CalMHSA Custom ROI: Now in Production 

CalMHSA’s custom ROI document is now available in production environments. The Knowledge Base article has been updated to include guidance on both the Streamline core ROI and CalMHSA’s new custom ROI, titled “CalMHSA Custom ROI.”  

CalMHSA will not remove the core ROI, so both will remain available for counties to use; system administrators will be able to deactivate any documents their county does not need. 

Permissions for this form have already been granted to CalMHSA user roles, so users should be able to access the document moving forward.  

Note: Due to a current SmartCare system limitation, the ROI will be considered “signed” once the staff author signs the document. At that point, it will appear on the Client Information Release of Information Log, even if the client or guardian has not yet signed. During use staff should: 

• Wait to sign the ROI until the client or guardian is ready to sign 

• Review existing ROI records before disclosing confidential information  

The custom ROI can be revoked the same as any other ROI. CalMHSA also notes that the “release to” person cannot be added to the Documents (Client) list page, a limitation of the core SmartCare list page.