How to Transfer a Client to Another Unit and/or Program
This article will show you how to Transfer for a client by using the Bedboard. This needs to be done by someone that has access to both the program you […]
How to Do a Quick Admission
To process a quick admission, follow the steps below: Click on the Search icon, with the client open. Type Whiteboard in the search bar. Click to select Whiteboard (My Office) […]
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 View a List of Clients with an Involuntary Hold
https://2023.calmhsa.org/wp-content/uploads/2024/05/How-to-view-full-list-of-Clients-with-Legal-Status-Order-LPS-HOLD.mp4 Updated 5/2/24
How to Document Phone Calls
This document will go over how to document phone calls for triage in the Inquiry Details list page Click on the Search icon. Type Inquiries in the search bar. Select “Inquiries […]
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 […]
Client Medical Facesheet
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 […]
How to Add an External Pharmacy that is Used in the Inpatient Setting
Click the Search icon. Type Medications in the search bar. Select Medications (My Office). The Rx module will open. Click Manage Pharmacies. Enter the inpatient pharmacy information. Name Address NCPDP […]
How to Create a Service
Typically, bed services are created automatically. However, in some instances it is not best practice or should not be used (e.g. CSU setting due to being limited within 23 hours […]
How to Complete the Safety Plan
If you have already completed a paper version of the Safety Plan, you can scan this in upon returning to the office. Follow the scanning instructions HERE and use the […]