Prescribers
Nursing
Management
Mental Health Workers
Caregiver Support
Front Desk
Billing
QA
Prescribers
| Primary Screens | Function | CalMHSA Quick Guide |
|---|---|---|
| Flowsheets | Can capture client data, see graphs and side by side comparisons of clients data over selected periods of time | Flow Sheet UG |
| Bedboard | Where staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. | Bedboard Quick Guide |
| Whiteboard | Multi Functional overview of units to keep track of client tasks, occupied beds, empty beds. | White Board Quick Guide |
| Client Orders | Where staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client here | Client Orders |
| Client MAR | Medication Administration Screen | Client MAR |
| Census Summary | Displays all beds and bed capacities for programs / units within the staffs CDAGS | |
| Psych/Medical Note | Note template within you service is note and is primarily where will you will document. | Psych/Medical Note Training |
Pre-Admit
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide | |
|---|---|---|---|---|---|
| Front Desk | All Staff | Client Search (Create a new Client) | Creating a New Client | How to Create a New Client - 2023 CalMHSA | |
Documenting Inquiries | |||||
| Front Desk | Management / Nursing / Prescribers | Inquiry | Navigating Inquiry Details Screen - Initial Tab | How to Navigate the Client Inquiry Screen-Initial Tab - 2023 CalMHSA | |
| Front Desk | Management / Nursing / Prescribers | Inquiry | Documenting External Referrals | How-to-document-an-incoming-referral-from-an-external-agency-optional/ | |
| Front Desk | Management / Nursing / Prescribers | Inquiry | Documenting Phone Calls for Triage | How to Document Phone Calls for Triage - 2023 CalMHSA | |
Tracking Inquiries | |||||
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Navigating Inquiries (My Office) Screen | Inquiries (My Office) List Page - 2023 CalMHSA | |
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Navigating Client Inquiries (Client) Screen | https://2023.calmhsa.org/client-inquiries-list-page/ | |
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Referral Tracking | How to View Requests for Services that are Pending - 2023 CalMHSA | |
Documentation
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Documentation |
||||
| Caregiver Support / Nursing / Prescribers | Using Key Phrases in Documentation / Notes | Key Phrases: How to Edit Agency Key Phrases - 2023 CalMHSA | ||
| Using Key Phrases in Documentation / Notes | How to Add, Edit & Use Key Phrases: w/ Permission Only - 2023 CalMHSA | |||
| Using Key Phrases in Documentation / Notes | How to Document Verbal Medication Consent using Keyphrases in Notes - 2023 CalMHSA | |||
| Prescriber | Diagnosis Document | |||
Clinical Documentation |
||||
| Nursing | Prescribers / Caregiver Support / Mental Health Workers | Service Note - Psych / Medical Note | Shift Summary / Shift Handover | How to Document an End of Shift Summary - 2023 CalMHSA |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Group / individual therapy | Coming Soon |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | LPHA Assessment | Coming Soon |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Rehab | Coming Soon |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | TCM / ICC | Coming Soon |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Non Med Conference | Coming Soon |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Crisis Intervention | Coming Soon |
Medical Documentation |
||||
| Prescriber | Nursing | Completing History and Physical | How to Complete the Psych/Medical Note - 2023 CalMHSA | |
| Prescriber | Nursing | Completing Initial Mental Status Exam (MSE) | How to Complete the Psych/Medical Note - 2023 CalMHSA | |
| Prescriber | Nursing | How to Complete the Psychiatric Evaluation | How to Complete the Psych/Medical Note - 2023 CalMHSA | |
| Prescriber | Nursing / Mental Health Workers / Caregiver Support | CIWA | Coming Soon | |
| Prescriber | Nursing | AIMS | How to Complete the AIMS Assessment - 2023 CalMHSA | |
Orders
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Navigating Client Orders |
||||
| Prescribers / Nursing | Caregiver Support | Client Orders (Client) | Navigating Client Orders (Client) List Page | Client Orders (Client) List Page - 2023 CalMHSA |
| Prescribers / Nursing | Caregiver Support | Orders (My Office) | Navigating Orders (My Office) List Page | Coming Soon |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Order Can Be Completed | How to Mark an Order Completed - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Order Rationale | How to Modify the Order Rationale - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Order Comments | How to View and Edit Client Order Comments - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Diagosis Required | How to Add or Edit a Diagnosis to an Order - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Dual Sign Required | How to Duel Sign a Client Order - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options:Self Administered | How to Document an Order as Self-Administered - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Pain Level Required? | Coming Soon |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Multiple Admins Allowed Within Hour | How to Document Multiple Admins Within the Hour - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Whiteboard Observations | How to View Whiteboard Observations - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Whiteboard Legal | How to place a Legal Status order in Client Orders - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Add Order to MAR | How to View Information for an Order on the Client MAR Screen - 2023 CalMHSA |
Ordersets |
||||
| Prescribers / Nursing | Caregiver Support | How to use OrderSets | Coming Soon | |
Medications |
||||
| Nursing | Prescriber / Caregiver Support | Navigating Client MAR List Page | ||
Medication Management |
||||
| Prescriber | Nursing | Pysch Note | Medication consent with Keyphrases | https://2023.calmhsa.org/how-to-document-verbal-medication-consent-using-keyphrases-in-notes/ |
| Prescriber | Nursing | Medication Management Rx [History Tab] | Reviewing Medication History through Surescripts | How to View Medication History in the Rx Module (Surescripts) - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders - Medication | Creating a New Medication Order | How to Create a New Medication Order - 2023 CalMHSA |
| Prescriber | Nursing | Orders / Rounding | Acknowledging Order | Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders - Medication | Releasing Order | How to Release an Order - 2023 CalMHSA |
| Prescriber | Nursing | Medication Management RX | Medication Consents (External Pharmacy Only) | How to Document a Medication Consent (External Pharmacy Only) - 2023 CalMHSA |
| Prescriber | Nursing | Medication Management RX | Completing Orders (External Pharmacy Only) | Coming Soon |
| Prescriber | Nursing | Whiteboard | Due / Overdue Medication Notifications | How to View Due/Overdue Medications - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders (Client) | Transferring Orders to new program | How to Transfer Orders to a New Program - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders (Client) | Discontinuing Order at the time of Discharge | How to Discontinue Orders for a Client Discharge - 2023 CalMHSA |
Medication Administration |
||||
| Nursing | Prescriber | Client MAR | Administer Medications | How to Administer Medications via the Client MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client MAR | Self - Administered Medications | How to Document a Self-Administered Medication on the Client MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client MAR | Administer Overdue Medications | How to Administer Overdue Medications from the Client MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client MAR | To document follow up after administrating a medication | Nurse: How to Document a 1-Hour Follow-Up After Administering a PRN Medication - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders | Completing Orders So It No Longer Appears on The MAR | How to Mark an Order Completed - 2023 CalMHSA |
Labs - No Lab Module |
||||
| Prescriber | Nursing | Client Orders - LABS (no lab module) | Create Client Order (External Lab) - No Lab Module | How to Create a New POCT Lab Order - 2023 CalMHSA |
| Prescriber | Nursing | Orders / Rounding - LABS (no lab module) | Acknowledge | Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders - LABS (no lab module) | Disclosure / Request , ATTACH CLIENT ORDER | How to Document a Disclosure Request - 2023 CalMHSA |
| Nursing | Prescriber | Batch Upload - LABS (no lab module) | Scan in external result through batch uploads | How to Document Non-Interface Lab Results - 2023 CalMHSA |
| Nursing | Prescriber | Flowsheets- LABS (no lab module) | Document in Flowsheets | How to Document Results on the Client's Flow Sheets - 2023 CalMHSA |
| Nursing | Prescriber | Client Order Details - LABS (no lab module) | Enter in Client Order Details | CalMHSA: Need to Create |
Labs - External Lab |
||||
| Prescriber | Nursing | Client Orders - LABS | Create Client Order (External Lab) | How to Order a Lab - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders - LABS | Acknowledge / Release Order (External Lab) | Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA |
| Nursing | Prescriber | Orders (My Office) | Printing Requisitions | CalMHSA: Need to Create |
| Nursing | Prescriber | Client Orders - LABS | Check On Order Status [Medication Administration] (External Lab) | How to Document Lab Results through the Lab Interface - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders - LABS | Review Lab Results and Document Comments (External Lab) / Comprehensive Lab Results Flowsheet | How to View Interfaced Lab Results - 2023 CalMHSA |
Standing Orders |
||||
| Prescriber | Nursing | Client Orders | Creating a Standing Order | How to Create Standing Orders - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders | Viewing Standing Order on MAR | How to View Standing Orders on the MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders | Edit Standing Order Time | How to Modify Standing Lab Orders - 2023 CalMHSA |
Labs - POCT Labs |
||||
| Prescriber | Nursing | Client Orders - POCT LABS | Create an order for Point of Care Testing | How to Create a New POCT Lab Order - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders - POCT LABS | Document Results in Flowsheets | How to Document Results on the Client's Flow Sheets - 2023 CalMHSA |
Legal Status |
||||
| All Staff | Client Information - Demographics Tab | Demographic Requirements for Legal Status | How to Complete Legal Status Demographics Documentation - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to create a Legal Status Order | How to Create & Document a Client Hold - 2023 CalMHSA | |
| All Staff | Whiteboard | Viewing Legal Status / Hold Order on Whiteboard | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA | |
| All Staff | Orders (My Office) | How to view full list of Legal Status Orders for Facility | How to View Legal Status in Orders (My Office) - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to Update a Legal Status Order: | How to Update a Legal Status Order - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to End a legal status order / remove it from whiteboard | How to Remove Legal Status Once it is Completed - 2023 CalMHSA | |
