Sheet1
cart_items_by_primworker
act_id ID Number of the Service Event (Service Event Page)
act_time Start Time of the Service Event (Service Event Page)
act_type Type of Service Event (Service Event Page)
act_status Status of Service Event (booked/cancelled/show etc)
act_site Site of Service Event (Service Event Page)
item_name Service Unit name (Service Event Page>Cart)
uofm Service Unit Unit of Measurement - Intake side (Service Event Page > Cart)
item_qty Number of Units added to the cart (Service Event Page > Cart)
item_rate Fee per unit (Service Event Page > Cart)
item_total Total Fee (Service Event Page > Cart)
inv_tot Total Amount Invoiced
item_class Service Unit Class (Set on Service Unit page)
item_type Service Unit Type (Set on Service Unit page)
item_code Procedure Code for the Service Unit (Service Unit Page)
uofm_schedule Unit of Measurement Schedule
uofm_equiv Number of Schedule Units of Measurement per Service Unit Unit of Measurement
total_uoms Total Schedule Units of Measurement
case_id Case ID Number (System Generated) for the case in which this document was completed
case_name Case Name (Case Information Page)
pp_id Service File ID Number (system generated)
program Case Service name
ws_name Group Name (If any)
pp_start_date Service File Start Date
pp_end_date Service File End Date
pp_status Service File Status (Open/Closed etc)
primary_worker Primary Worker assigned to Service File
program_group Case Service Class of the Case Service
program_type1 Agency Service Type 1 (SA Homepage>Agency>Setting>Agency Service Type)
program_type2 Agency Service Type 2 (SA Homepage>Agency>Setting>Agency Service Type)
program_type3 Agency Service Type 3 (SA Homepage>Agency>Setting>Agency Service Type)
pres_ind_id Presenting Individual ID Number (System Generated)
Page 1
Sheet1
Page 2
Sheet1
view_act_hours_by_worker view
act_start_time Event Start Time activity_id
act_end_time Event End Time activity_title
act_duration_hours Length of Event activity_status
worker_first_name First Name of each Worker for Event activity_start
worker_last_name Last Name of each Worker for Event activity_end
worker_name Name of each Worker for Event program_provided_id
worker_id ID Number of the each Worker (System Generated) activity_text_1
program_name Case Service name activity_text_2
unique_id Event ID Number (System Generated) activity_dropdown_1
worker_site Primary Worker's Site (Worker Profile) activity_dropdown_2
rpts_id activity_checkbox_1
ID Number of the Reports To Worker (System Generated)
rpts_worker_name Name of Reports to Worker for Event activity_checkbox_2
activity_date_1
activity_date_2
activity_memo_1
activity_memo_2
Page 3
Sheet1
Page 4
Sheet1
view_act_userdef v
ID Number of the Service Event (Service Event Page) activity_id
Event Name activity_title
Status of Service Event (booked/cancelled/show etc) activity_start_time
Event Start Time activity_end_time
Event End Time duration_hrs
Service File ID Number (system generated) activity_category
Event Text 1 (SA Homepage> Event, Answers are filled in in Event>User-Defined) site_of_activity
Event Text 2 (SA Homepage> Event, Answers are filled in in Event>User-Defined) case_activity_status
Event Dropdown 1 (SA Homepage> Event, Answers are filled in in Event>User-Defined) case_activity_type
Event Dropdown 2 (SA Homepage> Event, Answers are filled in in Event>User-Defined) case_program
Event Checkbox 1(SA Homepage> Event, Answers are filled in in Event>User-Defined) case_workshop
Event Checkbox 2 (SA Homepage> Event, Answers are filled in in Event>User-Defined) non_case_program
Event Date 1 (SA Homepage> Event, Answers are filled in in Event>User-Defined) non_case_series
Event Date 2 (SA Homepage> Event, Answers are filled in in Event>User-Defined) indirect_activity_type
Event Memo 1 (SA Homepage> Event, Answers are filled in in Event>User-Defined) program_provided_id
Event Memo 2 (SA Homepage> Event, Answers are filled in in Event>User-Defined) non_case_series_id
case_total_billing
activity_id_from_billing
Page 5
Sheet1
Page 6
Sheet1
view_activity view_ac
ID Number of the Event bookable_item_id
Event Title activity_member_category
Event Start Time activity_member_name
Event End Time activity_individual_show
Length of Event in hours activity_id
Case, informal service or indirect event activity_title
Event Site activity_start_time
Status of Service Event (booked/cancelled/show etc) activity_end_time
Service Event Type duration_hrs
Case Service activity_category
Case Service Group site_of_activity
Informal Service Name case_activity_status
Informal Series Name case_activity_type
Indirect Event Type (Indirect Event page) case_program
Service File ID Number (system generated) case_workshop
Informal Series ID Number (system generated) non_case_program
Total Billing Amount after all adjustments (Service Event Page) non_case_series
ID Number of the Event ( Event Page) indirect_activity_type
program_provided_id
case_standard_billing
Page 7
Sheet1
Page 8
Sheet1
view_activity_members
ID Number of the attending client, worker, blue book contact or resource (Service Event page>Attendee; system generated)
Event Attendee type (ie worker, resource, blue book contact, individual) (Service Event page>Attendee)
Service Event Attendee Name (Service Event page>Attendee)
Service Event Member Attendance Status (yes=show, no=not marked show) (Sevice Event Page)
ID Number of the Service Event (Service Event Page) (system generated)
Event Title
Event Start Time
Event End Time
Length of Event
Case, informal service or indirect event
Event Site
Status of Service Event (booked/cancelled/show etc)
Service Event Type (Service Event Page)
Case Service
Case Service Group
Informal Service Name
Informal Series Name
Indirect Event Type (Indirect Event page)
Service File ID Number (system generated)
Standard Billing Amount prior to any adjustments (Service Event Page)
Page 9
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Page 10
Sheet1
pw_view_applied_receipts
rec_id Receipt ID Number (System Generated)
rec_type Receipt Type (Payment, Credit, Recovery)
payor_type Type of Payor (Funder, CoPay, FFS)
payor Name of Payor (Service Event Page> Cart)
reason_type Reason/type of payment, credit or recovery
rec_date Receipt Date
chq_no cheque number
rec_desc Receipt description
created_by First Name of Worker who entered/created the receipt
applied_to_doc ID Number of the Invoice/Debit the Payment/Credit has been applied to
doc_no Invoice/Debit Number
doc_date Invoice/Debit Date
description Description of invoice/debit charge
applied_amt Amount of Receipt Applied
site Site of Service Event (Service Event Page)
act_id ID Number of the Service Event (Service Event Page)
act_date Date of Service Event (Service Event Page)
case_id Case ID Number (System Generated) for the case in which this document was completed
case_name Case Name (Case Information Page)
debit_ref Debit Reference Number (Debit Note Page)
debit_desc Debit Description (Debit Note Page)
ind_id Individual's ID Number (System Generated)
funder_id Funder ID Number (system generated) for the funder for which this document was completed
Page 11
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Page 12
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pw_view_applied_receipts_by_worker
act_date
act_id
activity_title
applied_amt
case_activity_status
case_activity_type
case_id
case_name
case_program
chq_no
created_by
description
duration_hrs
funder_id
ind_id
inv_date
inv_line_id
inv_no
line_fully_pd
orig_price_ext
payor
payor_line_type
payor_line_type_short
payor_type
reason_type
rec_date
rec_desc
rec_id
rec_type
site
total_line_amt
worker
worker_checkbox1
worker_checkbox2
worker_date1
worker_date2
worker_dropdown1
worker_dropdown2
worker_dropdown3
worker_dropdown4
worker_id
worker_rate1
worker_text2
worker_text2
Page 13
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Page 14
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pw_view_applied_receipts_by_worker
Date of Service Event (Service Event Page)
ID Number of the Service Event (Service Event Page)
Event Title
Amount of Receipt Applied
Status of Service Event (booked/cancelled/show etc)
Service Event Type (Service Event Page)
Case ID Number (System Generated) for the case in which this document was completed
Case Name (Case Information Page)
Case Service
cheque number
First Name of Worker who entered/created the receipt
Description of invoice/debit charge
Length of Event
Funder ID Number (system generated) for the funder for which this document was completed
Individual's ID Number (System Generated)
Date of Invoice
ID number for the Billing Line (System Generated)
Invoice Number
Line Item Fully Paid Status (Service Event Page) 1=Fully Paid, 0= not Fully Paid
Original Line Item Price (prior to adjustments) unit_fee multiplied by Qty
Name of Payor (Service Event Page> Cart)
Type of Payor Line Item is billed to (Primary Funding, Subsequent Funding,Fee For Service, Co-Pay )
Short name for Type of Payor line Item is billed to (PRI, SSQ, FFS, CP)
Type of Payor (Funder, CoPay, FFS)
Reason/type of payment, credit or recovery
Receipt Date
Receipt description
Receipt ID Number (System Generated)
Receipt Type (Payment, Credit, Recovery)
Site of Service Event (Service Event Page)
Total Line Amount (after Adjustments)
Worker's Name - First and Last (Worker Profile)
Worker Profile Checkbox 1 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Checkbox 2 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Date 1 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Date 2 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Dropdown 1 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Dropdown 2 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Dropdown 3 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Dropdown 4 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
