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 […]

KeyPhrases Instructions for Sys Admin

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Key Phrase functionality allows for users and county (aka “Agency”) users to create pre-set templated text/phrases.   This is a shortcut for commonly used text/phrases and dropping it into a textbox. This functionality […]

Document Not Attaching to Program

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CalMHSA has identified an issue when attempting to create a new document while in the middle of editing/creating another document, users would get the “CDAG Program Enrollment” popup to select […]

How to Turn on Zip Code Verification

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Zip Code Verification is a feature that can be turned on in SmartCare. This tool is helpful for identifying errors in client address data and catching errors in mistyping, missing […]