CSU Documentation

Prescribers
Primary ScreensFunctionCalMHSA Quick Guide
FlowsheetsCan capture client data, see graphs and side by side comparisons of clients data over selected periods of timeFlow Sheet UG
BedboardWhere staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. Bedboard Quick Guide
WhiteboardMulti Functional overview of units to keep track of client tasks, occupied beds, empty beds. White Board Quick Guide
Client OrdersWhere staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client hereClient Orders
Client MARMedication Administration ScreenClient MAR
Census SummaryDisplays all beds and bed capacities for programs / units within the staffs CDAGS
Psych/Medical NoteNote template within you service is note and is primarily where will you will document. Psych/Medical Note Training

Pre-Admit

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front Desk All StaffClient Search (Create a new Client)Creating a New Client How to Create a New Client - 2023 CalMHSA

Documenting Inquiries

Front Desk Management / Nursing / PrescribersInquiryNavigating Inquiry Details Screen - Initial TabHow to Navigate the Client Inquiry Screen-Initial Tab - 2023 CalMHSA
Front Desk Management / Nursing / PrescribersInquiryDocumenting External Referrals How-to-document-an-incoming-referral-from-an-external-agency-optional/
Front Desk Management / Nursing / PrescribersInquiryDocumenting Phone Calls for TriageHow to Document Phone Calls for Triage - 2023 CalMHSA

Tracking Inquiries

Prescriber / ManagementFront Desk / NursingInquiries (My Office)Navigating Inquiries (My Office) ScreenInquiries (My Office) List Page - 2023 CalMHSA
Prescriber / ManagementFront Desk / NursingInquiries (My Office)Navigating Client Inquiries (Client) Screenhttps://2023.calmhsa.org/client-inquiries-list-page/
Prescriber / ManagementFront Desk / NursingInquiries (My Office)Referral TrackingHow to View Requests for Services that are Pending - 2023 CalMHSA

Documentation

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Documentation

Caregiver Support / Nursing / PrescribersUsing Key Phrases in Documentation / NotesKey Phrases: How to Edit Agency Key Phrases - 2023 CalMHSA
Using Key Phrases in Documentation / NotesHow to Add, Edit & Use Key Phrases: w/ Permission Only - 2023 CalMHSA
Using Key Phrases in Documentation / NotesHow to Document Verbal Medication Consent using Keyphrases in Notes - 2023 CalMHSA
PrescriberDiagnosis Document

Clinical Documentation

Nursing Prescribers / Caregiver Support / Mental Health WorkersService Note - Psych / Medical NoteShift Summary / Shift HandoverHow to Document an End of Shift Summary - 2023 CalMHSA
Mental Health WorkersPrescribers / Mental Health WorkersService NotesGroup / individual therapyComing Soon
Mental Health WorkersPrescribers / Mental Health WorkersService NotesLPHA Assessment Coming Soon
Mental Health WorkersPrescribers / Mental Health WorkersService NotesRehabComing Soon
Mental Health WorkersPrescribers / Mental Health WorkersService NotesTCM / ICC Coming Soon
Mental Health WorkersPrescribers / Mental Health WorkersService NotesNon Med ConferenceComing Soon
Mental Health WorkersPrescribers / Mental Health WorkersService NotesCrisis Intervention Coming Soon

Medical Documentation

PrescriberNursing Completing History and Physical How to Complete the Psych/Medical Note - 2023 CalMHSA
PrescriberNursing Completing Initial Mental Status Exam (MSE)How to Complete the Psych/Medical Note - 2023 CalMHSA
PrescriberNursing How to Complete the Psychiatric EvaluationHow to Complete the Psych/Medical Note - 2023 CalMHSA
PrescriberNursing / Mental Health Workers / Caregiver SupportCIWAComing Soon
PrescriberNursing AIMSHow to Complete the AIMS Assessment - 2023 CalMHSA

Orders

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Navigating Client Orders

Prescribers / Nursing Caregiver SupportClient Orders (Client)Navigating Client Orders (Client) List PageClient Orders (Client) List Page - 2023 CalMHSA
Prescribers / Nursing Caregiver SupportOrders (My Office)Navigating Orders (My Office) List PageComing Soon
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Order Can Be Completed How to Mark an Order Completed - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Order RationaleHow to Modify the Order Rationale - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Order CommentsHow to View and Edit Client Order Comments - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Diagosis RequiredHow to Add or Edit a Diagnosis to an Order - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Dual Sign RequiredHow to Duel Sign a Client Order - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options:Self AdministeredHow to Document an Order as Self-Administered - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Pain Level Required?Coming Soon
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Multiple Admins Allowed Within Hour How to Document Multiple Admins Within the Hour - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Whiteboard ObservationsHow to View Whiteboard Observations - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Whiteboard Legal How to place a Legal Status order in Client Orders - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Add Order to MARHow to View Information for an Order on the Client MAR Screen - 2023 CalMHSA

Ordersets

Prescribers / Nursing Caregiver SupportHow to use OrderSetsComing Soon

Medications

Nursing Prescriber / Caregiver SupportNavigating Client MAR List Page

Medication Management

Prescriber NursingPysch NoteMedication consent with Keyphraseshttps://2023.calmhsa.org/how-to-document-verbal-medication-consent-using-keyphrases-in-notes/
Prescriber NursingMedication Management Rx [History Tab]Reviewing Medication History through Surescripts How to View Medication History in the Rx Module (Surescripts) - 2023 CalMHSA
Prescriber NursingClient Orders - MedicationCreating a New Medication Order How to Create a New Medication Order - 2023 CalMHSA
Prescriber NursingOrders / Rounding Acknowledging OrderPrescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA
Prescriber NursingClient Orders - MedicationReleasing OrderHow to Release an Order - 2023 CalMHSA
Prescriber NursingMedication Management RX Medication Consents (External Pharmacy Only) How to Document a Medication Consent (External Pharmacy Only) - 2023 CalMHSA
Prescriber NursingMedication Management RX Completing Orders (External Pharmacy Only) Coming Soon
Prescriber NursingWhiteboardDue / Overdue Medication Notifications How to View Due/Overdue Medications - 2023 CalMHSA
Prescriber NursingClient Orders (Client)Transferring Orders to new program How to Transfer Orders to a New Program - 2023 CalMHSA
Prescriber NursingClient Orders (Client)Discontinuing Order at the time of DischargeHow to Discontinue Orders for a Client Discharge - 2023 CalMHSA

Medication Administration

NursingPrescriber Client MARAdminister Medications How to Administer Medications via the Client MAR - 2023 CalMHSA
NursingPrescriber Client MARSelf - Administered Medications How to Document a Self-Administered Medication on the Client MAR - 2023 CalMHSA
NursingPrescriber Client MARAdminister Overdue Medications How to Administer Overdue Medications from the Client MAR - 2023 CalMHSA
NursingPrescriber Client MARTo document follow up after administrating a medication Nurse: How to Document a 1-Hour Follow-Up After Administering a PRN Medication - 2023 CalMHSA
NursingPrescriber Client OrdersCompleting Orders So It No Longer Appears on The MARHow to Mark an Order Completed - 2023 CalMHSA

Labs - No Lab Module

Prescriber NursingClient Orders - LABS (no lab module)Create Client Order (External Lab) - No Lab ModuleHow to Create a New POCT Lab Order - 2023 CalMHSA
Prescriber NursingOrders / Rounding - LABS (no lab module)AcknowledgePrescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA
NursingPrescriber Client Orders - LABS (no lab module)Disclosure / Request , ATTACH CLIENT ORDERHow to Document a Disclosure Request - 2023 CalMHSA
NursingPrescriber Batch Upload - LABS (no lab module)Scan in external result through batch uploadsHow to Document Non-Interface Lab Results - 2023 CalMHSA
NursingPrescriber Flowsheets- LABS (no lab module)Document in FlowsheetsHow to Document Results on the Client's Flow Sheets - 2023 CalMHSA
NursingPrescriber Client Order Details - LABS (no lab module)Enter in Client Order Details CalMHSA: Need to Create

Labs - External Lab

Prescriber NursingClient Orders - LABS Create Client Order (External Lab) How to Order a Lab - 2023 CalMHSA
Prescriber NursingClient Orders - LABS Acknowledge / Release Order (External Lab) Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA
NursingPrescriber Orders (My Office)Printing RequisitionsCalMHSA: Need to Create
NursingPrescriber Client Orders - LABS Check On Order Status [Medication Administration] (External Lab) How to Document Lab Results through the Lab Interface - 2023 CalMHSA
NursingPrescriber Client Orders - LABS Review Lab Results and Document Comments (External Lab) / Comprehensive Lab Results FlowsheetHow to View Interfaced Lab Results - 2023 CalMHSA

Standing Orders

Prescriber NursingClient OrdersCreating a Standing OrderHow to Create Standing Orders - 2023 CalMHSA
NursingPrescriber Client OrdersViewing Standing Order on MARHow to View Standing Orders on the MAR - 2023 CalMHSA
NursingPrescriber Client OrdersEdit Standing Order TimeHow to Modify Standing Lab Orders - 2023 CalMHSA

Labs - POCT Labs

Prescriber NursingClient Orders - POCT LABS Create an order for Point of Care Testing How to Create a New POCT Lab Order - 2023 CalMHSA
NursingPrescriber Client Orders - POCT LABS Document Results in FlowsheetsHow to Document Results on the Client's Flow Sheets - 2023 CalMHSA

