How to Set-Up Supervisor Widgets

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Standard CalMHSA Roles with Supervisor Widgets:  Billing Supervisor Clinician Supervisor Medical Supervisor To enable a user for supervisor widgets, you must first establish supervisory relationships between the supervisor and the […]

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 […]

2 Factor Authentication

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2 Factor Authentication is configured in two spots: Configuration Keys Staff Details  Note: 2FA is enabled by Environment (QA, PROD), not by User – ensure ALL Staff have email/text entered […]

How to Enable a Disabled User Account

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User accounts will automatically lock when they have multiple failed logins attempts and/or failed security question responses. Currently, the system allows three attempts (this can be configured so may vary […]

How to Find the Staff ID

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Click the Search icon. Type “Staff/Users” into the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list Select the staff who you want […]