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 (OLD)
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 […]
How to Use the Client Search Window
Step by step video guide here: https://vimeo.com/793099536/2b1ed418f4 Click the Client Search icon. Click to select Client Search. The Client Search window will open. Type the clientâs Last Name and First […]
How to Use the Client Search Icon
Click the Client Search icon. In the Search bar, Type the first few letters of the clientâs last name. Add a comma, and the first few letters of the first […]
How to Use the Client Search Icon to Search to Find Client in Your Caseload
Click the Client Search A list of clients in your caseload will populate. To select a client, click their name.
Preset prescribing locationÂ
You may want your prescribing location to be preset when you start a âNew Orderâ to reduce a step when prescribing Dropdown from your name and select âMy Preferencesâ From […]
How to Pull a Diagnosis Forward from Another Program
Navigate to the clientâs Diagnosis Document. The client may have multiple diagnosis documents associated with different programs. The most recent one will show first, but you can use the arrow buttons […]
How to Sign Documents in a Batch
Click on the Search icon. Type in âBatch Signatureâ in the search bar. Select âBatch Signature (My Office)â from the search results. This brings you to the Batch Signature screen. […]
How to Reassign a Clinical Document
Sometimes a staff member may be out on leave or may cease employment with the county before completing all of their documentation. Any document theyâve started will show as âin […]