| All Staff | DHCS Reporting for Legal Holds | CalMHSA 105 Legal Hold Tracking Report for Clinical Use-2023 Website | ||
Seclusion / Restraints / Safety Check |
||||
| Prescriber | Nursing | Client Orders | Seclusion and Restraint Orders [Non-medication orders] | How to Order Seclusion and Restraints - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | Nurse Documentation Seclusion and Restraints | https://2023.calmhsa.org/nurse-how-to-document-seclusion-and-restraints-2/ |
| Prescriber | Caregiver Support / Nursing | Whiteboard | 1 hour Follow Up On Seclusion / Restraints | How to Document a Follow-Up on a Seclusion and/or Restraint Order - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Client Orders | Nurse Safety Check | Nurse: How to Document Completion of a Safety Check - 2023 CalMHSA |
| Prescriber | Nursing | Whiteboard | Discontinuing Seclusion and / Restraints | How to Order a Discontinuation of a Seclusion and/or Restraints - 2023 CalMHSA |
Follow-Ups
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Prescribers | Nursing | Med - Refills | Coming Soon | |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview / Flowsheets / Lab Result Review | Lab Reviews | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Quickview of Patients Chart | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Tracking Protocols | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Widgets | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Servce Note - Procedure Code: Brief Contact Note | Documenting Phone Calls | Coming Soon |
| Managers / Sys Admins | Prescriber / Nursing | Viewing Lab Errors | Coming Soon | |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Result Review List (Client) | Coming Soon | |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Result Review (Client) | Coming Soon | |
Whiteboard - Task Management |
||||
| Nursing | Caregiver Support / Prescribers | Whiteboard | Navigating Whiteboard (My Office) | Whiteboard (My Office) List Page - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Legal Status Column | Client's Legal Status | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA |
| Prescribers | Caregiver Support / Nursing | Whiteboard - Therapist Column | How to add a client's therapist | How to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA |
| Prescribers | Caregiver Support / Nursing | Whiteboard - Attending Column | How to add client's attending | How to Add the Client's Attending from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Attending Column | How to populate an estimated discharge date | How to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Discharge Coordination Column | Discharge Coordination - Documenting Transportation | How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Precautions Column | How to add Precautions | How to Add Precautions from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Med / Misc Column | Misc Notes | How to Add Miscellaneous Note from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Competency Column | Competency | How to Document Competency Status from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | D&A (Drugs & Alcohol) | How to Document Drug & Alcohol History from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | Next Check | Coming Soon |
| Nursing | Caregiver Support / Prescribers | Whiteboard | Last Check | Coming Soon |
| Nursing | Caregiver Support / Prescribers | Whiteboard | Unacknowledged Orders | How to Acknowledge Orders from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | MAR | How to Administer Overdue Medications from the Client MAR - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | MAR | https://2023.calmhsa.org/how-to-administer-medications-via-the-client-mar/ |
Transfer
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Discharge Summary | How to Complete the Transfer Summary | How to Complete the Discharge Summary - 2023 CalMHSA | ||
| Transition of Care (CALMHSA) | How to Transfer the Client to the MCP - 2023 CalMHSA | |||
| QA | Transition of Care Report | CalMHSA BHQIP Transition of Care Tool Report - 2023 CalMHSA | ||
| Bedboard (My Office) | Transfering to a new unit | How to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA | ||
| Discharge Aftercare Summary | Printing a Transfer Summary | How to Print the Transfer Summary Report - 2023 CalMHSA |
Discharge
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Prescriber | Nursing | Diagnosis Document (Client) | How to Document the Discharge Diagnosis | https://2023.calmhsa.org/how-to-document-the-discharge-diagnosis/ |
| Prescriber | Nursing | Client Orders (Client) | How to Order Discharge Medications | https://2023.calmhsa.org/how-to-order-discharge-medications/ |
| Prescribers / Nursing / Clinical Support | Nursing | CalMHSA Discharge Summary (Client) | How to Complete the Discharge Summary | How to Complete the Discharge Summary - 2023 CalMHSA |
| Prescriber | Nursing | Discharge Instructions | How to Complete the Discharge Instructions | https://2023.calmhsa.org/how-to-complete-the-discharge-instructions/ |
| Nursing | Prescriber | Psych / Medical Note : Key Phrases | Nursing Discharge Note | Under Construction |
| Nursing | Prescriber | Bedboard (My Office) | How to Discharge a Client from their Bed | https://2023.calmhsa.org/how-to-discharge-the-client-from-the-unit-and-bed/ |
| Front Desk | Nurse / Caregiver Support / Management / Prescriber | Aftercare / Discharge Summary Report | Aftercare / Discharge Summary Report | How to Generate the After Care Discharge Summary - 2023 CalMHSA |
Reports
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Clinical Reports |
||||
| Prescribers / Nursing / Caregiver Support | Manager / QA / Sys Admin | Shift Rounding Report | https://2023.calmhsa.org/how-to-run-the-shift-rounding-report/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | MAR Report | CalMHSA 102 MAR Report - 2023 CalMHSA | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | CalMHSA Client Medical Face Sheet | https://2023.calmhsa.org/client-medical-facesheet/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | Client Abbreviated Notes | https://2023.calmhsa.org/client-abbreviated-notes-report/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | CalMHSA Cummalative Lab Report | CalMHSA Cumulative Lab Flowsheet Report [Client] - 2023 CalMHSA | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | Discharge Aftercare Summary | https://2023.calmhsa.org/calmhsa-aftercare-discharge-summary/ | |
Nursing
| Primary Screens | Function | CalMHSA Quick Guide |
|---|---|---|
| Flowsheets | Can capture client data, see graphs and side by side comparisons of clients data over selected periods of time | Flow Sheet UG |
| Bedboard | Where staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. | Bedboard Quick Guide |
| Whiteboard | Multi Functional overview of units to keep track of client tasks, occupied beds, empty beds. | White Board Quick Guide |
| Client Orders | Where staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client here | Client Orders |
| Client MAR | Medication Administration Screen | Client MAR |
| Census Summary | Displays all beds and bed capacities for programs / units within the staffs CDAGS | |
| Psych/Medical Note | Note template within you service is note and is primarily where will you will document. | Psych/Medical Note Training |
Pre-Admit
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide | |
|---|---|---|---|---|---|
| Front Desk | All Staff | Client Search (Create a new Client) | Creating a New Client | How to Create a New Client - 2023 CalMHSA | |
Documenting Inquiries | |||||
| Front Desk | Management / Nursing / Prescribers | Inquiry | Navigating Inquiry Details Screen - Initial Tab | How to Navigate the Client Inquiry Screen-Initial Tab - 2023 CalMHSA | |
| Front Desk | Management / Nursing / Prescribers | Inquiry | Documenting External Referrals | How-to-document-an-incoming-referral-from-an-external-agency-optional/ | |
| Front Desk | Management / Nursing / Prescribers | Inquiry | Documenting Phone Calls for Triage | How to Document Phone Calls for Triage - 2023 CalMHSA | |
Tracking Inquiries | |||||
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Navigating Inquiries (My Office) Screen | Inquiries (My Office) List Page - 2023 CalMHSA | |
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Navigating Client Inquiries (Client) Screen | https://2023.calmhsa.org/client-inquiries-list-page/ | |
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Referral Tracking | How to View Requests for Services that are Pending - 2023 CalMHSA | |
Admission
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Front Desk | Nursing / Management / Caregiver Support | Bedboard / Residential / Whiteboard | Admitting Client to the Bedboard | https://2023.calmhsa.org/how-to-admit-the-client-to-the-unit-and-assign-a-bed/ |
| Front Desk | Nursing / Management / Caregiver Support | Bedboard / Residential / Whiteboard | Navigating Census Management | How to Navigate Census Management Admit Screen - 2023 CalMHSA |
| Front Desk | Nursing / Management / Caregiver Support | Whiteboard | Quick Admit [Admission] | How to Do a Quick Admission - 2023 CalMHSA |
Bed Management
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Bedboard |
||||
| Front Desk | Nursing / Management | Bedboard (My Office) | Navigating Bedboard List Page | Bedboard List Page - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Procedure Code Change - Switching Admit / Acute Status | how-to-change-the-automatic-billing-code-from-acute-to-administrative-or-vice-versa |
| Front Desk | Nursing / Management | Bedboard (My Office) | Move Bed / Bed Change | https://2023.calmhsa.org/how-to-change-a-bed-assignment/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Bed Swap | https://2023.calmhsa.org/how-to-swap-beds/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Bed Change | https://2023.calmhsa.org/how-to-move-a-client-to-another-bed/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Transfer | How to Transfer a Client - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Transfer | How to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule On Leave | How to Schedule a Client to On Leave - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | On Leave | How to Place a Client On Leave - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Discharge | How to Schedule a Discharge - 2023 CalMHSA |
Bed Reports |
||||
| Front Desk | Nursing / Management | Census Summary | [Bed Overview / Report] | CalMHSA: Need to Create |
Documentation
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Caregiver Support / Nursing / Prescribers | Using Key Phrases in Documentation / Notes | Key Phrases: How to Edit Agency Key Phrases - 2023 CalMHSA | ||
Intake Documentation |
||||
| Mental Health Workers | Nursing / Caregiver Support | Personal Effects Property Inventory | Documenting Property Taken at Admission / Property Taken Before Arrival | https://2023.calmhsa.org/how-to-complete-the-personal-effects-inventory-pei/ |
| Mental Health Workers | Nursing / Caregiver Support | Scanning (My Office) | How to Scan in Property Taken at Admission / Property Taken Before Arrival - Alternative Workflow | CalMHSA: Need to Create |
| Mental Health Workers | Nursing / Caregiver Support | Nutritional Screening | Completing Initial Nutritional Screening | How To Complete The Nutritional Screening |
