New Functionality: Release of Information Display

The December MSP — scheduled to be deployed to production systems on April 21 — includes new functionality where the “release to” field on the Release of Information will show in the Documents list pages. The previous “Release of Information” display now shows as “Release of Information (Social Services)”, with “Social Services” in the “release to” field. Please note that this works only on ROIs created after this MSP is deployed. Current ROIs will not show the “release to” in the display.

Billing Lockout Tables Updated

On April 17, county production environments were updated with the latest outpatient lockouts from the DHCS 2024-25 service tables to ensure lockout charge error messages are displayed for the appropriate outpatient procedure combinations. Existing charges that should have the lockout warnings added or removed can be placed in the “Not Ready to Bill” status. The nightly billing job will then assess and re-apply the lockout warnings as applicable.

Patient Portal Changes

Streamline has been working to deploy a new Patient Portal called InteliChart. CalMHSA will see initial implementation components in the January MSP. While this change has not been fully implemented, counties will see the following additional user roles in SmartCare once the January MSP is deployed to production environments:

• InteliChart Portal Provider: Identifies providers with InteliChart access
• InteliChart Portal Staff: Identifies staff members with InteliChart access

As a reminder, in SmartCare, “providers” are generally only associated with the MCO module, which is currently only being piloted, whereas “staff” are associated with the core PM product, which all counties are using.

The change will also include a new option in the configuration key, “UsePatientPortal.” Entering the value “I” will configure the system to change from the original Patient Portal to the new InteliChart-based patient portal. Initial testing indicates that changing this configuration key to “I” removes the button to create a new patient portal user on the Client Information but does not disable the login capabilities of any existing patient portal user into the existing patient portal.

As more information is received, counties will be kept updated. In the meantime, CalMHSA will not be making any configuration changes to the production systems.