When your county’s provider data is first uploaded into CalMHSA Rx’s Partner Portal Portal, each provider was given the role of Provider, Clinical Staff and/or Non-Clinical Staff based on what your county submitted.
These uploaded base roles can be changed to the following through a request to CalMHSA:
Assigned Provider can be changed to:
- Clinical Staff
- Provider
- Provider Leader
- Student Staff
Assigned Clinical Staff can be changed to:
- Front Desk Staff
- Non-Clinical
- Clinical Staff
- Student Staff
Assigned Non-Clinical Staff can be changed to:
- Clinical Staff
- Front Desk Staff
- Student Staff
Assigned Provider Agent:
- Provider
- Clinical Staff
- Non-Clinical Staff
- Provider AgentSince CalMHSARx is accessed through Smartcare, the following Smartcare roles in the left column have access to CalMHSARx. We have provided suggestions for appropriate CalMHSARx role assignment and additional roles
| Smartcare Roles that can access CalMHSARx | Suggested CalMHSARx Role | Additional Roles |
|---|---|---|
| Prescriber | Provider | |
| Prescriber IP/CSU/Res | Provider | |
| Medication Rx | Clinical Staff | Provider Agent |
| Nurse IP/CSU/Res | Clinical Staff | Provider Agent |
| Medical Supervisor | Provider or Clinical Staff | Supervisor |
| Add Medications Prescribed Elsewhere | Clinical Staff | |
| Add Pharmacies to Rx | Non-Clinical Staff or Front Desk | |
| County Affiliate Admin | Non-Clinical Staff (if testing, may change to a different role) | Admin |
| CalMHSA Sys Admin | Non-Clinical Staff (if testing, may change to a different role) | Admin |
**Any users can have additional roles of: Provider Agent, Supervisor and/or Administrator.
To change roles
The Provider Agent role is the only role that can be changed within the county system, Otherwise, your county admin can submit a request to CalMHSA to change the roles , as needed.
The Definition of CalMHSARx Roles
Provider: Any user that will be prescribing with their own license. Examples: physician, chiropractor, physician assistant, nurse practitioner, dentist, etc.
Clinical Staff: A user with the ability to create prescriptions that the provider will then sign. They can add/edit patient medications & allergies in addition to functions detailed in non-clinical role type.
Provider Agent: Any clinical staff that is also able to send a non-controlled prescription electronically to a pharmacy on a provider’s behalf, with the provider signing off on the prescription later. Only the provider can enable or disable their provider agents (see separate manual for this functionality).
Student Staff: Much like a Clinical Staff, except they cannot print prescriptions or be set as a Provider Agent.
Non-Clinical Staff: Member type that allows a user to add patients to the practice account, edit patient demographics, designate patient default pharmacy, and view prescription report.
Front Desk Staff: Member type that allows a user to add patients to the practice account, edit patient demographics, and designate patient default pharmacy
Admin: Depending on the base role, this will impact your ability to view or modify.