| Mental Health Workers | Nursing / Caregiver Support | Messages (My Office) | How to Refer the Client to the Registered Dietician | How to Refer the Client to the Registered Dietitian - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Flow Sheets | How to Document a Covid Test | How to Document a COVID Test - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Flow Sheets | How to Document a TB PPD Test | How to Document a TB PPD Test - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Client Allergies (Client) | How to document Client Allergies in SmartCare | Allergies List Page - 2023 CalMHSA |
Clinical Documentation |
||||
| TBD | TBD | Whiteboard | Quick Notes | https://2023.calmhsa.org/how-to-document-quick-notes-during-a-shift/ |
| Nursing | Caregiver Support / Prescribers | Service Note - Psych / Medical Note | Daily Progress Note | Under Construction |
| Nursing | Caregiver Support / Prescribers | Service Note - Psych / Medical Note | Shift Summary / Shift Handover | Under Construction |
Medical Documentation |
||||
| Nursing | Mental Health Workers | Completing The Nursing Assessment | Under Construction | |
| Nursing | Mental Health Workers | Med Rec In Nursing Assessment | Under Construction | |
| Prescriber | Nursing | Completing History and Physical | Under Construction | |
| Prescriber | Nursing | Completing Initial Mental Status Exam (MSE) | Under Construction | |
| Prescriber | Nursing | How to Complete the Psychiatric Evaluation | https://2023.calmhsa.org/prescriber-how-to-complete-the-psychiatric-evaluation/ | |
| Nursing | Caregiver Support / Prescribers | Columbian Suicide Screening | Suicide Assessment | CalMHSA: Need to Create |
Orders
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Navigating Client Orders |
||||
| Prescribers / Nursing | Caregiver Support | Client Orders (Client) | Navigating Client Orders (Client) List Page | Client Orders (Client) List Page - 2023 CalMHSA |
| Prescribers / Nursing | Caregiver Support | Orders (My Office) | Navigating Orders (My Office) List Page | Coming Soon |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Order Can Be Completed | How to Mark an Order Completed - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Order Rationale | How to Modify the Order Rationale - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Order Comments | How to View and Edit Client Order Comments - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Diagosis Required | How to Add or Edit a Diagnosis to an Order - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Dual Sign Required | How to Duel Sign a Client Order - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options:Self Administered | How to Document an Order as Self-Administered - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Pain Level Required? | Coming Soon |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Multiple Admins Allowed Within Hour | How to Document Multiple Admins Within the Hour - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Whiteboard Observations | How to View Whiteboard Observations - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Whiteboard Legal | How to place a Legal Status order in Client Orders - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Add Order to MAR | How to View Information for an Order on the Client MAR Screen - 2023 CalMHSA |
Ordersets |
||||
| Prescribers / Nursing | Caregiver Support | How to use OrderSets | Coming Soon | |
Medications |
||||
| Nursing | Prescriber / Caregiver Support | Navigating Client MAR List Page | ||
Medication Management |
||||
| Prescriber | Nursing | Medication Management RX | Medication Reconciliation with Key Phrases | How to Complete a Medication Reconciliation w/ KeyPhrases - 2023 CalMHSA |
| Prescriber | Nursing | Pysch Note | Medication consent with Keyphrases | https://2023.calmhsa.org/how-to-document-verbal-medication-consent-using-keyphrases-in-notes/ |
| Prescriber | Nursing | Medication Management Rx [History Tab] | Reviewing Medication History through Surescripts | How to View Medication History in the Rx Module (Surescripts) - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders - Medication | Creating a New Medication Order | How to Create a New Medication Order - 2023 CalMHSA |
| Prescriber | Nursing | Orders / Rounding | Acknowledging Order | Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders - Medication | Releasing Order | How to Release an Order - 2023 CalMHSA |
| Prescriber | Nursing | Medication Management RX | Medication Consents (External Pharmacy Only) | How to Document a Medication Consent (External Pharmacy Only) - 2023 CalMHSA |
| Prescriber | Nursing | Medication Management RX | Completing Orders (External Pharmacy Only) | Coming Soon |
| Prescriber | Nursing | Whiteboard | Due / Overdue Medication Notifications | How to View Due/Overdue Medications - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders (Client) | Transferring Orders to new program | How to Transfer Orders to a New Program - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders (Client) | Discontinuing Order at the time of Discharge | How to Discontinue Orders for a Client Discharge - 2023 CalMHSA |
Medication Administration |
||||
| Nursing | Prescriber | Client MAR | Administer Medications | How to Administer Medications via the Client MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client MAR | Self - Administered Medications | How to Document a Self-Administered Medication on the Client MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client MAR | Administer Overdue Medications | How to Administer Overdue Medications from the Client MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client MAR | To document follow up after administrating a medication | Nurse: How to Document a 1-Hour Follow-Up After Administering a PRN Medication - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders | Completing Orders So It No Longer Appears on The MAR | How to Mark an Order Completed - 2023 CalMHSA |
Labs - No Lab Module |
||||
| Prescriber | Nursing | Client Orders - LABS (no lab module) | Create Client Order (External Lab) - No Lab Module | How to Create a New POCT Lab Order - 2023 CalMHSA |
| Prescriber | Nursing | Orders / Rounding - LABS (no lab module) | Acknowledge | Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders - LABS (no lab module) | Disclosure / Request , ATTACH CLIENT ORDER | How to Document a Disclosure Request - 2023 CalMHSA |
| Nursing | Prescriber | Batch Upload - LABS (no lab module) | Scan in external result through batch uploads | How to Document Non-Interface Lab Results - 2023 CalMHSA |
| Nursing | Prescriber | Flowsheets- LABS (no lab module) | Document in Flowsheets | How to Document Results on the Client's Flow Sheets - 2023 CalMHSA |
| Nursing | Prescriber | Client Order Details - LABS (no lab module) | Enter in Client Order Details | Coming Soon |
Labs - External Lab |
||||
| Prescriber | Nursing | Client Orders - LABS | Create Client Order (External Lab) | How to Order a Lab - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders - LABS | Acknowledge / Release Order (External Lab) | Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA |
| Nursing | Prescriber | Orders (My Office) | Printing Requisitions | Coming Soon |
| Nursing | Prescriber | Client Orders - LABS | Check On Order Status [Medication Administration] (External Lab) | How to Document Lab Results through the Lab Interface - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders - LABS | Review Lab Results and Document Comments (External Lab) / Comprehensive Lab Results Flowsheet | How to View Interfaced Lab Results - 2023 CalMHSA |
Standing Orders |
||||
| Prescriber | Nursing | Client Orders | Creating a Standing Order | How to Create Standing Orders - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders | Viewing Standing Order on MAR | How to View Standing Orders on the MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders | Edit Standing Order Time | How to Modify Standing Lab Orders - 2023 CalMHSA |
Labs - POCT Labs |
||||
| Prescriber | Nursing | Client Orders - POCT LABS | Create an order for Point of Care Testing | How to Create a New POCT Lab Order - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders - POCT LABS | Document Results in Flowsheets | How to Document Results on the Client's Flow Sheets - 2023 CalMHSA |
Legal Status |
||||
| All Staff | Client Information - Demographics Tab | Demographic Requirements for Legal Status | How to Complete Legal Status Demographics Documentation - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to create a Legal Status Order | How to Create & Document a Client Hold - 2023 CalMHSA | |
| All Staff | Whiteboard | Viewing Legal Status / Hold Order on Whiteboard | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA | |
| All Staff | Orders (My Office) | How to view full list of Legal Status Orders for Facility | How to View Legal Status in Orders (My Office) - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to Update a Legal Status Order: | How to Update a Legal Status Order - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to End a legal status order / remove it from whiteboard | How to Remove Legal Status Once it is Completed - 2023 CalMHSA | |
| All Staff | DHCS Reporting for Legal Holds | CalMHSA-105- Legal Hold Tracking Report for Clinical Use | ||
Seclusion / Restraints / Safety Check |
||||
| Prescriber | Nursing | Client Orders | Seclusion and Restraint Orders [Non-medication orders] | How to Order Seclusion and Restraints - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard | Nurse Documentation Seclusion and Restraints | https://2023.calmhsa.org/nurse-how-to-document-seclusion-and-restraints-2/ |
| Prescriber | Whiteboard | 1 hour Follow Up On Seclusion / Restraints | How to Document a Follow-Up on a Seclusion and/or Restraint Order - 2023 CalMHSA | |
| Nursing | Caregiver Support | Client Orders | Nurse Safety Check | Nurse: How to Document Completion of a Safety Check - 2023 CalMHSA |
| Caregiver Support | Nursing | Observations for Sitters / ADL | https://2023.calmhsa.org/how-to-document-observation-checks/ | |
| Prescriber | Nursing | Whiteboard | Discontinuing Seclusion and / Restraints | How to Order a Discontinuation of a Seclusion and/or Restraints - 2023 CalMHSA |
Follow-Ups
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Prescribers | Nursing | Med - Refills | Coming Soon | |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview / Flowsheets / Lab Result Review | Lab Reviews | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Quickview of Patients Chart | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Tracking Protocols | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Widgets | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Servce Note - Procedure Code: Brief Contact Note | Documenting Phone Calls | Coming Soon |
| Managers / Sys Admins | Prescriber / Nursing | Viewing Lab Errors | Coming Soon | |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Result Review List (Client) | Coming Soon | |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Result Review (Client) | Coming Soon | |
Whiteboard - Task Management |
||||
| Nursing | Caregiver Support / Prescribers | Whiteboard | Navigating Whiteboard (My Office) | Whiteboard (My Office) List Page - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Legal Status Column | Client's Legal Status | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA |
