CalMHSA 119 Aftercare/Discharge/Transfer Summaries Report (Client)

The purpose of this report is to compile relevant client specific medical information that is commonly used upon discharging a patient from a program, transfer to another provider/clinic/unit. It can […]
How to Enter the Client’s Discharge Date from the Whiteboard

This will cover the process of populating the Estimated Discharge Date on the Whiteboard (My Office) screen in the “EDD” Data Column. This process can be utilized by Nursing and […]
How to Discontinue Orders for a Client Discharge

This workflow will show how to Discontinue Client Orders if your client is being discharged, and you want to discontinue any active medications. If your client is being discharged, this […]
How to Schedule a Discharge

This article will show you how to schedule a client for discharge by using the Bedboard. Click on the Search icon. Type “Bedboard (My Office)” in the search bar. Select […]
How to Complete the Discharge Summary

The Discharge Summary is used for any programs. It’s required for some inpatient programs and SUD outpatient programs. The CalMHSA Discharge Summary uses CalAIM principles to provide narrative text boxes […]
How to Complete the Personal Effects Inventory at Discharge

The PEI at admission represents a record of belongings kept by the organization, as well as a record of belongings returned to the client during their admission. It is later […]
How to Discharge the Client from the Unit and Bed

These steps can be performed from the Bedboard or the Residential/Bed Census page. When performing this action, the client’s status will change to Discharged with relation to the Unit and […]
Prescriber: How to Document a Discharge Order

Create a New Order, using the steps under Order Sets. When selecting the Order Set, select Discharge as the Order type. Click the checkbox next to the Discharge order. Complete […]