CalMHSA Reports: Numbering System Guide
All CalMHSA Reports will be named with the following numbering system and naming convention CalMHSA NNN – Name of Report For example: CalMHSA 204 – Staff Appointment Report is a […]
Report List with Descriptions
Report Name Description CalMHSA Client Meds By Program Report This report is designed to display client medications ordered from the Rx module in SmartCare. The design and layout is based […]
How to Run Reports in SmartCare
Click the Search icon. Type the name of the report in the search bar (see list below). Click to select the report. A new window will open, enter the parameters for […]
Important Support Updates from CalMHSA
Beginning March 1, CalMHSA will fully transition to managing all Help Desk services and implementing HubSpot for ticket management and online chat. We thank Buchanan for their valuable support during the […]
How to Track Message Usage
A new icon has been added in the upper right hand toolbar. This feature will allow you to view the exact number of emails, messages, and voice calls that have […]
Client Medication and Allergy Widgets with CalMHSA Rx Data in SmartCare
There are two widgets available for viewing active client medication and allergy information on the Client Dashboard screen. These two widgets integrate CalMHSA Rx medications/prescriptions with SmartCare’s Client Orders, Allergies […]
Setup Which Dispositions Will Allow for Program Entry
In the disposition controller, there are program-related fields. These fields are generally not available for data entry unless specifically set up to allow for this. These steps will show you […]
How to Transfer a Client to Another Level Of Care
This article will show you how to change Level of Care for a client by using the Residential Bedboard. One you Transfer the client to a new level of care, […]
Updates to the Invoice Generator for the 24-25 Fiscal Year
The SMH, DMC-ODS, and DMC State Invoice Generators have been updated to allow invoicing for the 23/24 and 24/25 Fiscal Year. The existing Outpatient Hourly Rates, Outpatient Rates, Other Rates, […]
How to Use the Invoice Reconciliation Tool
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 […]