| Prescribers | Caregiver Support / Nursing | Whiteboard - Therapist Column | How to add a client's therapist | How to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA |
| Prescribers | Caregiver Support / Nursing | Whiteboard - Attending Column | How to add client's attending | How to Add the Client's Attending from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Attending Column | How to populate an estimated discharge date | How to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Discharge Coordination Column | Discharge Coordination - Documenting Transportation | How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Precautions Column | How to add Precautions | How to Add Precautions from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Med / Misc Column | Misc Notes | How to Add Miscellaneous Note from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Competency Column | Competency | How to Document Competency Status from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | D&A (Drugs & Alcohol) | How to Document Drug & Alcohol History from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | Next Check | Coming Soon |
| Nursing | Caregiver Support / Prescribers | Whiteboard | Last Check | Coming Soon |
| Nursing | Caregiver Support / Prescribers | Whiteboard | Unacknowledged Orders | How to Acknowledge Orders from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | MAR | How to Administer Overdue Medications from the Client MAR - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | MAR | https://2023.calmhsa.org/how-to-administer-medications-via-the-client-mar/ |
Transfer
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Discharge Summary | How to Complete the Transfer Summary | How to Complete the Discharge Summary - 2023 CalMHSA | ||
| Transition of Care (CALMHSA) | How to Transfer the Client to the MCP - 2023 CalMHSA | |||
| QA | Transition of Care Report | CalMHSA BHQIP Transition of Care Tool Report - 2023 CalMHSA | ||
| Bedboard (My Office) | Transfering to a new unit | How to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA | ||
| Discharge Aftercare Summary | Printing a Transfer Summary | How to Print the Transfer Summary Report - 2023 CalMHSA |
Discharge
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Prescriber | Nursing | Diagnosis Document (Client) | How to Document the Discharge Diagnosis | https://2023.calmhsa.org/how-to-document-the-discharge-diagnosis/ |
| Prescriber | Nursing | Client Orders (Client) | How to Order Discharge Medications | https://2023.calmhsa.org/how-to-order-discharge-medications/ |
| Prescribers / Nursing / Clinical Support | Nursing | CalMHSA Discharge Summary (Client) | How to Complete the Discharge Summary | How to Complete the Discharge Summary - 2023 CalMHSA |
| Prescriber | Nursing | Discharge Instructions | How to Complete the Discharge Instructions | https://2023.calmhsa.org/how-to-complete-the-discharge-instructions/ |
| Nursing | Prescriber | Psych / Medical Note : Key Phrases | Nursing Discharge Note | Under Construction |
| Nursing | Prescriber | Bedboard (My Office) | How to Discharge a Client from their Bed | https://2023.calmhsa.org/how-to-discharge-the-client-from-the-unit-and-bed/ |
| Front Desk | Nurse / Caregiver Support / Management / Prescriber | Aftercare / Discharge Summary Report | Aftercare / Discharge Summary Report | How to Generate the After Care Discharge Summary - 2023 CalMHSA |
Reports
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Clinical Reports |
||||
| Prescribers / Nursing / Caregiver Support | Manager / QA / Sys Admin | Shift Rounding Report | https://2023.calmhsa.org/how-to-run-the-shift-rounding-report/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | MAR Report | CalMHSA 102 MAR Report - 2023 CalMHSA | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | CalMHSA Client Medical Face Sheet | https://2023.calmhsa.org/client-medical-facesheet/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | Client Abbreviated Notes | https://2023.calmhsa.org/client-abbreviated-notes-report/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | CalMHSA Cummalative Lab Report | CalMHSA Cumulative Lab Flowsheet Report [Client] - 2023 CalMHSA | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | Discharge Aftercare Summary | https://2023.calmhsa.org/calmhsa-aftercare-discharge-summary/ | |
Management
| Primary Screens | Function | CalMHSA Quick Guide |
|---|---|---|
| Flowsheets | Can capture client data, see graphs and side by side comparisons of clients data over selected periods of time | Flow Sheet UG |
| Bedboard | Where staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. | Bedboard Quick Guide |
| Whiteboard | Multi Functional overview of units to keep track of client tasks, occupied beds, empty beds. | White Board Quick Guide |
| Client Orders | Where staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client here | Client Orders |
| Client MAR | Medication Administration Screen | Client MAR |
| Census Summary | Displays all beds and bed capacities for programs / units within the staffs CDAGS | |
| Psych/Medical Note | Note template within you service is note and is primarily where will you will document. | Psych/Medical Note Training |
Pre-Admit
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide | |
|---|---|---|---|---|---|
| Front Desk | All Staff | Client Search (Create a new Client) | Creating a New Client | How to Create a New Client - 2023 CalMHSA | |
Documenting Inquiries | |||||
| Front Desk | Management / Nursing / Prescribers | Inquiry | Navigating Inquiry Details Screen - Initial Tab | How to Navigate the Client Inquiry Screen-Initial Tab - 2023 CalMHSA | |
| Front Desk | Management / Nursing / Prescribers | Inquiry | Documenting External Referrals | How-to-document-an-incoming-referral-from-an-external-agency-optional/ | |
| Front Desk | Management / Nursing / Prescribers | Inquiry | Documenting Phone Calls for Triage | How to Document Phone Calls for Triage - 2023 CalMHSA | |
Tracking Inquiries | |||||
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Navigating Inquiries (My Office) Screen | Inquiries (My Office) List Page - 2023 CalMHSA | |
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Navigating Client Inquiries (Client) Screen | https://2023.calmhsa.org/client-inquiries-list-page/ | |
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Referral Tracking | How to View Requests for Services that are Pending - 2023 CalMHSA | |
Admission
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Front Desk | Nursing / Management / Caregiver Support | Bedboard / Residential / Whiteboard | Admitting Client to the Bedboard | https://2023.calmhsa.org/how-to-admit-the-client-to-the-unit-and-assign-a-bed/ |
| Front Desk | Nursing / Management / Caregiver Support | Bedboard / Residential / Whiteboard | Navigating Census Management | How to Navigate Census Management Admit Screen - 2023 CalMHSA |
| Front Desk | Nursing / Management / Caregiver Support | Whiteboard | Quick Admit [Admission] | How to Do a Quick Admission - 2023 CalMHSA |
Intake
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Clerk / Administation | Billing / QA | Client Information - General Tab | Documenting Client Information - General Info | CalMHSA to Create |
| Clerk / Administation | Billing / QA | Client Information - Demographics Tab | Documenting Client Information - Demographics | CalMHSA to Create |
| Clerk / Administation | Billing / QA | Coverage (Client) | Uploading ID's | CalMHSA to Create |
| Clerk / Administation | Billing / QA | Coverage (Client) | Adding Coverage | https://2023.calmhsa.org/how-to-add-plans/ |
Bed Management
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Bedboard |
||||
| Front Desk | Nursing / Management | Bedboard (My Office) | Navigating Bedboard List Page | Bedboard List Page - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Procedure Code Change - Switching Admit / Acute Status | how-to-change-the-automatic-billing-code-from-acute-to-administrative-or-vice-versa |
| Front Desk | Nursing / Management | Bedboard (My Office) | Move Bed / Bed Change | https://2023.calmhsa.org/how-to-change-a-bed-assignment/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Bed Swap | https://2023.calmhsa.org/how-to-swap-beds/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Bed Change | https://2023.calmhsa.org/how-to-move-a-client-to-another-bed/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Transfer | How to Transfer a Client - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Transfer | How to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule On Leave | How to Schedule a Client to On Leave - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | On Leave | How to Place a Client On Leave - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Discharge | How to Schedule a Discharge - 2023 CalMHSA |
Bed Reports |
||||
| Front Desk | Nursing / Management | Census Summary | [Bed Overview / Report] | CalMHSA: Need to Create |
Documentation
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Caregiver Support / Nursing / Prescribers | Using Key Phrases in Documentation / Notes | Key Phrases: How to Edit Agency Key Phrases - 2023 CalMHSA | ||
Intake Documentation |
||||
| Mental Health Workers | Nursing / Caregiver Support | Personal Effects Property Inventory | Documenting Property Taken at Admission / Property Taken Before Arrival | https://2023.calmhsa.org/how-to-complete-the-personal-effects-inventory-pei/ |
| Mental Health Workers | Nursing / Caregiver Support | Scanning (My Office) | How to Scan in Property Taken at Admission / Property Taken Before Arrival - Alternative Workflow | CalMHSA: Need to Create |
| Mental Health Workers | Nursing / Caregiver Support | Nutritional Screening | Completing Initial Nutritional Screening | How To Complete The Nutritional Screening |
| Mental Health Workers | Nursing / Caregiver Support | Messages (My Office) | How to Refer the Client to the Registered Dietician | How to Refer the Client to the Registered Dietitian - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Flow Sheets | How to Document a Covid Test | How to Document a COVID Test - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Flow Sheets | How to Document a TB PPD Test | How to Document a TB PPD Test - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Client Allergies (Client) | How to document Client Allergies in SmartCare | Allergies List Page - 2023 CalMHSA |
Clinical Documentation |
||||
| TBD | TBD | Whiteboard | Quick Notes | https://2023.calmhsa.org/how-to-document-quick-notes-during-a-shift/ |
| Nursing | Caregiver Support / Prescribers | Service Note - Psych / Medical Note | Daily Progress Note | Under Construction |
| Nursing | Caregiver Support / Prescribers | Service Note - Psych / Medical Note | Shift Summary / Shift Handover | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Group / individual therapy | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | LPHA Assessment | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Rehab | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | TCM / ICC | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Non Med Conference | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Crisis Intervention | Under Construction |
Medical Documentation |
||||
| Nursing | Mental Health Workers | Completing The Nursing Assessment | Under Construction | |
| Nursing | Mental Health Workers | Med Rec In Nursing Assessment | Under Construction | |
