How to Modify an Existing Program

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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

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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 Create a New Program

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To create a new program, follow the steps below: Click the Search icon. Type “Programs” into the search bar. Select “Programs (Administration)” 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 “Clinical Data Access Groups” in the search bar. Select “Clinical Data Access Groups (Administration)” from the search results. […]

How to Add Programs to a CDAG

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Click the Search icon. Enter “Clinical Data Access Groups” in the search bar. Select “Clinical Data Access Groups (Administration)” 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 “Clinical Data Access Groups” in the search bar. Select “Clinical Data Access Groups (Administration)” 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 “Clinical Data Access Groups” in the search bar. Select “Clinical Data Access Groups (Administration)” 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 “Clinical Data Access Groups” in the search bar. Select “Clinical Data Access Groups (Administration)” 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 “Role Definition” into the search bar. Select “Role Definition (Administration)” from the search results. This takes you to the Role Definition In the Roles section, […]