How to Associate Two or More Documents
Sometimes it’s necessary to associate two documents together. Examples: A client has signed a paper version of a consent in Spanish. This paper version has been scanned in. You complete […]
How to Manually Add a Tracking Protocol to a Client
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
How to Manually Remove a Tracking Protocol from a Client’s Record
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
How to Complete a CalOMS Admission
You must first have the client open, then click the Search icon. Type CALOMS into the search bar. Click to select CalOMS Admission (Client). In the CDAG Program Enrollment window […]
How to Complete a CalOMS Referral/Transfer
You must first have the client open, then click the Search icon. Type CALOMS into the search bar. Click to select CalOMS Admission (Client). In the CDAG Program Enrollment window […]
How to Complete a CalOMS Discharge
You must first have the client open, then click the Search icon. Type CalOMS into the search bar. Click to select CalOMS Standalone Update/Discharge (Client). In the CDAG Program Enrollment […]