EHR Essentials (PDF)
Substance Use Workflow (PDF)
Common Diagnoses Codes (PDF)
First Time Login
How to Recover Your Username
How to Reset Your Password
How to Get Additional Login Assistance
Introduction to List PagesHow to Use FiltersHow to Save FiltersHow to Sort ColumnsHow to Export DataScreen Vs. Document
Tracking Widget
The Appointments For Today WidgetThe Caseload WidgetThe SmartView
How to View Your Documents
How to View Client Documents
How to Amend a Signed Document
How to Add a Co-Signer to a Document
How to Co-Sign a Document
How to Have a Client or Guardian Co-Sign a Document
How to Document a Client or Guardian Declined to Co-Sign a Document
How to Print Documents Over 25 MB
Reviewer Process Add On for End Users
Icons
Preferences
How to Make a QuickLink
Key Phrases: How to Edit Agency Key Phrases
How to Add Program Views
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
All Client Search
How to Document an Inquiry
How to Document Calls to the Crisis Line
How to Handle Calls on a Non-Crisis Line and Client Says they’re in Crisis
How to View Requests for Services that are Pending
Client Inquiries (Client) List Page
Inquiries (My Office) List Page
Inquiry Overview
How to Enroll the Client in an Access Program (Screening Setup)
How to Complete a Youth Medi-Cal Screening Tool
How to Complete a BQuIP SUD Screening Tool
How to Refer the Client to the County’s System of Care
How to Refer to an External SUD Program
How to Refer the Client to the Managed Care Plan (MCP)
How to Refer the Client to Additional Services, Such as Primary Care Physician
How to Add/ Edit a Provider to the Client Information: External Referral List
How to Document Follow-up Done on an External Referral
How to Schedule an Intake Appointment for a Program You Manage
How to Make a Referral
How to Complete the Adult Medi-Cal Screening Tool
How to View and Update the Intake Document Task List
How to Add the Client to Your Program
How to Check-in a Client for their Assessment Appointment
How to Write a Progress Note for a Scheduled Service
How to Write a Progress Note for an Unscheduled Service
How to Amend a Note
How to Create a Favorite Service Note (or Other Clinical Document)
Service Code Definitions
How to Add a Zoom or Webex Link to a Service Appointment
How to Document Treatment Team Meetings
How to Add an ICD-10 Code to a Service Before the Clinician Completes the Assessment and Diagnosis
Client Abbreviated Notes Report
How to Document That a Service Was Provided in a Language Other Than English
How to Document Your Attending/Rotating Supervisor on Your Services
Treatment Plans and Care Planning
How to Document Client Transportation Details
How to Document a Contingency Management Service
How to Close a Client to a Program
How to Get a Summary of Care
How to Complete the Discharge Summary
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 an ASCMI?
What Happens When a Client Revokes Their ASCMI?
Will I Be Alerted if the Client Revokes their ASCMI?
ASCMI Form Webinar and Resources
How to Complete the ASCMI
How to Document an ASCMI Done on Paper or PDF
ASCMI v. Coordinated Care Consent
How to Complete a Coordinated Care Consent
How to Revoke 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 Document a Scanned ROI
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 Guardians
Sequestered Clients
Mental Status Exam (MSE)
CalAIM Assessment
Child and Adolescent Needs and Strengths (CANS) Tool
Pediatric Symptom Checklist (PSC)
How to View PSC scores Over Time
ASAM Assessment
How to Add a Problem to the Problem List
How to Remove a Problem That’s Been Resolved
How to Add Favorites to the Problem List Screen
How to Filter/Sort a Client’s Problem List
Problem List Overview
How to Refer to an Additional Program
How to Request Authorization for Services (OLD)
How to Transfer the Client to the MCP
How to See Who’s On My Caseload
How to Create a Service Authorization Request
How to Create a New Group
How to Write a Group Progress Note
How to Schedule Groups
How to Add/Remove Clients or Staff from a Group Service
Group Services: Video Documentation Guides
How to Document a Diagnosis for a Client
How to Save a Favorite Diagnosis
How to Pull a Diagnosis Forward from Another Program
ICD-10 Annual Updates: What You Need to Know
How to Document a MAT Medication Claim
Medication for Addiction Treatment Billing (Use Cases)
How to Place a Legal Status Order in Client Orders
How to Complete Legal Status Demographics Documentation
How to Complete a CalOMS Admission
How to Complete a CalOMS Referral/Transfer
How to Complete a CalOMS Discharge
CalOMS FSN Work-Around
How to Complete the DMC Opioid Timeliness Record
How to Complete the DMC Outpatient Timeliness Record
How to Edit a Document When You’re Not the Author
How to Document Timely Access Record Information for TADT
How to Create an Appointment from Your Calendar
How to Create a Recurring Individual Service Appointment
How to Reschedule a Client’s Appointment
How to Cancel a Client’s Appointment
How to Print a Document to Get a Client’s Signature
How to Identify a Client as an SUD Special Population
How to Manually Remove a Tracking Protocol from a Client’s Record
How to Manually Add a Tracking Protocol to a Client
How to Associate Two or More Documents
How to Identify that an SUD Client is Pregnant (How to Add the Pregnancy Modifier)
How to Send a Message
How to Send a Document in a Message
Service Note Errors and How to Resolve
How to Sign Documents in a Batch
How to Reassign a Clinical Document
How to Reassign Cases in a Batch
How to See Which Clients are Associated with Your Program
Reviewer Process Add On for Supervisors and Reviewers
How to Manage Referrals to Your Program
