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MHP Provider Documents

This page is utilized by BHS Provider Staff to obtain forms, manuals and reports for the electronic health record, Cerner Community Behavioral Health.

A new Cerner Community Behavior Health (CCBH) EHR Training Tips and Resources page is now available for providers and Program Managers.

For Behavioral Health Services Provider Communications and Local information on COVID-19 Please visit the County OF San Diego Webpage.Coronavirus Disease 2019 COVID-19

NOABD

NOABD Webinar available online.

Please go to the new MH & DMC-ODS page’s NOABD tab to access files. This tab is in the process of being sunset.

Beneficiary

Please go to the new MH & DMC-ODS page’s Beneficiary tab to access files. This tab is in the process of being sunset.

Communications
2024-09-03 BHS Info Notice - Outcome Measures for Children & Youth (pdf)
2024-09-04
2024-09-03 – BHS Info Notice – Utilization Management (UM) Updates (pdf)
2024-09-04
County Logo for Provider Use – HHSA/Live Well San Diego (Grey text)
4/24/2024 2024-04-24
County Logo for Provider Use – HHSA/Live Well San Diego (White text)
4/24/2024 2024-04-24
2024-02-06- BHS Info Notice - Prior Authorization Request Form Alignment with CalAIM Update (pdf)
2024-02-09
2023-12-28 BHS Info Notice - SMHS Documentation Reform (pdf)
2024-01-04
2023-09-12 - BHS Contractor Memo #2 TAY CANS (docx)
2023-09-14
2023-09-12 - BHS Contractor Memo Changes to Informed Consent Requirements for Psychotropic Medication (pdf)
2023-09-14
2023-06-29-BHS Contractor Memo-Single Point of Access for ACT and SBCM (pdf)
2023-08-02
MH Access Times FAQ and Tip Sheet (pdf)
06/30/2023 2023-07-11
CANS Sharing Confirmation Form Retirement (pdf)
Effective July 1, 2023 2023-06-27
2023-05-20-BHS Provider Memo-Payment Reform CPT for SMHS (pdf)
2023-06-06
2023-04-20 – BHS Contractor Memo-TAY CANS (pdf)
2023-05-04
2023-02-22 – BHS Provider Memo – Screening and Transition Tool (docx)
2023-02-23
Day Treatment CalAIM and Contract Requirement Updates Memo 11.17.22 (docx)
2022-12-02
BHS Contractor Memo – CalAIM Documentation Reform (docx)
08/15/2022 2022-08-25
2022-06-21 – BHS Info Notice – Utilization Management (UM) Update (pdf)
2022-06-24
BHS Contractor Memo-CalAIM Documentation Reform
05/22/2022 2022-05-24
2022-02-11-BHS Contractor Memo-Medi-Cal RX Update dbc (docx)
2022-03-15
2021-06-29-BHS Information Notice-CYF Utilization Management Reinstated Effective 7.1.21 (pdf)
Effective July 1, 2021 2021-06-30
Medication Assisted Treatment (MAT) Referrals (pdf)
2020-08-27
QM Memo ICD-10 7-16-20 (pdf)
2020-07-17
3/19/20 BHS Provider Notice #3- COVID 1- Quality Improvement Updates and Best Practices (pdf)
2020-03-20
QM Memo - EBP Indicator Removal for Homework & Child Family Team Meetings (docx)
Issued 02/06/2020 2020-02-07
QM MEMO - Medication Monitoring (pdf)
Issued 01/31/2020 2020-01-31
QIP Texting Presentation (pptx)
2020-01-21
CYF MEMO - Updated Ancillary SMHS Request Form (pdf)
Effective 1/1/2020 2020-01-10
CYF Memo Prior Auth for Day Services (pdf)
Effective 1-1-2020 2020-01-10
QM MEMO - CSI Diagnosis errors (pdf)
Issued 12/26/2019 2019-12-30
CYF MEMO - Utilization Management Outpatient Cycle Expansion (pdf)
Issued 12/20/2019 2019-12-30
QM Memo - DHCS Revised Telehealth Policies (docx)
Issued 12/06/2019 2019-12-09
QI - PIT MEMO - SOC Application (pdf)
2019-11-04
Optum San Diego Website MH Provider Registration Instructions (pdf)
2019-11-04
CYF MEMO – Revised UM Request Form (pdf)
Issued 09/03/2019 2019-09-06
CYF MEMO – IHBS Prior Authorization 08/16/19 (pdf)
2019-08-20
CYF Memo – TBS Prior Authorization Process (pdf)
Issued 7/29/19 2019-08-14
QM MEMO - New BHS 025 Forms (docx)
2019-04-24
QM MEMO - New Updated Discharge Form - 4.4.19 (pdf)
2019-04-12
CYF MEMO - Revised CANS Sharing Confirmation 3.26.19 (pdf)
2019-04-09
QM MEMO – PROSPECTIVE RISK ANALYSIS – 02.07.19 (docx)
2019-02-08
QM MEMO – PROSPECTIVE RISK ANALYSIS – 02.14.19 (doc)
2019-02-08
QM MEMO - Prospective Risk Analysis (docx)
2019-01-09
QM MEMO_-_New_Non-Bill_Other_Support_Service_Code_01_29_18.pdf
2018-11-29
QM MEMO - Privacy - Confidentiality Legislative Updates 10.23.18 (docx)
2018-10-24
QM MEMO_-_Specialty_Mental_Health_Service_Claiming_for_ES-HS_9_7_18.pdf
2018-10-08
Intensive_Service_Request_ISR_CYF_Memo_04-1617.pdf
2017-06-30
QM MEMO - Specialty Mental Health Service Claiming for ES-HS (pdf)
2018-09-10
QM MEMO – Billing for C-practitioners 07 02 18 (docx)
2018-07-13
QM MEMO – AOA Outpatient Utilization Management 06 29 18 (pdf)
2018-07-13
QI_PIT_MEMO_2018 6-1-18 AOA Substance Use Tracking Reporting Changes (pdf)
2018-06-14
QM MEMO - Controlled Substance - CURES Mandate (pdf)
2018-06-08
QM_MEMO_-_New_Auth_to_Use-Disclose_Multiple_Form_051513.pdf
2017-05-12
QM_MEMO_-_Client_Plan_Redesign_6-20-17.pdf
2017-06-27
QM_MEMO_-_Utilization_of_BHA_Adult_Walk_In_for_OP_Walk_In_Services_6_21_17.pdf
2017-06-27
QM_MEMO_-_New_Evidence_Based_Practice_Indicators_06_23_17.pdf
2017-06-27
QM_MEMO_-_Allowed_Services_Prior_to_Client_Plan_Completion_-_DHCS_Guidelines_6_20_17.pdf
2017-06-21
QM Memo - New Billing Indicators - Intrepreter and Language 06-08-17 (pdf)
2017-06-14
QM_MEMO_-_Day_Treatment_Interim_Folder_03_29_17.pdf
2017-03-31
QM_MEMO_-_Place_of_Service_Update_03_30_17.pdf
2017-03-31
QM_MEMO_- 42_CFR_Final_Rule_1-26-17.pdf
2017-02-02
QI_MIS_MEMO_2016_12_01_CCBH_Client_Attachments.pdf
2018-05-25
QI_MIS_MEMO_2016_10_31_CCBH_Demographic_Form_Table_Change.docx
2016-11-03
QI_MIS_MEMO_2016_05_09_CCBH_Outside_of_the_Office_Update.pdf
2016-05-11
QM_MEMO_-_Day_Tx_Program_-_Updated_Standards.5.1.16.docx
2016-05-11
QI_MIS_MEMO_2015_11_20_Saving_Reports_to_a_SpreadsheetProcess_and Policy.pdf
2015-11-30
QM_MEMO_DHP_4_14.pdf
2015-10-09
QM_MEMO_-_Reaffirming_DHCS_Day_Treatment_Standards_08_26_14.docx
2015-10-09
QM_MEMO_-_New_Interactive_Add_On_Service_Code_785_9_22_14.docx
2015-10-09
QM_MEMO_-_Documentation_Guidelines_when_EHR_Unavailable_9_04_14.docx
2015-10-09
QM_Memo_-_90_Day_Lockout_Process_Update_11_06_13.pdf
2015-10-09
QI_MIS_MEMO_2014_1_09_Notifications_in_Anasazi.pdf
2016-05-16
QM Memo - CPT Coding Changes 2013 (pdf)
2016-07-15
QM Memo - LPCC Credential Under MHP 07 24 13 (doc)
2015-10-09
QM Memo - Holder of Records 01 03 13 (pdf)
2016-07-15
CSI Requirement for MH Programs 08 27 12 (pdf)
2016-07-15

