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  • Last updated: May 27, 2025

Reports in CalMHSA Rx (System Reports)

CalMHSA Rx allows you to run various types of reports from within the application. The majority of these reports are accessible by Non-Clinical Staff as well. Provider Agent Report is accessible to only those providers who have Provider Agents authorized for them. 

The following reports are available in CalMHSA Rx: 

  • System Reports 
  • Medication Reports 
  • Prescription Summary  

How to Access CalMHSA Rx System Reports

  1. Click the Menu button on upper left hand corner.
  2. Click Reports.  
  1. The Reports screen will open. The following reports are available: 
    • Activity Report – Allows you to print all recent prescribing activity in CalMHSA Rx. 
    • Drug Report – Lists patients taking a particular medication.
    • Periodic Report – Generates a report of all prescriptions sent by a provider for a specified time frame. 
    • Provider Agent Report – Generates a report showing date when a provider agent was assigned and date when a provider agent was removed (This report is accessible only for Providers. It is not accessible to Non Clinical Staff).  

Activity Report

  1. Click the Activity Report header.
  1. Click the drop-down menu and select a provider or all providers.
  2. Select a pre-defined date range radio button or select the Date Range button to enter a custom date range
  3. Click Create Report.

You will now see the prescribing activity for the provider selected or all for the date range selected.

  1. Click the Print icon if a hard copy is needed.

Drug Report

  1. Click the Drug Report header.
  1. Type the name of the medication in the search bar (matching medications will populate for you to select).
  2. Click the dropdown menu to select certain Responsible Providers or select all providers.
  3. Click the dropdown menu to select certain Medication Providers or select all. 
  4. Select a pre-defined date range radio button or select the Date Range button to enter a custom date range
  5. Click Create Report.

You will now see the report for all patients prescribed that medication for the provider selected or all providers for the date range selected.

  1. Click the Print icon if a hard copy is needed or the Excel icon to export to Excel. 

Periodic Report

  1. Click the Periodic Report header.
  1. Click Create Report in the Periodic section to run the report for the defaulted provider for the the last 90 days.
  2. Alternatively, you can click the Provider dropdown menu and select a different provider or all providers.
  3. Click on the Date Range calendars to select a custom date range.
  4. Click Create Report.
  1. The report will open in a popout screen. You can download or print the report. 

Provider Agent Report

  1. Click the Provider Agent Report header.
  1. Click the dropdown menu and select the practice location.
  2. Enter the Provider.
  3. Enter the Provider Agent.
  4. Click Search Report.

The report will display in the grid below. 

  • Last Updated: May 27, 2025
  • Last updated: May 27, 2025