ID Number of the each Worker (System Generated)
Worker Profile Rate (SA Homepage > User Setup > Setting, Answers are filled in Worker Profile > User Defined)
Worker Profile Text 1 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Text 1 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Page 15
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Page 16
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view_brief_services
brief_ser_id
brief_ser_type
referral_src
brief_ser_text
brief_ser_comments
brief_ser_comments2
brief_ser_yes_no
brief_ser_date
orker Profile > User Defined)
orker Profile > User Defined)
Profile > User Defined)
Profile > User Defined)
orker Profile > User Defined)
orker Profile > User Defined)
orker Profile > User Defined)
orker Profile > User Defined)
User Defined)
Profile > User Defined)
Profile > User Defined)
Page 17
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Page 18
Sheet1
view_brief_services
ID Number of the Anonymous Service (system generated)
Anonymous Service Type (SA Homepage>Agency Setup>Setting> Anonymous Service Drop Down)
Referred To (Anonymous Service Details)
Anonymous Service Text 1 (SA Homepage>Agency Setup>Setting> Anonymous Service)
Anonymous Service Memo 1 (SA Homepage>Agency Setup>Setting> Anonymous Service)
Anonymous Service Memo 2 (SA Homepage>Agency Setup>Setting> Anonymous Service)
Anonymous Service Checkbox
Date of Anonymous Service
Page 19
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Page 20
Sheet1
view_brief_service_count_cat
brief_serv_id
category_name
category_count
Page 21
Sheet1
Page 22
Sheet1
view_brief_service_count_cat
ID Number of the Anonymous Service (system generated)
Anonymous Service Category (SA Homepage>Agency Setup>Setting> Anonymous Service Dropdown)
Number of Anonymous Services provided for each Anonymous Service Category
Page 23
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Page 24
Sheet1
pw_view_cart_items
act_id ID Number of the Service Event (Service Event Page)
act_time Start Time of the Service Event (Service Event Page)
act_type Service Event Type (Service Event Page)
act_status Status of Service Event (booked/cancelled/show etc)
act_site Site of Service Event (Service Event Page)
for_review Event Reviewed Status (Service Event Page) 1=reviewed, 0= not reviewed
item_name Service Unit name (Service Event Page>Cart)
uofm Service Unit Unit of Measurement - Intake side (Service Event Page > Cart)
item_qty Number of Units used (Service Event Page > Cart)
item_rate Fee per unit (Service Event Page > Cart)
item_total Total Fee (Service Event Page > Cart)
inv_fun_tot Total Owing by Funder
inv_copay_tot Total Owing for CoPay (by client) as defined in Policy Coverage
inv_ffs_tot Total Owing by Client excluding CoPays
inv_tot Total Amount Invoiced
item_class Service Unit Class (Set on Service Unit page)
item_type Service Unit Type (Set on Service Unit page)
item_nameshort Shortened version of the Service Unit name (Service Unit page)
item_code Procedure Code for the Service Unit (Service Unit Page)
uofm_schedule Unit of Measurement Schedule
case_name Case Name (Case Information Page)
pp_id Service File ID number for Case Service (System Generated)
program Case Service name
ws_name Group Name (If any)
pp_start_date Service File Start Date
pp_end_date Sevice File End Date
pp_status Service File Status (Open/Closed)
prim_worker Primary Worker on the Service File
program_group Case Service Class of the Case Service
program_type1 Agency Service Type 1 (SA Homepage>Agency>Setting>Agency Service Type)
program_type2 Agency Service Type 2 (SA Homepage>Agency>Setting>Agency Service Type)
program_type3 Agency Service Type 3 (SA Homepage>Agency>Setting>Agency Service Type)
pres_ind_id Presenting Individual ID Number (System Generated)
Page 25
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Page 26
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view_cart_item_byClient
item_name
uofm
item_class
item_type
item_nameshort
item_code
itemuserdef1
itemuserdef2
uofm_schedule
uofm_equiv
total_uoms
case_id
case_name
pp_id
program
ws_name
pp_start_date
pp_end_date
pp_status
program_type1
Page 27
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Page 28
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view_cart_item_byClient
Service Unit name (Service Event Page>Cart)
Service Unit Unit of Measurement - Intake side (Service Event Page > Cart)
Service Unit Class (Set on Service Unit page)
Service Unit Type (Set on Service Unit page)
Shortened version of the Service Unit name (Service Unit page)
Procedure Code for the Service Unit (Service Unit Page)
Service Unit Drop Down 1 (SA Homepage>Service Unit, Answers are filled in in Service Unit>User-Defined)
Service Unit Drop Down 2 (SA Homepage>Service Unit, Answers are filled in in Service Unit>User-Defined)
Unit of Measurement Schedule
Number of Schedule Units of Measurement per Service Unit Unit of Measurement
Total Units of Measurement
Case ID Number (System Generated) for the case in which this document was completed
Case Name (Case Information Page)
Service File ID number for Case Service (System Generated)
Case Service name
Group Name (If any)
Service File Start Date
Sevice File End Date
Service File Status (Open/Closed)
Agency Service Type 1 (SA Homepage>Agency>Setting>Agency Service Type)
Page 29
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Page 30
Sheet1
view_cart_items_by_primworker
act_id
act_time
act_type
act_status
act_site
item_name
uofm
item_qty
item_rate
item_total
inv_fun_tot
inv_copay_tot
inv_ffs_tot
inv_tot
item_class
item_type
item_nameshort
item_code
itemuserdef1
uofm_equiv
pp_id
program
ws_name
pp_start_date
pp_end_date
pp_status
prim_worker
program_group
program_type1
program_type2
program_type3
Pres_ind_id
Page 31
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Page 32
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view_cart_items_by_primworker
ID Number of the Service Event (Service Event Page)
Start Time of the Service Event (Service Event Page)
Service Event Type (Service Event Page)
Status of Service Event (booked/cancelled/show etc)
Site of Service Event (Service Event Page)
Service Unit name (Service Event Page>Cart)
Service Unit Unit of Measurement - Intake side (Service Event Page > Cart)
Number of Units used (Service Event Page > Cart)
Full Fee per unit (Service Event Page > Cart)
Total Fee (Service Event Page > Cart)
Total Owing by Funder
Total Owing for CoPay (by client) as defined in Policy Coverage
Total Owing by Client excluding CoPays
Total Amount Invoiced
Service Unit Class (Set on Service Unit page)
Service Unit Type (Set on Service Unit page)
Shortened version of the Service Unit name (Service Unit page)
Procedure Code for the Service Unit (Service Unit Page)
Service Unit Drop Down 1 (SA Homepage>Service Unit, Answers are filled in in Service Unit>User-Defined)
Unit of Measurement Equivalent
Service File ID number for Case Service (System Generated)
Case Service name
Group Name (If any)
Service File Start Date
Sevice File End Date
Service File Status (Open/Closed)
Primary Worker on the Service File
Case Service Class of the Case Service
Agency Service Type 1 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 2 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 3 (SA Homepage>Agency>Setting>Agency Service Type)
Presenting Individual ID Number (System Generated)
Page 33
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Page 34
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view_cart_items_by_workerfunder
act_id
act_time
act_type
act_status
act_site
item_name
uofm
item_qty
inv_amt
payor
invoice_no
invoice_posted
payor_type
item_class
item_type
item_nameshort
item_code
itemuserdef1
itemuserdef2
total_uoms
program
ws_name
pp_start_date
pp_end_date
pp_status
worker_name
program_group
program_type1
program_type2
program_type3
worker_role
Pres_ind_id
Page 35
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Page 36
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view_cart_items_by_workerfunder
ID Number of the Service Event (Service Event Page)
Start Time of the Service Event (Service Event Page)
Service Event Type (Service Event Page)
Status of Service Event (booked/cancelled/show etc)
Site of Service Event (Service Event Page)
Service Unit name (Service Event Page>Cart)
Service Unit Unit of Measurement - Intake side (Service Event Page > Cart)
Number of Units used (Service Event Page > Cart)
Total Amount Invoiced
Name of Payor (Service Event Page> Cart)
Invoice ID Number (System Generated)
Invoice Posted Status (Batch Page> Batch Status) 1= yes, 0=no
Type of Payor (Funder, CoPay, FFS)
Service Unit Class (Set on Service Unit page)
Service Unit Type (Set on Service Unit page)
Shortened version of the Service Unit name (Service Unit page)
Procedure Code for the Service Unit (Service Unit Page)
Service Unit Drop Down 1 (SA Homepage>Service Unit, Answers are filled in in Service Unit>User-Defined)
Service Unit Drop Down 2 (SA Homepage>Service Unit, Answers are filled in in Service Unit>User-Defined)
Total Schedule Units of Measurement
Case Service name
Group Name (If any)
Service File Start Date
Sevice File End Date
Service File Status (Open/Closed)
Primary Worker on the Service File
Case Service Class of the Case Service
Agency Service Type 1 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 2 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 3 (SA Homepage>Agency>Setting>Agency Service Type)
Role of worker for Event (ie Primary, Other)
