How to View Multiple Staff Calendars at Once
How to Define a Group View Use this workflow to create multi-staff views that you will use often. Click the Search icon. Type Staff Calendar into the search bar. Click […]
First Time Login
To login, you’ll need the URL for the environment you’re logging into. Make sure you’re logging into the correct environment. Remember, there are 3 environments each county is given: Production […]
How to Document a Client or Guardian Declined to Co-Sign a Document
Navigate to the document you want to add a co-signer for. (See “How to View Your Documents” and/or “How to View Client Documents” for details on how to navigate to a […]
How to Document a CARE Act Inquiry
Changes to the CARE Act have been made where now counties must track and report on all inquiries received about the CARE Act. This includes, but is not limited to, […]
How to Document a CARE Act Referral
Changes to the CARE Act have been made where now certain types of programs or facilities can refer individuals to county behavioral health for potential CARE Act petitioning. Counties will […]
How to Add an External Resource to the Client’s Treatment Team
With the client open, click on the Search icon. Type “Treatment Team” in the search bar. Click to select “Treatment Team (Client)” from the search results This will bring you […]
How to Remove a Person from the Client’s Treatment Team
With the client open, click on the Search icon. Type “Treatment Team” in the search bar. Click to select “Treatment Team (Client)” from the search results This will bring you […]
How to Modify a Treatment Team Member’s Record
With the client open, click on the Search icon. Type “Treatment Team” in the search bar. Click to select “Treatment Team (Client)” from the search results This will bring you […]
How to Add a Client Contact to the Client’s Treatment Team
With the client open, click on the Search icon. Type “Treatment Team” in the search bar. Click to select “Treatment Team (Client)” from the search results This will bring you […]
How to Add a Staff Member to the Client’s Treatment Team
With the client open, click on the Search icon. Type “Treatment Team” in the search bar. Click to select “Treatment Team (Client)” from the search results This will bring you […]