How to Search for a Client

When admitting a client, users should follow these steps to use the Client Search feature when selecting the admitted client. Confirm that the admitted client is the correct client by […]
How to Create a New Client

Click the Client Search icon. Click the <Client Search> button in the Client Search bar. The Client Search pop-up will appear. Type the desired name into the Last Name field. […]
How to Create a Client Through an Inquiry

Select the âLink/Create Clientâ button. This will bring up the client search window, with a few extra buttons at the bottom. You must search by name by clicking the âBroad […]
How to Request the Client into a Program

Whenever a client is scheduled into a bed they have to be marked as Requested into a Program. This is needed for CDAG. With an active client selected, click the […]
How to Create an Ad Hoc Order

An ad hoc order is one that you create as you work because no existing order can be found in the system. Creating an ad hoc order lets you create […]
How to search for a medication and suggestions if difficulty finding a specific drugÂ

Type into the drug textbox. You can type in the first 3 letters of the medication and it will pull in matches. Of note, we will be switching the search […]
How to Order Discharge Medications

At discharge a client may have medication that should be picked up at a pharmacy, this may include a pharmacy that is onsite. In order to do this the following […]
Nurse: How to Document the Discharge Diagnosis on Behalf of the Prescriber

Begin on the Diagnosis Document page. Select the New icon. A new Diagnosis Document will open, which will post-date the Admission Diagnosis Document. Complete required fields. Search for a diagnosis […]
Missing a Client Address During PrescribingÂ

If you get an error while prescribing that you donât have a client address, you will need to enter this information. Go back to the patient chart, and search for […]
How to Complete the Transfer Summary

With the client open, click the Search icon. Type in âCalMHSA Transfer Summaryâ in the search bar. Select âCalMHSA Transfer Summary (Client)â from the search results. This brings up a […]