Presenting Individual ID Number (System Generated)
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view_case
case_id
case_name
case_setting
case_status
relationship_status
family_status
case_relationship_date
length_of_relationship
blended_family
others_in_home
case_family_size
date_case_created
case_reopened
date_case_reopened
case_presenting_issue1
case_presenting_issue2
case_presenting_issue3
case_presenting_issue4
case_presenting_issue_group1
case_presenting_issue_group2
case_presenting_issue_group3
case_presenting_issue_group4
formal_referral
formal_referral_date
formal_referral_source
Page 39
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Page 40
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view_case
ID Number of the Case (System Generated)
Case Name (Case Profile Page)
Case Setting (Active/Inactive)
Case Status (Open/Closed/Dormant etc) (Case Information Page)
Case DropDown 1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case DropDown 2 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case Date1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Calculated based on Rel status Date
Case Checkbox 1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case Checkbox 2 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
family size (Case Profile Page)
Case open date (can be modified)
Case Intake Checkbox 1 (SA Homepage>Case> User Defined, Answered in Intake)
Case Intake Date 1 (SA Homepage>Case> User Defined, answered in Intake)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue Group of 1st Presenting Issue (Groups can be checked on SA side)
Presenting Issue Group of 2nd Presenting Issue (Groups can be checked on SA side)
Presenting Issue Group of 3rd Presenting Issue (Groups can be checked on SA side)
Presenting Issue Group of 4th Presenting Issue (Groups can be checked on SA side)
Case Intake Checkbox 2 (SA Homepage>Case>UserDefined, Answered in Intake)
Case Intake Date 2 (SA Homepage>Case> User Defined, answered in Intake)
Case DropDown 3 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Page 41
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view_case_act
activity_id ID Number of the Service Event (Service Event Page)
activity_title Service Event Name
activity_start_time Service Event Start Time
activity_end_time Service Event End Time
duration_hrs Length of Service Event
site_of_activity Service Event Site
case_activity_status Status of Service Event (booked/cancelled/show etc)
case_activity_type Service Event Type(Service Event Page)
case_program Case Service
case_workshop Case Service Group
program_provided_id Service File ID Number (system generated)
case_total_billing Total Billing Amount after all adjustments (Service Event Page)
case_standard_billing Standard Billing Amount prior to any adjustments (Service Event Page)
activity_id_from_billing ID Number of the Event (Event Page)
(eg Diagnosis Code)
(eg Diagnosis Code)
(eg Diagnosis Code)
(eg Diagnosis Code)
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pw_view_case_doc_with_case_demographics
case_id
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
individual_name
primary_individual
relationship
relationship_status
blended_family
date_case_created
case_reopened
date_case_reopened
case_presenting_issue1
case_presenting_issue2
case_presenting_issue3
case_presenting_issue4
formal_referral
formal_referral_date
formal_referral_source
individual_gender
individual_date_of_birth
individual_age
individual_site
individual_city
individual_zip_code
individual_province
individual_country
individual_referral
individual_language
individual_date_added
individual_workplace
individual_demo1
individual_demo2
individual_demo3
Page 45
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individual_demo4
individual_demo5
individual_demo6
individual_demo7
individual_demo8
individual_demo9
individual_user1
individual_user2
individual_user3
individual_user4
individual_user5
individual_user6
individual_user7
individual_user8
individual_user10
individual_user11
individual_user12
individual_user13
individual_user14
individual_user15
individual_user16
individual_user17
individual_user18
individual_user19
individual_user20
individual_user21
individual_user22
individual_user23
individual_bookid
individual_age_range
Page 46
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pw_view_case_doc_with_case_demographics
Case ID Number (System Generated) for the case in which this document was completed
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Individual's Name (Individual Profile)
Primary Individual (Case Profile Page) 1=primary individual, 0= non-primary individual
Relationship (Case Profile Page)
Case DropDown 1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case Checkbox 1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case open date (can be modified)
Case Intake Checkbox 1 (SA Homepage>Case> User Defined, Answered in Intake)
Case Intake Date 1 (SA Homepage>Case> User Defined, answered in Intake)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Case Intake Checkbox 2 (SA Homepage>Case>UserDefined, Answered in Intake) (NOT TIED TO REFERRAL FEATURE)
Case Intake Date 2 (SA Homepage>Case> User Defined, answered in Intake) (NOT TIED TO REFERRAL FEATURE)
Case DropDown 3 (SA Homepage>Case> User Defined, Answered in Case UserDefined) (NOT TIED TO REFERRAL FEATU
Gender (Individual Profile)
Date of Birth (Individual Profile)
Age (Individual Profile) (derived from DOB)
Site (Individual Profile)
City (Individual Profile)
Zip/Postal/Post Code (Individual Profile)
Province/State (Individual Profile)
Country (Individual Profile)
Individual Record Drop-Down (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile) (NO
Language (Individual Profile)
System Generated on the Date Individual is added
Employer Name (Individual Profile > Employment/School)
Individual Drop-Down 7 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 8 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 9(SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
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Sheet1
Individual Drop-Down 10 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Drop-Down 11 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Checkbox 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual User Defined Country (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile >
Individual Drop-Down 12 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Date 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Memo 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographic
Individual Memo 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographic
Individual Text 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 6 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 6 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual's Bookable Item ID (System Generated)
Groups Individuals ages by 10s (ie 0-9,10-19,20-29, etc)
Page 48
Sheet1
pw_view_case_members
case_member_id
individual_name
relationship
safety_concern
initiator
primary_individual
ind_id
case_id
case_name
case_setting
case_status
relationship_status
family_status
case_relationship_date
length_of_relationship
blended_family
date_case_created
case_reopened
date_case_reopened
case_presenting_issue1
case_presenting_issue2
case_presenting_issue3
case_presenting_issue4
case_presenting_issue_group1
case_presenting_issue_group2
case_presenting_issue_group3
case_presenting_issue_group4
formal_referral
formal_referral_date
formal_referral_source
others_in_home
case_family_size
in in Individual Profile) (NOT TIED TO REFERRAL FEATURE)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
dividual Profile > Demographics)
Page 49
Sheet1
Individual Profile > Demographics)
Individual Profile > Demographics)
dividual Profile > Demographics)
ed in in Individual Profile > Demographics)
Individual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
dividual Profile > Demographics)
dividual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
dividual Profile > Demographics)
dividual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ual Profile > Demographics)
ual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
Page 50
Sheet1
pw_view_case_members
System Generated ID number for the person (as a case member)
Individual's Name (Individual Profile)
Relationship (Case Profile Page)
Safety Concerns checkbox (Case Profile Page) 1= yes/safety concern
No Longer In Use
Primary Individual (Case Profile Page) 1=primary individual, 0= non-primary individual
Individual's ID Number (System Generated)
Case ID Number (System Generated)
Case Name (Case Profile Page)
Case Setting (Active/Inactive)
Case Status (Open/Closed Dormant) (Case Profile Page)
Case DropDown 1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case DropDown 2 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case Date1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Calculated based on Rel status Date
Case Checkbox 1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case open date (can be modified)
Case Intake Checkbox 1 (SA Homepage>Case> User Defined, Answered in Intake)
Case Intake Date 1 (SA Homepage>Case> User Defined, answered in Intake)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue Group of 1st Presenting Issue (Groups can be checked on SA side)
Presenting Issue Group of 2nd Presenting Issue (Groups can be checked on SA side)
Presenting Issue Group of 3rd Presenting Issue (Groups can be checked on SA side)
Presenting Issue Group of 4th Presenting Issue (Groups can be checked on SA side)
Case Intake Checkbox 2 (SA Homepage>Case>UserDefined, Answered in Intake) (NOT TIED TO REFERRAL FEATURE)
