CalMHSA Learn (LMS System)
Help Desk Ticket (Admin)
EHR Bulletin

MENU

How to Add/ Edit a Provider to the Client Information: External Referral List

If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below:

  1. Navigate to the Client Information screen.
  2. Click the External Referral tab.
    the External Referral tab
  3. Click the Open PC Providers button.
    Open PC Providers button
  4. Click New.
    Click New
  5. Complete the form.
    Note: To Add an organization, you do not need to complete the First and Last name fields.
  6. Click Save.
    Click Save

How to Modify a Provider to the Client Information: External Referral List

If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below:

  1. Navigate to the Client Information screen.
  2. Click the External Referral tab.
    Navigate to the Client Information screen
  3. Click the Open PC Providers button.
    Click the Open PC Providers button
  4. Click the hyperlink of the Provider’s Name.
    Click the hyperlink of the Provider’s Name
  5. Make any necessary edits.
  6. Click Save.
    Click Save
  • Last Updated: March 6, 2025