ValidateGroupServiceProcedureNotInProgram

Brief Description: This configuration key allows a county to set a restriction on group notes that limits the procedure codes available in a group note to only those available to the […]
ValidateGroupServiceClientNotInProgram

Brief Description: This configuration key allows a county to set a restriction on group notes that limits the programs available in a group note to only those a client is enrolled […]
AllowSchedulingBeyondLicenseExpirationDate

Brief Description: This configuration key indicates the number of months past a staff’s license’s expiration date that services can still be provided. Details: A user’s license determines what procedure codes can be […]
Care Coordination Basic Setup

Configuration Key: TurnOnCareCoordinationWorkflow This configuration key will turn on the Care Coordination functionality. This will allow you to use the disposition section in any screen it appears in. This is […]
Contact Notes Screen

For screen details and data fields on the Contact Note Screen, see below: Reason– Optional; uses “ContactNoteReason” global code category Type– Optional; uses “ContactNoteType” global code category Status– Required; uses […]
How to Add the Remittance Address for Client Statements

Click the Search icon. Type Remittance Add into the Search Bar. Click to select Remittance Address (Administration). Enter the address in the appropriate fields. Click Update.
How to Assign the Open Payment Database Flag to a Protocol

This article outlines a new workflow designed to ensure compliance with AB 1278, which requires providing patients with information about the Open Payments Database. A flag for the Open Payments […]
IdenTrust Certificate Expiring Notification

All IdenTrust certificates expire after 2 years and need to be renewed. The IdenTrust system automatically sends renewal notifications by email at 90, 60, 30, 14, 7, and 1-day intervals […]
Inpatient/Res/CSU Configuration Keys

CalMHSA Managed Configuration Keys Configuration Keys Description MAR MAR_RefreshRate How often the MAR is refreshed, the number you place in here is miliseconds, should be set to 60 for 1 […]
How to Edit the Client Fly-Out Menu Options

When searching up clients through the “client search” icon, users can hover over a client’s name to view commonly used quicklinks. This article will show how to edit what quicklink […]