CalMHSA 105 – Legal Hold Tracking Report for Clinical Use (My Office)

This report is to aid providers to be able to cumulatively see what legal holds a client(s) currently is on, and in the past. This information can help teams be […]
How to Order Labs

How to Order Labs https://vimeo.com/797428634/c0a7801298?share=copy 1.With the client open, click the Search icon. 2. Type in “Quick Orders” in the search bar. 3. Select “Quick Orders (Client)” from the search […]
How to Reorder a Client Order

You can reorder client orders in the Client Orders (Client) list page. Click on the Search icon with client open. Type Client Orders in the search bar. Select Client Orders (Client) […]
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 […]
How to Document Phone Calls

This document will go over how to document phone calls for triage in the Inquiry Details list page Click on the Search icon. Type Inquiries in the search bar. Select “Inquiries […]
Soft Token Expired Troubleshooting

During the prescription process you may receive the following error, “Soft Token Expired.” This can occur if you have changed your password in the HID Approve app on your mobile […]
How to Order a Lab Panel

1. Click the Search icon. 2.Type Client Orders. 3. Select Client Orders (Client). This will take you to the Client Orders list page. 4. Click the New icon. 5. […]
How to View All Clients with a Special Population

Click on the Search icon. Type in “Special Populations” in the search bar. Select the appropriate “My Office” special populations list page from the search results. Note: Only users with […]
HID Password Issues and Troubleshooting

Password Not Accepted (Forgot Password) If the HID Approve app is not accepting or recognizing your password, or you have forgotten it, you won’t be able to just simply reset […]
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 […]