CalMHSA Staff Licenses Report

Report Name Menu Path Client Based Report RDL Name Staff Active Licenses Report Staff Active Licenses Report (My Office) No RDLCALMHSAStaffLicensesReport Parameters Data Type Hidden Comments Select Staff Multiple Select […]
Titrating A Medication

At this time, we do NOT recommend using the “Titrate” feature in Medication Management Rx. Titration and taper orders created using the Titrate feature in Medication Management Rx cannot be […]
How to Manually Document the Type of Bed Day to be Billed

Typically, bed services are created automatically. However, in some instances it is not best practice or should not be used (e.g. CSU setting due to being limited within 23 hours […]
How to Document Administration of a Long-Acting Injectable

Administration of a Long-Acting Injectable medication should be documented in a service note in order to bill for this service. CalMHSA has also created a LAI Flow Sheet that allows […]
How to Write a Psychiatric Service Note for an Unscheduled Service

1. Open the client’s chart. a. Click the Client Search icon. b. Type in the client’s name (last name, first). Note: You do not need to enter the entire name […]
How to Write a Psychiatric Service Note for a Scheduled Service

The Psychiatric Note in SmartCare is built around Evaluation and Management, or E&M billing. There are two ways to bill E&M: time-based billing and complexity-based billing. The Psychiatric Note accommodates […]
Prescriber’s Progress Note
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Group Documentation Videos

How to Create a Group How to Scheule a Group Service Appointment https://vimeo.com/870835210/c588f84262?share=copy How to Document the Service Tab How to Document the Group Note How to Document Individual Client […]
How to Check-in a Client for their Intake/Assessment Appointment at a Program the Doesn’t Have a Receptionist

Step by step video guide here: https://vimeo.com/799265010/18cf9a5994 Open the client’s record, if not already done so. You can do this from your Staff Calendar by selecting their appointment on your […]