How to View the Client’s Legal Status from the Whiteboard

This will go over placing a legal status order in client orders. This order Identifies the client’s legal status when the legal status order is placed. You can add multiple statuses at a time to this column through the Client Order that’s placed. To remove a legal status, the client order must be at its end date.  

  1. Click the Search icon.
  2. Type Whiteboard into the search bar.
  3. Click to select Whiteboard (My Office).   
  1. The Whiteboard screen opens. Filter as needed.
    1. Note: Make sure you have your filters set and navigate to the columns. 
  2. The Legal Status and Observations will be viewable in the corresponding column.
    1. Note: The status will not be here until the order has been entered and signed. See How to Create & Document a Client Hold  – 2023 CalMHSA
    2. Once you have a legal status for your client, you will see them populate here 
      • The Legal Status will show up in the Observation Column  
      • The Legal Status code will show up in the Legal Status column 

Video Walk-Through