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CalMHSA 117 – Service Note Search Report (Client)

The Service Note Search Report can be used to view the service notes and other notes in one report. It also has the ability to do a 1-keyword search functionality, it includes all fields with a note and you can have flexible search dates.  

This report can be used as a “pseudo split screen” that can be open while the original SmartCare screen remains open. This allows for you to see an aggregation of service notes available within a CDAG.  and filter by program, procedure code, author, and dates for the following note templates/document types: 

Note: This report has replace the Client Abbreviated Notes Report. Streamline continues to offer their Service Reviewer screen but it is limited to 90 days of data only. 

This report pulls from the following screens/documents:

  • Generic Note 
  • Weekly Note 
  • Progress Note 
  • Psychiatric Note 
  • Mobile Crisis Progress Note 
  • Psych/Medical Note 
  • IP Psychiatric Note 
  • PEI Services 
  • Narrative 
  • Mobile Crisis Dispatch Screening

To pull the report, follow the steps below:

  1. Click the Search icon, with the client open.
  2. Type CalMHSA 117 into the search bar. 
  3. Click to select CalMHSA 117- Service Note Search Report Client.
  1. The report will open. Filters can be favorited. The following filters are available:
    1. Start Date: Defaults to one year prior but can be modified.
    2. End Date: Defaults to today’s date and can be modified. 
    3. Authors: You can choose to see all authors or just yours or multiple authors by using the checkboxes.
    4. Programs: You can choose what programs you want filter by that are within your CDAG using the checkboxes.
    5. Procedure Codes: You can choose what procedure codes to filter by using the checkboxes. 
    6. Keyword: Uncheck the null checkbox to search by a single keyword. 
  2. Click View Report if you have made changes to the filters. 

The report will display with updated parameters. 

The different sections for the psych medical note template are separated into the either the “Psych/Med Subject/History/ MSE” or Psych/Med Assessment/Additional” section and use sub-headers to differentiate the sections. 

  • Last Updated: May 8, 2025