Legal Status

All StaffClient Information - Demographics TabDemographic Requirements for Legal StatusHow to Complete Legal Status Demographics Documentation  - 2023 CalMHSA
All StaffClient Orders (Client)How to create a Legal Status OrderHow to Create & Document a Client Hold  - 2023 CalMHSA
All StaffWhiteboardViewing Legal Status / Hold Order on WhiteboardHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
All StaffOrders (My Office)How to view full list of Legal Status Orders for FacilityHow to View Legal Status in Orders (My Office) - 2023 CalMHSA
All StaffClient Orders (Client)How to Update a Legal Status Order:How to Update a Legal Status Order - 2023 CalMHSA
All StaffClient Orders (Client)How to End a legal status order / remove it from whiteboardHow to Remove Legal Status Once it is Completed - 2023 CalMHSA
All StaffDHCS Reporting for Legal HoldsCalMHSA 105 Legal Hold Tracking Report for Clinical Use-2023 Website

Seclusion / Restraints / Safety Check

PrescriberNursingClient OrdersSeclusion and Restraint Orders [Non-medication orders]How to Order Seclusion and Restraints - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardNurse Documentation Seclusion and Restraints https://2023.calmhsa.org/nurse-how-to-document-seclusion-and-restraints-2/
PrescriberCaregiver Support / NursingWhiteboard1 hour Follow Up On Seclusion / RestraintsHow to Document a Follow-Up on a Seclusion and/or Restraint Order - 2023 CalMHSA
NursingCaregiver Support / PrescribersClient OrdersNurse Safety Check Nurse: How to Document Completion of a Safety Check - 2023 CalMHSA
PrescriberNursingWhiteboardDiscontinuing Seclusion and / Restraints How to Order a Discontinuation of a Seclusion and/or Restraints - 2023 CalMHSA
PrescriberNursingClient OrdersMarking “Seclusion / Restraints” & “Other Denial of Patient Rights” Orders as an Error“Entered in Error” Documentation Marking “Seclusion / Restraints” & “Other Denial of Patient Rights” Orders as an Error

Follow-Ups

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
PrescribersNursing Med - Refills Coming Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartview / Flowsheets / Lab Result ReviewLab Reviews Coming Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewQuickview of Patients ChartComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewTracking ProtocolsComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewWidgetsComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportServce Note - Procedure Code: Brief Contact NoteDocumenting Phone CallsComing Soon
Managers / Sys Admins Prescriber / NursingViewing Lab ErrorsComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportResult Review List (Client)Coming Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportResult Review (Client)Coming Soon

Whiteboard - Task Management

NursingCaregiver Support / PrescribersWhiteboardNavigating Whiteboard (My Office)Whiteboard (My Office) List Page - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Legal Status ColumnClient's Legal StatusHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
PrescribersCaregiver Support / NursingWhiteboard - Therapist ColumnHow to add a client's therapistHow to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA
PrescribersCaregiver Support / NursingWhiteboard - Attending Column How to add client's attendingHow to Add the Client's Attending from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Attending Column How to populate an estimated discharge dateHow to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Discharge Coordination Column Discharge Coordination - Documenting Transportation How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Precautions ColumnHow to add Precautions How to Add Precautions from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Med / Misc ColumnMisc NotesHow to Add Miscellaneous Note from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Competency ColumnCompetencyHow to Document Competency Status from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardD&A (Drugs & Alcohol)How to Document Drug & Alcohol History from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardNext CheckComing Soon
NursingCaregiver Support / PrescribersWhiteboardLast CheckComing Soon
NursingCaregiver Support / PrescribersWhiteboardUnacknowledged OrdersHow to Acknowledge Orders from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardMARHow to Administer Overdue Medications from the Client MAR - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardMARhttps://2023.calmhsa.org/how-to-administer-medications-via-the-client-mar/

Transfer

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Discharge SummaryHow to Complete the Transfer Summary How to Complete the Discharge Summary - 2023 CalMHSA
Transition of Care (CALMHSA)
How to Transfer the Client to the MCP - 2023 CalMHSA
QATransition of Care ReportCalMHSA BHQIP Transition of Care Tool Report - 2023 CalMHSA
Bedboard (My Office)Transfering to a new unit How to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA
Discharge Aftercare SummaryPrinting a Transfer SummaryHow to Print the Transfer Summary Report - 2023 CalMHSA

Discharge

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
PrescriberNursingDiagnosis Document (Client)How to Document the Discharge Diagnosishttps://2023.calmhsa.org/how-to-document-the-discharge-diagnosis/
PrescriberNursingClient Orders (Client)How to Order Discharge Medicationshttps://2023.calmhsa.org/how-to-order-discharge-medications/
Prescribers / Nursing / Clinical Support NursingCalMHSA Discharge Summary (Client)How to Complete the Discharge SummaryHow to Complete the Discharge Summary - 2023 CalMHSA
PrescriberNursingDischarge InstructionsHow to Complete the Discharge Instructionshttps://2023.calmhsa.org/how-to-complete-the-discharge-instructions/
NursingPrescriberPsych / Medical Note : Key PhrasesNursing Discharge NoteUnder Construction
NursingPrescriberBedboard (My Office)How to Discharge a Client from their Bedhttps://2023.calmhsa.org/how-to-discharge-the-client-from-the-unit-and-bed/
Front Desk Nurse / Caregiver Support / Management / PrescriberAftercare / Discharge Summary Report Aftercare / Discharge Summary Report How to Generate the After Care Discharge Summary - 2023 CalMHSA

Reports

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Clinical Reports

Prescribers / Nursing / Caregiver SupportManager / QA / Sys AdminShift Rounding Reporthttps://2023.calmhsa.org/how-to-run-the-shift-rounding-report/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminMAR ReportCalMHSA 102 MAR Report - 2023 CalMHSA
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminCalMHSA Client Medical Face Sheethttps://2023.calmhsa.org/client-medical-facesheet/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminClient Abbreviated Noteshttps://2023.calmhsa.org/client-abbreviated-notes-report/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminCalMHSA Cummalative Lab ReportCalMHSA Cumulative Lab Flowsheet Report [Client] - 2023 CalMHSA
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminDischarge Aftercare Summaryhttps://2023.calmhsa.org/calmhsa-aftercare-discharge-summary/
Nursing
Primary ScreensFunctionCalMHSA Quick Guide
FlowsheetsCan capture client data, see graphs and side by side comparisons of clients data over selected periods of timeFlow Sheet UG
BedboardWhere staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. Bedboard Quick Guide
WhiteboardMulti Functional overview of units to keep track of client tasks, occupied beds, empty beds. White Board Quick Guide
Client OrdersWhere staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client hereClient Orders
Client MARMedication Administration ScreenClient MAR
Census SummaryDisplays all beds and bed capacities for programs / units within the staffs CDAGS
Psych/Medical NoteNote template within you service is note and is primarily where will you will document. Psych/Medical Note Training

Pre-Admit

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front Desk All StaffClient Search (Create a new Client)Creating a New Client How to Create a New Client - 2023 CalMHSA

Documenting Inquiries

Front Desk Management / Nursing / PrescribersInquiryNavigating Inquiry Details Screen - Initial TabHow to Navigate the Client Inquiry Screen-Initial Tab - 2023 CalMHSA
Front Desk Management / Nursing / PrescribersInquiryDocumenting External Referrals How-to-document-an-incoming-referral-from-an-external-agency-optional/
Front Desk Management / Nursing / PrescribersInquiryDocumenting Phone Calls for TriageHow to Document Phone Calls for Triage - 2023 CalMHSA

Tracking Inquiries

Prescriber / ManagementFront Desk / NursingInquiries (My Office)Navigating Inquiries (My Office) ScreenInquiries (My Office) List Page - 2023 CalMHSA
Prescriber / ManagementFront Desk / NursingInquiries (My Office)Navigating Client Inquiries (Client) Screenhttps://2023.calmhsa.org/client-inquiries-list-page/
Prescriber / ManagementFront Desk / NursingInquiries (My Office)Referral TrackingHow to View Requests for Services that are Pending - 2023 CalMHSA

Admission

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front DeskNursing / Management / Caregiver SupportBedboard / Residential / WhiteboardAdmitting Client to the Bedboardhttps://2023.calmhsa.org/how-to-admit-the-client-to-the-unit-and-assign-a-bed/
Front DeskNursing / Management / Caregiver SupportBedboard / Residential / WhiteboardNavigating Census ManagementHow to Navigate Census Management Admit Screen - 2023 CalMHSA
Front DeskNursing / Management / Caregiver SupportWhiteboardQuick Admit [Admission]How to Do a Quick Admission - 2023 CalMHSA

Bed Management

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Bedboard

Front DeskNursing / ManagementBedboard (My Office)Navigating Bedboard List PageBedboard List Page - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Procedure Code Change - Switching Admit / Acute Status how-to-change-the-automatic-billing-code-from-acute-to-administrative-or-vice-versa
Front DeskNursing / ManagementBedboard (My Office)Move Bed / Bed Changehttps://2023.calmhsa.org/how-to-change-a-bed-assignment/
Front DeskNursing / ManagementBedboard (My Office)Bed Swaphttps://2023.calmhsa.org/how-to-swap-beds/
Front DeskNursing / ManagementBedboard (My Office)Schedule Bed Changehttps://2023.calmhsa.org/how-to-move-a-client-to-another-bed/
Front DeskNursing / ManagementBedboard (My Office)TransferHow to Transfer a Client - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule TransferHow to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule On LeaveHow to Schedule a Client to On Leave - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)On LeaveHow to Place a Client On Leave - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule DischargeHow to Schedule a Discharge - 2023 CalMHSA

Bed Reports

Front DeskNursing / Management Census Summary [Bed Overview / Report]CalMHSA: Need to Create

Documentation

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Caregiver Support / Nursing / PrescribersUsing Key Phrases in Documentation / NotesKey Phrases: How to Edit Agency Key Phrases - 2023 CalMHSA

