March 26, 2026
Following are this week’s updates. If you have questions, please contact [email protected].
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Register Now, Bring Colleagues to In-Person Conference 
Don’t forget to register for CalMHSA’s in-person EHR conference, May 19-20 in Sacramento. And while you’re at it—consider bringing colleagues whose work is also affected by Behavioral Health Transformation.
This year’s conference is designed through the lens of the transforming behavioral health landscape. The two days of timely sessions will feature changes and requirements for a broad range of staff within county teams—from reporting Individual Service Level data to the future of care coordination, and from exploring patient portals to documenting homelessness for BHSA, and more. See the full agenda here».
When & Where
- May 19, 1 p.m.-5 p.m. with evening reception
- May 20, 8 a.m.-2 p.m.
- Location: Doubletree Hotel, Sacramento, CA
- Cost: $300 per person
CCC Being Deactivated March 31; ASCMI Form Now Available
After March 31, the Coordinated Care Consent form in SmartCare will be deactivated; counties should fully transition to the ASCMI form for all applicable use cases. Please plan to use the ASCMI form to document a client’s consent decision regarding the sharing of protected health information.
Additional ASCMI guidance, as well as recordings of two webinars, FAQs and other resources we recently offered, are available on the website. If you have questions or feedback to share, please reach out to [email protected].
SmartCare Patch Window March 28-30
CalMHSA production systems will be included in Streamline’s standard maintenance weekend, March 28-30. During this time, all servers—except CalMHSA web servers—will receive routine patches.
Patching is scheduled to begin on Saturday, March 28 at 8:30 p.m. (PST) and is expected to conclude by approximately Monday, March 30 at 1:30 a.m. (PST). As with other maintenance windows, the SmartCare database may be intermittently inaccessible during this period.
CalMHSA, Help Desk Closed March 31 for State Holiday
CalMHSA and the Help Desk will be closed for the state holiday on Tuesday, March 31.
Connex Updates: API Metrics Due, April 1 Maintenance
As a reminder per BHIN-26-008, counties are required to submit annual API metrics to DHCS via MoveIT by March 31. Connex representatives have received the submission template via email, with pre-filled data points to support completion.
All Connex users have also been notified of scheduled site maintenance on April 1 from 5-8 p.m. Please plan accordingly during this maintenance window. For questions or support, contact [email protected].
Registration is now open for the upcoming Connex Office Hours session on April 8 at 1 p.m.
Contract Provider Charge Export Enhancement Available in QA
The Contract Provider Charge Export in QA now includes a new “Include Client Information” option to help counties meet BHSA reporting requirements for contracted providers.
When selected, the export will display:
- Client first name and last name
- Date of birth
- An “Under21” indicator
The “Under21” field shows Y or N, based on whether the client was under 21 on the date of service.
Updated versions of the Invoice Generators and Invoice Reconciliation Tool will be released soon to align with these changes.
Upcoming Initiatives
See the EHR Product Team’s upcoming initiatives in this list, updated as products and priorities evolve.
CalMHSA EHR Initiative Report 3-26-26.
Events Calendar
To register for events, visit the events page.