How to Set-Up a User as a Prescriber

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Search for the user as follows: Click the Search icon. Type Staff/Users into the search bar. Click to select Staff/Users (Administration). Enter Staff Name (last name or last name, first […]

How to Off-Board a Staff/User

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Note: If this is a contract provider, you should still be able to enter services on their behalf prior to them be de-activated. If you’re not able to find them […]

Global Codes Managed by Counties

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While most global codes are managed by CalMHSA, some are expected to be county-specific. This page will list global codes that counties are expected to manage themselves. Information on how […]

How to Define Reception Views

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The Reception/Front Desk screen allows front desk users to see any clients with scheduled appointments on a designated day. They can use this screen to check-in clients, reschedule appointments, and […]