Intake Documentation

Mental Health WorkersNursing / Caregiver SupportPersonal Effects Property InventoryDocumenting Property Taken at Admission / Property Taken Before Arrivalhttps://2023.calmhsa.org/how-to-complete-the-personal-effects-inventory-pei/
Mental Health WorkersNursing / Caregiver SupportScanning (My Office)How to Scan in Property Taken at Admission / Property Taken Before Arrival - Alternative WorkflowCalMHSA: Need to Create
Mental Health WorkersNursing / Caregiver SupportNutritional ScreeningCompleting Initial Nutritional ScreeningHow To Complete The Nutritional Screening
Mental Health WorkersNursing / Caregiver SupportMessages (My Office)How to Refer the Client to the Registered Dietician How to Refer the Client to the Registered Dietitian - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportFlow SheetsHow to Document a Covid Test
How to Document a COVID Test - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportFlow SheetsHow to Document a TB PPD TestHow to Document a TB PPD Test - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportClient Allergies (Client)How to document Client Allergies in SmartCare Allergies List Page - 2023 CalMHSA

Clinical Documentation

TBDTBDWhiteboardQuick Notes https://2023.calmhsa.org/how-to-document-quick-notes-during-a-shift/
Nursing Caregiver Support / PrescribersService Note - Psych / Medical NoteDaily Progress NoteUnder Construction
Nursing Caregiver Support / PrescribersService Note - Psych / Medical NoteShift Summary / Shift HandoverUnder Construction

Medical Documentation

Nursing Mental Health WorkersCompleting The Nursing AssessmentUnder Construction
Nursing Mental Health WorkersMed Rec In Nursing AssessmentUnder Construction
PrescriberNursing Completing History and Physical Under Construction
PrescriberNursing Completing Initial Mental Status Exam (MSE)Under Construction
PrescriberNursing How to Complete the Psychiatric Evaluationhttps://2023.calmhsa.org/prescriber-how-to-complete-the-psychiatric-evaluation/
Nursing Caregiver Support / PrescribersColumbian Suicide ScreeningSuicide AssessmentCalMHSA: Need to Create

Orders

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Navigating Client Orders

Prescribers / Nursing Caregiver SupportClient Orders (Client)Navigating Client Orders (Client) List PageClient Orders (Client) List Page - 2023 CalMHSA
Prescribers / Nursing Caregiver SupportOrders (My Office)Navigating Orders (My Office) List PageComing Soon
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Order Can Be Completed How to Mark an Order Completed - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Order RationaleHow to Modify the Order Rationale - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Order CommentsHow to View and Edit Client Order Comments - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Diagosis RequiredHow to Add or Edit a Diagnosis to an Order - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Dual Sign RequiredHow to Duel Sign a Client Order - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options:Self AdministeredHow to Document an Order as Self-Administered - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Pain Level Required?Coming Soon
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Multiple Admins Allowed Within Hour How to Document Multiple Admins Within the Hour - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Whiteboard ObservationsHow to View Whiteboard Observations - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Whiteboard Legal How to place a Legal Status order in Client Orders - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Add Order to MARHow to View Information for an Order on the Client MAR Screen - 2023 CalMHSA

Ordersets

Prescribers / Nursing Caregiver SupportHow to use OrderSetsComing Soon

Medications

Nursing Prescriber / Caregiver SupportNavigating Client MAR List Page

Medication Management

Prescriber NursingMedication Management RX Medication Reconciliation with Key PhrasesHow to Complete a Medication Reconciliation w/ KeyPhrases - 2023 CalMHSA
Prescriber NursingPysch NoteMedication consent with Keyphraseshttps://2023.calmhsa.org/how-to-document-verbal-medication-consent-using-keyphrases-in-notes/
Prescriber NursingMedication Management Rx [History Tab]Reviewing Medication History through Surescripts How to View Medication History in the Rx Module (Surescripts) - 2023 CalMHSA
Prescriber NursingClient Orders - MedicationCreating a New Medication Order How to Create a New Medication Order - 2023 CalMHSA
Prescriber NursingOrders / Rounding Acknowledging OrderPrescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA
Prescriber NursingClient Orders - MedicationReleasing OrderHow to Release an Order - 2023 CalMHSA
Prescriber NursingMedication Management RX Medication Consents (External Pharmacy Only) How to Document a Medication Consent (External Pharmacy Only) - 2023 CalMHSA
Prescriber NursingMedication Management RX Completing Orders (External Pharmacy Only) Coming Soon
Prescriber NursingWhiteboardDue / Overdue Medication Notifications How to View Due/Overdue Medications - 2023 CalMHSA
Prescriber NursingClient Orders (Client)Transferring Orders to new program How to Transfer Orders to a New Program - 2023 CalMHSA
Prescriber NursingClient Orders (Client)Discontinuing Order at the time of DischargeHow to Discontinue Orders for a Client Discharge - 2023 CalMHSA

Medication Administration

NursingPrescriber Client MARAdminister Medications How to Administer Medications via the Client MAR - 2023 CalMHSA
NursingPrescriber Client MARSelf - Administered Medications How to Document a Self-Administered Medication on the Client MAR - 2023 CalMHSA
NursingPrescriber Client MARAdminister Overdue Medications How to Administer Overdue Medications from the Client MAR - 2023 CalMHSA
NursingPrescriber Client MARTo document follow up after administrating a medication Nurse: How to Document a 1-Hour Follow-Up After Administering a PRN Medication - 2023 CalMHSA
NursingPrescriber Client OrdersCompleting Orders So It No Longer Appears on The MARHow to Mark an Order Completed - 2023 CalMHSA

Labs - No Lab Module

Prescriber NursingClient Orders - LABS (no lab module)Create Client Order (External Lab) - No Lab ModuleHow to Create a New POCT Lab Order - 2023 CalMHSA
Prescriber NursingOrders / Rounding - LABS (no lab module)AcknowledgePrescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA
NursingPrescriber Client Orders - LABS (no lab module)Disclosure / Request , ATTACH CLIENT ORDERHow to Document a Disclosure Request - 2023 CalMHSA
NursingPrescriber Batch Upload - LABS (no lab module)Scan in external result through batch uploadsHow to Document Non-Interface Lab Results - 2023 CalMHSA
NursingPrescriber Flowsheets- LABS (no lab module)Document in FlowsheetsHow to Document Results on the Client's Flow Sheets - 2023 CalMHSA
NursingPrescriber Client Order Details - LABS (no lab module)Enter in Client Order Details Coming Soon

Labs - External Lab

Prescriber NursingClient Orders - LABS Create Client Order (External Lab) How to Order a Lab - 2023 CalMHSA
Prescriber NursingClient Orders - LABS Acknowledge / Release Order (External Lab) Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA
NursingPrescriber Orders (My Office)Printing RequisitionsComing Soon
NursingPrescriber Client Orders - LABS Check On Order Status [Medication Administration] (External Lab) How to Document Lab Results through the Lab Interface - 2023 CalMHSA
NursingPrescriber Client Orders - LABS Review Lab Results and Document Comments (External Lab) / Comprehensive Lab Results FlowsheetHow to View Interfaced Lab Results - 2023 CalMHSA

Standing Orders

Prescriber NursingClient OrdersCreating a Standing OrderHow to Create Standing Orders - 2023 CalMHSA
NursingPrescriber Client OrdersViewing Standing Order on MARHow to View Standing Orders on the MAR - 2023 CalMHSA
NursingPrescriber Client OrdersEdit Standing Order TimeHow to Modify Standing Lab Orders - 2023 CalMHSA

Labs - POCT Labs

Prescriber NursingClient Orders - POCT LABS Create an order for Point of Care Testing How to Create a New POCT Lab Order - 2023 CalMHSA
NursingPrescriber Client Orders - POCT LABS Document Results in FlowsheetsHow to Document Results on the Client's Flow Sheets - 2023 CalMHSA

Legal Status

All StaffClient Information - Demographics TabDemographic Requirements for Legal StatusHow to Complete Legal Status Demographics Documentation  - 2023 CalMHSA
All StaffClient Orders (Client)How to create a Legal Status OrderHow to Create & Document a Client Hold  - 2023 CalMHSA
All StaffWhiteboardViewing Legal Status / Hold Order on WhiteboardHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
All StaffOrders (My Office)How to view full list of Legal Status Orders for FacilityHow to View Legal Status in Orders (My Office) - 2023 CalMHSA
All StaffClient Orders (Client)How to Update a Legal Status Order:How to Update a Legal Status Order - 2023 CalMHSA
All StaffClient Orders (Client)How to End a legal status order / remove it from whiteboardHow to Remove Legal Status Once it is Completed - 2023 CalMHSA
All StaffDHCS Reporting for Legal HoldsCalMHSA-105- Legal Hold Tracking Report for Clinical Use

Seclusion / Restraints / Safety Check

PrescriberNursingClient OrdersSeclusion and Restraint Orders [Non-medication orders]How to Order Seclusion and Restraints - 2023 CalMHSA
NursingCaregiver SupportWhiteboardNurse Documentation Seclusion and Restraints https://2023.calmhsa.org/nurse-how-to-document-seclusion-and-restraints-2/
PrescriberWhiteboard1 hour Follow Up On Seclusion / RestraintsHow to Document a Follow-Up on a Seclusion and/or Restraint Order - 2023 CalMHSA
NursingCaregiver SupportClient OrdersNurse Safety Check Nurse: How to Document Completion of a Safety Check - 2023 CalMHSA
Caregiver SupportNursingObservations for Sitters / ADLhttps://2023.calmhsa.org/how-to-document-observation-checks/
PrescriberNursingWhiteboardDiscontinuing Seclusion and / Restraints How to Order a Discontinuation of a Seclusion and/or Restraints - 2023 CalMHSA

