How to Modify an Existing Program
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Click the Search icon. Type in âProgramsâ in the search bar. Select âPrograms (Administration)â 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
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Follow the steps in How to Create a New Program above. In Custom Fields, check âFee For Service Program/Providerâ and enter the providerâs taxonomy code. Click Save and Close.
How to Set Up a Crisis Program for Use in the Inquiry Screen
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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 […]
How to Create a New Program
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To create a new program, follow the steps below: Click the Search icon. Type âProgramsâ into the search bar. Select âPrograms (Administration)â from the search results. This brings you to […]
How to Create a CDAG
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Step by step video guide here: https://2023.calmhsa.org/wp-content/uploads/2023/06/How-to-See-What-CDAGs-You-Have.mp4 Click the Search icon. Enter âClinical Data Access Groupsâ in the search bar. Select âClinical Data Access Groups (Administration)â from the search results. […]
How to Add Programs to a CDAG
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Click the Search icon. Enter âClinical Data Access Groupsâ in the search bar. Select âClinical Data Access Groups (Administration)â from the search results. This takes you to the Clinical Data […]
How to Remove Programs from a CDAG
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Click the Search icon. Enter âClinical Data Access Groupsâ in the search bar. Select âClinical Data Access Groups (Administration)â from the search results. This takes you to the Clinical Data […]
How to Modify/Rename a CDAG
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Click the Search icon. Enter âClinical Data Access Groupsâ in the search bar. Select âClinical Data Access Groups (Administration)â from the search results. This takes you to the Clinical Data […]
How to Deactivate a CDAG
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Click the Search icon. Enter âClinical Data Access Groupsâ in the search bar. Select âClinical Data Access Groups (Administration)â from the search results. This takes you to the Clinical Data […]
How to Create a User Role
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Click the Search icon. Type âRole Definitionâ into the search bar. Select âRole Definition (Administration)â from the search results. This takes you to the Role Definition In the Roles section, […]