How to Complete the Transfer Summary

  1. With the client open, click the Search icon.
  2. Type in “CalMHSA Transfer Summary” in the search bar.
  3. Select “CalMHSA Transfer Summary (Client)” from the search results.
  1. This brings up a CDAG window. Select the program this document is associated with.
  2. Click OK.
  1. This brings up the document. Fill out the document with the appropriate clinical information. Note that some basic information will pull into the PDF once signed.
  2. When you’ve finished entering in all the information, click Sign. This produces the PDF. You can now close the document.