Follow-Ups

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
PrescribersNursing Med - Refills Coming Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartview / Flowsheets / Lab Result ReviewLab Reviews Coming Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewQuickview of Patients ChartComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewTracking ProtocolsComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewWidgetsComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportServce Note - Procedure Code: Brief Contact NoteDocumenting Phone CallsComing Soon
Managers / Sys Admins Prescriber / NursingViewing Lab ErrorsComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportResult Review List (Client)Coming Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportResult Review (Client)Coming Soon

Whiteboard - Task Management

NursingCaregiver Support / PrescribersWhiteboardNavigating Whiteboard (My Office)Whiteboard (My Office) List Page - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Legal Status ColumnClient's Legal StatusHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
PrescribersCaregiver Support / NursingWhiteboard - Therapist ColumnHow to add a client's therapistHow to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA
PrescribersCaregiver Support / NursingWhiteboard - Attending Column How to add client's attendingHow to Add the Client's Attending from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Attending Column How to populate an estimated discharge dateHow to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Discharge Coordination Column Discharge Coordination - Documenting Transportation How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Precautions ColumnHow to add Precautions How to Add Precautions from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Med / Misc ColumnMisc NotesHow to Add Miscellaneous Note from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Competency ColumnCompetencyHow to Document Competency Status from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardD&A (Drugs & Alcohol)How to Document Drug & Alcohol History from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardNext CheckComing Soon
NursingCaregiver Support / PrescribersWhiteboardLast CheckComing Soon
NursingCaregiver Support / PrescribersWhiteboardUnacknowledged OrdersHow to Acknowledge Orders from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardMARHow to Administer Overdue Medications from the Client MAR - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardMARhttps://2023.calmhsa.org/how-to-administer-medications-via-the-client-mar/

Transfer

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Discharge SummaryHow to Complete the Transfer Summary How to Complete the Discharge Summary - 2023 CalMHSA
Transition of Care (CALMHSA)
How to Transfer the Client to the MCP - 2023 CalMHSA
QATransition of Care ReportCalMHSA BHQIP Transition of Care Tool Report - 2023 CalMHSA
Bedboard (My Office)Transfering to a new unit How to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA
Discharge Aftercare SummaryPrinting a Transfer SummaryHow to Print the Transfer Summary Report - 2023 CalMHSA

Discharge

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
PrescriberNursingDiagnosis Document (Client)How to Document the Discharge Diagnosishttps://2023.calmhsa.org/how-to-document-the-discharge-diagnosis/
PrescriberNursingClient Orders (Client)How to Order Discharge Medicationshttps://2023.calmhsa.org/how-to-order-discharge-medications/
Prescribers / Nursing / Clinical Support NursingCalMHSA Discharge Summary (Client)How to Complete the Discharge SummaryHow to Complete the Discharge Summary - 2023 CalMHSA
PrescriberNursingDischarge InstructionsHow to Complete the Discharge Instructionshttps://2023.calmhsa.org/how-to-complete-the-discharge-instructions/
NursingPrescriberPsych / Medical Note : Key PhrasesNursing Discharge NoteUnder Construction
NursingPrescriberBedboard (My Office)How to Discharge a Client from their Bedhttps://2023.calmhsa.org/how-to-discharge-the-client-from-the-unit-and-bed/
Front Desk Nurse / Caregiver Support / Management / PrescriberAftercare / Discharge Summary Report Aftercare / Discharge Summary Report How to Generate the After Care Discharge Summary - 2023 CalMHSA

Reports

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Clinical Reports

Prescribers / Nursing / Caregiver SupportManager / QA / Sys AdminShift Rounding Reporthttps://2023.calmhsa.org/how-to-run-the-shift-rounding-report/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminMAR ReportCalMHSA 102 MAR Report - 2023 CalMHSA
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminCalMHSA Client Medical Face Sheethttps://2023.calmhsa.org/client-medical-facesheet/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminClient Abbreviated Noteshttps://2023.calmhsa.org/client-abbreviated-notes-report/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminCalMHSA Cummalative Lab ReportCalMHSA Cumulative Lab Flowsheet Report [Client] - 2023 CalMHSA
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminDischarge Aftercare Summaryhttps://2023.calmhsa.org/calmhsa-aftercare-discharge-summary/
Management
Primary ScreensFunctionCalMHSA Quick Guide
FlowsheetsCan capture client data, see graphs and side by side comparisons of clients data over selected periods of timeFlow Sheet UG
BedboardWhere staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. Bedboard Quick Guide
WhiteboardMulti Functional overview of units to keep track of client tasks, occupied beds, empty beds. White Board Quick Guide
Client OrdersWhere staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client hereClient Orders
Client MARMedication Administration ScreenClient MAR
Census SummaryDisplays all beds and bed capacities for programs / units within the staffs CDAGS
Psych/Medical NoteNote template within you service is note and is primarily where will you will document. Psych/Medical Note Training

Pre-Admit

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front Desk All StaffClient Search (Create a new Client)Creating a New Client How to Create a New Client - 2023 CalMHSA

Documenting Inquiries

Front Desk Management / Nursing / PrescribersInquiryNavigating Inquiry Details Screen - Initial TabHow to Navigate the Client Inquiry Screen-Initial Tab - 2023 CalMHSA
Front Desk Management / Nursing / PrescribersInquiryDocumenting External Referrals How-to-document-an-incoming-referral-from-an-external-agency-optional/
Front Desk Management / Nursing / PrescribersInquiryDocumenting Phone Calls for TriageHow to Document Phone Calls for Triage - 2023 CalMHSA

Tracking Inquiries

Prescriber / ManagementFront Desk / NursingInquiries (My Office)Navigating Inquiries (My Office) ScreenInquiries (My Office) List Page - 2023 CalMHSA
Prescriber / ManagementFront Desk / NursingInquiries (My Office)Navigating Client Inquiries (Client) Screenhttps://2023.calmhsa.org/client-inquiries-list-page/
Prescriber / ManagementFront Desk / NursingInquiries (My Office)Referral TrackingHow to View Requests for Services that are Pending - 2023 CalMHSA

Admission

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front DeskNursing / Management / Caregiver SupportBedboard / Residential / WhiteboardAdmitting Client to the Bedboardhttps://2023.calmhsa.org/how-to-admit-the-client-to-the-unit-and-assign-a-bed/
Front DeskNursing / Management / Caregiver SupportBedboard / Residential / WhiteboardNavigating Census ManagementHow to Navigate Census Management Admit Screen - 2023 CalMHSA
Front DeskNursing / Management / Caregiver SupportWhiteboardQuick Admit [Admission]How to Do a Quick Admission - 2023 CalMHSA

Intake

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Clerk / AdministationBilling / QA Client Information - General TabDocumenting Client Information - General InfoCalMHSA to Create
Clerk / AdministationBilling / QA Client Information - Demographics TabDocumenting Client Information - DemographicsCalMHSA to Create
Clerk / Administation Billing / QA Coverage (Client)Uploading ID'sCalMHSA to Create
Clerk / Administation Billing / QA Coverage (Client)Adding Coveragehttps://2023.calmhsa.org/how-to-add-plans/

Bed Management

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Bedboard

Front DeskNursing / ManagementBedboard (My Office)Navigating Bedboard List PageBedboard List Page - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Procedure Code Change - Switching Admit / Acute Status how-to-change-the-automatic-billing-code-from-acute-to-administrative-or-vice-versa
Front DeskNursing / ManagementBedboard (My Office)Move Bed / Bed Changehttps://2023.calmhsa.org/how-to-change-a-bed-assignment/
Front DeskNursing / ManagementBedboard (My Office)Bed Swaphttps://2023.calmhsa.org/how-to-swap-beds/
Front DeskNursing / ManagementBedboard (My Office)Schedule Bed Changehttps://2023.calmhsa.org/how-to-move-a-client-to-another-bed/
Front DeskNursing / ManagementBedboard (My Office)TransferHow to Transfer a Client - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule TransferHow to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule On LeaveHow to Schedule a Client to On Leave - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)On LeaveHow to Place a Client On Leave - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule DischargeHow to Schedule a Discharge - 2023 CalMHSA

Bed Reports

Front DeskNursing / Management Census Summary [Bed Overview / Report]CalMHSA: Need to Create

Documentation

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Caregiver Support / Nursing / PrescribersUsing Key Phrases in Documentation / NotesKey Phrases: How to Edit Agency Key Phrases - 2023 CalMHSA

Intake Documentation

Mental Health WorkersNursing / Caregiver SupportPersonal Effects Property InventoryDocumenting Property Taken at Admission / Property Taken Before Arrivalhttps://2023.calmhsa.org/how-to-complete-the-personal-effects-inventory-pei/
Mental Health WorkersNursing / Caregiver SupportScanning (My Office)How to Scan in Property Taken at Admission / Property Taken Before Arrival - Alternative WorkflowCalMHSA: Need to Create
Mental Health WorkersNursing / Caregiver SupportNutritional ScreeningCompleting Initial Nutritional ScreeningHow To Complete The Nutritional Screening
Mental Health WorkersNursing / Caregiver SupportMessages (My Office)How to Refer the Client to the Registered Dietician How to Refer the Client to the Registered Dietitian - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportFlow SheetsHow to Document a Covid Test
How to Document a COVID Test - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportFlow SheetsHow to Document a TB PPD TestHow to Document a TB PPD Test - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportClient Allergies (Client)How to document Client Allergies in SmartCare Allergies List Page - 2023 CalMHSA

Clinical Documentation

TBDTBDWhiteboardQuick Notes https://2023.calmhsa.org/how-to-document-quick-notes-during-a-shift/
Nursing Caregiver Support / PrescribersService Note - Psych / Medical NoteDaily Progress NoteUnder Construction
Nursing Caregiver Support / PrescribersService Note - Psych / Medical NoteShift Summary / Shift HandoverUnder Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesGroup / individual therapyUnder Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesLPHA Assessment Under Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesRehabUnder Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesTCM / ICC Under Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesNon Med ConferenceUnder Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesCrisis Intervention Under Construction

