Enrolled in PATH
- PATH Status Date
- Referral From Hospital *
- PATH Enrollment Status *
- Medicaid (Health Insurance type at admission or update)
- Medicaid (Certified Entitlement record)
- Discharge Date
- Destination (discharge)
- Consumer transferred to another program within your agency? (discharge)

In addition, under Services the report looks at the following data from Contacts Log entries, Progress Notes, and Group Notes:

- Contact Date
- Face-to-Face
- Location
- Service Type
- Duration

And under Service Referrals the report looks at the following data:

- Referral Date
- Purpose/Need
- PATH Referral Status
- Disposition

Definition of PATH Enrolled and PATH Eligible - The QCMR Reports are designed to look at PATH-enrolled clients; as a result, almost all of the questions are limited to clients who are PATH Eligible and PATH Enrolled as defined below.

A client is considered PATH Eligible if the following is true:
- Disabling Condition = Yes
- Mental Health Status = Yes

A client is considered PATH Enrolled / Enrolled In PATH if the following is true:
- Client Became Enrolled in PATH = Yes
- Date of PATH Status Determination is on or before the end of the reporting period
- Disabling Condition = Yes
- Mental Health Status = Yes

If the individual detail table is included in the report, it will include columns to help identify whether each client is PATH Eligible and/or PATH Enrolled.

Individual Detail - If individual detail has been included in the report, it is displayed in a special table at the bottom of the page. Every client included in the report has his/her own row in the individual detail table, and each question from the report is shown in a separate column to indicate whether the client was counted for that question or not. Columns are also included for "Project Name" and "Project Type," showing whcih program each client was enrolled in. Further, questions related to Units/Contacts will show how many units were counted for each client in each question. There are also columns indicating whether the client is PATH Eligible and/or PATH Enrolled as defined above. Keep in mind that individual details are provided for troubleshooting purposes, and not every question will apply to every client.

Report Header

The header of the Client Movement Report contains information about the project and settings for which the report was generated. Specifically, the top-right corner displays the reporting quarter and reporting year selected when generating the report. And on the top-left the following information is listed:

USTF Project Code - Pulled from System Setup > Agency Program Information > PATH Information.

Name of Agency - The division associated with the project for which the report was generated.

Name of Program - The project for which the report was generated.

Person Completing Form/Phone No. - A blank space that can be filled in manually if the report is printed.

Date Submitted - A blank space that can be filled in manually if the report is printed.

Check Agency Reporting Quarter - A set of checkboxes on the right-hand side of the page where a selection can be filled in manually if the report is printed.

Question 1 - Beginning Active Caseload (First Day of Quarter)

Counts the total number of PATH Enrolled clients with a PATH Status Date on or before the first day of the reporting period who were active in the program on the first day of the selected quarter.

Question 2 - New Enrollees to Program Element During Quarter

Counts the total number of PATH Enrolled clients with a PATH Status Date that falls after the first day of the reporting period, but before or on the last day of the reporting period, who have a "PATH Enrollment Status" that is blank or set to "New Enrollee."

Question 3 - Transfers to Program Element During Quarter

Question 4 - Transfers from Program Element During Quarter

Counts the total number of PATH Enrolled clients who were discharged during the reporting period and for whom the question "Consumer transferred to another program within your agency?" was answered with "Yes."

Question 5 - Terminations from Program Element During Quarter

Question 6 - Ending Active Caseload (Last Day of Quarter)

Counts the total number of PATH Enrolled clients who were present on the last day of the reporting period. Question 6 should always equal Question 1 + Question 2 + Question 3 - Question 4 - Question 5.

Question 7 - Clients who were Discharged from Hospitals/Facilities and Enrolled in this Program Within 30 Days of Discharge

Looks at "Referral From Hospital" data from Intake/Admission to count how many PATH Enrolled clients came from a hospital or health facility. There are four sub-questions and each is split up into two parts - "New Enrollees" and "Transfers." New Enrollees counts all PATH Enrolled clients whose "PATH Enrollment Status" is blank or set to "New Enrollee." Transfers counts all PATH Enrolled clients whose "PATH Enrollment Status" is set to "Transfer."

A. Clients who were Discharged from State Hospitals and Enrolled in this Program Within 30 Days of Discharge - A count of PATH Enrolled clients with "Referral From Hospital" set to "State Hospital."

B. Clients who were Discharged from County Hospitals and Enrolled in this Program Within 30 Days of Discharge - A count of PATH Enrolled clients with "Referral From Hospital" set to "County Hospital."

C. Clients who were Discharged from a Short-Term Care Facility/Involuntary Psychiatric Unit and Enrolled in this Program within 30 Days of Discharge - A count of PATH Enrolled clients with "Referral From Hospital" set to "Short-Term Care Facility/Involuntary Psychiatric Unit."

D. Clients who were Discharged from another Hospital and Enrolled in this Program Within 30 Days of Discharge - A count of PATH Enrolled clients with "Referral From Hospital" set to "Other Hospital."

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