Document Not Attaching to Program
CalMHSA has identified an issue when attempting to create a new document while in the middle of editing/creating another document, users would get the “CDAG Program Enrollment” popup to select […]
How to turn on Zip Code Verification
How to turn on Zip Code Verification
2 Factor Authentication
2 Factor Authentication is configured in two spots: Configuration Keys Staff Details Note: 2FA is enabled by Environment (QA, PROD), not by User – ensure ALL Staff have email/text entered […]
How to Set-Up an ECM
Step One (Optional): Create/Designate a Program as an ECM Program Click the Search icon. Type Programs in the search bar. Click to select Programs (Administration). Click the New icon or […]
How to Review Reported Errors
CalMHSA has created a method for end users to request corrections for errors they cannot fix by themselves. This allows for better tracking of errors and subsequent corrective actions. The […]
Error Correction: Addressing Service Note Errors
For Services That Have a Signed Note and Have Been Marked Complete Click the Search icon. Type “Services” in the search bar. Select “Services (My Office)” from the search results. […]
Staff Can’t Find a Provider in the Drop-Down on the Calendar
Issue: I can’t find a person in a drop-down on the calendar Solution: Make sure they have ‘clinician” in the “staff list” permission type
I Can’t Find the Program I Need to Add to a Staff’s Profile
Issue: I’m trying to assign a staff a program but it’s not showing up in the Staff Details. Solution: Make sure the program is associated with the appropriate CDAG. Remember, […]
How to Report a State Reporting Error
Click on the Search icon. Type “Clinician Error Reporting” in the search bar Select “Clinician Error Reporting (My Office)” from the search results This takes you to the Clinician Error […]
How to Report a Group Service Note Error
Click on the Search icon. Type “Clinician Error Reporting” in the search bar Select “Clinician Error Reporting (My Office)” from the search results This takes you to the Clinician Error […]