Case Intake Date 2 (SA Homepage>Case> User Defined, answered in Intake) (NOT TIED TO REFERRAL FEATURE)
Case DropDown 3 (SA Homepage>Case> User Defined, Answered in Case UserDefined) (NOT TIED TO REFERRAL FEATU
Case Checkbox 2 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Family Size (Case Profile Page)
D TO REFERRAL FEATURE)
Page 51
Sheet1
Page 52
Sheet1
view_case_userdef
case_id
case_name
case_file_no
case_status
case_annual_income
case_family_size
case_text_1
case_text_2
case_text_3
case_dropdown_1
case_dropdown_2
case_dropdown_3
case_dropdown_4
case_dropdown_5
case_dropdown_6
case_checkbox_1
case_checkbox_2
case_checkbox_3
case_checkbox_4
case_checkbox_5
case_checkbox_6
case_date_1
case_date_2
case_date_3
case_memo_1
case_memo_2
REFERRAL FEATURE)
ERRAL FEATURE)
ED TO REFERRAL FEATURE)
Page 53
Sheet1
Page 54
Sheet1
view_case_userdef
Case ID Number (System Generated)
Case Name (Case Profile Page)
Case File No (Case Profile Page)
Case Status (Open/Closed Dormant) (Case Profile Page)
Case Annual Income (Case Profile Page)
Family Size (Case Profile Page)
Case Text 1 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Text 2 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Text 3 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Drop-Down 1 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Drop-Down 2 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Drop-Down 3 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Drop-Down 4 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Drop-Down 5 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Drop-Down 6 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Checkbox 1 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Checkbox 2 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Checkbox 3 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Checkbox 4 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Checkbox 5 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Checkbox 6 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Date 1 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Date 2 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Date 3 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Memo 1 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Case Memo 2 (SA Home Page > Case Setup > User Defined, Answers are filled in in Case Profile > User-Defined)
Page 55
Sheet1
Page 56
Sheet1
view_clio view_co
survery_id ID Number of the Specific Survey coverageid
survey_name Name of the specific survey policyid
kindid Individual's ID Number (System Generated) policy_name
kcomsurid ID number of the completed survey as completed by the specific individual funder
survey_date Date Survey was completed policy_status
stage Stage of the Survey - Pre, Post or Mid disable_ffs
question_id ID Number of the specific survey question policy_date
question Question policy_class
question_type Type of Question (Number, Date, Memo, Checkbox) policy_type
answer Individual's Answer (Individual Profile > Evaluation) athorization
answer_int Individual's answer in the form of an integer, if possible cov_status
answer_max Maximum value allowed for an answer (on Likert scale) noshow
ofile > User-Defined) ul_apply
ofile > User-Defined) unit_limit
ofile > User-Defined) cd_apply
ile > User-Defined) cov_from
ile > User-Defined) cov_to
ile > User-Defined) dl_apply
ile > User-Defined) cov_dollar
ile > User-Defined)
ile > User-Defined)
User-Defined)
User-Defined)
User-Defined)
> User-Defined)
> User-Defined)
Page 57
Sheet1
Page 58
Sheet1
view_coverage pw_view_doc_ ano
ID Number of the specific Individual's coverage doc_entry_id
ID Number of the specific policy doc_id
Name of the policy document_title
Name of the Funder document_short_name
0=no)
Policy Active checkbox (Individual Policy screen) (1=yes, document_status
0=no)
Disable FFS checkbox (Individual Policy Screen) (1=yes, document_date
Signed On Date (Policy) document_question
Class of Policy (Group/Public/Private) checkbox_option
question_type
Policy Type (Medicaid, Personal, State, etc) (user-defined)
Authorization No. (Policy Coverage) doc_number
Coverage Status (Policy Coverage) doc_comment
No Show Coverage (%) (Policy Coverage) doc_true_false
Unit Limit Checkbox (Policy Coverage) (1=yes, 0=no) doc_date_answer
Unit Limit (Policy Coverage) doc_lookup_value
Date Limit (Policy Coverage) (1=yes, 0=no) doc_checkbox_answer
From Date (Policy Coverage) brief_service_prov_id
To Date (Policy Coverage)
Dollar Limit Checkbox (Policy Coverage) (1=yes, 0=no)
Dollar Limit (Policy Coverage)
Page 59
Sheet1
Page 60
Sheet1
pw_view_doc_ anonymous_service
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Anonymous Service ID Number (system generated) for the Anonymous service in which this document was completed
Page 61
Sheet1
Page 62
Sheet1
pw_view_doc_case_service
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
case_prog_id
Page 63
Sheet1
Page 64
Sheet1
pw_view_doc_case_service
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Service File ID Number (system generated) for the service file in which this document was completed
Page 65
Sheet1
Page 66
Sheet1
pw_view_doc_case
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
case_id
Page 67
Sheet1
Page 68
Sheet1
pw_view_doc_case
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Case ID Number (System Generated) for the case in which this document was completed
Page 69
Sheet1
Page 70
Sheet1
pw_view_doc_funder
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
funder_id
Page 71
Sheet1
Page 72
Sheet1
pw_view_doc_funder
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Funder ID Number (system generated) for the funder for which this document was completed
Page 73
Sheet1
Page 74
Sheet1
pw_view_doc_group
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
workshop_id
Page 75
Sheet1
Page 76
Sheet1
pw_view_doc_group
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Group ID Number (system Generated) for the group in which this document was completed
Page 77
Sheet1
Page 78
Sheet1
pw_view_doc_group_event
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
workshop_session_id
Page 79
Sheet1
Page 80
Sheet1
pw_view_doc_group_event
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Group Event ID Number (system generated) for the group event in which this document was completed
Page 81
Sheet1
Page 82
Sheet1
pw_view_doc_ind
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
ind_id
Page 83
Sheet1
Page 84
Sheet1
pw_view_doc_ind
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Individual ID Number (System Generated) for the individual for which this document was completed
Page 85
Sheet1
Page 86
Sheet1
pw_view_doc_indirect_event
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
act_id
Page 87
Sheet1
Page 88
Sheet1
pw_view_doc_indirect_event
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Indirect Event ID Number (system generated) for the indirect event in which this document was completed
Page 89
Sheet1
Page 90
Sheet1
pw_view_doc_informal_series
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
non_case_ser_id
Page 91
Sheet1
Page 92
Sheet1
pw_view_doc_informal_series
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Informal Series ID Number (system generated) for the informal series in which this document was completed
Page 93
Sheet1
Page 94
Sheet1
pw_view_doc_informal_service
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
non_case_prog_id
Page 95
Sheet1
Page 96
Sheet1
pw_view_doc_informal_service
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Informal Service ID Number (system generated) for the informal service in which this document was completed
Page 97
Sheet1
Page 98
Sheet1
pw_view_doc_service_event
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
act_id
Page 99
Sheet1
Page 100
Sheet1
pw_view_doc_service_event
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Service File Event ID Number (system Generate) for the case in which this document is completed
Page 101
Sheet1
Page 102
Sheet1
pw_view_doc_service_file
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
prog_prov_id
Page 103
Sheet1
Page 104
Sheet1
pw_view_doc_service_file
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Service File ID Number (system generated) for the service file in which this document was completed
Page 105
Sheet1
Page 106
Sheet1
pw_view_doc_worker
doc_entry_id
doc_id
document_title
document_short_name
document_status
document_date
document_question
checkbox_option
question_type
doc_number
doc_comment
doc_true_false
doc_date_answer
doc_lookup_value
doc_checkbox_answer
user_id
Page 107
Sheet1
Page 108
Sheet1
pw_view_doc_worker
System Generated ID Number for the specific document entry (Specific field in the document)
ID Number for the Document (System Generated)
Title of the Document (Case Document Setup)
Short name of the Document (Case Document Setup)
Document Status (1=active, 0=inactive)
Date document was completed (System Generated)
Question
Number all Questions? (Case Document Setup)
Format of Question answer (Date, Number, Lookup, etc)
Question answer (If question_type is Number)
Question answer (if question_type is text)
Question answer (if question_type is true/false)
Question answer (if question_type is date)
Question answer (if question_type is lookup value)
Question answer (if question_type is checkbox)
Worker/User ID Number (System Generated) for the worker for which this document was completed
Page 109
Sheet1
Page 110
Sheet1
view_funder
funder_id Funder ID Number (system Generated) (Funder Profile)
funder_name Name of Funder (Funder Profile)
funder_bill_to Funder Bill To Name (Funder Profile)
funder_statement_cycle Billing cycle intervals (Funder Profile)