Medical Documentation

Nursing Mental Health WorkersCompleting The Nursing AssessmentUnder Construction
Nursing Mental Health WorkersMed Rec In Nursing AssessmentUnder Construction
Prescribers / Nursing / Mental Health Workers Caregiver SupportInterdisciplinary Treatment PlanCompleting Initial Treatment Plan how-to-complete-the-interdisciplinary-treatment-plan
Prescribers / Nursing / Mental Health Workers Caregiver SupportInterdisciplinary Treatment PlanReviewing / Updating Treatment Planhow-to-update-the-interdisciplinary-treatment-plan
PrescriberNursing Completing History and Physical Under Construction
PrescriberNursing Completing Initial Mental Status Exam (MSE)Under Construction
Dietician Dietician Assessment Under Construction
PrescriberNursing How to Complete the Psychiatric Evaluationhttps://2023.calmhsa.org/prescriber-how-to-complete-the-psychiatric-evaluation/
Nursing Caregiver Support / PrescribersColumbian Suicide ScreeningSuicide AssessmentCalMHSA: Need to Create

Orders

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Navigating Client Orders

Prescribers / Nursing Caregiver SupportClient Orders (Client)Navigating Client Orders (Client) List PageClient Orders (Client) List Page - 2023 CalMHSA
Prescribers / Nursing Caregiver SupportOrders (My Office)Navigating Orders (My Office) List PageComing Soon
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Order Can Be Completed How to Mark an Order Completed - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Order RationaleHow to Modify the Order Rationale - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Order CommentsHow to View and Edit Client Order Comments - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Diagosis RequiredHow to Add or Edit a Diagnosis to an Order - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Dual Sign RequiredHow to Duel Sign a Client Order - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options:Self AdministeredHow to Document an Order as Self-Administered - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Pain Level Required?Coming Soon
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Multiple Admins Allowed Within Hour How to Document Multiple Admins Within the Hour - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Whiteboard ObservationsHow to View Whiteboard Observations - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Whiteboard Legal How to place a Legal Status order in Client Orders - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Add Order to MARHow to View Information for an Order on the Client MAR Screen - 2023 CalMHSA

Ordersets

Prescribers / Nursing Caregiver SupportHow to use OrderSetsComing Soon

Medications

Nursing Prescriber / Caregiver SupportNavigating Client MAR List Page

Medication Management

Prescriber NursingMedication Management RX Medication Reconciliation with Key PhrasesHow to Complete a Medication Reconciliation w/ KeyPhrases - 2023 CalMHSA
Prescriber NursingPysch NoteMedication consent with Keyphraseshttps://2023.calmhsa.org/how-to-document-verbal-medication-consent-using-keyphrases-in-notes/
Prescriber NursingMedication Management Rx [History Tab]Reviewing Medication History through Surescripts How to View Medication History in the Rx Module (Surescripts) - 2023 CalMHSA
Prescriber NursingClient Orders - MedicationCreating a New Medication Order How to Create a New Medication Order - 2023 CalMHSA
Prescriber NursingOrders / Rounding Acknowledging OrderPrescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA
Prescriber NursingClient Orders - MedicationReleasing OrderHow to Release an Order - 2023 CalMHSA
Prescriber NursingMedication Management RX Medication Consents (External Pharmacy Only) How to Document a Medication Consent (External Pharmacy Only) - 2023 CalMHSA
Prescriber NursingMedication Management RX Completing Orders (External Pharmacy Only) Coming Soon
Prescriber NursingWhiteboardDue / Overdue Medication Notifications How to View Due/Overdue Medications - 2023 CalMHSA
Prescriber NursingClient Orders (Client)Transferring Orders to new program How to Transfer Orders to a New Program - 2023 CalMHSA
Prescriber NursingClient Orders (Client)Discontinuing Order at the time of DischargeHow to Discontinue Orders for a Client Discharge - 2023 CalMHSA

Medication Administration

NursingPrescriber Client MARAdminister Medications How to Administer Medications via the Client MAR - 2023 CalMHSA
NursingPrescriber Client MARSelf - Administered Medications How to Document a Self-Administered Medication on the Client MAR - 2023 CalMHSA
NursingPrescriber Client MARAdminister Overdue Medications How to Administer Overdue Medications from the Client MAR - 2023 CalMHSA
NursingPrescriber Client MARTo document follow up after administrating a medication Nurse: How to Document a 1-Hour Follow-Up After Administering a PRN Medication - 2023 CalMHSA
NursingPrescriber Client OrdersCompleting Orders So It No Longer Appears on The MARHow to Mark an Order Completed - 2023 CalMHSA

Labs - No Lab Module

Prescriber NursingClient Orders - LABS (no lab module)Create Client Order (External Lab) - No Lab ModuleHow to Create a New POCT Lab Order - 2023 CalMHSA
Prescriber NursingOrders / Rounding - LABS (no lab module)AcknowledgePrescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA
NursingPrescriber Client Orders - LABS (no lab module)Disclosure / Request , ATTACH CLIENT ORDERHow to Document a Disclosure Request - 2023 CalMHSA
NursingPrescriber Batch Upload - LABS (no lab module)Scan in external result through batch uploadsHow to Document Non-Interface Lab Results - 2023 CalMHSA
NursingPrescriber Flowsheets- LABS (no lab module)Document in FlowsheetsHow to Document Results on the Client's Flow Sheets - 2023 CalMHSA
NursingPrescriber Client Order Details - LABS (no lab module)Enter in Client Order Details Coming Soon

Labs - External Lab

Prescriber NursingClient Orders - LABS Create Client Order (External Lab) How to Order a Lab - 2023 CalMHSA
Prescriber NursingClient Orders - LABS Acknowledge / Release Order (External Lab) Prescriber: How to Acknowledge or Authorize Orders - 2023 CalMHSA
NursingPrescriber Orders (My Office)Printing RequisitionsComing Soon
NursingPrescriber Client Orders - LABS Check On Order Status [Medication Administration] (External Lab) How to Document Lab Results through the Lab Interface - 2023 CalMHSA
NursingPrescriber Client Orders - LABS Review Lab Results and Document Comments (External Lab) / Comprehensive Lab Results FlowsheetHow to View Interfaced Lab Results - 2023 CalMHSA

Standing Orders

Prescriber NursingClient OrdersCreating a Standing OrderHow to Create Standing Orders - 2023 CalMHSA
NursingPrescriber Client OrdersViewing Standing Order on MARHow to View Standing Orders on the MAR - 2023 CalMHSA
NursingPrescriber Client OrdersEdit Standing Order TimeHow to Modify Standing Lab Orders - 2023 CalMHSA

Labs - POCT Labs

Prescriber NursingClient Orders - POCT LABS Create an order for Point of Care Testing How to Create a New POCT Lab Order - 2023 CalMHSA
NursingPrescriber Client Orders - POCT LABS Document Results in FlowsheetsHow to Document Results on the Client's Flow Sheets - 2023 CalMHSA

Legal Status

All StaffClient Information - Demographics TabDemographic Requirements for Legal StatusHow to Complete Legal Status Demographics Documentation  - 2023 CalMHSA
All StaffClient Orders (Client)How to create a Legal Status OrderHow to Create & Document a Client Hold  - 2023 CalMHSA
All StaffWhiteboardViewing Legal Status / Hold Order on WhiteboardHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
All StaffOrders (My Office)How to view full list of Legal Status Orders for FacilityHow to View Legal Status in Orders (My Office) - 2023 CalMHSA
All StaffClient Orders (Client)How to Update a Legal Status Order:How to Update a Legal Status Order - 2023 CalMHSA
All StaffClient Orders (Client)How to End a legal status order / remove it from whiteboardHow to Remove Legal Status Once it is Completed - 2023 CalMHSA
All StaffDHCS Reporting for Legal HoldsCalMHSA-105- Legal Hold Tracking Report for Clinical Use

Seclusion / Restraints / Safety Check

PrescriberNursingClient OrdersSeclusion and Restraint Orders [Non-medication orders]How to Order Seclusion and Restraints - 2023 CalMHSA
NursingCaregiver SupportWhiteboardNurse Documentation Seclusion and Restraints https://2023.calmhsa.org/nurse-how-to-document-seclusion-and-restraints-2/
PrescriberWhiteboard1 hour Follow Up On Seclusion / RestraintsHow to Document a Follow-Up on a Seclusion and/or Restraint Order - 2023 CalMHSA
NursingCaregiver SupportClient OrdersNurse Safety Check Nurse: How to Document Completion of a Safety Check - 2023 CalMHSA
Caregiver SupportNursingObservations for Sitters / ADLhttps://2023.calmhsa.org/how-to-document-observation-checks/
PrescriberNursingWhiteboardDiscontinuing Seclusion and / Restraints How to Order a Discontinuation of a Seclusion and/or Restraints - 2023 CalMHSA

Follow-Ups

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
PrescribersNursing Med - Refills Coming Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartview / Flowsheets / Lab Result ReviewLab Reviews Coming Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewQuickview of Patients ChartComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewTracking ProtocolsComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewWidgetsComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportServce Note - Procedure Code: Brief Contact NoteDocumenting Phone CallsComing Soon
Managers / Sys Admins Prescriber / NursingViewing Lab ErrorsComing Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportResult Review List (Client)Coming Soon
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportResult Review (Client)Coming Soon

