Correct, I can't have max date for the overall report because I already have that set for my treatment plans, pulling the most recent, which is why I'm leaning towards subreport, but have limited experience. Here's my intended layout of what I have that currently works:
| Case # | Client Name | Treatment Plan ID & Expiration | Last NonMed Service Date | Last Med Service Date | Last Assessment Date | Last Psych Eval Date |
|---|---|---|---|---|---|---|
| CDCLIENT.CASE_NUM | CDCLIENT.SORT_NAME | TXCLPLAN.END_DATE ".TYPE_ID | GetMaxNonMed Date | GetMaxMedDate | GetMaxAsmntDate | GetMaxPsychEvalDate |
| Address | CDCLIENT.ADDRESS | DOB:CDCLIENT.DOB | ADMIT DATE:CDASSIGN.DATE | DIAGNOSIS AXIS:DXDIAGCD.AXIS | DIAGNOSIS CODE:DXDIAGCD.ICD9 | |
| City/State/Zip | CDCLIENT.CITY ".STATE ".ZIP | PHONE:CDCLIENT.PHONE | ADMIT PROGRAM:CDASSIGN.ID | DIAGNOSIS DESC: | DXDIAGCD.DESC |
GetMaxNonMedDate
- CLIENTSERVICES.SVC_ID: 5,10,12,13,30,31,33
- CLIENTSERVICES.DATE (most recent)
GetMaxMedDate
- CLIENTSERVICES.SVC_ID: 11, 20, 21, 22, 23, 24, 25, 29
- CLIENTSERVICES.DATE (most recent)
GetMaxAsmntDate
- AXCLPLAN.PLAN_ID= CAA
- AXCLPLAN.DATE (most recent)
GetMaxPsychEvalDate
- AXCLPLAN.PLAN_ID= PSYCHEV
- AXCLPLAN.DATE (most recent)
Items in blue are currently working. My grouping is by Case_Num Pic attached.