Icons

The Header, pictured below, consists of several icons. The Icons and Functionality table below describes each icon. Icons and Functionality The Menu icon will open and close the Navigation Filters […]
How to Troubleshoot if Having Difficulty Sending Prescriptions

Difficulty with Sending Prescription You may be getting logged off without realizing You may be getting logged off without you realizing it. Depending on what your county has set up […]
How to search for a medication and suggestions if difficulty finding a specific drug

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 View What Consents a Client has Signed

1. You must first have the client open, click the Search icon.2. Type “Consents” into the search bar.3. Click to select “Consents (Client)” from the search results. 4. This brings […]
How to Schedule Multiple Staff for a Single Appointment

Medication support appointments often include a nurse and a prescriber both in attendance. Since each service appointment is tied to a specific service, you’ll need to create a separate service […]
How to Complete the Discharge Summary

The Discharge Summary is used for any programs. It’s required for some inpatient programs and SUD outpatient programs. The CalMHSA Discharge Summary uses CalAIM principles to provide narrative text boxes […]
How to Enroll a Client in Text (SMS) Appointment Reminders

Notification reminders can be automatically sent to a client, using their preferred method (text, email, or voice message), to remind them of an upcoming appointment or service. This is a […]
How to Save a Favorite Diagnosis

In the Diagnosis Document, you can save commonly-used diagnosis codes to your favorite list. To do so, follow the steps below while in the Diagnosis Document. Search for the code […]
Titrating A Medication

At this time, we do NOT recommend that you use the “Titrate” button if you need “Notes to Pharmacy” If you want to titrate a medication, once you select your […]
Missing a Client Address During Prescribing

If you get an error while prescribing that you don’t have a client address, you will need to enter this information. Go back to the patient chart, and search for […]