Note Tab Not Displayed
The Note tab will not be present until a Procedure code has been selected AND the Status field is marked as “Show.” The status cannot be marked as “Show” for […]
Incorrect Note Type is Displayed
The Note type is driven by the Procedure code. The Note tab will not be present until a Procedure is selected. Some procedure codes do not have an associated note […]
Red-Error in Service Note: “Please Enter Total Duration”
Users may get this error when attempting to save their service note. There’s no field for “Total Duration”. CalMHSA had to relabel the Total Duration field due to CalAIM payment […]
User is Unable to Enter into Any of the Time Fields
Users have sometimes reported that time fields are greyed out. This is due to the procedure code setup requiring Time In/Time Out. CalMHSA recommends NEVER marking this checkbox in the […]
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 […]