funder_address_1 Funder Address Line 1 (Funder Profile)
funder_address_2 Funder Address Line 2 (Funder Profile)
funder_city Funder City (Funder Profile)
funder_province Funder Province/State (Funder Profile)
funder_country Funder Country (Funder Profile)
funder_pc_zip Funder Postal/Zip/Post Code (Funder Profile)
funder_phone_1 Funder Phone Number 1 (Funder Profile)
funder_phone_2 Funder Phone Number 2 (Funder Profile)
funder_fax Funder Fax Number (Funder Profile)
funder_url Funder URL/website (Funder Profile)
funder_agreement_name No longer in use
funder_agreement_iden_no No longer in use
funder_agreement_type No longer in use
funder_agreement_status No longer in use
funder_agreement_start No longer in use
funder_agreement_end No longer in use
funder_agreement_pays_no_show No longer in use
funder_agreement_pot_used No longer in use
funder_agreement_pot_pending No longer in use
Page 111
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Page 112
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view_ind
individual_user1
individual_user2
individual_user3
individual_user4
individual_user5
individual_user6
individual_user7
individual_user8
place_of_birth
citizenship
citizenship_date
new_canadian
education
occupation
employment_status
income_range
income_source
ind_id
individual_name
individual_city
individual_province
individual_country
individual_gender
individual_date_of_birth
individual_age
individual_referral
individual_language
date_individual_added
individual_workplace
funder
funder_id
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view_ind
Individual Text 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual User Defined Country (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile >
Individual Drop-Down 12 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Date 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Checkbox 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Drop-Down 7 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 8 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 9(SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 10 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Drop-Down 11 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual's ID Number (System Generated)
Individual's Name (Individual Profile)
Individual's City (Individual Profile)
Individual's Province/State (Individual Profile)
Individual's Country (Individual Profile)
Gender (Individual Profile)
Date of Birth (Individual Profile)
Age (Individual Profile) (derived from DOB)
Individual Record Drop-Down (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile) (NO
Language (Individual Profile)
Date Individual added to Penelope
Employer Name (Individual Profile > Employment/School)
Funder Name (Individual Profile>Policy)
Funder ID Number (system Generated) (Individual Profile>Policy)
Page 115
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view_ind_act
activity_id ID Number of the Indirect Event (Indirect Event Page) (System Generated)
activity_title Title of the Indirect Event (Indirect Event Page)
activity_start_time Start Time of the Indirect Event (Indirect Event Page)
activity_end_time End Time of the Indirect Event (Indirect Event Page)
duration_hrs Duration (calculated from Start and End times) (Indirect Event Page)
site_of_activity Site of Indirect Event (Indirect Event Page)
indirect_activity_type Type of Indirect Event (Indirect Event Page)
al Profile > Demographics)
ed in in Individual Profile > Demographics)
Individual Profile > Demographics)
al Profile > Demographics)
dividual Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
dividual Profile > Demographics)
Individual Profile > Demographics)
Individual Profile > Demographics)
in in Individual Profile) (NOT TIED TO REFERRAL FEATURE)
Page 117
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Page 118
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pw_view_ind_exp
individual_id
individual_name
individual_gender
individual_date_of_birth
individual_age
individual_site
individual_city
individual_zip_code
individual_province
individual_country
individual_referral
individual_language
individual_date_added
individual_workplace
individual_demo1
individual_demo2
individual_demo3
individual_demo4
individual_demo5
individual_demo8
individual_user3
individual_user4
individual_user5
individual_user6
individual_user7
individual_user8
individual_user10
individual_user11
individual_user12
individual_user13
individual_user14
individual_user15
individual_user16
individual_user17
individual_user18
individual_user19
individual_user20
individual_user21
individual_user22
individual_user23
individual_bookid
individual_age_range
Page 119
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Page 120
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pw_view_ind_exp
Individual's ID Number (System Generated)
Individual's Name (Individual Profile)
Gender (Individual Profile)
Date of Birth (Individual Profile)
Age (Individual Profile) (derived from DOB)
Site (Individual Profile)
City (Individual Profile)
Zip Code/Postal Code/Post Code (Individual Profile)
Province/State (Individual Profile)
Country (Individual Profile)
Individual Record Drop-Down (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile) (NO
Language (Individual Profile)
System Generated on the Date Individual is added
Employer Name (Individual Profile > Employment/School)
Individual Drop-Down 7 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 8 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 9 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 10 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Drop-Down 11 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Drop-Down 12 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Drop-Down 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Memo 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographic
Individual Memo 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographic
Individual Text 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 6 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 6 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual's Bookable Item ID (System Generated)
Groups Individuals ages by 10s (ie 0-9,10-19,20-29, etc)
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view_ind_exp_with_contacts
individual_id
individual_title
individual_open_case_id
individual_name
individual_gender
individual_date_of_birth
individual_age
individual_province
individual_country
individual_referral
individual_language
individual_date_added
individual_workplace
individual_demo1
individual_demo2
individual_demo3
individual_demo4
individual_demo5
individual_demo6
individual_demo7
individual_demo8
individual_demo9
individual_user1
individual_user2
individual_user3
individual_user4
individual_user5
individual_user6
individual_user7
individual_user8
individual_user10
individual_user11
individual_user12
individual_user13
individual_user14
individual_user15
individual_user16
individual_user17
individual_user18
individual_user19
individual_user20
individual_user21
individual_user22
individual_user23
individual_bookid
individual_contact_tel_home
Page 123
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individual_contact_tel_cell
individual_contact_personal_email
individual_contact_work_tel_1
individual_contact_work_tel_2
individual_contact_work_fax
individual_contact_work_email
Page 124
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view_ind_exp_with_contacts
Individual's ID Number (System Generated)
Individual's Title (Individual Profile> Demographics)
Open Case ID Number (System Generated)
Individual's Name (Individual Profile)
Gender (Individual Profile)
Date of Birth (Individual Profile)
Age (Individual Profile) (derived from DOB)
Province/State (Individual Profile)
Country (Individual Profile)
Individual Record Drop-Down (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile) (NO
Language (Individual Profile)
System Generated on the Date Individual is added
Employer Name (Individual Profile > Employment/School)
Individual Drop-Down 7 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 8 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 9 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 10 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Drop-Down 11 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Checkbox 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual User Defined Country (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile >
Individual Drop-Down 12 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Date 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Memo 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographic
Individual Memo 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographic
Individual Text 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 6 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 6 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual's Bookable Item ID (System Generated)
Individual's Home Phone Number (Individual Profile)
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Individual's Cell Phone Number (Individual Profile)
Individual's Personal E-mail (Individual Profile)
Individual's Work Phone Number 1 (Individual Profile)
Individual's Work Phone Number 2 (Individual Profile)
Individual's Work Fax Number (Individual Profile)
Individual's Work E-mail (Individual Profile)
Page 126
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view_lineitem
lineid ID number for the Billing Line (System Generated)
line_type Type of payment (Co-Pay, FFS, Primary Funding, Subsequent Funding)
