How to Complete a CalOMS Referral/Transfer

  1. You must first have the client open, then click the Search icon.
  2. Type CALOMS into the search bar.
  3. Click to select CalOMS Admission (Client).
  4. In the CDAG Program Enrollment window pop-up, click the drop down and click to select the appropriate program.
  5. Click OK to continue.
  6. The CalOMS Admission document will open. Some fields will have pre-populated data from the CalOMS Admission, all other fields need to be filled out. Complete the document. Use the tab key to navigate between fields.
    1. In the Admission Transaction Type field, select Transfer or Change in Service from the drop-down menu.
    2. In the FSN field, select the (FSN) Form Serial Number from the drop-down menu.
    3. Click on the SUD, Medical & Mental Health tab, complete all fields.
  1. Click Sign to Complete and Generate document.