How to Create a Recurring Individual Service Appointment
Follow the steps laid out in How to Create an Appointment from Your Calendar. Once you’ve saved (step 8), click the triple vertical dot icon in the upper right. Select […]
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 […]
How to Make a Referral
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 “Care Coordination” which will address referrals both internal and […]
How to Refer the Client to Additional Services, Such as Primary Care Physician
If the screening indicates you need to refer to additional services with providers that do not use your county’s instance of SmartCare, follow your county’s procedures for sending these referrals. […]
How to Handle Calls on a Non-Crisis Line and Client Says they’re in Crisis
When someone calls a non-crisis line saying they’re in crisis, transfer them immediately to crisis services per your county’s policies and procedures. It’s ok if you’ve started an inquiry. Simply […]
How to Transfer the Client to the MCP
When a client has been receiving Specialty Mental Health Services but needs to step down to a lower level of care provided by the Managed Care Plans, you must complete […]
How to View Requests for Services that are Pending
Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select “Inquiries (My Office)” This will bring […]
How to Add a Provider to the Client Information: External Referral List
If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below: Navigate to the Client Information […]
How to Modify a Provider to the Client Information: External Referral List
If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below: Navigate to the Client Information […]