How to Assign Documents to a Patient Portal User

This is still in development. Currently, documents assigned to a Patient Portal User are not associated with a program. When the Patient Portal User attempts to complete the document, the CDAG window pops up. Since the client won’t know which program to select, CalMHSA is working with Streamline to develop a method for staff to associate a program with an assigned document packet. 

Updated 8/7/24