Documents in Signed or Completed Status
Once a document has been signed or completed it cannot be moved. At this point the document can only be errored. A new document would need to be done in […]
Documents Not in Signed or Completed Status
If the status is that that is not in Signed, Completed, or New the user can move the document to the correct client. If document status is New, but the […]
How to Address a Document Entered Against a Wrong Client
It may happen that a user enters documentation for the wrong client. When this occurs there are two options, these options are dependent on the status of the document. Firstly, […]
User Canât Select a Program in the Service Note
This may be due to a few different issues. The Clinician who provided the service is not associated with the program. The Client who received the service is not associated […]
User Canât Select a Procedure Code in the Service Note
This may be due to a few different issues. The Clinician who provided the service does not have the appropriate license/degree OR their license may be expired The selected program […]
How to Create a New Staff/User
Click the Search icon. Type âStaff/Usersâ into the search bar. Select âStaff/Users (Administration)â from the search results. This takes you to the Staff/Users list Click on the New icon. This […]
Note Tab Not Displayed
The Note tab will not be present until a Procedure code has been selected AND the Status field is marked as âShow.â The status cannot be marked as âShowâ for […]
Incorrect Note Type is Displayed
The Note type is driven by the Procedure code. The Note tab will not be present until a Procedure is selected. Some procedure codes do not have an associated note […]
Red-Error in Service Note: âPlease Enter Total Durationâ
Users may get this error when attempting to save their service note. There’s no field for âTotal Durationâ. CalMHSA had to relabel the Total Duration field due to CalAIM payment […]
User is Unable to Enter into Any of the Time Fields
Users have sometimes reported that time fields are greyed out. This is due to the procedure code setup requiring Time In/Time Out. CalMHSA recommends NEVER marking this checkbox in the […]