How to Create & Document a Client Hold

To document a hold on a client, you will need to create a Legal Status Order. The following workflow will show you how to create the Legal Status Order and […]
How to Navigate Census Management Admit Screen

The following list page is used by Nursing / Clinical Support and Clinical Support when admitting a client. This document is only going through navigating the admission version of this […]
How to Enter Client Allergies (SmartCare Client Allergy Screen)

To enter client allergies, follow the steps below: Click the Search icon, with client open. Type Client Allergies into the search bar. Click to select Client Allergies (Client). Click the […]
Whiteboard (My Office) List Page

A Whiteboard is a way to communicate client information to staff in a facility environment. The whiteboard communicates key details about the client’s admission and current status. The Whiteboard list […]
How to Document Observation Checks

Observation Checks can be used to monitor and track the observations you perform and record patient’s behaviors and interactions. The information can be accumulated on a single flowsheet. Typically, the […]
CalMHSA 118 – Client Medical Face Sheet Report

The purpose of this report is to compile relevant client specific information that can assist in understanding a client’s medical history. A client must be selected in order to run […]
Considerations for Choosing Procedures/ Services

Under Service Code Definitions which is broken down by role, you can learn about the procedure code for services and their definitions NOTE: This information should be considered as high-level […]
CalMHSA 100 Shared Care Plan Report

The Shared Care Plan Report compiles all the “Assessment and Plans” from the Psych Medical Note Template together into a report, if the “Add to Shared Care Plan” has been […]
How to Document Your Clinician Supervisor’s Name as Authorizing a Legal Status Order

If you are under the supervision of a clinician supervisor and need to document who authorized the legal status order and/or notify your supervisor of a legal hold placed using […]
How to Complete Legal Status Demographics Documentation

DHCS requires that client demographics be captured as part of the report submitted by your county. The following demographics can be captured by searching for Client Information. Click the Search […]