| Prescribers / Nursing / Mental Health Workers | Caregiver Support | Interdisciplinary Treatment Plan | Completing Initial Treatment Plan | how-to-complete-the-interdisciplinary-treatment-plan |
| Prescribers / Nursing / Mental Health Workers | Caregiver Support | Interdisciplinary Treatment Plan | Reviewing / Updating Treatment Plan | how-to-update-the-interdisciplinary-treatment-plan |
| Prescriber | Nursing | Completing History and Physical | Under Construction | |
| Prescriber | Nursing | Completing Initial Mental Status Exam (MSE) | Under Construction | |
| Dietician | Dietician Assessment | Under Construction | ||
| Prescriber | Nursing | How to Complete the Psychiatric Evaluation | https://2023.calmhsa.org/prescriber-how-to-complete-the-psychiatric-evaluation/ | |
| Nursing | Caregiver Support / Prescribers | Columbian Suicide Screening | Suicide Assessment | CalMHSA: Need to Create |
Orders
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Navigating Client Orders |
||||
| Prescribers / Nursing | Caregiver Support | Client Orders (Client) | Navigating Client Orders (Client) List Page | Client Orders (Client) List Page - 2023 CalMHSA |
| Prescribers / Nursing | Caregiver Support | Orders (My Office) | Navigating Orders (My Office) List Page | Coming Soon |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Order Can Be Completed | How to Mark an Order Completed - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Order Rationale | How to Modify the Order Rationale - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Order Comments | How to View and Edit Client Order Comments - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Diagosis Required | How to Add or Edit a Diagnosis to an Order - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Dual Sign Required | How to Duel Sign a Client Order - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options:Self Administered | How to Document an Order as Self-Administered - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Pain Level Required? | Coming Soon |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Multiple Admins Allowed Within Hour | How to Document Multiple Admins Within the Hour - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Whiteboard Observations | How to View Whiteboard Observations - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Whiteboard Legal | How to place a Legal Status order in Client Orders - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Add Order to MAR | How to View Information for an Order on the Client MAR Screen - 2023 CalMHSA |
Ordersets |
||||
| Prescribers / Nursing | Caregiver Support | How to use OrderSets | Coming Soon | |
Medications |
||||
| Nursing | Prescriber / Caregiver Support | Navigating Client MAR List Page | ||
Medication Management |
||||
| Prescriber | Nursing | Medication Management RX | Medication Reconciliation with Key Phrases | How to Complete a Medication Reconciliation w/ KeyPhrases - 2023 CalMHSA |
| Prescriber | Nursing | Pysch Note | Medication consent with Keyphrases | https://2023.calmhsa.org/how-to-document-verbal-medication-consent-using-keyphrases-in-notes/ |
| Prescriber | Nursing | Medication Management Rx [History Tab] | Reviewing Medication History through Surescripts | How to View Medication History in the Rx Module (Surescripts) - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders - Medication | Creating a New Medication Order | How to Create a New Medication Order - 2023 CalMHSA |
| Prescriber | Nursing | Orders / Rounding | Acknowledging Order | Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders - Medication | Releasing Order | How to Release an Order - 2023 CalMHSA |
| Prescriber | Nursing | Medication Management RX | Medication Consents (External Pharmacy Only) | How to Document a Medication Consent (External Pharmacy Only) - 2023 CalMHSA |
| Prescriber | Nursing | Medication Management RX | Completing Orders (External Pharmacy Only) | Coming Soon |
| Prescriber | Nursing | Whiteboard | Due / Overdue Medication Notifications | How to View Due/Overdue Medications - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders (Client) | Transferring Orders to new program | How to Transfer Orders to a New Program - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders (Client) | Discontinuing Order at the time of Discharge | How to Discontinue Orders for a Client Discharge - 2023 CalMHSA |
Medication Administration |
||||
| Nursing | Prescriber | Client MAR | Administer Medications | How to Administer Medications via the Client MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client MAR | Self - Administered Medications | How to Document a Self-Administered Medication on the Client MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client MAR | Administer Overdue Medications | How to Administer Overdue Medications from the Client MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client MAR | To document follow up after administrating a medication | Nurse: How to Document a 1-Hour Follow-Up After Administering a PRN Medication - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders | Completing Orders So It No Longer Appears on The MAR | How to Mark an Order Completed - 2023 CalMHSA |
Labs - No Lab Module |
||||
| Prescriber | Nursing | Client Orders - LABS (no lab module) | Create Client Order (External Lab) - No Lab Module | How to Create a New POCT Lab Order - 2023 CalMHSA |
| Prescriber | Nursing | Orders / Rounding - LABS (no lab module) | Acknowledge | Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders - LABS (no lab module) | Disclosure / Request , ATTACH CLIENT ORDER | How to Document a Disclosure Request - 2023 CalMHSA |
| Nursing | Prescriber | Batch Upload - LABS (no lab module) | Scan in external result through batch uploads | How to Document Non-Interface Lab Results - 2023 CalMHSA |
| Nursing | Prescriber | Flowsheets- LABS (no lab module) | Document in Flowsheets | How to Document Results on the Client's Flow Sheets - 2023 CalMHSA |
| Nursing | Prescriber | Client Order Details - LABS (no lab module) | Enter in Client Order Details | Coming Soon |
Labs - External Lab |
||||
| Prescriber | Nursing | Client Orders - LABS | Create Client Order (External Lab) | How to Order a Lab - 2023 CalMHSA |
| Prescriber | Nursing | Client Orders - LABS | Acknowledge / Release Order (External Lab) | Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA |
| Nursing | Prescriber | Orders (My Office) | Printing Requisitions | Coming Soon |
| Nursing | Prescriber | Client Orders - LABS | Check On Order Status [Medication Administration] (External Lab) | How to Document Lab Results through the Lab Interface - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders - LABS | Review Lab Results and Document Comments (External Lab) / Comprehensive Lab Results Flowsheet | How to View Interfaced Lab Results - 2023 CalMHSA |
Standing Orders |
||||
| Prescriber | Nursing | Client Orders | Creating a Standing Order | How to Create Standing Orders - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders | Viewing Standing Order on MAR | How to View Standing Orders on the MAR - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders | Edit Standing Order Time | How to Modify Standing Lab Orders - 2023 CalMHSA |
Labs - POCT Labs |
||||
| Prescriber | Nursing | Client Orders - POCT LABS | Create an order for Point of Care Testing | How to Create a New POCT Lab Order - 2023 CalMHSA |
| Nursing | Prescriber | Client Orders - POCT LABS | Document Results in Flowsheets | How to Document Results on the Client's Flow Sheets - 2023 CalMHSA |
Legal Status |
||||
| All Staff | Client Information - Demographics Tab | Demographic Requirements for Legal Status | How to Complete Legal Status Demographics Documentation - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to create a Legal Status Order | How to Create & Document a Client Hold - 2023 CalMHSA | |
| All Staff | Whiteboard | Viewing Legal Status / Hold Order on Whiteboard | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA | |
| All Staff | Orders (My Office) | How to view full list of Legal Status Orders for Facility | How to View Legal Status in Orders (My Office) - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to Update a Legal Status Order: | How to Update a Legal Status Order - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to End a legal status order / remove it from whiteboard | How to Remove Legal Status Once it is Completed - 2023 CalMHSA | |
| All Staff | DHCS Reporting for Legal Holds | CalMHSA-105- Legal Hold Tracking Report for Clinical Use | ||
Seclusion / Restraints / Safety Check |
||||
| Prescriber | Nursing | Client Orders | Seclusion and Restraint Orders [Non-medication orders] | How to Order Seclusion and Restraints - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard | Nurse Documentation Seclusion and Restraints | https://2023.calmhsa.org/nurse-how-to-document-seclusion-and-restraints-2/ |
| Prescriber | Whiteboard | 1 hour Follow Up On Seclusion / Restraints | How to Document a Follow-Up on a Seclusion and/or Restraint Order - 2023 CalMHSA | |
| Nursing | Caregiver Support | Client Orders | Nurse Safety Check | Nurse: How to Document Completion of a Safety Check - 2023 CalMHSA |
| Caregiver Support | Nursing | Observations for Sitters / ADL | https://2023.calmhsa.org/how-to-document-observation-checks/ | |
| Prescriber | Nursing | Whiteboard | Discontinuing Seclusion and / Restraints | How to Order a Discontinuation of a Seclusion and/or Restraints - 2023 CalMHSA |
Follow-Ups
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Prescribers | Nursing | Med - Refills | Coming Soon | |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview / Flowsheets / Lab Result Review | Lab Reviews | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Quickview of Patients Chart | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Tracking Protocols | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Widgets | Coming Soon |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Servce Note - Procedure Code: Brief Contact Note | Documenting Phone Calls | Coming Soon |
| Managers / Sys Admins | Prescriber / Nursing | Viewing Lab Errors | Coming Soon | |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Result Review List (Client) | Coming Soon | |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Result Review (Client) | Coming Soon | |
Whiteboard - Task Management |
||||
| Nursing | Caregiver Support / Prescribers | Whiteboard | Navigating Whiteboard (My Office) | Whiteboard (My Office) List Page - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Legal Status Column | Client's Legal Status | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA |
| Prescribers | Caregiver Support / Nursing | Whiteboard - Therapist Column | How to add a client's therapist | How to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA |
| Prescribers | Caregiver Support / Nursing | Whiteboard - Attending Column | How to add client's attending | How to Add the Client's Attending from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Attending Column | How to populate an estimated discharge date | How to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Discharge Coordination Column | Discharge Coordination - Documenting Transportation | How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Precautions Column | How to add Precautions | How to Add Precautions from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Med / Misc Column | Misc Notes | How to Add Miscellaneous Note from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard - Competency Column | Competency | How to Document Competency Status from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | D&A (Drugs & Alcohol) | How to Document Drug & Alcohol History from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | Next Check | Coming Soon |
