Category: System Administration Documentation

How to Find the User’s Username

Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Find the user and […]

How to Reset a User’s Password

Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Find the user and […]

How to Reset a User’s Security Questions

If the user is unable to remember their security questions, you can reset them by following these steps. Click the Search icon. Type in “Staff/Users” in the search bar. Select […]

How to Re-Activate a User Who Has Been Locked Out / How to Enable a Disabled Account

Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Find the user and […]

User is Prompted for a CDAG Upon Login but the Dropdown Menu is Blank

When a user does not have an assigned CDAG they will not see any options in the dropdown menu. If the user clicks the OK button they will see red […]

User Roles

Name Type Category Description/Functionality/Use Case Add Medications Prescribed Elsewhere Add-On Function Grants access to the Medication Management (Rx) module with limited functionality to add and discontinue medications prescribed elsewhere. Add […]

Appendix B – Procedure Codes

Procedure codes identify what type of service is being provided. Procedure codes use CPT code language (and HCPC when appropriate). The specific code that’s added to the claim is based […]

Licenses/Degrees

A staff/user’s license/degree will determine which procedure codes they can bill for. This is primary-driven, meaning counties cannot alter which procedures each license type is associated with. CalMHSA has reviewed […]

Staff/UserOverview

Click the Search icon. Type “Staff/Users” into the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list Clicking on a record, or creating […]

How to Update the Configuration Key for Role Definitions (Prescriber)

Verify that the Prescriber Role Based Definition is enabled in configuration keys. Select Search Enter Configuration Keys Select Configuration Keys (Administration) Configuration Keys screen should be visible. Navigation Options: Select […]