How to Add Program Views
Creating a Program View lets you define the programs that you can use to filter programs on the Program Assignments screen. The Program Views you create are specific for you […]
How to Print Documents Over 25 MB
Click the search icon, with the client open. Type Documents into the search bar. Click to select Documents (Client). Click the name of the document to open the document over […]
How to View Multiple Staff Calendars at Once
How to Define a Group View Use this workflow to create multi-staff views that you will use often. Click the Search icon. Type Staff Calendar into the search bar. Click […]
First Time Login
To login, youâll need the URL for the environment youâre logging into. Make sure youâre logging into the correct environment. Remember, there are 3 environments each county is given: Production […]
1. Service Code Definitions
Important Note: The following procedure code by degree listings are out of date, please use the following spread sheet for questions what degrees can deliver what services: https://2023.calmhsa.org/procedure-code-definitions/. We are working towards getting […]
How to Document a Client or Guardian Declined to Co-Sign a Document
Navigate to the document you want to add a co-signer for. (See âHow to View Your Documentsâ and/or âHow to View Client Documentsâ for details on how to navigate to a […]
How to Document a CARE Act Inquiry
Changes to the CARE Act have been made where now counties must track and report on all inquiries received about the CARE Act. This includes, but is not limited to, […]
How to Document a CARE Act Referral
Changes to the CARE Act have been made where now certain types of programs or facilities can refer individuals to county behavioral health for potential CARE Act petitioning. Counties will […]
How to Add an External Resource to the Clientâs Treatment TeamÂ
With the client open, click on the Search icon. Type âTreatment Teamâ in the search bar. Click to select âTreatment Team (Client)â from the search results This will bring you […]
How to Remove a Person from the Clientâs Treatment Team
With the client open, click on the Search icon. Type âTreatment Teamâ in the search bar. Click to select âTreatment Team (Client)â from the search results This will bring you […]