Configurations and Release Notes

Configurations

Configuration Change Description
Update NOABD letter templates to include all 3 NOABD enclosures More information can be found here: https://2023.calmhsa.org/noabd-attachments-2025/
Tulare – Request to permission ‘Telehealth Setup’ to the Services My-Office add-on role County requested to add “TeleHealth Setup (Client)” screen permissions to ‘Services (My Office) Add On’ user role. This is because the people needing access to the Services (My Office) list page are often setting up telehealth appointments. Also granted “TelehealthMeetingConformation (Client)” screen, in case this is a popup associated with the setup screen.
Sonoma – Update hours on recode for TimelyAppointment Changed the Recode category “Timely Appointment” to match current timeliness standards. This is connected to the Appointment Search feature and is NOT connected to CalMHSA’s TADT documents or reports. Changed Urgent to be 48 hours (was 0) and Not Urgent to be 240 hours (10 days, was 8 hours). Please note that this is still 10 calendar days, since it’s measuring in hours. Emergent was left at 24 hours.
Reset “Allowed to Open Directly” for “Narrative” note screen A county had a bug where “Allowed to Open Directly” was selected for a progress note. CalMHSA used the sync to reset this by marking this as checked in all environments, letting the sync occur, then unchecking it and letting the sync occur again. This should reset the checkbox to unchecked in all county prod environments.

Configuration Archive

Configuration ChangeDescriptionMonth Fixed
Set permissions to key roles for the Medication Reconciliation LP and detail PageFixed permissions for the newly created Medication Reconciliation LP and detail PagesJuly
Deactivate Crisis Call Log screensStreamline has come out with a CCBHC Crisis Call Log in SmartCare that can now be linked to the Inquiry Details: Crisis screen. CalMHSA has removed this functionality at this time, and will not update any knowledge base articles on this. We are planning on creating a permission to this button to ensure users are not clicking it until we confirm there is a way to hide this button. We have learned that the data pulled into the Crisis Call Log is NOT CDAG’d, nor is the associated list page. We are disabling both screens to minimize risk of privacy incidents.July

Release Notes

Release Note Description
Old Notes with Consented Medications show Errors Notes created before DrFirst and have consented to medications can be edited without an error message
Psych/Medical Note now appears in the DocumentCode filter on the Documents (Client) screen Deployment 2025-07-24: Added “Psych/Medical Note” as a filter option on the “Document (Client)” page.
DrFirst – Medication StartDate is not being stored in SmartCare when only Year and Month are specified Deployment 2025-07-16: Fixed issue to allow MM/yyyy and yyyy date formats from DrFirst.

Release Note Archive

Release NotesDescription

MSP Releases

BuildStatusStatus DateLink to Release Notes
June 2025 MSPIn QA8/5/2025 – QA Deployment
8/25/2025 – Prod Deployment
Curated Part 1
Curated Part 2
Curated Part 3
Curated Part 4
May 2025 MSPIn Production7/8/2025 – QA Deployment
7/28/2025 – Prod Deployment
Curated Part 1
Curated Part 2
April 2025 MSPIn Production6/30/2025Curated Part 1
Curated Part 2
March 2025 MSPIn Production5/19/2025Curated Part 1
Curated Part 2
February 2025 MSPIn Production5/19/2025Curated Part 1
Curated Part 2
January 2025 MSPIn Production4/21/2025Curated Part 1
Curated Part 2
Curated Part 2
BuildStatusStatus DateLink to Release Notes
December 2024 MSPIn Production4/21/2025Curated Part 1
Curated Part 2
November 2024 MSPIn Production3/24/2025Curated Part 1
Curated Part 2
Curated Part 3
October 2024 MSPIn Production2/10/2025Curated Part 1
Curated Part 2
September 2024 MSPIn Production12/9/2024Curated Part 1
Curated Part 2
Curated Part 3
August 2024 MSPRolled into September 2024 MSPRolled into September 2024 MSP
July 2024 MSPIn ProductionUncurated
June 2024 MSPIn ProductionUncurated
May 2024 MSPIn ProductionCurated
April 2024 MSPIn ProductionCurated
March 2024 MSPIn ProductionCurated Part 1
Curated Part 2
February 2024 MSPIn ProductionCurated
January 2024 MSPIn ProductionCurated