CalMHSA/County SysAdmin Discussion – “State of the State”

CalMHSA will be presenting the new EHR Services: System Administration Service, EHR Enhancements, Scripting, and Report Development. This meeting is intended for EHR SysAdmins and Project Leads, if you would like to be added to this invite, please email ehr@calmhsa.org directly. NOTE: If you already have an invite on your calendar you do not need […]

CalMHSA Rx Demo

The CalMHSA EHR Team is pleased to announce two upcoming information sessions in which we will be demonstrating CalMHSA Rx, the EHR's new pharmacy integration solution. CalMHSA Rx utilizes the industry leading Rcopia platform developed by DrFirst and integrates it into SmartCare to allow for a more seamless experience when caring for clients. Please invite […]

CalMHSA Rx Demo (Repeat)

The CalMHSA EHR Team is pleased to announce two upcoming information sessions in which we will be demonstrating CalMHSA Rx, the EHR's new pharmacy integration solution. CalMHSA Rx utilizes the industry leading Rcopia platform developed by DrFirst and integrates it into SmartCare to allow for a more seamless experience when caring for clients. Please invite […]

Connexing the Dots: Enhancing Care through Closed Loop Referrals

Agenda: Learn more about Closed Loop Referrals through Connex. This session will contain a live demonstration, opportunity for Q&A, and extra time allotted for other interoperability updates. Registration Link: https://calmhsa-org.zoom.us/meeting/register/tZYvcuysrjsvHdWMWb0bHLlVCbl8ZjSV-E9M

Connex Office Hours

Registration Link: https://calmhsa-org.zoom.us/meeting/register/08IcPxA_S6ashLwOGNf0Ug#/registration  

CalMHSA Help Desk Updates and HubSpot Training

Meeting Description: This meeting will cover important CalMHSA Help Desk Updates and training on how counties can contact the Helpw Desk for Live Chat, Ticket submission, and the new Customer Ticket Portal. Who is this meeting for?: This meeting is primarily for the SysAdmins for the counties to supply the important information and resources to […]

CalMHSA Help Desk Updates and HubSpot Training (Repeat)

Meeting Description: This meeting will cover important CalMHSA Help Desk Updates and training on how counties can contact the Help Desk for Live Chat, Ticket submission, and the new Customer Ticket Portal. Who is this meeting for?: This meeting is primarily for the SysAdmins for the counties to supply the important information and resources to […]

County Shared Decision Making – Client Access Rules

Description: We will be discussing Client Access Rules with regards to user roles and the newly available "All Client Search" feature. This conversation will focus heavily on privacy and the interaction or privacy with county workflows, so please invite the appropriate county staff. Registration Link: https://calmhsa-org.zoom.us/meeting/register/14ZLoA0gQgC_Am9I0md75Q

Connex Office Hours

Registration Link: https://calmhsa-org.zoom.us/meeting/register/Mga8k3loRYqKe2iC1Ckeng#/registration Join our monthly Connex Office Hours to learn about the latest interoperability updates and have opportunity for Q&A.  

Service Authorization Request Q&A

Discussion Topic: We have been getting a lot of questions regarding the Service Authorization Request process in SmartCare. This meeting will be to address questions counties have. If you have questions ahead of time, please submit them to ehr@calmhsa.org. Please also see our Knowledge Base articles on the subject. Please reference the previous meeting recording […]

County Shared Decision Making – TADT Updates 2025

Discussion Topic: In this county shared decision-making meeting, we'll review the draft TADT changes for 2025 and revisit our tentative design changes discussed last September. This meeting should be attended by county EHR project leads and NACT experts. Registration Link: https://calmhsa-org.zoom.us/meeting/register/ux3WiTASTkS6YeZWzA-ikw

SysAdmin Meeting

Registration Link: https://calmhsa-org.zoom.us/meeting/register/bXVnmPslQG2qGrZamfM6oA

Connex Office Hours

Registration Link: https://calmhsa-org.zoom.us/meeting/register/MVEvDy2NSFOhDgydTByfRA#/registration Join our monthly Connex Office Hours to learn about the latest interoperability updates and have opportunity for Q&A.    

County Shared Decision Making – Progress Note: Care Plan Section

Agenda: We have received bug reports from counties regarding the pull-forward functionality of the care plan section of the progress note. We plan to provide counties with an overview of how this works and the reasons behind the decisions behind this. We will be presenting the "bugs" that counties have been reporting that would require […]

MCO Demonstration

Agenda: CalMHSA and Patrick Bruin from Streamline to review MCO functionality and features Registration Link: https://calmhsa-org.zoom.us/meeting/register/K4uGk-6LRoGlvrPSQD6AEw

Sys Admin Meeting

Agenda: We will be discussing County Wide Sys Admin Issues Registration Link: https://calmhsa-org.zoom.us/meeting/register/wdZ_cP13TQ-1zUoWoQ7NAQ

County Shared Decision Making Meeting – Reviewer Process

Agenda: Streamline has made some changes with regards to their core reviewer processes. We plan on exploring these changes with counties, including the pros and cons of implementation. This meeting is for anyone who is interested in the reviewer process, including Medical Directors, Quality Assurance, Medical Records, Program Managers, and Clinical Supervisors. Registration Link: https://calmhsa-org.zoom.us/meeting/register/3B-iVFcHTsy6I8ReKI3adQ

SysAdmin Meeting

Registration Link: https://calmhsa-org.zoom.us/meeting/register/qYfrMZGBSy2ZVE9MlVJNDA

Connex Office Hours

Join our monthly Office Hours session to get the latest interoperability updates, with time for Q&A Register: https://calmhsa-org.zoom.us/meeting/register/yqg8cd-MQXatjaWuOYok1w

County Shared Decision Making Meeting – TADT Updates

Description: This meeting will be a county shared decision making meeting around the changes to timely access tracking requirements. While counties and CalMHSA have discussed these potential changes in the past, this meeting will be meant to finalize the planned development actions moving forward. This meeting is meant for county TADT SMEs, state reporting SMEs, […]

County Shared Decision Making – Group Notes

Description: This meeting will be to address the issue regarding group notes remaining in "in progress" status. This will include the history of this issue, where we are right now, and some proposed solutions. Registration Link: https://calmhsa-org.zoom.us/meeting/register/7Xa4vu5PThidwXz4a2Mpdw

County Shared Decision Making Meeting – Inquiry Locking Implementation

Agenda: This is a follow up to the meeting that occurred on 6/4/25 regarding the new inquiry locking functionality. At this meeting, we will be working with counties to determine timelines for implementation, including deadlines for clean-up script requests. Registration: https://calmhsa-org.zoom.us/meeting/register/jsqfrN6BQxiEw4NpxHbEdw

County Shared Decision Making Meeting – Screening Tools Override (BHIN 25-020)

Agenda: This meeting is to go over the new ability for county staff to override the score on the Medi-Cal Screening Tools for SMHS (BHIN 25-020). CalMHSA will be making a proposal to address this need and will be gathering feedback from counties on this proposal. Who should attend: This meeting is meant for EHR […]