Mental Health Assessment

The Mental Health Assessment is the 7-domain assessment that DHCS initialized in July 2022. Please reference the CalMHSA Documentation Guides for more details on what clinical information should be included. In SmartCare, it also includes the Problem List module, allowing you to add problems directly from the assessment.

How to complete a Mental Health Assessment:

  1. You must first have the client open, then click the Search icon.
  2. Type “Mental Health Assessment” into the search bar.
  3. Click to select “Mental Health Assessment (Client)” from the search results.
  1. If there is already a Mental Health Assessment on file, it will pop open. Click the New icon.
    1. If there is no document on file, skip to step 5.
  1. In the CDAG Program Enrollment window pop-up, click the drop down and click to select the appropriate program.
  2. Click OK to continue.
  1. The Mental Health Assessment document will open. Complete the document. All 7 domains are required.
  1. Add problems to the Problem List as desired. See Problem List section for more information on how to complete the Problem List in SmartCare.
  2. Click Sign to complete and generate the document.