How to Send a Document in a Message
Open the document you want to send. Click on the three dots icon in the upper right side. Click Send from the menu. Click in the To box and begin […]
How to Refer to an Additional Program
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 Add the Client to Your Program
Step by step video guide here: https://vimeo.com/799290085/77d04f47c9 Open the client’s record, if not already done so. You can do this using the Client Search screen. Open the Client Programs list […]
How to Request Authorization for Services (OLD)
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 […]