Whiteboard - Task Management

NursingCaregiver Support / PrescribersWhiteboardNavigating Whiteboard (My Office)Whiteboard (My Office) List Page - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Legal Status ColumnClient's Legal StatusHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
PrescribersCaregiver Support / NursingWhiteboard - Therapist ColumnHow to add a client's therapistHow to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA
PrescribersCaregiver Support / NursingWhiteboard - Attending Column How to add client's attendingHow to Add the Client's Attending from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Attending Column How to populate an estimated discharge dateHow to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Discharge Coordination Column Discharge Coordination - Documenting Transportation How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Precautions ColumnHow to add Precautions How to Add Precautions from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Med / Misc ColumnMisc NotesHow to Add Miscellaneous Note from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboard - Competency ColumnCompetencyHow to Document Competency Status from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardD&A (Drugs & Alcohol)How to Document Drug & Alcohol History from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardNext CheckComing Soon
NursingCaregiver Support / PrescribersWhiteboardLast CheckComing Soon
NursingCaregiver Support / PrescribersWhiteboardUnacknowledged OrdersHow to Acknowledge Orders from the Whiteboard - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardMARHow to Administer Overdue Medications from the Client MAR - 2023 CalMHSA
NursingCaregiver Support / PrescribersWhiteboardMARhttps://2023.calmhsa.org/how-to-administer-medications-via-the-client-mar/

Transfer

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Discharge SummaryHow to Complete the Transfer Summary How to Complete the Discharge Summary - 2023 CalMHSA
Transition of Care (CALMHSA)
How to Transfer the Client to the MCP - 2023 CalMHSA
QATransition of Care ReportCalMHSA BHQIP Transition of Care Tool Report - 2023 CalMHSA
Bedboard (My Office)Transfering to a new unit How to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA
Discharge Aftercare SummaryPrinting a Transfer SummaryHow to Print the Transfer Summary Report - 2023 CalMHSA

Discharge

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
PrescriberNursingDiagnosis Document (Client)How to Document the Discharge Diagnosishttps://2023.calmhsa.org/how-to-document-the-discharge-diagnosis/
PrescriberNursingClient Orders (Client)How to Order Discharge Medicationshttps://2023.calmhsa.org/how-to-order-discharge-medications/
NursingNursingCalMHSA Discharge Summary (Client)How to Complete the Discharge SummaryHow to Complete the Discharge Summary - 2023 CalMHSA
PrescriberNursingDischarge InstructionsHow to Complete the Discharge Instructionshttps://2023.calmhsa.org/how-to-complete-the-discharge-instructions/
NursingPrescriberPsych / Medical Note : Key PhrasesNursing Discharge NoteUnder Construction
NursingPrescriberBedboard (My Office)How to Discharge a Client from their Bedhttps://2023.calmhsa.org/how-to-discharge-the-client-from-the-unit-and-bed/
Front Desk Nurse / Caregiver Support / ManagementAftercare / Discharge Summary Report Aftercare / Discharge Summary Report

Billing

BillingSys AdminInpatient Coding Inpatient Coding DocumentCalMHSA: Need to Create
Billing Nursing / ManagersServicesCreating Services for Bed EntriesHow to Create a Service - 2023 CalMHSA

Reports

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Clinical Reports

Prescribers / Nursing / Caregiver SupportManager / QA / Sys AdminShift Rounding Reporthttps://2023.calmhsa.org/how-to-run-the-shift-rounding-report/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminMAR ReportCalMHSA 102 MAR Report - 2023 CalMHSA
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminCalMHSA Client Medical Face Sheethttps://2023.calmhsa.org/client-medical-facesheet/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminClient Abbreviated Noteshttps://2023.calmhsa.org/client-abbreviated-notes-report/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminCalMHSA Cummalative Lab ReportCalMHSA Cumulative Lab Flowsheet Report [Client] - 2023 CalMHSA
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminDischarge Aftercare Summaryhttps://2023.calmhsa.org/calmhsa-aftercare-discharge-summary/
Mental Health Workers
Primary ScreensFunctionCalMHSA Quick Guide
FlowsheetsCan capture client data, see graphs and side by side comparisons of clients data over selected periods of timeFlow Sheet UG
BedboardWhere staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. Bedboard Quick Guide
WhiteboardMulti Functional overview of units to keep track of client tasks, occupied beds, empty beds. White Board Quick Guide
Client OrdersWhere staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client hereClient Orders
Client MARMedication Administration ScreenClient MAR
Census SummaryDisplays all beds and bed capacities for programs / units within the staffs CDAGS
Psych/Medical NoteNote template within you service is note and is primarily where will you will document. Psych/Medical Note Training

Pre-Admit

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front Desk All StaffClient Search (Create a new Client)Creating a new client How to Create a New Client - 2023 CalMHSA
Clerk / Administation Billing / QA Coverage (Client)Adding Coveragehttps://2023.calmhsa.org/how-to-add-plans/

Bed Reports

Front DeskNursing / Management Census Summary [Bed Overview / Report]CalMHSA: Need to Create

Documentation

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Caregiver Support / Nursing / Prescribers / Mental Health WorkersUsing Key Phrases in Documentation / NotesKey Phrases: How to Edit Agency Key Phrases - 2023 CalMHSA

Intake Documentation

Mental Health WorkersNursing / Caregiver SupportPersonal Effects Property InventoryDocumenting Property Taken at Admission / Property Taken Before Arrivalhttps://2023.calmhsa.org/how-to-complete-the-personal-effects-inventory-pei/
Mental Health WorkersNursing / Caregiver SupportScanning (My Office)How to Scan in Property Taken at Admission / Property Taken Before Arrival - Alternative WorkflowCalMHSA: Need to Create
Mental Health WorkersNursing / Caregiver SupportNutritional ScreeningCompleting Initial Nutritional ScreeningHow To Complete The Nutritional Screening
Mental Health WorkersNursing / Caregiver SupportMessages (My Office)How to Refer the Client to the Registered Dietician How to Refer the Client to the Registered Dietitian - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportFlow SheetsHow to Document a Covid Test
How to Document a COVID Test - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportFlow SheetsHow to Document a TB PPD TestHow to Document a TB PPD Test - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportClient Allergies (Client)How to document Client Allergies in SmartCare Allergies List Page - 2023 CalMHSA

Clinical Documentation

TBDTBDWhiteboardQuick Notes https://2023.calmhsa.org/how-to-document-quick-notes-during-a-shift/
Mental Health WorkersPrescribers / Mental Health WorkersService NotesGroup / individual therapyUnder Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesLPHA Assessment Under Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesRehabUnder Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesTCM / ICC Under Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesNon Med ConferenceUnder Construction
Mental Health WorkersPrescribers / Mental Health WorkersService NotesCrisis Intervention Under Construction

Medical Documentation

Prescribers / Nursing / Mental Health Workers Caregiver SupportInterdisciplinary Treatment PlanCompleting Initial Treatment Plan how-to-complete-the-interdisciplinary-treatment-plan
Prescribers / Nursing / Mental Health Workers Caregiver SupportInterdisciplinary Treatment PlanReviewing / Updating Treatment Planhow-to-update-the-interdisciplinary-treatment-plan

Orders

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Legal Status

All StaffClient Information - Demographics TabDemographic Requirements for Legal StatusHow to Complete Legal Status Demographics Documentation  - 2023 CalMHSA
All StaffClient Orders (Client)How to create a Legal Status OrderHow to Create & Document a Client Hold  - 2023 CalMHSA
All StaffWhiteboardViewing Legal Status / Hold Order on WhiteboardHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
All StaffOrders (My Office)How to view full list of Legal Status Orders for FacilityHow to View Legal Status in Orders (My Office) - 2023 CalMHSA
All StaffClient Orders (Client)How to Update a Legal Status Order:How to Update a Legal Status Order - 2023 CalMHSA
All StaffClient Orders (Client)How to End a legal status order / remove it from whiteboardHow to Remove Legal Status Once it is Completed - 2023 CalMHSA
All StaffDHCS Reporting for Legal HoldsComing Soon

Seclusion / Restraints / Safety Check

BH SupportBH Support Safety Check Under Construction

Follow-Ups

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewQuickview of Patients ChartCalMHSA Created - Need to Create
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewTracking ProtocolsCalMHSA Created - Need to Create
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewWidgetsCalMHSA Created - Need to Create
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportServce Note - Procedure Code: Brief Contact NoteDocumenting Phone CallsCalMHSA Created - Need to Create

Whiteboard - Task Management

NursingCaregiver SupportWhiteboardNavigating Whiteboard (My Office)Whiteboard (My Office) List Page - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Legal Status ColumnClient's Legal StatusHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Therapist ColumnHow to add a client's therapistHow to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Attending Column How to add client's attendingHow to Add the Client's Attending from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Attending Column How to populate an estimated discharge dateHow to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Discharge Coordination Column Discharge Coordination - Documenting Transportation How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Precautions ColumnHow to add Precautions How to Add Precautions from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Med / Misc ColumnMisc NotesHow to Add Miscellaneous Note from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Competency ColumnCompetencyHow to Document Competency Status from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboardD&A (Drugs & Alcohol)How to Document Drug & Alcohol History from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboardNext CheckUnder Construction
NursingCaregiver SupportWhiteboardLast CheckUnder Construction
NursingCaregiver SupportWhiteboardShift NotesUnder Construction
NursingCaregiver SupportWhiteboardUnacknowledged OrdersHow to Acknowledge Orders from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboardMARHow to Administer Medications via the Client MAR - 2023 CalMHSA

Transfer

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Prescribers / Nursing / Mental Health Workers Discharge SummaryHow to Complete the Transfer Summary How to Complete the Discharge Summary - 2023 CalMHSA
Transition of Care (CALMHSA)
How to Transfer the Client to the MCP - 2023 CalMHSA
QAMental Health WorkersTransition of Care ReportCalMHSA BHQIP Transition of Care Tool Report - 2023 CalMHSA
Front Desk / Nursing / PrescribersCaregiver Support / Management / Mental Health WorkersDischarge Aftercare SummaryPrinting a Transfer SummaryHow to Print the Transfer Summary Report - 2023 CalMHSA

