How to Use the Invoice Reconciliation Tool

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CalMHSA developed a new process called Invoice Reconciliation which will allow counties to reconcile invoices created from the Invoice Generator for accuracy.  The Invoice Reconciliation compares and isolates discrepancies between […]

Patient Portal User Administration

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Overview Patient Portal Users are considered “Non-Staff Users”. Non-Staff Users can be managed via the Non-Staff Users list page. Click on the Search icon. Type in “Non-Staff Users” in the […]

SmartCare Sequester Request

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If you need to sequester clients from some or all staff in SmartCare please follow the steps below Fill out the Sequester Client Request spreadsheet: Download here You will see […]

CalMHSA 274 PDSRF Counter Tool 

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CalMHSA has created a tool to read the .dat files submitted to DCHS for 274 MH and DMC-ODS.   For each MH 274 monthly .datsubmission file successfully submitted to DCHS PACES […]