| Nursing | Caregiver Support / Prescribers | Whiteboard | Last Check | Coming Soon |
| Nursing | Caregiver Support / Prescribers | Whiteboard | Unacknowledged Orders | How to Acknowledge Orders from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | MAR | How to Administer Overdue Medications from the Client MAR - 2023 CalMHSA |
| Nursing | Caregiver Support / Prescribers | Whiteboard | MAR | https://2023.calmhsa.org/how-to-administer-medications-via-the-client-mar/ |
Transfer
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Discharge Summary | How to Complete the Transfer Summary | How to Complete the Discharge Summary - 2023 CalMHSA | ||
| Transition of Care (CALMHSA) | How to Transfer the Client to the MCP - 2023 CalMHSA | |||
| QA | Transition of Care Report | CalMHSA BHQIP Transition of Care Tool Report - 2023 CalMHSA | ||
| Bedboard (My Office) | Transfering to a new unit | How to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA | ||
| Discharge Aftercare Summary | Printing a Transfer Summary | How to Print the Transfer Summary Report - 2023 CalMHSA |
Discharge
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Prescriber | Nursing | Diagnosis Document (Client) | How to Document the Discharge Diagnosis | https://2023.calmhsa.org/how-to-document-the-discharge-diagnosis/ |
| Prescriber | Nursing | Client Orders (Client) | How to Order Discharge Medications | https://2023.calmhsa.org/how-to-order-discharge-medications/ |
| Nursing | Nursing | CalMHSA Discharge Summary (Client) | How to Complete the Discharge Summary | How to Complete the Discharge Summary - 2023 CalMHSA |
| Prescriber | Nursing | Discharge Instructions | How to Complete the Discharge Instructions | https://2023.calmhsa.org/how-to-complete-the-discharge-instructions/ |
| Nursing | Prescriber | Psych / Medical Note : Key Phrases | Nursing Discharge Note | Under Construction |
| Nursing | Prescriber | Bedboard (My Office) | How to Discharge a Client from their Bed | https://2023.calmhsa.org/how-to-discharge-the-client-from-the-unit-and-bed/ |
| Front Desk | Nurse / Caregiver Support / Management | Aftercare / Discharge Summary Report | Aftercare / Discharge Summary Report | |
Billing |
||||
| Billing | Sys Admin | Inpatient Coding | Inpatient Coding Document | CalMHSA: Need to Create |
| Billing | Nursing / Managers | Services | Creating Services for Bed Entries | How to Create a Service - 2023 CalMHSA |
Reports
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Clinical Reports |
||||
| Prescribers / Nursing / Caregiver Support | Manager / QA / Sys Admin | Shift Rounding Report | https://2023.calmhsa.org/how-to-run-the-shift-rounding-report/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | MAR Report | CalMHSA 102 MAR Report - 2023 CalMHSA | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | CalMHSA Client Medical Face Sheet | https://2023.calmhsa.org/client-medical-facesheet/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | Client Abbreviated Notes | https://2023.calmhsa.org/client-abbreviated-notes-report/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | CalMHSA Cummalative Lab Report | CalMHSA Cumulative Lab Flowsheet Report [Client] - 2023 CalMHSA | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | Discharge Aftercare Summary | https://2023.calmhsa.org/calmhsa-aftercare-discharge-summary/ | |
Mental Health Workers
| Primary Screens | Function | CalMHSA Quick Guide |
|---|---|---|
| Flowsheets | Can capture client data, see graphs and side by side comparisons of clients data over selected periods of time | Flow Sheet UG |
| Bedboard | Where staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. | Bedboard Quick Guide |
| Whiteboard | Multi Functional overview of units to keep track of client tasks, occupied beds, empty beds. | White Board Quick Guide |
| Client Orders | Where staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client here | Client Orders |
| Client MAR | Medication Administration Screen | Client MAR |
| Census Summary | Displays all beds and bed capacities for programs / units within the staffs CDAGS | |
| Psych/Medical Note | Note template within you service is note and is primarily where will you will document. | Psych/Medical Note Training |
Pre-Admit
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Front Desk | All Staff | Client Search (Create a new Client) | Creating a new client | How to Create a New Client - 2023 CalMHSA |
| Clerk / Administation | Billing / QA | Coverage (Client) | Adding Coverage | https://2023.calmhsa.org/how-to-add-plans/ |
Bed Reports |
||||
| Front Desk | Nursing / Management | Census Summary | [Bed Overview / Report] | CalMHSA: Need to Create |
Documentation
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Caregiver Support / Nursing / Prescribers / Mental Health Workers | Using Key Phrases in Documentation / Notes | Key Phrases: How to Edit Agency Key Phrases - 2023 CalMHSA | ||
Intake Documentation |
||||
| Mental Health Workers | Nursing / Caregiver Support | Personal Effects Property Inventory | Documenting Property Taken at Admission / Property Taken Before Arrival | https://2023.calmhsa.org/how-to-complete-the-personal-effects-inventory-pei/ |
| Mental Health Workers | Nursing / Caregiver Support | Scanning (My Office) | How to Scan in Property Taken at Admission / Property Taken Before Arrival - Alternative Workflow | CalMHSA: Need to Create |
| Mental Health Workers | Nursing / Caregiver Support | Nutritional Screening | Completing Initial Nutritional Screening | How To Complete The Nutritional Screening |
| Mental Health Workers | Nursing / Caregiver Support | Messages (My Office) | How to Refer the Client to the Registered Dietician | How to Refer the Client to the Registered Dietitian - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Flow Sheets | How to Document a Covid Test | How to Document a COVID Test - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Flow Sheets | How to Document a TB PPD Test | How to Document a TB PPD Test - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Client Allergies (Client) | How to document Client Allergies in SmartCare | Allergies List Page - 2023 CalMHSA |
Clinical Documentation |
||||
| TBD | TBD | Whiteboard | Quick Notes | https://2023.calmhsa.org/how-to-document-quick-notes-during-a-shift/ |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Group / individual therapy | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | LPHA Assessment | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Rehab | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | TCM / ICC | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Non Med Conference | Under Construction |
| Mental Health Workers | Prescribers / Mental Health Workers | Service Notes | Crisis Intervention | Under Construction |
Medical Documentation |
||||
| Prescribers / Nursing / Mental Health Workers | Caregiver Support | Interdisciplinary Treatment Plan | Completing Initial Treatment Plan | how-to-complete-the-interdisciplinary-treatment-plan |
| Prescribers / Nursing / Mental Health Workers | Caregiver Support | Interdisciplinary Treatment Plan | Reviewing / Updating Treatment Plan | how-to-update-the-interdisciplinary-treatment-plan |
Orders
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Legal Status |
||||
| All Staff | Client Information - Demographics Tab | Demographic Requirements for Legal Status | How to Complete Legal Status Demographics Documentation - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to create a Legal Status Order | How to Create & Document a Client Hold - 2023 CalMHSA | |
| All Staff | Whiteboard | Viewing Legal Status / Hold Order on Whiteboard | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA | |
| All Staff | Orders (My Office) | How to view full list of Legal Status Orders for Facility | How to View Legal Status in Orders (My Office) - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to Update a Legal Status Order: | How to Update a Legal Status Order - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to End a legal status order / remove it from whiteboard | How to Remove Legal Status Once it is Completed - 2023 CalMHSA | |
| All Staff | DHCS Reporting for Legal Holds | Coming Soon | ||
Seclusion / Restraints / Safety Check |
||||
| BH Support | BH Support Safety Check | Under Construction | ||
Follow-Ups
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Quickview of Patients Chart | CalMHSA Created - Need to Create |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Tracking Protocols | CalMHSA Created - Need to Create |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Widgets | CalMHSA Created - Need to Create |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Servce Note - Procedure Code: Brief Contact Note | Documenting Phone Calls | CalMHSA Created - Need to Create |
Whiteboard - Task Management |
||||
| Nursing | Caregiver Support | Whiteboard | Navigating Whiteboard (My Office) | Whiteboard (My Office) List Page - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Legal Status Column | Client's Legal Status | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Therapist Column | How to add a client's therapist | How to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Attending Column | How to add client's attending | How to Add the Client's Attending from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Attending Column | How to populate an estimated discharge date | How to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Discharge Coordination Column | Discharge Coordination - Documenting Transportation | How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Precautions Column | How to add Precautions | How to Add Precautions from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Med / Misc Column | Misc Notes | How to Add Miscellaneous Note from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Competency Column | Competency | How to Document Competency Status from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard | D&A (Drugs & Alcohol) | How to Document Drug & Alcohol History from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard | Next Check | Under Construction |
| Nursing | Caregiver Support | Whiteboard | Last Check | Under Construction |
| Nursing | Caregiver Support | Whiteboard | Shift Notes | Under Construction |
| Nursing | Caregiver Support | Whiteboard | Unacknowledged Orders | How to Acknowledge Orders from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard | MAR | How to Administer Medications via the Client MAR - 2023 CalMHSA |
Transfer
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Prescribers / Nursing / Mental Health Workers | Discharge Summary | How to Complete the Transfer Summary | How to Complete the Discharge Summary - 2023 CalMHSA | |
| Transition of Care (CALMHSA) | How to Transfer the Client to the MCP - 2023 CalMHSA | |||
| QA | Mental Health Workers | Transition of Care Report | CalMHSA BHQIP Transition of Care Tool Report - 2023 CalMHSA | |
