How to Write a Progress Note for a Scheduled Service
Step by step video guide here: https://vimeo.com/799289818/9f53e46d1c Note: to document a progress note for a group, see How do I write a group progress note? On your Appointments for Today
How to Write a Progress Note for an Unscheduled Service
Click the search icon, with the client open. Type in “Services/Notes” in the search bar. Click on “Services/Notes (Client)” in the search results. This opens the service note screen. Review
CalMHSA 127 – CANS Scores for High Fidelity Wraparound
Report Description The purpose of this report is to identify and provide a list of clients who have CANS assessments containing the qualifying scores required for HFW eligibility within
How to Order Labs
Click the Search icon, with the client open. Type Client Orders into the search bar. Select Client Orders (Client). This will take you to the Client Orders list page. Click
Service Note Errors and How to Resolve
How to Fix an Error on the Service Note if You Have Signed It Already As long as the service status does not show as “error” or “complete”, the provider
How to Document a Diagnosis for a Client
Step by step video guide here: https://vimeo.com/1021060880/077fce7a8f While the problem list is a living record that can change from day to day, the diagnosis document represents a point-in-time record of
Default Preferences for Users and Locations in CalMHSA Rx
CalMHSA has collaborated extensively with the software team to gain a comprehensive understanding of provider preferences. Some of these provider preferences are specific for users and the rest are specific
CalMHSA 100 – Shared Care Plan Report
Report Description This report compiles all the “Assessment and Plans” from the Psych Medical Note Template together, if the “Add to Shared Care Plan” has been checked off in the
CalMHSA 809 – Mobile Crisis Submission Report
Report Description This report is used for submitting Mobile Crisis data to DHCS. The output is formatted in JSON format so that users can export into MS Word and then
User Roles
Name Type Category Description/Functionality/Use Case Add Medications Prescribed Elsewhere Add-On Function Grants access to the Medication Management (Rx) module with limited functionality to add and discontinue medications prescribed elsewhere. Add
How to Document a Call to the Mobile Crisis Dispatch Line and Complete the Mobile Crisis Dispatch Screening Tool
This article will take you through all the steps to document a call to the Mobile Crisis line and how to complete the Mobile Crisis Dispatch Screening tool in SmartCare.
Permissions Overview
Permissions dictate what a user can do in the system. There are different types of permissions that each work with the system in different ways. When looking at permissions, there
How to Complete the LOCUS
This article will walk you through how to complete the LOCUS in SmartCare. The form has 8 tabs: Risk of Harm, Functional Status, Medical/Addictive & Psychiatric Co-Morbidity, Recovery Environment (Level
Procedure Code Definitions
This spreadsheet provides you with information on procedure codes that are in SmartCare. This is updated frequently, so we don’t recommend downloading this document. This has all procedure codes and
Electronic Prior Authorization (ePA) in CalMHSA Rx – How it Works
Electronic Prior Authorization (ePA) in CalMHSA Rx – How it Works When you finalize a prescription, the system automatically detects whether prior authorization (PA) is required and initiates the process.
CalMHSA 120 – BH Connect Monthly Services Report
Report Description This report counts completed, billable services by client and month for a selected program and date range, excluding services billed with the NOMIN billing code, and displays the
How to Document a Release of Information (Authorization to Disclose Confidential Information)
Under HIPAA, mental health providers may disclose confidential information for the purpose of treatment, payment, or operations without the client’s explicit, written approval. For a mental health provider to share for any other reason,
CalMHSA 126 – Cumulative Lab Flowsheet Report
This report can be used as a pseudo-split screen where any available labs from a lab interface, will auto-populate which will allow user to see labs across dates/time, highlighted if
How to Complete the ASCMI
Overview The ASCMI, or “Authorization to Share Confidential Member Information”, acts as a multi-provider authorization to release information document. This form was developed by the California Department of Health Care Services (DHCS)
How to View a Prescriptions Transmission History
Have your clients chart open in SmartCare and navigate to the CalMHSA Rx transmission screen. Select Client Summary icon to access CalMHSA Rx. Scroll down to the bottom of the