seq Number of the person in the 'name' field in the billing sequence for the activity
invoive_no Invoice Number
activity_id Event ID number of the event being invoiced (System Generated)
activity_date Date of the Event
status Status of the event (Booked, Show, Noshow, etc)
siteid ID Number of the Event Site
site Event site
qty Number of service units being billed on the line
uom Units of measurement for the service (Hours/Days/Minutes/Units etc)
item_name Service Unit being invoiced
unit_fee Fee per unit for this particular service unit
unit_adj_amount Amount the per unit fee has been manually adjusted
unit_ssamount Amount the per unit fee has been adjusted due to sliding scale settings
unit_total Total of the per unit fee after adjustments
total unit_fee multiplied by qty
total_adj_amount unit_adj_amount multiplied by qty (Total adjustment made manually)
total_ssamount unit_ssamount multiplied by qty (Total sliding scale adjustment to the line)
claim_amount Total claim amount for the service unit (As set up in the specific policy)
indid ID Number of the Individual being charged (System Generated)
coverageid ID Number of the coverage for the service unit
holderid Not visible within Penelope - ID Number of the individual as a holder of a specific policy
itemid ID Number for the service unit being billed
posted posted status (1=posted, 0=not posted)
ppid Service File ID number of the case service of the event being invoiced
caseid ID number of the case (System Generated)
case_name Name of the case
program Service associated with the event being invoiced
prim_worker Primary Worker (Service File page)
al Profile > Demographics)
al Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
dividual Profile > Demographics)
dividual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ual Profile > Demographics)
ual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
Page 127
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Page 128
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view_ncase_act
activity_id ID Number of the Informal Series Event (System Generated) doc_type
activity_title Informal Event Description (Informal Event Screen) doc_id
activity_start_time Informal event start time (Informal Event Screen) ind_id
activity_end_time Informal event end time (Informal Event Screen) fun_id
duration_hrs Duration (calculated from Start and End times) (Informal Event Page) payor_type
site_of_activity Site of event (Informal Event Screen) payor_id
non_case_program Name of the Informal Service payor
non_case_series Name of the Informal series description
non_case_series_id ID Number of the Informal series (System GenerateD) ref
reason_coverage
amount
applied
balance
site
id
act_id
act_time
primary_worker
program_id
Page 129
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Page 130
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view_pen_osbal_wd
Type of Document (Invoice Line, Receipt, Debit) case_name
ID Number of the Document (System Generated) case_status
Individual's ID Number (System Generated) case_start_date
Funder's ID Number (System Generated) case_end_date
Type of Payor (Client or Funder) case_income
ID Number of Payor (System Generated) case_family_size
Name of Payor case_family_status
Description of document (text) case_relationship_status
Event ID (Invoice Screen) case_relationship_date
Reason or Payment Type (For Debit or Credit) or Coverage ID (For Invoice) blended_family
Amount of Service Unit case_safety_concern
Amount applied to Service Unit case_primary_member
Amount left unapplied case_relation
Site of Transaction individual_name
ID Number of Transaction (System GenerateD) individual_gender
Event ID (Payment Screen) individual_date_of_birth
Event start time (event details) individual_age
Name of Primary worker (Event details) individual_site
ID Number of the Program Provided (System Generated) program
program_group
prim_worker
program_presenting_issue1
program_presenting_issue2
program_presenting_issue3
presenting_client
case_id
case_member_id
program_id
prim_user_id
individual_id
Page 131
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Page 132
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view_ppmem_list
Case Name (Case Profile)
Case Status(Case Profile)
Case Start Date(Case Profile)
Case End Date(Case Profile)
Annual Income (Case Profile)
Family Size (Case Information)
Case DropDown 2 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case DropDown 1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case Date1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Case Checkbox 1 (SA Homepage>Case> User Defined, Answered in Case UserDefined)
Safety concern checkbox(Case Profile) (1=safety concern indicated, 0= no concern indicated)
Primary Member Checkbox (Case Profile Page) 1=primary member, 0=non-primary individual
Relationship dropdown (Case Profile)
Individual's Name (Individual Profile)
Gender (Individual Profile)
Date of Birth (Individual Profile)
Calculated based on individual_date_of_birth
Site (Individual Profile)
Name of the Case Service
Case Service Class of the Case Service
Primary Worker (Service File page)
First Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Second Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Third Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Member? (Service File page)
ID Number of the Case (System Generated)
System Generated ID number for the person (as a case member)
ID Number of the Service File (System Generated)
ID Number of the Primary Worker on the case (System Generated)
ID Number of the Individual (System Generated)
Page 133
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view_preenrollment
date_added_to_list
ind_id
ind_name
book_item_id
service_name
reason
user_def1
date_take_off_list
cancellation_reason
enrollled_service_file_id
enrolled_case_id
pre_enrollment_open
e been relabelled (eg Diagnosis Code)
have been relabelled (eg Diagnosis Code)
ve been relabelled (eg Diagnosis Code)
Page 135
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view_preenrollment
Date Individual was added to the Pre-Enrollment List (Pre-Enrollment Entry page)
Individual's ID Number (System Generated)
Individual's Name (Individual Profile)
Individual's Bookable Item ID (System Generated)
Name of the Case Service Individual is waitlisted for (Pre-Enrollment Entry Page)
Reason for being on the Waitlist (Pre-Enrollment Entry Page)
Pre-Enrollment User Defined Drop Down (SA Homepage>Pre-Enrollment, Answers are filled in in Pre-Enrollment Entry>User-D
Date Individual was taken off the Pre-Enrollment List (Pre-Enrollment Entry Page)
Reason for cancellation of Individual from Pre-Enrollment list
ID Number of the Service File (System Generated) the Individual is assigned to from Pre-Enrollment Entry
ID Number of the Case (System Generated) for the Individual from a Pre-Enrollment Entry
Pre-Enrollment Status 1= currently on list, 0 = no longer on list (cancelled or assigned into service)
agnosis Code)
Diagnosis Code)
agnosis Code)
Page 137
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pw_view_presenting_ind_cart_items
act_id
act_site
act_status
act_time
act_type
case_id
case_name
for_review
individual_age
individual_bookid
individual_city
individual_country
individual_date_added
individual_date_of_birth
individual_demo1
individual_demo2
individual_demo3
individual_demo4
individual_demo5
individual_demo6
individual_demo7
individual_demo8
individual_demo9
individual_gender
individual_id
individual_language
individual_name
individual_province
individual_referral
individual_site
individual_user1
individual_user10
individual_user11
individual_user12
individual_user13
individual_user14
individual_user15
individual_user16
individual_user17
individual_user18
individual_user19
individual_user2
individual_user20
individual_user21
individual_user22
individual_user23
Page 139
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individual_user3
individual_user4
individual_user5
individual_user6
individual_user7
individual_user8
individual_workplace
individual_zip_code
inv_copay_tot
inv_ffs_tot
inv_fun_tot
inv_tot
item_class
item_code
item_name
item_qty
item_rate
item_total
item_type
itemnameshort
itemuserdef1
itemuserdef2
pp_end_date
pp_id
pp_start_date
pp_status
pres_ind_id
prim_worker
program
program_group
program_type1
program_type2
program_type3
total_uoms
uofm
uofm_equiv
uofm_schedule
ws_name
Page 140
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pw_view_presenting_ind_cart_items
ID Number of the Service Event (Service Event Page)
Site of Service Event (Service Event Page)
Status of Service Event (booked/cancelled/show etc)
Start Time of the Service Event (Service Event Page)
Type of Service Event (Service Event Page)
Case ID Number (System Generated) for the case in which this document was completed
Case Name (Case Information Page)
Event Reviewed Status (Service Event Page) 1=reviewed, 0= not reviewed
Age (Individual Profile) (derived from DOB)
Individual's Bookable Item ID (System Generated)
Individual's City (Individual Profile)
Individual's Country (Individual Profile)
Date Individual added to Penelope
Date of Birth (Individual Profile)
Individual Drop-Down 7 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 8 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 9 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 10 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Drop-Down 11 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Checkbox 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual User Defined Country (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile >
