Preferences
In order to access your user preferences, follow the steps below: 1. From the Header, click the drop-down menu after your name in the upper right-hand side.2. A menu will […]
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 Make a Referral
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 […]
How to Add/Remove Clients or Staff from a Group Service
This article will review how to write a group progress note. From your schedule, double click the group appointment. Note: You can also navigate from your “Appointments for the Day” […]
Services Needing Attention Widget
The Services Needing Attention widget is there to show you which of your services are not able to move forward in the billing process. Some of these may indicate that […]
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. […]