How to Make a Referral

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 Enroll the Client in an Access Program (Screening Setup)

Before doing a screening tool, you need to enroll the client in a program. We recommend using an Access program for this. To document the referral in SmartCare, you must […]
How to Schedule an Intake Appointment for a Program You Manage

Some programs in your county may not allow other staff to schedule intake appointments, instead keeping this task solely within this program. When someone requests enrollment in this type of […]
How to Refer the Client to Additional Services, Such as Primary Care Physician

If the screening indicates you need to refer to additional services with providers that do not use your county’s instance of SmartCare, follow your county’s procedures for sending these referrals. […]
How to Add/ Edit a Provider to the Client Information: External Referral List

If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below: Navigate to the Client Information […]
How to Complete a Youth Medi-Cal Screening Tool

You must first have the client open, then click the Search icon. Type Youth Medi-Cal Screening Tool into the search bar. Click to select Youth Medi-Cal Screening Tool (Client). In […]
How to Complete a BQuIP SUD Screening Tool

The Brief Questionnaire for Initial Placement (BQuIP) was created by UCLA for DHCS. Before using this tool, you should complete the training found at this website https://www.uclaisap.org/bquiptool/. You must first […]
How to Refer to an External SUD Program

Referrals to external SUD providers should NOT be entered in the Client Information: External Referrals due to 42 CFR. However, since counties manage all SUD programs, all SUD programs should […]
How to Refer the Client to the County’s System of Care

Since the MHP’s system of care includes county owned and operated programs as well as contracted providers, you’ll have to first determine if the provider you’ll be referring to uses […]