EHR Essentials (PDF)
Prescriber Workflow Sheet 2-Sided (PDF)
Medication Management (PDF)
Outpatient Prescriber Visual Quick Guide
Common Diagnoses Codes (PDF)
Common Psych Lab ICD10 (PDF)
Outpatient MD Nurse Documentation Quick Guide (PDF)
Various Proxy Roles Functionalities
Changing Your Password
Setting up Your Security Questions
Multi-Factor Authentication
How to Recover Your Username
How to Reset Your Password
How to Get Additional Login Assistance
Login Help
How to Save Filters and/or Create Favorites
How to Sort the Columns
How to Export Data
How to Use List Pages
Home Screen
Icons
Preferences
The Appointments For Today Widget
The Caseload Widget
The SmartView
Making a QuickLinkÂ
Create Favorites and Save Filters to Efficiently Navigate Commonly Used Screens
Care Team Widget
When Will the System Automatically Log a User Off
Key Phrases: How to Edit Agency Key Phrases
How to Use the Client Search Icon
How to Use the Client Search Icon to Search to Find Client in Your Caseload
How to Use the Client Search Window
How to Amend a Note
How to Create a Favorite Service Note (or Other Clinical Document)
Prescriber’s Progress Note
Service Code Definitions
How to Write a Psychiatric Service Note for a Scheduled ServiceÂ
How to Write a Psychiatric Service Note for an Unscheduled ServiceÂ
How to Schedule Multiple Staff for a Single AppointmentÂ
How to Document Brief Interactions and ServicesÂ
Choosing Procedures
Overlapping Service IssuesÂ
How to see a summary of a Client’s Services Notes using Client Abbreviated Notes Report
How to Document Your Attending/Rotating Supervisor on Your Services
Mental Status Exam (MSE)
History and Physical
How to Document Vitals
Flow Sheets
Client Medical Facesheet
How to Complete the Psych/Medical Note
CalMHSA 100 Shared Care Plan Report
How to Complete the AIMS Assessment
First Way: Rx Screen to Patient Search
Second Way: Patient Screen to Rx Screen
Rx: Patient Summary Screen
How to Add Preferred Pharmacies
Electronic SignatureÂ
In the case of a medication being ineffective
How to Add an Allergy, Intolerance, or Failed Trial
How to Update an Allergy, Intolerance, or Failed Trial
How to Delete an Allergy, Intolerance, or Failed Trial
How to Place a New Medication Order
Drug/Allergy Interaction Warnings
Medication List
How to Add Medications Prescribed Elsewhere
How to Document a Patient Consent for Medication in the Rx Module
How to Change a Medication Order
How to Refill a Medication
How to Discontinue a Medication
Medication History and Medication Visits
How to Retrieve Surescripts Medication HistoryÂ
Missing a Client Address During PrescribingÂ
Post-Date Controlled Substancesâ Subsequent Orders Â
Titrating A Medication
How to search for a medication and suggestions if difficulty finding a specific drugÂ
How to order a medication and ensure no substitutionsÂ
PRN indications, exact time frequencies and dose rangesÂ
Prescribing one-half or one-third tabletÂ
Prescribing a Medication with Different Doses and FrequencyÂ
How to Troubleshoot if Having Difficulty Sending Prescriptions
How to Prescribe Medication of Different Strengths
Prescribing Controlled Substances: HID App Approval & Prescription Status
HID Password Issues and Troubleshooting
Soft Token Expired Troubleshooting
How to Acknowledge Level 1 Drug Interactions
How to Order Labs
How to Order a Lab Panel
How to Track Clozapine Labs Using Tracking ProtocolsÂ
How to Document Lab Results through the Lab Interface
How to Document Non-Interface Lab Results
How to View Interfaced Lab Results
How to Order Standing Labs
How to Modify Standing Lab Orders
CalMHSA Cumulative Lab Flowsheet Report [Client]
Lab Interface Errors
How to Add a Diagnosis
How to Delete a Diagnosis
How to Modify and/or Re-Order a Diagnosis
How to Modify a Diagnosis After the Document is Generated
How to Save a Favorite Diagnosis
How to Pull a Diagnosis Forward from Another Program
Reordering Diagnoses ListÂ
Difficulties with Finding a Diagnoses
How to Add a Problem to the Problem List
How to Remove a Problem Thatâs Been Resolved
How to Add Favorites to the Problem List Screen
How to Filter/Sort a Clientâs Problem List
How do I know what CDAG I have?
What happens if I work in both SUD and MH programs?
What if the client wants me to be able to talk to other programs/people/agencies?
What happens when a client signs the Coordinated Care Consent?
What happens when a client revokes their Coordinated Care Consent?
Will I be alerted if a client revokes a consent?
How to Complete a Coordinated Care Consent
How to Revoke a Coordinated Care Consent
How to Determine if the Client has Signed a Coordinated Care Consent
How to Document a Release of Information (Authorization to Disclose Confidential Information)
How to Revoke a Standard Release of Information/Authorization to Disclose Information
How to Determine What Disclosure Authorizations (Release of Information) the Client has Signed
How to Complete a Consent for Telehealth
How to View What Consents a Client has Signed
How to Document a Revoked Consent
Minor Consent, Conservatorship, and GuardiansÂ
Zoomâs Remote Control Function to Obtain SignatureÂ
How to Handle Calls on a Non-Crisis Line and Client Says theyâre in Crisis
How to View Requests for Services that are Pending
How to Refer the Client to Additional Services, Such as Primary Care Physician
How to Add a Provider to the Client Information: External Referral List
How to Modify a Provider to the Client Information: External Referral List
How to Refer to an Additional Program
How to Request Authorization for Services
How to Transfer the Client to the MCP
How to Create a Recurring Individual Service Appointment
How to Make a Referral
How to Create an Appointment from Your Calendar
How to Reschedule a Client’s Appointment
How to Cancel a Client’s Appointment
How to Document a No-Show Appointment
How to Get a Summary of Care
How to Complete the Discharge Instructions
How to Complete the Discharge Summary
How to Create the Aftercare Discharge Summary Medical Report
How to Send a Message
How to Send a Document in a Message
How to Create a Flag to Alert Treatment Team Members to Important Client Information
How To Identify a Client as Katie-A or Other Special Population
How to Scan or Upload Documents into the Clientâs Record
How to Print a Document to Get a Clientâs Signature
How to Enroll a Client in Text (SMS) Appointment Reminders
How to Add, Edit & Use Key Phrases: w/ Permission Only
How to Sign Documents in a Batch
How to Reassign a Clinical Document
Supervisor Widgets