Forms
5150 Form (pdf)
Revised 09/2023 2023-11-09
72 Hour Post Discharge Log (pdf)
2017-03-23
Access to Services Log (xlsx)
2018-06-20
BHS 025 Form and Instructions (pdf)
2024-09-16
CAPS Administrative Days Weekly Contacts Log (docx)
2024-07-22
CCBH Void and Replace Form (xlsm)
Revised 10/04/2021 2021-10-07
Case Management Six Month Review Progress Note (pdf)
2017-03-23
Case Management UR Record (pdf)
2017-03-23
Case Management URC Minutes Form (pdf)
2017-03-23
DHCS 1739 Mental Health Professional Licensing Waiver Request (pdf)
2021-03-12
DPC 203 and 204 Forms (docx)
2023-02-07
Group Service Record (rtf)
Revised 08/2020 2020-08-07
HSD Medi-Cal Quick Guide Screening Tool (docx)
2021-12-13
Individual Service Record (doc)
Revised 07/10/2024 2024-07-11
JV220(A) - Physician's Statement - Attachment (pdf)
2018-03-01
JV220(B) - Physican's Request to Continue Medication - Attachment (pdf)
2018-03-01
MAA Service Record (pdf)
2017-08-24
Med Mon McFloop Form (docx)
Revised 01/17/2020 2020-01-31
Med Monitoring Submission Form - Adult (xlsx)
Revised 12/08/2023 2023-12-19
Med Monitoring Submission Form - Childrens (xlsx)
Revised 12/08/2023 2023-12-19
Med Monitoring Tool AOA (docx)
Revised 04/10/2024 2024-04-11
Med Monitoring Tool CYF (docx)
Revised 04/10/2024 2024-04-11
Medi-Cal Administrative Activities (MAA) Procedures
2017-08-24
Medication Disposal Log (pdf)
2021-06-03
Mental Health Professional Licensing Waiver Request (pdf)
DHCS 1739 Revised 11/2021 2022-01-10
NVRA Voter Preferences Form-Arabic (pdf)
2021-03-12
NVRA Voter Preferences Form-English (pdf)
2021-03-12
NVRA Voter Preferences Form-Spanish (pdf)
2021-03-12
NVRA Voter Preferences Form-Tagalog (pdf)
2021-03-12
NVRA Voter Preferences Form-Vietnamese (pdf)
2021-03-12
NVRA_Voter_Preference_Form_Farsi.pdf
2017-09-14
New MRR Hybrid Chart and Program Compliance CHECKLIST (docx)
Revised 02/12/2021 2021-02-18
QIP Follow up Form FY 20-21 (docx)
2020-08-07
Reestablishment Recommendation Form (doc)
2021-03-12
Request for Verification of Veterans Eligibility (pdf)
2017-03-23
START TCC and URC Record (pdf)
2017-03-23
START URC Minutes Form (pdf)
2017-03-23
Service Authorization Request (pdf)
2021-03-12
Transition of Care Tool for Medi-Cal Mental Health Services (pdf)
2023-02-28
Transition of Care Tool for Medi-Cal Mental Health Services - Explanation Form (docx)
Revised 03/01/2025 2025-03-07
Written Translation Service Authorization Form (pdf)
2021-03-12

