How to Create an Appointment from Your Calendar
To create an appointment from your schedule, follow the steps below: 1. From the Staff Calendar screen, click and drag your mouse on the calendar timeslot you want to book. […]
How to Create a Recurring Individual Service Appointment
Follow the steps laid out in How to Create an Appointment from Your Calendar. Once you’ve saved (step 8), click the triple vertical dot icon in the upper right. Select […]
CalOMS FSN Work-Around
NOTE: Look up their TEDS (CSI and CalOMS need to have a TEDS Episode) Before a TEDS Episode can be created a TEDS Setup has to be created. With the […]
Group Documentation Videos
How to Create a Group How to Scheule a Group Service Appointment https://vimeo.com/870835210/c588f84262?share=copy How to Document the Service Tab How to Document the Group Note How to Document Individual Client […]
How to Add an ICD-10 Code to a Service Before the Clinician Completes the Assessment and Diagnosis
CalAIM allows for billing for services prior to an official diagnosis being given. However, an ICD-10 code must always be added to a claim (service) in order to be billed. […]
How to Complete the Adult Medi-Cal Screening Tool
You must first have the client open, then click the Search icon. Type Adult Medi-Cal Screening Tool into the search bar. Click to select Adult Medi-Cal Screening Tool (Client). In […]
How to Print a Client Face Sheet
Click the Search icon. Type Client Face Sheet in the search bar Click to select Client Face Sheet (Client) This opens a new window and will automatically populate the information […]
How to Complete a NOABD
Click the Search icon with a patient already open Type the NOABD in the search bar. Select the Appropriate NOABD you need to send. This opens up a letter screen. […]
How to Attach a Document to a Service Note
While in the service note, click on the Other Actions icon. Select Associate Documents. Click Add in the Associated Documents Popup. Things brings up an second popup window that shows […]
How to Add a Diagnosis
Step by step video guide here: To add a diagnosis, follow the steps below: You must first have the client open, click the Search icon. Type Diagnosis into the search […]