Individual Drop-Down 12 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual Date 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Gender (Individual Profile)
Individual's ID Number (System Generated)
Language (Individual Profile)
Individual's Name (Individual Profile)
Individual's Province/State (Individual Profile)
Individual Record Drop-Down (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile) (NO
Site (Individual Profile)
Individual Text 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Memo 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographic
Individual Memo 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographic
Individual Text 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 6 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 6 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
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Individual Drop-Down 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Employer Name (Individual Profile > Employment/School)
Zip Code/Postal Code/Post Code (Individual Profile)
Total Co-Pay Amount Invoiced
Total Amount Invoiced to Client
Total Amount Invoiced to Funder
Total Amount Invoiced
Service Unit Class (Set on Service Unit page)
Procedure Code for the Service Unit (Service Unit Page)
Service Unit name (Service Event Page>Cart)
Number of Units added to the cart (Service Event Page > Cart)
Fee per unit (Service Event Page > Cart)
Total Fee (Service Event Page > Cart)
Service Unit Type (Set on Service Unit page)
Shortened version of the Service Unit name (Service Unit page)
Service Unit Drop Down 1 (SA Homepage>Service Unit, Answers are filled in in Service Unit>User-Defined)
Service Unit Drop Down 2 (SA Homepage>Service Unit, Answers are filled in in Service Unit>User-Defined)
Service File End Date
Service File ID Number (system generated)
Service File Start Date
Service File Status (Open/Closed etc)
Presenting Individual ID Number (System Generated)
Primary Worker assigned to Service File
Case Service name
Case Service Class of the Case Service
Agency Service Type 1 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 2 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 3 (SA Homepage>Agency>Setting>Agency Service Type)
Total Schedule Units of Measurement
Service Unit Unit of Measurement - Intake side (Service Event Page > Cart)
Number of Schedule Units of Measurement per Service Unit Unit of Measurement
Unit of Measurement Schedule
Group Name (If any)
Page 142
Sheet1
view_pressiss
kprogmemid ID Number of the Individual as a participant of this specific Service File (System Generated)
lupresissueid1 First Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnos
kprogprov Name of the Case Service
ndividual Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
Individual Profile > Demographics)
Individual Profile > Demographics)
dividual Profile > Demographics)
ed in in Individual Profile > Demographics)
Individual Profile > Demographics)
al Profile > Demographics)
in in Individual Profile) (NOT TIED TO REFERRAL FEATURE)
al Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
dividual Profile > Demographics)
dividual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ual Profile > Demographics)
ual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
Page 143
Sheet1
ndividual Profile > Demographics)
ndividual Profile > Demographics)
dividual Profile > Demographics)
dividual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
Page 144
Sheet1
view_pressiss_intake view_program
kcaseid ID Number of the Case (System Generated) program_provided_id
program_name
luit1presissueid First Presenting Issue dropdown (Intake) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Co
program_defined1
program_defined2
program_defined3
program_group
workshop
program_status
program_start_date
program_end_date
worker_name1
worker_name2
case_id
case_program_id
worker_id1
worker_id2
Page 145
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Page 146
Sheet1
view_program_provided
ID Number of the Service File (Service File page)
Name of the Service File
Agency Service Type 1 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 2 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 3 (SA Homepage>Agency>Setting>Agency Service Type)
Case Service Class of the Case Service
Group Associated with the Case Service (If any)
Status (Service File page)
Start (Service File page)
End (Service File page)
Primary Worker (Service File page)
- no longer in use
ID Number of the Case (System Generated)
ID Number of the Case Service (System Generated)
ID Number of the Primary Worker (System Generated)
- no longer in use
Page 147
Sheet1
Page 148
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pw_view_program_provided_members
program_member_id
program_presenting_issue1
program_presenting_issue2
program_presenting_issue3
program_presenting_issue_group1
program_presenting_issue_group2
program_presenting_issue_group3
program_name
program_defined1
program_defined2
program_defined3
program_group
workshop
program_status
program_start_date
program_end_date
worker_name1
worker_name2
case_id
worker_id1
worker_id2
ind_id
Page 149
Sheet1
Page 150
Sheet1
pw_view_program_provided_members
ID Number of the Individual as a participant of this specific Service File (System Generated)
First Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Second Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Third Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue Group of the First Presenting Issue
Presenting Issue Group of the Second Presenting Issue
Presenting Issue Group of the Third Presenting Issue
Name of the Case Service
Agency Service Type 1 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 2 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 3 (SA Homepage>Agency>Setting>Agency Service Type)
Case Service Class of the Case Service
Group Associated with the Case Service (if any)
Service File Status (Service File page) [open/closed]
Start Date (Service File page)
End Date (Service File page)
Primary Worker (Service File page)
- no longer in use
Case ID Number (System Generated)
Primary Worker's ID Number (System Generated)
- no longer in use
Individual's ID Number (System Generated)
Page 151
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Page 152
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pw_view_program_member_demographics
ind_id
individual_id
individual_name
individual_gender
individual_date_of_birth
individual_age
individual_site
individual_city
individual_zip_code
individual_province
individual_country
individual_referral
individual_language
individual_date_added
individual_workplace
individual_demo1
individual_demo2
individual_demo3
individual_demo4
individual_demo7
individual_user2
individual_user3
individual_user4
individual_user5
individual_user6
individual_user7
individual_user8
individual_user10
individual_user11
individual_user12
individual_user13
individual_user14
individual_user15
individual_user16
individual_user17
individual_user18
individual_user19
individual_user20
individual_user21
individual_user22
individual_user23
individual_bookid
program_presenting_issue1
program_presenting_issue2
program_presenting_issue3
program_name
Page 153
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workshop
program_start_date
program_status
program_end_date
worker_name1
worker_name2
case_id
worker_id1
worker_id2
individual_age_range
Page 154
Sheet1
pw_view_program_member_demographics
Individual's ID Number (System Generated)
Individual's ID Number (System Generated)
Individual's Name (Individual Profile)
Gender (Individual Profile)
Date of Birth (Individual Profile)
Age (Individual Profile)
Site (Individual Profile)
City (Individual Profile)
Zip/Postal/Post Code (Individual Profile)
Province/State (Individual Profile)
Country (Individual Profile)
Individual Record Drop-Down (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile) (NO
Language (Individual Profile)
System Generated on the Date Individual is added
Employer Name (Individual Profile > Employment/School)
Individual Drop-Down 7 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 8 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 9 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 10 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demog
Individual User Defined Country (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile >
Individual Text 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Checkbox 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Checkbox 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demograp
Individual Date 3 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Date 4 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Memo 1 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographic
Individual Memo 2 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographic
Individual Text 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Text 6 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demographics)
Individual Drop-Down 5 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual Drop-Down 6 (SA Homepage > Individual Setup > User Defined, Answers are filled in in Individual Profile > Demogra
Individual's Bookable Item ID (System Generated)
First Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Second Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Third Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Name of the Case Service
Page 155
Sheet1
Group Associated with the Case Service (If any)
Start Date (Service File page)
Service File Status (Service File page) [open/closed]
End Date (Service File page)
Primary Worker (Service File page)
- no longer in use
ID Number of the Case (System Generated)
