Proposed Changes to TADT Reporting Available for County Review 

At the Sept. 25 County Shared Decision-Making Meeting about upcoming changes to documents for TADT reporting, counties requested a “redline” version of the proposed changes. This document attempts to capture the full list of changes, including new fields and some that will not change but will potentially be moved.  

During the meeting, many counties expressed a preference for waiting to make any changes until more information is available about next year’s TADT submission requirements. In the meantime, CalMHSA is recommending these proposed changes for counties’ consideration, and will not take action on them until after Jan. 1, 2025. We value your feedback on these plans; please email your thoughts, as well as any questions, through the end of the year to [email protected]. 

Client Information: Custom Fields Tab

CalMHSA recently discovered sections on the Custom Fields tab of the Client Information screen, including one for the “Care Team.” Treatment provider information should not be included in the Client Information screen because it cannot be held behind CDAG protocols.  

For this reason, the fields Primary Clinician and Primary Physician on the General tab have been locked and labeled “Do Not Use.” 

Because this section represents a potential 42 CFR Part 2 violation, we will be removing it from this tab. Counties that have any data in these fields should not be impacted, but CalMHSA does recommend removing the information before Nov. 1, when it will be deactivated (near the end of the day, approximately 4 p.m.).  

If you have any concerns about this plan, please contact [email protected].