How to Document Treatment Team Meetings

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How to Document Internal Treatment Team Meetings Currently, each treatment team member that plans to bill for their time spent discussing the client with other treatment team members must create […]

How to Request Authorization for Services

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In the future, this will be handled using the Care Coordination module, which is still in development. In the meantime, CalMHSA has created a basic authorization tracking document to track […]

How to Refer to an Additional Program

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Depending on your county processes, you may have a specific referral form you use. CalMHSA is currently developing a process called “Care Coordination” which will address referrals both internal and […]

How to Transfer the Client to the MCP

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When a client has been receiving Specialty Mental Health Services but needs to step down to a lower level of care provided by the Managed Care Plans, you must complete […]

How to See Who’s On My Caseload

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Definitions SmartCare uses “Primary Clients” and “All Clients” or “Total” in Caseload tracking. Primary Clients – This list includes only clients where you are on their Treatment Team All Clients/Total […]