Category: System Administration Documentation

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 […]

How to Manage Users in the Rx Module

Requirements to Prescribe Medications There is specific information that is required within Smartcare for a clinician/provider to prescribe medications.  Some information is not necessarily required but recommended for reporting and […]

How to Associate Staff/Users to a Program

Currently this is done in the Staff Detail screen. CalMHSA is working on developing a method of easily adding multiple staff to a program from the Program setup screen, but […]

How to Associate a CDAG to a Program

For staff to be able to access a new program, you’ll need to associate it with one or more CDAGs. To do this, see How to Add Programs to a […]

How to Modify an Existing Program

Click the Search icon. Type in “Programs” in the search bar. Select “Programs (Administration)” from the search results. This takes you to the Programs list page. Use the filters to […]

How to Set Up a Fee-For-Service Provider

Follow the steps in How to Create a New Program above. In Custom Fields, check “Fee For Service Program/Provider” and enter the provider’s taxonomy code. Click Save and Close.

How to Set Up a Crisis Program for Use in the Inquiry Screen

To use the Inquiry: Crisis tab, you’ll need to set up a no-episode program. We recommend ONLY doing this for a Crisis Line program. You will NOT be able to […]