How to Document a CARE Plan or a CARE Agreement
A CARE Act client may enter into a CARE Agreement. If they don’t, the court may order a CARE Plan. These documents generally document what services a client either agrees
How to Document Lab Results Manually
When you need to document lab results manually due to an interface error or you received them through paper, etc., you can follow these steps so the lab results can be stored in
Configuration Keys
While most configuration keys are managed and set by CalMHSA, some can be edited by the county if desired. This page will list configuration keys that counties may edit. To
How to Enroll for ePrescribe if You Completed Identity Proofing with Dr. First, Previously
Use this abbreviated workflow if you have already authenticated your identity with Dr. First with another organization. Click on the email link (Enroll now) to auto-populate information on the screen
Program Assignment Details by Date Report
Description: This report shows program assignment record information. A program assignment record is created when a client is associated with a program. There are three statuses for this association: Requested, Enrolled,
EnableMultiFieldAllClientSearch
Brief Description: This configuration key can be used to determine what fields are required when a staff member is using the “All Client Search” functionality. Details: This configuration key is
CARE Act CPT/HCPCS Code Crosswalk
Navigate to the CARE Act Services to CPT Codes list page. Click on the Search icon. Type in “CARE Act Services” in the search bar. Click to select “CARE Act
CARE Act Setup
Create a CARE Act program. All services and documents related to CARE Act clients will be associated with this program. Add all CARE Act procedure codes to this program. CalMHSA
Group Services: Video Documentation Guides
How to Create a New Group How to Schedule a Group Service How to Document Group Service Notes
Staff Client Access Tracking Report
Description: A report from Streamline that allows users to view all activity staff members have done within a set date range. There are two sections in the Report. They are
Service Status Percentages with Service Detail Report
Description: A report from Streamline that allows users to view all services done in date range. The report also shows a breakdown of service status (No Show, Cancelled, Show, and Complete).
Staff QI Time Report
Report Description This report will show QI Time calendar entries for a staff person that are marked as busy for the user entered date range that includes: Date, Staff Name,
Staff My Caseload Details Report
Report Description This report is designed to display caseload information for the currently logged in Staff person who runs it in SmartCare. The design is similar to the My Caseload
Service Report Excel Format
Report Name Menu Path Client Based Report RDL Name Report Name Menu Path Report RDL Name RDLCALMHSASericeReportExcelFormat Parameters Data Type Hidden Comments Service From Date Date N N/A Service Through
OrgHierarchy Report
Report Specifications – OrgHierarchy Report Report Description This report will show a report on Staff which are included in the chosen OrgHierarchy. For each Staff there will be an annual
OHC Outstanding Claims Report
Report Description This report is designed to display services that have been claimed where liability has distributed to private insurance and their accounts are in arrears greater than 90 plus
Open Enrollments and Last Service Date Report
Report Description This report is designed to display the last service date for clients who have an open (not discharged) program enrollment for the selected programs parameter. The report will
How to Document Timely Access Record Information for TADT
Timely Access Records measure how quickly a new client is able to get into services. This is required for Medi-Cal beneficiaries who have requested this type of service. This generally
How to Enroll for ePrescribe Non-Controlled and Controlled Substances
How to Install the Soft Token VIP App Before selecting “invite” in the email you may want to install the soft token app. This app can be installed at any
How to Document a CARE Act Referral (DD 2.0)
Counties can receive referrals from certain types of programs or facilities for potential CARE Act petitioning. Counties are required to report on these system referrals in a similar manner to