ID Number of the Primary Worker (System Generated)
- no longer in use
Groups Individuals ages by 10s (ie 0-9,10-19,20-29, etc)
Page 156
Sheet1
view_program_provided_member_userdef
program_member_id
program_presenting_issue1
program_presenting_issue2
program_presenting_issue3
program_presenting_issue_group1
program_presenting_issue_group2
program_presenting_issue_group3
program_name
program_defined1
program_defined2
program_defined3
program_group
workshop
program_status
program_start_date
program_end_date
worker_name1
worker_name2
case_id
case_program_id
worker_id1
worker_id2
program_member_dropdown_1
program_member_dropdown_2
program_member_checkbox_1
program_member_checkbox_2
ind_id
al Profile > Demographics)
al Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
dividual Profile > Demographics)
dividual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ual Profile > Demographics)
ual Profile > Demographics)
al Profile > Demographics)
al Profile > Demographics)
ndividual Profile > Demographics)
ndividual Profile > Demographics)
eg Diagnosis Code)
d (eg Diagnosis Code)
(eg Diagnosis Code)
Page 157
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Page 158
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view_program_provided_member_userdef
ID Number of the Individual as a participant of this specific Service File (System Generated)
First Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Second Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Third Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue Group of the First Presenting Issue
Presenting Issue Group of the Second Presenting Issue
Presenting Issue Group of the Third Presenting Issue
Name of the Case Service
Agency Service Type 1 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 2 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 3 (SA Homepage>Agency>Setting>Agency Service Type)
Case Service Class of the Case Service
Group Associated with the Case Service (if any)
Service File Status (Service File page) [open/closed]
Start Date (Service File page)
End Date (Service File page)
Primary Worker (Service File page)
- no longer in use
Case ID Number (System Generated)
ID Number of the Case Service (System Generated)
Primary Worker's ID Number (System Generated)
- no longer in use
Service File Member Dropdown 1 (SA Homepage > Service File Setup >Member User Defined, Answers are filled in Service F
Service File Member Dropdown 2 (SA Homepage > Service File Setup >Member User Defined, Answers are filled in Service F
Service File Member Checkbox 1 (SA Homepage > Service File Setup >Member User Defined, Answers are filled in Service F
Service File Member Checkbox 2 (SA Homepage > Service File Setup >Member User Defined, Answers are filled in Service F
Individual's ID Number (System Generated)
Page 159
Sheet1
Page 160
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view_program_provided_members
program_member_id
program_presenting_issue1
program_presenting_issue2
program_presenting_issue3
program_presenting_issue_group1
program_presenting_issue_group2
program_presenting_issue_group3
program_name
program_defined1
program_defined2
program_defined3
program_group
workshop
program_status
program_start_date
program_end_date
worker_name1
worker_name2
case_id
case_program_id
worker_id1
worker_id2
ind_id
wers are filled in Service File > Participants box)
wers are filled in Service File > Participants box)
wers are filled in Service File > Participants box)
Page 161
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Page 162
Sheet1
view_program_provided_members
ID Number of the Individual as a participant of this specific Service File (System Generated)
First Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Second Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Third Presenting Issue dropdown (Service File) NOTE: Presenting Issue may have been relabelled (eg Diagnosis Code)
Presenting Issue Group of the First Presenting Issue
Presenting Issue Group of the Second Presenting Issue
Presenting Issue Group of the Third Presenting Issue
Name of the Case Service
Agency Service Type 1 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 2 (SA Homepage>Agency>Setting>Agency Service Type)
Agency Service Type 3 (SA Homepage>Agency>Setting>Agency Service Type)
Case Service Class of the Case Service
Group Associated with the Case Service (if any)
Service File Status (Service File page) [open/closed]
Start Date (Service File page)
End Date (Service File page)
Primary Worker (Service File page)
- no longer in use
Case ID Number (System Generated)
ID Number of the Case Service (System Generated)
Primary Worker's ID Number (System Generated)
- no longer in use
Individual's ID Number (System Generated)
Page 163
Sheet1
Page 164
Sheet1
view_program_provided_userdef
program_provided_id
case_id
program_name
program_provided_status
primary_worker_name
start_date
end_date
program_provided_text_1
program_provided_text_2
program_provided_dropdown_1
program_provided_dropdown_2
program_provided_checkbox_1
program_provided_checkbox_2
program_provided_date_1
program_provided_date_2
program_provided_memo_1
program_provided_memo_2
Page 165
Sheet1
Page 166
Sheet1
view_program_provided_userdef
ID Number of the Service File (System Generated)
Case ID Number (System Generated)
Name of the Case Service
Service File Status (Service File page) [open/closed]
Primary Worker (Service File page)
Start Date (Service File page)
End Date (Service File page)
Service File Text 1 (SA Homepage > Service File Setup > User Defined, Answers are filled in Service File > User Defined)
Service File Text 2 (SA Homepage > Service File Setup > User Defined, Answers are filled in Service File > User Defined)
Service File Drop Down 1 (SA Homepage > Service File Setup > User Defined, Answers are filled in Service File > User Define
Service File Drop Down 2 (SA Homepage > Service File Setup > User Defined, Answers are filled in Service File > User Define
Service File Checkbox 1 (SA Homepage > Service File Setup > User Defined, Answers are filled in Service File > User Defined
Service File Checkbox 2 (SA Homepage > Service File Setup > User Defined, Answers are filled in Service File > User Defined
Service File Date 1 (SA Homepage > Service File Setup > User Defined, Answers are filled in Service File > User Defined)
Service File Date 2 (SA Homepage > Service File Setup > User Defined, Answers are filled in Service File > User Defined)
Service File Memo 1 (SA Homepage > Service File Setup > User Defined, Answers are filled in Service File > User Defined)
Service File Memo 2 (SA Homepage > Service File Setup > User Defined, Answers are filled in Service File > User Defined)
Page 167
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Page 168
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pw_view_referred_to view_worker_master
case_id Case ID Number (System Generated) worker_id
referred_first_name First Name of Individual referral was made forworker
referred_last_name Last Name of Individual referral was made forworker_title
referred_logged Username of Worker who entered the referralreports_to
referred_to u
Name of BlueBook Entry Referral was made to ser_group
referred_to_date Date of Referral (Referral Entry Page) worker_status
Name of Parent Organization from Blue Book full_time_equivalent
referred_to_parent_body
service_file_id worker_qualification
ID Number of the Service File (System Generated) referral was made from
service_name Name of the Case Service referral was made from
Service File > User Defined)
Service File > User Defined)
Service File > User Defined)
Service File > User Defined)
ce File > User Defined)
ce File > User Defined)
vice File > User Defined)
vice File > User Defined)
Page 169
Sheet1
Page 170
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view_worker_master pw_view_wo
ID Number of the Worker (System Generated) worker
Worker's Name - First and Last (Worker Profile) worker_checkbox1
Title (Worker Profile) worker_checkbox2
Reports to (Worker Profile) worker_date1
Group (Worker Profile) worker_date2
worker_dropdown1
Worker Status (Worker Profile>Clinical) 1=active, 0=not active
not in use worker_dropdown2
Qualifications Drop-down (Worker Profile>Clinical) worker_dropdown3
worker_dropdown4
worker_id
worker_rate1
worker_text1
worker_text2
Page 171
Sheet1
Page 172
Sheet1
pw_view_worker_user_def
Worker's Name - First and Last (Worker Profile)
Worker Profile Checkbox 1 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Checkbox 2 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Date 1 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Date 2 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Dropdown 1 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Dropdown 2 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Dropdown 3 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Dropdown 4 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
ID Number of the Worker (System Generated)
Worker Profile Rate (SA Homepage > User Setup > Setting, Answers are filled in Worker Profile > User Defined)
Worker Profile Text 1 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Worker Profile Text 1 (SA Homepage > User Setup > User Defined, Answers are filled in Worker Profile > User Defined)
Page 173
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Page 174
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ker Profile > User Defined)
ker Profile > User Defined)
rofile > User Defined)
rofile > User Defined)
ker Profile > User Defined)
ker Profile > User Defined)
ker Profile > User Defined)
ker Profile > User Defined)
User Defined)
rofile > User Defined)
rofile > User Defined)
Page 175