How to Modify an Existing Program
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
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
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
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
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
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
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
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
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
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, […]