Discharge

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Prescribers / Nursing / Mental Health Workers CalMHSA Discharge Summary (Client)How to Complete the Discharge SummaryHow to Complete the Discharge Summary - 2023 CalMHSA
Front Desk / Nursing / PrescribersCaregiver Support / Management / Mental Health WorkersAftercare / Discharge Summary Report Aftercare / Discharge Summary Report Under Construction
Caregiver Support
Primary ScreensFunctionCalMHSA Quick Guide
FlowsheetsCan capture client data, see graphs and side by side comparisons of clients data over selected periods of timeFlow Sheet UG
BedboardWhere staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. Bedboard Quick Guide
WhiteboardMulti Functional overview of units to keep track of client tasks, occupied beds, empty beds. White Board Quick Guide
Client OrdersWhere staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client hereClient Orders
Client MARMedication Administration ScreenClient MAR
Census SummaryDisplays all beds and bed capacities for programs / units within the staffs CDAGS
Psych/Medical NoteNote template within you service is note and is primarily where will you will document. Psych/Medical Note Training

Pre-Admit

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front Desk All StaffClient Search (Create a new Client)Creating a new client How to Create a New Client - 2023 CalMHSA

Admit

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front DeskNursing / Management / Caregiver SupportBedboard / Residential / WhiteboardNavigating Census ManagementHow to Navigate Census Management Admit Screen - 2023 CalMHSA
Front DeskNursing / Management / Caregiver SupportBedboardAdmitting Client to the Bedboardhttps://2023.calmhsa.org/how-to-admit-the-client-to-the-unit-and-assign-a-bed/
Front DeskNursing / Management / Caregiver SupportWhiteboardQuick Admit [Admission]How to Do a Quick Admission - 2023 CalMHSA

Bed Management

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Bedboard

Front DeskNursing / ManagementBedboard (My Office)Navigating Bedboard List PageBedboard List Page - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Procedure Code Change - Switching Admit / Acute Status how-to-change-the-automatic-billing-code-from-acute-to-administrative-or-vice-versa
Front DeskNursing / ManagementBedboard (My Office)Move Bed / Bed Changehttps://2023.calmhsa.org/how-to-change-a-bed-assignment/
Front DeskNursing / ManagementBedboard (My Office)Bed Swaphttps://2023.calmhsa.org/how-to-swap-beds/
Front DeskNursing / ManagementBedboard (My Office)Schedule Bed Changehttps://2023.calmhsa.org/how-to-move-a-client-to-another-bed/
Front DeskNursing / ManagementBedboard (My Office)TransferHow to Transfer a Client - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule TransferHow to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule On LeaveHow to Schedule a Client to On Leave - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)On LeaveHow to Place a Client On Leave - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule DischargeHow to Schedule a Discharge - 2023 CalMHSA

Documentation

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Caregiver Support / Nursing / PrescribersUsing Key Phrases in Documentation / NotesKey Phrases: How to Edit Agency Key Phrases - 2023 CalMHSA

Intake Documentation

Mental Health WorkersNursing / Caregiver SupportPersonal Effects Property InventoryDocumenting Property Taken at Admission / Property Taken Before Arrivalhttps://2023.calmhsa.org/how-to-complete-the-personal-effects-inventory-pei/
Mental Health WorkersNursing / Caregiver SupportScanning (My Office)How to Scan in Property Taken at Admission / Property Taken Before Arrival - Alternative WorkflowCalMHSA: Need to Create
Mental Health WorkersNursing / Caregiver SupportNutritional ScreeningCompleting Initial Nutritional ScreeningHow To Complete The Nutritional Screening
Mental Health WorkersNursing / Caregiver SupportMessages (My Office)How to Refer the Client to the Registered Dietician How to Refer the Client to the Registered Dietitian - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportFlow SheetsHow to Document a Covid Test
How to Document a COVID Test - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportFlow SheetsHow to Document a TB PPD TestHow to Document a TB PPD Test - 2023 CalMHSA
Mental Health WorkersNursing / Caregiver SupportClient Allergies (Client)How to document Client Allergies in SmartCare Allergies List Page - 2023 CalMHSA

Clinical Documentation

TBDTBDWhiteboardQuick Notes https://2023.calmhsa.org/how-to-document-quick-notes-during-a-shift/

Medical Documentation

Prescribers / Nursing / Mental Health Workers Caregiver SupportInterdisciplinary Treatment PlanCompleting Initial Treatment Plan how-to-complete-the-interdisciplinary-treatment-plan
Prescribers / Nursing / Mental Health Workers Caregiver SupportInterdisciplinary Treatment PlanReviewing / Updating Treatment Planhow-to-update-the-interdisciplinary-treatment-plan

Orders

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Navigating Client Orders

Prescribers / Nursing Caregiver SupportClient Orders (Client)Navigating Client Orders (Client) List PageClient Orders (Client) List Page - 2023 CalMHSA
Prescribers / Nursing Caregiver SupportOrders (My Office)Navigating Orders (My Office) List PageComing Soon
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Order Can Be Completed How to Mark an Order Completed - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Order RationaleHow to Modify the Order Rationale - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Order CommentsHow to View and Edit Client Order Comments - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Diagosis RequiredHow to Add or Edit a Diagnosis to an Order - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Orders Options: Dual Sign RequiredHow to Duel Sign a Client Order - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options:Self AdministeredHow to Document an Order as Self-Administered - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Pain Level Required?Coming Soon
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Multiple Admins Allowed Within Hour How to Document Multiple Admins Within the Hour - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Whiteboard ObservationsHow to View Whiteboard Observations - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Whiteboard Legal How to place a Legal Status order in Client Orders - 2023 CalMHSA
Prescriber / NursingCaregiver SupportOrder Setup / Client Order (Client)Order Options: Add Order to MARHow to View Information for an Order on the Client MAR Screen - 2023 CalMHSA

Ordersets

Prescribers / Nursing Caregiver SupportHow to use OrderSetsComing Soon

Medications

Nursing Prescriber / Caregiver SupportNavigating Client MAR List PageClient Mar List Page - 2023 CalMHSA

Legal Status

All StaffClient Information - Demographics TabDemographic Requirements for Legal StatusHow to Complete Legal Status Demographics Documentation  - 2023 CalMHSA
All StaffClient Orders (Client)How to create a Legal Status OrderHow to Create & Document a Client Hold  - 2023 CalMHSA
All StaffWhiteboardViewing Legal Status / Hold Order on WhiteboardHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
All StaffOrders (My Office)How to view full list of Legal Status Orders for FacilityHow to View Legal Status in Orders (My Office) - 2023 CalMHSA
All StaffClient Orders (Client)How to Update a Legal Status Order:How to Update a Legal Status Order - 2023 CalMHSA
All StaffClient Orders (Client)How to End a legal status order / remove it from whiteboardHow to Remove Legal Status Once it is Completed - 2023 CalMHSA
All StaffDHCS Reporting for Legal HoldsCalMHSA 105 – Legal Hold Tracking Report for Clinical Use (My Office) - 2023 CalMHSA

Seclusion / Restraints / Safety Check

NursingCaregiver SupportWhiteboardNurse Documentation Seclusion and Restraints https://2023.calmhsa.org/nurse-how-to-document-seclusion-and-restraints-2/
NursingCaregiver SupportClient OrdersNurse Safety Check Nurse: How to Document Completion of a Safety Check - 2023 CalMHSA
Caregiver SupportNursingObservations for Sitters / ADLhttps://2023.calmhsa.org/how-to-document-observation-checks/

Follow-Ups

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartview / Flowsheets / Lab Result ReviewLab Reviews CalMHSA Created - Need to Create
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewQuickview of Patients ChartCalMHSA Created - Need to Create
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewTracking ProtocolsCalMHSA Created - Need to Create
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportSmartviewWidgetsCalMHSA Created - Need to Create
Prescribers / Nursing / Clinical Support Prescriber / Nursing/ Caregiver SupportServce Note - Procedure Code: Brief Contact NoteDocumenting Phone CallsCalMHSA Created - Need to Create

Whiteboard - Task Management

NursingCaregiver SupportWhiteboardNavigating Whiteboard (My Office)Whiteboard (My Office) List Page - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Legal Status ColumnClient's Legal StatusHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Therapist ColumnHow to add a client's therapistHow to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Attending Column How to add client's attendingHow to Add the Client's Attending from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Attending Column How to populate an estimated discharge dateHow to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Discharge Coordination Column Discharge Coordination - Documenting Transportation How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Precautions ColumnHow to add Precautions How to Add Precautions from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Med / Misc ColumnMisc NotesHow to Add Miscellaneous Note from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboard - Competency ColumnCompetencyHow to Document Competency Status from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboardD&A (Drugs & Alcohol)How to Document Drug & Alcohol History from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboardNext CheckUnder Construction
NursingCaregiver SupportWhiteboardLast CheckUnder Construction
NursingCaregiver SupportWhiteboardShift NotesUnder Construction
NursingCaregiver SupportWhiteboardUnacknowledged OrdersHow to Acknowledge Orders from the Whiteboard - 2023 CalMHSA
NursingCaregiver SupportWhiteboardMARHow to Administer Medications via the Client MAR - 2023 CalMHSA

Transfer

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Discharge Aftercare SummaryPrinting a Transfer SummaryHow to Print the Transfer Summary Report - 2023 CalMHSA

Discharge

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front Desk Nurse / Caregiver Support / ManagementAftercare / Discharge Summary Report Aftercare / Discharge Summary Report Under Construction

