Preferences
In order to access your user preferences, follow the steps below: 1. From the Header, click the drop-down menu after your name in the upper right-hand side.2. A menu will […]
Prescribing Controlled Substances: HID App Approval & Prescription Status
When a controlled substance is prescribed, there are a few other steps in the prescribing process. After selecting prescribe, the prescription preview screen will show. Here, and to the left […]
How to Create an Appointment from Your Calendar
To create an appointment from your schedule, follow the steps below: 1. From the Staff Calendar screen, click and drag your mouse on the calendar timeslot you want to book. […]
How to Make a Referral
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. […]
Various Proxy Roles Functionalities
A role of a proxy is to act on behalf of another individual. There are three different types of proxy. To set up, in Users/Staff Details of the Proxy’s Name, […]
How to Modify or Discontinue Standing Lab Orders
Standing lab orders will generate 7 days prior to the next occurrence. However, if you need to change or discontinue the recurring lab order, you will need to change the […]
How to Order Standing Labs
Standing labs are recurring lab orders that will automatically generate and be sent to the lab. This feature allows staff to enter one order and based on frequency and end […]
CalMHSA Cumulative Lab Flowsheet Report [Client]
This report can be used as a pseudo-split screen where any available labs from a lab interface, will auto-populate which will allow user to see labs across dates/time, highlighted if […]
How to View Interfaced Lab Results
When there is a bidirectional lab interface, results will automatically come into the system. When results are sent from the lab the order will have Results Obtained Status in the […]