1. Service Code Definitions
Important Note: The following procedure code by degree listings are out of date, please use the following spread sheet for questions what degrees can deliver what services: https://2023.calmhsa.org/procedure-code-definitions/. We are working towards getting […]
How to Create a Favorite Service Note (or Other Clinical Document)
Navigate to the Service tab, enter the information you want saved in your favorite, (e.g. program, procedure code, location, mode of service, etc.) Click the Add Favorite icon. Enter the […]
How to Amend a Note
Step by step video guide here: https://vimeo.com/799290227/28286ed170 Please be aware: you can only amend a note you have entered in the system. Find and open the note you need to […]
How to Document Brief Interactions and Services
When you have a brief interaction with a client, you should still write a service note. There are non-billable procedure codes, such as Brief Contact that you can use as […]
Overlapping Service Issues
Different providers can have overlapping services and use same and/or different procedures for the same patient. The same provider can also have overlapping services using different procedures with the same […]
CalMHSA 117 – Service Note Search Report (Client)
The Service Note Search Report can be used to view the service notes and other notes in one report. It also has the ability to do a 1-keyword search functionality, […]
How to View Previous Service Notes via the Service Note Reviewer Screen
The Service Note Reviewer screen allows you to select signed Service Notes within the defined date range for a client. This will be in a scrollable format for full Service Note PDFs. […]
How to Write a Progress Note for a Scheduled Service
Step by step video guide here: https://vimeo.com/799289818/9f53e46d1c Note: to document a progress note for a group, see How do I write a group progress note? On your Appointments for Today […]
How to Write a Progress Note for an Unscheduled Service
Step by step video guide here: https://vimeo.com/799289931/b1570c96ca Click the search icon, with the client open. Type in “Services/Notes” in the search bar. Click on “Services/Notes (Client)” in the search results. […]