Reports

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Clinical Reports

Prescribers / Nursing / Caregiver SupportManager / QA / Sys AdminShift Rounding Reporthttps://2023.calmhsa.org/how-to-run-the-shift-rounding-report/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminMAR ReportCalMHSA 102 MAR Report - 2023 CalMHSA
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminCalMHSA Client Medical Face Sheethttps://2023.calmhsa.org/client-medical-facesheet/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminClient Abbreviated Noteshttps://2023.calmhsa.org/client-abbreviated-notes-report/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminCalMHSA Cummalative Lab ReportCalMHSA Cumulative Lab Flowsheet Report [Client] - 2023 CalMHSA
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminDischarge Aftercare Summaryhttps://2023.calmhsa.org/calmhsa-aftercare-discharge-summary/
Front Desk
Primary ScreensFunctionCalMHSA Quick Guide
FlowsheetsCan capture client data, see graphs and side by side comparisons of clients data over selected periods of timeFlow Sheet UG
BedboardWhere staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. Bedboard Quick Guide
WhiteboardMulti Functional overview of units to keep track of client tasks, occupied beds, empty beds. White Board Quick Guide
Client OrdersWhere staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client hereClient Orders
Client MARMedication Administration ScreenClient MAR
Census SummaryDisplays all beds and bed capacities for programs / units within the staffs CDAGS
Psych/Medical NoteNote template within you service is note and is primarily where will you will document. Psych/Medical Note Training

Pre-Admit

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front Desk All StaffClient Search (Create a new Client)Creating a new client How to Create a New Client - 2023 CalMHSA

Documenting Inquiries

Front Desk Management / Nursing / PrescribersInquiryNavigating Inquiry Details Screen - Initial TabHow to Navigate the Client Inquiry Screen-Initial Tab - 2023 CalMHSA
Front Desk Management / Nursing / PrescribersInquiryDocumenting External Referrals https://2023.calmhsa.org/how-to-document-an-incoming-referral-from-an-external-agency-optional/
Front Desk Management / Nursing / PrescribersInquiryDocumenting Phone Calls for TriageHow to Document Phone Calls for Triage - 2023 CalMHSA

Tracking Inquiries

Prescriber / ManagementFront Desk / NursingInquiries (My Office)Navigating Inquiries (My Office) ScreenInquiries (My Office) List Page - 2023 CalMHSA
Prescriber / ManagementFront Desk / NursingInquiries (My Office)Navigating Client Inquiries (Client) Screenhttps://2023.calmhsa.org/client-inquiries-list-page/
Prescriber / ManagementFront Desk / NursingInquiries (My Office)Referral TrackingHow to View Requests for Services that are Pending - 2023 CalMHSA

Admission

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front DeskNursing / Management / Caregiver SupportBedboard / Residential / WhiteboardNavigating Census ManagementHow to Navigate Census Management Admit Screen - 2023 CalMHSA
Front DeskNursing / Management / Caregiver SupportBedboardAdmitting Client to the Bedboardhttps://2023.calmhsa.org/how-to-admit-the-client-to-the-unit-and-assign-a-bed/
Front DeskNursing / Management / Caregiver SupportWhiteboardQuick Admit [Admission]How to Do a Quick Admission - 2023 CalMHSA

Intake

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front DeskBilling / QA Client Information - General TabDocumenting Client Information - General InfoCalMHSA: Needs to Create
Front DeskBilling / QA Client Information - Demographics TabDocumenting Client Information - DemographicsCalMHSA: Needs to Create
Front DeskBilling / QA Coverage (Client)Uploading ID'sCalMHSA: Needs to Create
Front DeskBilling / QA Coverage (Client)Adding Coveragehttps://2023.calmhsa.org/how-to-add-plans/

Bed Management

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Bedboard

Front DeskNursing / ManagementBedboard (My Office)Navigating Bedboard List PageBedboard List Page - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Procedure Code Change - Switching Admit / Acute Status how-to-change-the-automatic-billing-code-from-acute-to-administrative-or-vice-versa
Front DeskNursing / ManagementBedboard (My Office)Move Bed / Bed Changehttps://2023.calmhsa.org/how-to-change-a-bed-assignment/
Front DeskNursing / ManagementBedboard (My Office)Bed Swaphttps://2023.calmhsa.org/how-to-swap-beds/
Front DeskNursing / ManagementBedboard (My Office)Schedule Bed Changehttps://2023.calmhsa.org/how-to-move-a-client-to-another-bed/
Front DeskNursing / ManagementBedboard (My Office)TransferHow to Transfer a Client - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule TransferHow to Schedule a Transfer for a Client to Another Unit, and/or Program - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule On LeaveHow to Schedule a Client to On Leave - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)On LeaveHow to Place a Client On Leave - 2023 CalMHSA
Front DeskNursing / ManagementBedboard (My Office)Schedule DischargeHow to Schedule a Discharge - 2023 CalMHSA

Bed Reports

Front DeskNursing / Management Census Summary [Bed Overview / Report]CalMHSA: Need to Create

Documentation

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Intake Documentation

Mental Health Workers / Front Desk Nursing / Caregiver SupportPersonal Effects Property InventoryDocumenting Property Taken at Admission / Property Taken Before Arrivalhttps://2023.calmhsa.org/how-to-complete-the-personal-effects-inventory-pei/
Mental Health Workers / Front Desk Nursing / Caregiver SupportScanning (My Office)How to Scan in Property Taken at Admission / Property Taken Before Arrival - Alternative WorkflowCalMHSA: Need to Create

Clinical Documentation

TBDTBDWhiteboardQuick Notes https://2023.calmhsa.org/how-to-document-quick-notes-during-a-shift/

Follow-Ups

Who CouldScreenWorkflowCalMHSA User Guide

Whiteboard - Task Management

All StaffWhiteboardNavigating Whiteboard (My Office)Whiteboard (My Office) List Page - 2023 CalMHSA
All StaffWhiteboard - Legal Status ColumnClient's Legal StatusHow to View the Client's Legal Status from the Whiteboard - 2023 CalMHSA
All StaffWhiteboard - Therapist ColumnHow to add a client's therapistHow to Add the Client's Therapist from the Whiteboard - 2023 CalMHSA
All StaffWhiteboard - Attending Column How to add client's attendingHow to Add the Client's Attending from the Whiteboard - 2023 CalMHSA
All StaffWhiteboard - Attending Column How to populate an estimated discharge dateHow to Enter the Client's Discharge Date from the Whiteboard - 2023 CalMHSA
All StaffWhiteboard - Discharge Coordination Column Discharge Coordination - Documenting Transportation How to Designate Discharge Coordination Transportation from the Whiteboard - 2023 CalMHSA

Discharge

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Front Desk Nurse / Caregiver Support / ManagementAftercare / Discharge Summary Report Aftercare / Discharge Summary Report Under Construction
Billing
Primary ScreensFunctionCalMHSA Quick Guide
FlowsheetsCan capture client data, see graphs and side by side comparisons of clients data over selected periods of timeFlow Sheet UG
BedboardWhere staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. Bedboard Quick Guide
WhiteboardMulti Functional overview of units to keep track of client tasks, occupied beds, empty beds. White Board Quick Guide
Client OrdersWhere staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client hereClient Orders
Client MARMedication Administration ScreenClient MAR
Census SummaryDisplays all beds and bed capacities for programs / units within the staffs CDAGS
Psych/Medical NoteNote template within you service is note and is primarily where will you will document. Psych/Medical Note Training

Intake

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
Clerk / AdministationBilling / QA Client Information - General TabDocumenting Client Information - General InfoCalMHSA: Needs to Create
Clerk / AdministationBilling / QA Client Information - Demographics TabDocumenting Client Information - DemographicsCalMHSA: Needs to Create
Clerk / Administation Billing / QA Coverage (Client)Uploading ID'sCalMHSA: Needs to Create
Clerk / Administation Billing / QA Coverage (Client)Adding Coveragehttps://2023.calmhsa.org/how-to-add-plans/

Billing

BillingSys AdminInpatient Coding Inpatient Coding DocumentCalMHSA: Need to Create
Billing Nursing / ManagersServicesCreating Services for Bed EntriesHow to Create a Service - 2023 CalMHSA

State Reports

Timeliness ReportCalMHSA Progress Note Timeliness Report - 2023 CalMHSA
QA
Primary ScreensFunctionCalMHSA Quick Guide
FlowsheetsCan capture client data, see graphs and side by side comparisons of clients data over selected periods of timeFlow Sheet UG
BedboardWhere staff will do all bed managemennt. Admit, Transfer, Discharge, Swap etc. Bedboard Quick Guide
WhiteboardMulti Functional overview of units to keep track of client tasks, occupied beds, empty beds. White Board Quick Guide
Client OrdersWhere staff will place, discontinue or modify any order to a specific client, can view all orders placed for that specific client hereClient Orders
Client MARMedication Administration ScreenClient MAR
Census SummaryDisplays all beds and bed capacities for programs / units within the staffs CDAGS
Psych/Medical NoteNote template within you service is note and is primarily where will you will document. Psych/Medical Note Training

Transfer

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide
QATransition of Care ReportCalMHSA BHQIP Transition of Care Tool Report - 2023 CalMHSA

Reports

Who ShouldWho CouldScreenWorkflowCalMHSA User Guide

Clinical Reports

Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminMAR ReportUnder Construction
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminCalMHSA Client Medical Face Sheethttps://2023.calmhsa.org/client-medical-facesheet/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminClient Abbreviated Noteshttps://2023.calmhsa.org/client-abbreviated-notes-report/
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminCalMHSA Cummalative Lab ReportCalMHSA Cumulative Lab Flowsheet Report [Client] - 2023 CalMHSA
Prescriber / Nursing / Clinical SupportManager / QA / Sys AdminDischarge Aftercare Summary

State Reports

Timeliness ReportCalMHSA Progress Note Timeliness Report - 2023 CalMHSA