CalMHSA 118 – Client Medical Face Sheet Report

The purpose of this report is to compile relevant client specific information that can assist in understanding a client’s medical history. A client must be selected in order to run […]
CalMHSA 100 Shared Care Plan Report

The Shared Care Plan Report compiles all the “Assessment and Plans” from the Psych Medical Note Template together into a report, if the “Add to Shared Care Plan” has been […]
How to Complete the AIMS Assessment

The Abnormal Involuntary Movement Scale (AIMS) is a 12-item scale that clinicians use to assess the severity of tardive dyskinesia and other symptoms in patients taking antipsychotic medications. The AIMS can […]
Flow Sheets

Flow Sheets are used for the entry of data over time, and are frequently used for vitals and other details that are comparable over time. The Flow Sheets page allows […]
How to Document Vitals

All fields on the Vitals Flowsheet are optional. You must first have the client open, then click the Search icon. Type “Flow Sheet” into the search bar. Click to select […]
How to Document for the Open Payment Database Regulation

This article outlines a new workflow designed to ensure compliance with AB 1278, which requires providing patients with information about the Open Payments Database. A flag for the Open Payments […]
History and Physical

Step by step video guide here: https://vimeo.com/792363662/6b859e3367 You must first have the client open, then click the Search icon. Type “History and Physical” into the search bar. Click to select […]
Mental Status Exam (MSE)

The Mental Status Exam, or MSE, is a document that’s often included in other clinical documents as a tab, but the standalone form is also available. You must first have […]