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How to Document a Multi-Agency ROI

CalMHSA does NOT recommend having multiple agencies on a single release of information, as this is often legally challenging. Some counties may be using Multidisciplinary Team (MDT) versions of an ROI for clients that have a group of agencies collaborating on care.

CalMHSA does not have an MDT-ROI in SmartCare. You can scan external ROIs, such as those completed on paper, into the client’s record. See “How to Add an External ROI to the Client’s Chart”.