How to Determine if the Client has Signed a Coordinated Care Consent
The easiest way to find out if the client has a Coordinated Care Consent is to search for the document using the Search icon. If there is a Coordinated Care […]
How to Revoke a Standard Release of Information/Authorization to Disclose Information
To properly revoke a release of information for a client, follow the steps below: Click the Search icon, with the client open. Type Revoke Release into the search bar. Click […]
How to Determine What Disclosure Authorizations (Release of Information) the Client has Signed
To view the client’s list of current disclosure authorizations on file, open the Client information screen and navigate to the Release of Information Log tab. With the client open, click […]
How to Document a Release of Information (Authorization to Disclose Confidential Information)
With the client open, click the Search icon. Type “Release of Information” into the search bar. Click to select “Release of Information (Client)” from the search results. If there’s already […]
How do I know what CDAG I have?
Your System Administrator will set up your CDAG and which programs you are able to see. CalMHSA recommends three basic CDAG options: 1. Mental Health CDAG – Includes all Mental […]
What happens if I work in both SUD and MH programs?
If you work in multiple programs, your system administrator will assign you multiple CDAGs. In this case, when you log in you’ll select which CDAG you’re logging in under. This […]
What if the client wants me to be able to talk to other programs/people/agencies?
Best practices mean coordinating care with all of a client’s providers, as well as other agencies and persons the client is working with. However, due to privacy rules, there are […]
Child and Adolescent Needs and Strengths (CANS) Tool
You must first have the client open, click the Search icon. Type CANS into the search bar. Click to select California CANS (Client). In the CDAG Program Enrollment window pop-up, […]
How to Write a Progress Note for a Scheduled Service
Step by step video guide here: https://vimeo.com/799289818/9f53e46d1c Note: to document a progress note for a group, see How do I write a group progress note? On your Appointments for Today […]
How to Write a Progress Note for an Unscheduled Service
Step by step video guide here: https://vimeo.com/799289931/b1570c96ca Click the search icon, with the client open. Type in “Services/Notes” in the search bar. Click on “Services/Notes (Client)” in the search results. […]