| Front Desk / Nursing / Prescribers | Caregiver Support / Management / Mental Health Workers | Discharge Aftercare Summary | Printing a Transfer Summary | How to Print the Transfer Summary Report - 2023 CalMHSA |
Discharge
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Prescribers / Nursing / Mental Health Workers | CalMHSA Discharge Summary (Client) | How to Complete the Discharge Summary | How to Complete the Discharge Summary - 2023 CalMHSA | |
| Front Desk / Nursing / Prescribers | Caregiver Support / Management / Mental Health Workers | Aftercare / Discharge Summary Report | Aftercare / Discharge Summary Report | Under Construction |
Caregiver Support
| Primary Screens | Function | CalMHSA Quick Guide |
|---|---|---|
| Flowsheets | Can capture client data, see graphs and side by side comparisons of clients data over selected periods of time | Flow Sheet UG |
| Bedboard | Where staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. | Bedboard Quick Guide |
| Whiteboard | Multi Functional overview of units to keep track of client tasks, occupied beds, empty beds. | White Board Quick Guide |
| Client Orders | Where staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client here | Client Orders |
| Client MAR | Medication Administration Screen | Client MAR |
| Census Summary | Displays all beds and bed capacities for programs / units within the staffs CDAGS | |
| Psych/Medical Note | Note template within you service is note and is primarily where will you will document. | Psych/Medical Note Training |
Pre-Admit
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Front Desk | All Staff | Client Search (Create a new Client) | Creating a new client | How to Create a New Client - 2023 CalMHSA |
Admit
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Front Desk | Nursing / Management / Caregiver Support | Bedboard / Residential / Whiteboard | Navigating Census Management | How to Navigate Census Management Admit Screen - 2023 CalMHSA |
| Front Desk | Nursing / Management / Caregiver Support | Bedboard | Admitting Client to the Bedboard | https://2023.calmhsa.org/how-to-admit-the-client-to-the-unit-and-assign-a-bed/ |
| Front Desk | Nursing / Management / Caregiver Support | Whiteboard | Quick Admit [Admission] | How to Do a Quick Admission - 2023 CalMHSA |
Bed Management
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Bedboard |
||||
| Front Desk | Nursing / Management | Bedboard (My Office) | Navigating Bedboard List Page | Bedboard List Page - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Procedure Code Change - Switching Admit / Acute Status | how-to-change-the-automatic-billing-code-from-acute-to-administrative-or-vice-versa |
| Front Desk | Nursing / Management | Bedboard (My Office) | Move Bed / Bed Change | https://2023.calmhsa.org/how-to-change-a-bed-assignment/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Bed Swap | https://2023.calmhsa.org/how-to-swap-beds/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Bed Change | https://2023.calmhsa.org/how-to-move-a-client-to-another-bed/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Transfer | How to Transfer a Client - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Transfer | How to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule On Leave | How to Schedule a Client to On Leave - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | On Leave | How to Place a Client On Leave - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Discharge | How to Schedule a Discharge - 2023 CalMHSA |
Documentation
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Caregiver Support / Nursing / Prescribers | Using Key Phrases in Documentation / Notes | Key Phrases: How to Edit Agency Key Phrases - 2023 CalMHSA | ||
Intake Documentation |
||||
| Mental Health Workers | Nursing / Caregiver Support | Personal Effects Property Inventory | Documenting Property Taken at Admission / Property Taken Before Arrival | https://2023.calmhsa.org/how-to-complete-the-personal-effects-inventory-pei/ |
| Mental Health Workers | Nursing / Caregiver Support | Scanning (My Office) | How to Scan in Property Taken at Admission / Property Taken Before Arrival - Alternative Workflow | CalMHSA: Need to Create |
| Mental Health Workers | Nursing / Caregiver Support | Nutritional Screening | Completing Initial Nutritional Screening | How To Complete The Nutritional Screening |
| Mental Health Workers | Nursing / Caregiver Support | Messages (My Office) | How to Refer the Client to the Registered Dietician | How to Refer the Client to the Registered Dietitian - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Flow Sheets | How to Document a Covid Test | How to Document a COVID Test - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Flow Sheets | How to Document a TB PPD Test | How to Document a TB PPD Test - 2023 CalMHSA |
| Mental Health Workers | Nursing / Caregiver Support | Client Allergies (Client) | How to document Client Allergies in SmartCare | Allergies List Page - 2023 CalMHSA |
Clinical Documentation |
||||
| TBD | TBD | Whiteboard | Quick Notes | https://2023.calmhsa.org/how-to-document-quick-notes-during-a-shift/ |
Medical Documentation |
||||
| Prescribers / Nursing / Mental Health Workers | Caregiver Support | Interdisciplinary Treatment Plan | Completing Initial Treatment Plan | how-to-complete-the-interdisciplinary-treatment-plan |
| Prescribers / Nursing / Mental Health Workers | Caregiver Support | Interdisciplinary Treatment Plan | Reviewing / Updating Treatment Plan | how-to-update-the-interdisciplinary-treatment-plan |
Orders
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Navigating Client Orders |
||||
| Prescribers / Nursing | Caregiver Support | Client Orders (Client) | Navigating Client Orders (Client) List Page | Client Orders (Client) List Page - 2023 CalMHSA |
| Prescribers / Nursing | Caregiver Support | Orders (My Office) | Navigating Orders (My Office) List Page | Coming Soon |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Order Can Be Completed | How to Mark an Order Completed - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Order Rationale | How to Modify the Order Rationale - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Order Comments | How to View and Edit Client Order Comments - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Diagosis Required | How to Add or Edit a Diagnosis to an Order - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Orders Options: Dual Sign Required | How to Duel Sign a Client Order - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options:Self Administered | How to Document an Order as Self-Administered - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Pain Level Required? | Coming Soon |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Multiple Admins Allowed Within Hour | How to Document Multiple Admins Within the Hour - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Whiteboard Observations | How to View Whiteboard Observations - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Whiteboard Legal | How to place a Legal Status order in Client Orders - 2023 CalMHSA |
| Prescriber / Nursing | Caregiver Support | Order Setup / Client Order (Client) | Order Options: Add Order to MAR | How to View Information for an Order on the Client MAR Screen - 2023 CalMHSA |
Ordersets |
||||
| Prescribers / Nursing | Caregiver Support | How to use OrderSets | Coming Soon | |
Medications |
||||
| Nursing | Prescriber / Caregiver Support | Navigating Client MAR List Page | Client Mar List Page - 2023 CalMHSA | |
Legal Status |
||||
| All Staff | Client Information - Demographics Tab | Demographic Requirements for Legal Status | How to Complete Legal Status Demographics Documentation - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to create a Legal Status Order | How to Create & Document a Client Hold - 2023 CalMHSA | |
| All Staff | Whiteboard | Viewing Legal Status / Hold Order on Whiteboard | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA | |
| All Staff | Orders (My Office) | How to view full list of Legal Status Orders for Facility | How to View Legal Status in Orders (My Office) - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to Update a Legal Status Order: | How to Update a Legal Status Order - 2023 CalMHSA | |
| All Staff | Client Orders (Client) | How to End a legal status order / remove it from whiteboard | How to Remove Legal Status Once it is Completed - 2023 CalMHSA | |
| All Staff | DHCS Reporting for Legal Holds | CalMHSA 105 – Legal Hold Tracking Report for Clinical Use (My Office) - 2023 CalMHSA | ||
Seclusion / Restraints / Safety Check |
||||
| Nursing | Caregiver Support | Whiteboard | Nurse Documentation Seclusion and Restraints | https://2023.calmhsa.org/nurse-how-to-document-seclusion-and-restraints-2/ |
| Nursing | Caregiver Support | Client Orders | Nurse Safety Check | Nurse: How to Document Completion of a Safety Check - 2023 CalMHSA |
| Caregiver Support | Nursing | Observations for Sitters / ADL | https://2023.calmhsa.org/how-to-document-observation-checks/ | |
Follow-Ups
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview / Flowsheets / Lab Result Review | Lab Reviews | CalMHSA Created - Need to Create |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Quickview of Patients Chart | CalMHSA Created - Need to Create |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Tracking Protocols | CalMHSA Created - Need to Create |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Smartview | Widgets | CalMHSA Created - Need to Create |
| Prescribers / Nursing / Clinical Support | Prescriber / Nursing/ Caregiver Support | Servce Note - Procedure Code: Brief Contact Note | Documenting Phone Calls | CalMHSA Created - Need to Create |
Whiteboard - Task Management |
||||
| Nursing | Caregiver Support | Whiteboard | Navigating Whiteboard (My Office) | Whiteboard (My Office) List Page - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Legal Status Column | Client's Legal Status | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Therapist Column | How to add a client's therapist | How to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Attending Column | How to add client's attending | How to Add the Client's Attending from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Attending Column | How to populate an estimated discharge date | How to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Discharge Coordination Column | Discharge Coordination - Documenting Transportation | How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Precautions Column | How to add Precautions | How to Add Precautions from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Med / Misc Column | Misc Notes | How to Add Miscellaneous Note from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard - Competency Column | Competency | How to Document Competency Status from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard | D&A (Drugs & Alcohol) | How to Document Drug & Alcohol History from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard | Next Check | Under Construction |
| Nursing | Caregiver Support | Whiteboard | Last Check | Under Construction |
| Nursing | Caregiver Support | Whiteboard | Shift Notes | Under Construction |
| Nursing | Caregiver Support | Whiteboard | Unacknowledged Orders | How to Acknowledge Orders from the Whiteboard - 2023 CalMHSA |
| Nursing | Caregiver Support | Whiteboard | MAR | How to Administer Medications via the Client MAR - 2023 CalMHSA |
Transfer
