Inpatient CSU and Residential User Guide
Inpatient/CSU Set-Up Guide
EHR Essentials
Inpatient CSU Visual Quick Guide
Whiteboard Quick Guide
Client Order MAR Quick Guide
Inpatient Documentation Quick Guide
Medication Management Rx
Inpatient Workflow Sheet
Common Diagnoses Codes (PDF)
CalMHSA 102 MAR Report
Key Phrases: How to Edit Agency Key Phrases
Care Team Widget
Making a QuickLink
Signature Pane Actions
Flow Sheets
Client MAR
Census Summary
Orders (My Office)
Residential
Bedboard
Whiteboard (My Office) List Page
How to Do a Quick Admission
How to Navigate Census Management Admit Screen
How to Document Phone Calls
How to Create a Client Through an Inquiry
How to Request the Client into a Program
How to Admit the Client to the Unit and Assign a Bed
How to Schedule an Admission
How to Create a New Client
How to Search for a Client
How to Document an Incoming Referral from an Internal Agency (optional)
How to Document an Incoming Referral from an External Agency (optional)
How to Document the Admit Diagnosis
How to Document an Admit Order
How to Schedule a Discharge
How to Place a Client On Leave
How to Schedule a Client to On Leave
How to Schedule a Transfer for a Client to Another Unit, and/or Program
How to Transfer a Client to Another Unit and/or Program
How to Schedule a Transfer the Client from One Level of Care to Another
How to Set a Client on Leave
How to Change a Bed Assignment
How to Swap Beds
How to Schedule a Bed Change
How to Schedule a Client Leave
How to Change the Client’s Legal Status
How to Change the Automatic Billing Code from Acute to Administrative (or Vice Versa)
How to Transfer the Client from One Level of Care to Another
How to Reallocate an Unoccupied Bed from One Level of Care to Another
How to Navigate the Client Inquiry Screen-Initial Tab
How to Refer the Client to the Registered Dietitian
How to Update the Interdisciplinary Treatment Plan
How to Mark a Flag as Complete
How to Scan/Upload Intake Documents Done Outside of SmartCare
How to Complete Intake Documents Done in SmartCare
How to Document Other Information Gathered
How to Complete the Interdisciplinary Treatment Plan
How to Document a COVID Test
How to Document a TB PPD Test
How to Complete the Nutritional Screening
How to Do Initial Medication Reconciliation
Nurse: How to Complete the Nursing Assessment
How to Complete the Personal Effects Inventory (PEI)
How to Document Vitals
How to View What Intake Documents and Tasks Need to be Completed
How to Complete the AIMS Assessment
How to Add, Edit & Use Key Phrases: w/ Permission Only
CalMHSA 100 Shared Care Plan Report
Client Medical Facesheet
How to Create a Service
How to Enter a Batch of Services
How to Display the Batch Service Upload Page for Import of Batch Services from Contracted Providers
How to Complete an Upload Template
How to Upload Batch Services
Difficulties with Finding a Diagnoses
Overlapping Service Issues
Reordering Diagnoses List
Choosing Procedures
How to Document Additional Services
How to Document an End of Shift Summary
How to Document Quick Notes During a Shift
Prescriber: How to Complete the History & Physical
History and Physical
Mental Status Exam (MSE)
How to Document a 1 Hour Face-to-Face Assessment for Seclusion or Restraints
How to Complete Legal Status Demographics Documentation
How to Document a Post-Seclusion and Restraint Debrief
How to Create or Modify an “Other Denial of Rights” Order
How to Discontinue Safety Check Orders
How to Document a Safety Plan for Prevention of Seclusion or Restraints
How to Update a Legal Status Order
How to View Legal Status in Orders (My Office)
How to Remove Legal Status Once it is Completed
How to Create & Document a Client Hold
How to View Standing Orders on the Client MAR
How to Create Standing Orders
How to Document Results on the Client’s Flow Sheets
How to Create a New POCT Lab Order
How to Administer Overdue Medications from the Client MAR
How to Document a Self-Administered Medication on the Client MAR
How to Administer Medications via the Client MAR
How to Discontinue Orders for a Client Discharge
How to Transfer Orders to a New Program
How to View Medication History in the Rx Module (Surescripts)
How to View Due/Overdue Medications
How to Document a Medication Consent (External Pharmacy Only)
How to Release an Order
How to Complete a Medication Reconciliation w/ KeyPhrases
How to Create a New Medication Order
How to place a Legal Status order in Client Orders
How to View Whiteboard Observations
How to Document Multiple Admins Within the Hour
How to Document an Order as Self-Administered
How to Duel Sign a Client Order
How to Add or Edit a Diagnosis to an Order
How to View and Edit Client Order Comments
How to Modify the Order Rationale
How to Mark an Order Completed
How to Add an External Pharmacy that is Used in the Inpatient Setting
How to Discontinue Standing Lab Orders
Safety Check and Flowsheet Documentation
How to Document a 1-Hour Follow-Up After Administering a PRN Medication
How to Document Administration of Medication for an Order with Questions
How to Modify Standing Lab Orders
How to Create the Aftercare Discharge Summary Medical Report
How to Print the Transfer Summary Report
How to Document the Discharge Diagnosis
How to Order Discharge Medications
Nurse: How to Document the Discharge Diagnosis on Behalf of the Prescriber
How to Complete the Transfer Summary
How to Complete the Discharge Summary
How to Complete the Discharge Instructions
How to Complete the Personal Effects Inventory at Discharge
How to Discharge the Client from the Unit and Bed
Prescriber: How to Document a Discharge Order
Nurse: How to Document a Discharge Order
How to Complete the Psych/Medical Note
How to Acknowledge Orders from the Whiteboard
How to Document Drug & Alcohol History from the Whiteboard
How to Document Competency Status from the Whiteboard
How to Add Miscellaneous Note from the Whiteboard
How to Add Precautions from the Whiteboard
How to Designate Discharge Coordination Transportation from the Whiteboard
How to Enter the Client’s Discharge Date from the Whiteboard
How to Add the Client’s Attending from the Whiteboard
How to Add the Client’s Therapist from the Whiteboard
How to View the Client’s Legal Status from the Whiteboard
How to View a List of Clients with an Involuntary Hold
How to Complete the Safety Plan
How to Order Standing Labs
Nurse: How to Acknowledge or Authorize Orders
How to Acknowledge or Authorize Orders
How to Order a Dietary Order
How to Order a Safety Check
How to Order a Lab
How to Document a Verbal Medication Order
How to View Interfaced Lab Results
How to Document Non-Interface Lab Results
How to Document Lab Results through the Lab Interface
How to Order Seclusion and Restraints
How to Document, Review, and Modify a Seclusion and Restraint Check and Flowsheet
How to Document Discontinuation/Completion of a Seclusion and Restraints
How to Create an Ad Hoc Order
How to Access Order Sets
How to Create Order Preferences
Prescribing a Medication with Different Doses and Frequency
PRN indications, exact time frequencies and dose ranges
How to search for a medication and suggestions if difficulty finding a specific drug
Post-Date Controlled Substances’ Subsequent Orders
Missing a Client Address During Prescribing
How to Retrieve Surescripts Medication History
How to Discontinue an Order
How to Document the Medication Administration Record (MAR)
Prescriber: How to Sign and Acknowledge Verbal Order
How to Create a New Client Order
