How to Document a Referral from a Managed Care Plan (MCP)
All referrals, including those received from the Managed Care Plans, are documented on the Inquiry screen. Note: If the MCP sent a Transition of Care Tool, scan that information into […]
How to Document a Referral from an Emergency Department (ED)
All referrals, including those received from local hospital emergency departments, are documented on the Inquiry screen. Make sure you don’t have another client’s chart open. If you do, click on […]
How to Handle Calls on a Non-Crisis Line and Client Says they’re in Crisis
When someone calls a non-crisis line saying they’re in crisis, transfer them immediately to crisis services per your county’s policies and procedures. It’s ok if you’ve started an inquiry. Simply […]
How to View Requests for Services that are Pending
Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select “Inquiries (My Office)” This will bring […]
How do I document a request for services received via the Access Line?
Step by step video guide here: https://vimeo.com/801646882/f9d8272f7dAccess Line calls are documented on the Inquiry screen. Search for the Inquiry screen using the search icon. Select “Inquiries (My Office)” This will […]
How to Document Calls to the Crisis Line
Crisis Line calls are documented on the Inquiry screen. This is simply how to document a call. Follow your county’s procedures for handling crisis situations. Also consider the context of […]
How to Document a Paper Referral from a Partner Agency
Paper referrals, meaning referrals that are received via a form, fax, paper, etc. are documented on the Inquiry screen. Search for the Inquiry screen using the search icon. Select “Inquiries […]
How to Document When Someone Walks in for an Assessment
Walk-in assessments can skip the Inquiry and Screening steps and go straight to Intake and Assessment. Step by step video guide here: What do I do When a Client Walks […]
How to Document a Call When You Don’t Provide Services Yourself
Paper referrals, meaning referrals that are received via a form, fax, paper, etc. are documented on the Inquiry screen. Search for the Inquiry screen using the search icon. Select “Inquiries […]