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Discharge Aftercare Summary | Printing a Transfer Summary | How to Print the Transfer Summary Report - 2023 CalMHSA |
Discharge
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Front Desk | Nurse / Caregiver Support / Management | Aftercare / Discharge Summary Report | Aftercare / Discharge Summary Report | Under Construction |
Reports
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Clinical Reports |
||||
| Prescribers / Nursing / Caregiver Support | Manager / QA / Sys Admin | Shift Rounding Report | https://2023.calmhsa.org/how-to-run-the-shift-rounding-report/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | MAR Report | CalMHSA 102 MAR Report - 2023 CalMHSA | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | CalMHSA Client Medical Face Sheet | https://2023.calmhsa.org/client-medical-facesheet/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | Client Abbreviated Notes | https://2023.calmhsa.org/client-abbreviated-notes-report/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | CalMHSA Cummalative Lab Report | CalMHSA Cumulative Lab Flowsheet Report [Client] - 2023 CalMHSA | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | Discharge Aftercare Summary | https://2023.calmhsa.org/calmhsa-aftercare-discharge-summary/ | |
Front Desk
| Primary Screens | Function | CalMHSA Quick Guide |
|---|---|---|
| Flowsheets | Can capture client data, see graphs and side by side comparisons of clients data over selected periods of time | Flow Sheet UG |
| Bedboard | Where staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. | Bedboard Quick Guide |
| Whiteboard | Multi Functional overview of units to keep track of client tasks, occupied beds, empty beds. | White Board Quick Guide |
| Client Orders | Where staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client here | Client Orders |
| Client MAR | Medication Administration Screen | Client MAR |
| Census Summary | Displays all beds and bed capacities for programs / units within the staffs CDAGS | |
| Psych/Medical Note | Note template within you service is note and is primarily where will you will document. | Psych/Medical Note Training |
Pre-Admit
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Front Desk | All Staff | Client Search (Create a new Client) | Creating a new client | How to Create a New Client - 2023 CalMHSA |
Documenting Inquiries |
||||
| Front Desk | Management / Nursing / Prescribers | Inquiry | Navigating Inquiry Details Screen - Initial Tab | How to Navigate the Client Inquiry Screen-Initial Tab - 2023 CalMHSA |
| Front Desk | Management / Nursing / Prescribers | Inquiry | Documenting External Referrals | https://2023.calmhsa.org/how-to-document-an-incoming-referral-from-an-external-agency-optional/ |
| Front Desk | Management / Nursing / Prescribers | Inquiry | Documenting Phone Calls for Triage | How to Document Phone Calls for Triage - 2023 CalMHSA |
Tracking Inquiries |
||||
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Navigating Inquiries (My Office) Screen | Inquiries (My Office) List Page - 2023 CalMHSA |
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Navigating Client Inquiries (Client) Screen | https://2023.calmhsa.org/client-inquiries-list-page/ |
| Prescriber / Management | Front Desk / Nursing | Inquiries (My Office) | Referral Tracking | How to View Requests for Services that are Pending - 2023 CalMHSA |
Admission
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Front Desk | Nursing / Management / Caregiver Support | Bedboard / Residential / Whiteboard | Navigating Census Management | How to Navigate Census Management Admit Screen - 2023 CalMHSA |
| Front Desk | Nursing / Management / Caregiver Support | Bedboard | Admitting Client to the Bedboard | https://2023.calmhsa.org/how-to-admit-the-client-to-the-unit-and-assign-a-bed/ |
| Front Desk | Nursing / Management / Caregiver Support | Whiteboard | Quick Admit [Admission] | How to Do a Quick Admission - 2023 CalMHSA |
Intake
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Front Desk | Billing / QA | Client Information - General Tab | Documenting Client Information - General Info | CalMHSA: Needs to Create |
| Front Desk | Billing / QA | Client Information - Demographics Tab | Documenting Client Information - Demographics | CalMHSA: Needs to Create |
| Front Desk | Billing / QA | Coverage (Client) | Uploading ID's | CalMHSA: Needs to Create |
| Front Desk | Billing / QA | Coverage (Client) | Adding Coverage | https://2023.calmhsa.org/how-to-add-plans/ |
Bed Management
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Bedboard |
||||
| Front Desk | Nursing / Management | Bedboard (My Office) | Navigating Bedboard List Page | Bedboard List Page - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Procedure Code Change - Switching Admit / Acute Status | how-to-change-the-automatic-billing-code-from-acute-to-administrative-or-vice-versa |
| Front Desk | Nursing / Management | Bedboard (My Office) | Move Bed / Bed Change | https://2023.calmhsa.org/how-to-change-a-bed-assignment/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Bed Swap | https://2023.calmhsa.org/how-to-swap-beds/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Bed Change | https://2023.calmhsa.org/how-to-move-a-client-to-another-bed/ |
| Front Desk | Nursing / Management | Bedboard (My Office) | Transfer | How to Transfer a Client - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Transfer | How to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule On Leave | How to Schedule a Client to On Leave - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | On Leave | How to Place a Client On Leave - 2023 CalMHSA |
| Front Desk | Nursing / Management | Bedboard (My Office) | Schedule Discharge | How to Schedule a Discharge - 2023 CalMHSA |
Bed Reports |
||||
| Front Desk | Nursing / Management | Census Summary | [Bed Overview / Report] | CalMHSA: Need to Create |
Documentation
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Intake Documentation |
||||
| Mental Health Workers / Front Desk | Nursing / Caregiver Support | Personal Effects Property Inventory | Documenting Property Taken at Admission / Property Taken Before Arrival | https://2023.calmhsa.org/how-to-complete-the-personal-effects-inventory-pei/ |
| Mental Health Workers / Front Desk | Nursing / Caregiver Support | Scanning (My Office) | How to Scan in Property Taken at Admission / Property Taken Before Arrival - Alternative Workflow | CalMHSA: Need to Create |
Clinical Documentation |
||||
| TBD | TBD | Whiteboard | Quick Notes | https://2023.calmhsa.org/how-to-document-quick-notes-during-a-shift/ |
Follow-Ups
| Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|
Whiteboard - Task Management |
|||
| All Staff | Whiteboard | Navigating Whiteboard (My Office) | Whiteboard (My Office) List Page - 2023 CalMHSA |
| All Staff | Whiteboard - Legal Status Column | Client's Legal Status | How to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA |
| All Staff | Whiteboard - Therapist Column | How to add a client's therapist | How to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA |
| All Staff | Whiteboard - Attending Column | How to add client's attending | How to Add the Client's Attending from the Whiteboard - 2023 CalMHSA |
| All Staff | Whiteboard - Attending Column | How to populate an estimated discharge date | How to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA |
| All Staff | Whiteboard - Discharge Coordination Column | Discharge Coordination - Documenting Transportation | How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA |
Discharge
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Front Desk | Nurse / Caregiver Support / Management | Aftercare / Discharge Summary Report | Aftercare / Discharge Summary Report | Under Construction |
Billing
| Primary Screens | Function | CalMHSA Quick Guide |
|---|---|---|
| Flowsheets | Can capture client data, see graphs and side by side comparisons of clients data over selected periods of time | Flow Sheet UG |
| Bedboard | Where staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. | Bedboard Quick Guide |
| Whiteboard | Multi Functional overview of units to keep track of client tasks, occupied beds, empty beds. | White Board Quick Guide |
| Client Orders | Where staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client here | Client Orders |
| Client MAR | Medication Administration Screen | Client MAR |
| Census Summary | Displays all beds and bed capacities for programs / units within the staffs CDAGS | |
| Psych/Medical Note | Note template within you service is note and is primarily where will you will document. | Psych/Medical Note Training |
Intake
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| Clerk / Administation | Billing / QA | Client Information - General Tab | Documenting Client Information - General Info | CalMHSA: Needs to Create |
| Clerk / Administation | Billing / QA | Client Information - Demographics Tab | Documenting Client Information - Demographics | CalMHSA: Needs to Create |
| Clerk / Administation | Billing / QA | Coverage (Client) | Uploading ID's | CalMHSA: Needs to Create |
| Clerk / Administation | Billing / QA | Coverage (Client) | Adding Coverage | https://2023.calmhsa.org/how-to-add-plans/ |
Billing |
||||
| Billing | Sys Admin | Inpatient Coding | Inpatient Coding Document | CalMHSA: Need to Create |
| Billing | Nursing / Managers | Services | Creating Services for Bed Entries | How to Create a Service - 2023 CalMHSA |
State Reports |
||||
| Timeliness Report | CalMHSA Progress Note Timeliness Report - 2023 CalMHSA | |||
QA
| Primary Screens | Function | CalMHSA Quick Guide |
|---|---|---|
| Flowsheets | Can capture client data, see graphs and side by side comparisons of clients data over selected periods of time | Flow Sheet UG |
| Bedboard | Where staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. | Bedboard Quick Guide |
| Whiteboard | Multi Functional overview of units to keep track of client tasks, occupied beds, empty beds. | White Board Quick Guide |
| Client Orders | Where staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client here | Client Orders |
| Client MAR | Medication Administration Screen | Client MAR |
| Census Summary | Displays all beds and bed capacities for programs / units within the staffs CDAGS | |
| Psych/Medical Note | Note template within you service is note and is primarily where will you will document. | Psych/Medical Note Training |
Transfer
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
| QA | Transition of Care Report | CalMHSA BHQIP Transition of Care Tool Report - 2023 CalMHSA |
Reports
| Who Should | Who Could | Screen | Workflow | CalMHSA User Guide |
|---|---|---|---|---|
Clinical Reports |
||||
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | MAR Report | Under Construction | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | CalMHSA Client Medical Face Sheet | https://2023.calmhsa.org/client-medical-facesheet/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | Client Abbreviated Notes | https://2023.calmhsa.org/client-abbreviated-notes-report/ | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | CalMHSA Cummalative Lab Report | CalMHSA Cumulative Lab Flowsheet Report [Client] - 2023 CalMHSA | |
| Prescriber / Nursing / Clinical Support | Manager / QA / Sys Admin | Discharge Aftercare Summary | ||
State Reports |
||||
| Timeliness Report | CalMHSA Progress Note Timeliness Report - 2023 CalMHSA | |||