How to Remove a Problem Thatâs Been Resolved
You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problem Details (Client). This brings you to […]
How to Add Preferred Pharmacies
Step by step video guide here: https://vimeo.com/792363404/35698ba556 In this section we will show you how to add preferred pharmacies to make it quicker to select a pharmacy when prescribing medications. […]
How to Add Favorites to the Problem List Screen
Step by step video guide here: You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problem […]
How to Export Data
Many list pages allow users to export data to excel format. Caution: exporting data will push this data onto your computer. Please ensure you are always compliant with HIPAA regulations […]
Create Favorites and Save Filters to Efficiently Navigate Commonly Used Screens
To create a favorite, select a screen. Some screens cannot be saved as a “Favorite” but can be saved in the left hand navigation bar, “Quick Links.” 3. Customize your […]
How to Send a Message
Click the Search icon. Type Messages in the search bar. Click to select Messages (My Office). Click the New icon to create a new message Click the Magnifying glass icon […]
How to Send a Document in a Message
Open the document you want to send. Click on the three dots icon in the upper right side. Click Send from the menu. Click in the To box and begin […]
How to Refer to an Additional Program
Depending on your county processes, you may have a specific referral form you use. CalMHSA is currently developing a process called âCare Coordinationâ which will address referrals both internal and […]
How to Add the Client to Your Program
Step by step video guide here: https://vimeo.com/799290085/77d04f47c9 Open the clientâs record, if not already done so. You can do this using the Client Search screen. Open the Client Programs list […]
How to Request Authorization for Services
In the future, this will be handled using the Care Coordination module, which is still in development. In the meantime, CalMHSA has created a basic authorization tracking document to track […]