Category: Program Administration

Datapalooza – Program Data Meta-Tagging

NEW: Download the updated Conversion Document and the corresponding Global Code ReadMe. The function of the program meta-tagging screen is to help us define attributes of each program. This definition […]

How to Associate Staff/Users to a Program

Currently this is done in the Staff Detail screen. CalMHSA is working on developing a method of easily adding multiple staff to a program from the Program setup screen, but […]

How to Associate a CDAG to a Program

For staff to be able to access a new program, you’ll need to associate it with one or more CDAGs. To do this, see How to Add Programs to a […]

How to Modify an Existing Program

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

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 Set Up a Crisis Program for Use in the Inquiry Screen

To use the Inquiry: Crisis tab, you’ll need to set up a no-episode program. We recommend ONLY doing this for a Crisis Line program. You will NOT be able to […]

How to Create a New Program

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 […]