Category: Clinical Documentation

How to Request Authorization for Services

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 Use the Client Search Window

Step by step video guide here: https://vimeo.com/793099536/2b1ed418f4 Click the Client Search icon. Click to select Client Search. The Client Search window will open. Type the client’s Last Name and First […]

How to Use the Client Search Icon

Click the Client Search icon. In the Search bar, Type the first few letters of the client’s last name. Add a comma, and the first few letters of the first […]

How to Use the Client Search Icon to Search to Find Client in Your Caseload

Click the Client Search A list of clients in your caseload will populate. To select a client, click their name.

How to Set Up a Group

https://vimeo.com/870807051/a1dc588a45?share=copy Click the Search icon. Type Managing into the search bar. Click to select Managing Groups (My Office). This takes you to the Managing Groups list page. Click the New […]

How to Complete a CSI Demographic Record

You must first have the client open, then click the Search icon. Type “CSI Standalone Collection” into the search bar. Click to select “CSI Standalone Collection (Client)” from the search […]

How to Complete a CSI Assessment Data Record

You must first have the client open, then click the Search icon. Type “CSI Standalone Assessment” into the search bar. Select “CSI Standalone Assessment (Client)” from the search results. In […]

How to Complete a CalOMS Admission

You must first have the client open, then click the Search icon. Type CALOMS into the search bar. Click to select CalOMS Admission (Client). In the CDAG Program Enrollment window […]

How to Add a New Client to a Group

To add a new client to a Group, follow the steps below: 1. Click the Search icon. 2. Type Managing into the search bar. 3. Click to select Managing Groups […]

How to Modify and/or Re-Order a Diagnosis

To modify or re-order a diagnosis, follow the steps below: Click the radio button to the left of the diagnosis you need to update. Make updates to the appropriate fields […]