Manuals

Please go to the new MH & DMC-ODS page’s Manuals tab to access files.  This tab is in the process of being sunset.

OPOH

Please go to the new MH & DMC-ODS page’s OPOH/SUDPOH tab to access files. This tab is in the process of being sunset.

References
EPSDT_TBS_Brochure_English.pdf
2016-07-15
EPSDT_TBS_Brochure_Spanish.pdf
2016-07-15
State_Plan_Amendment_SPA_12-025.pdf
2015-10-09
ICD_10_and_DAS_Tip_Sheet_09.2015.docx
2016-07-15
037_-_OPOH_-_Appendix_D_-_A.D.03_-_California_State_Penal_Institutions_List_.pdf
2017-03-23
QI_UPDATES_-_Annual_7_11_17 FINAL.pdf
2017-07-13
State_Health_Information_Guidance_-_December_2017.pdf
2017-12-18
Program_Provider_Numbers_List.pdf
2018-02-15
Travel_Time_Guidelines_Final_2-01-18.pdf
2018-02-15
Setting the Face Sheet to Display Instructions (doc)
2016-07-15
CCBH_-_CP_Folder_and_PN_TIP_SHEET-updated_6_16_17.pdf
2017-06-27
CCBH_-_Quick_Click_Guide_REVIEW_-_REVISE-updated_6_16_17.pdf
2017-06-27
CCBH_CP_Quick_Click_Guide-updated_6_16_17.pdf
2017-06-27
Client_Management_Payment_Report_V3.pdf
2016-07-15
PWB Report Template Instructions (pdf)
2016-05-16
Payment Appilication Claims Report Instructions (pdf)
2016-05-16
Service_Date_Verification_Report.pdf
2016-05-16
BHS Quality Improvement 8th Annual Mental Health Providers Knowledge Forum - Presentation handout.pdf
2021-09-07
BHS Quality Improvement 8th Annual Mental Health Providers Knowledge Forum - Question-Answer Sheet.pdf
2021-09-07
3rd Party Suspense Report Instructions (ppt)
2019-04-10
7th Annual Mental Health Forum 9.22.20 - QA (docx)
2020-10-08
Active Parolee Clients Report Instructions (docx)
2020-10-01
BHS Information Notice-Utilizing CANS Strengths in Therapy
03/09/2021 2021-03-10
Billing Lockout Settings and Non-Reimbursable/Reimbursable Activities (pdf)
Revised 06/26/2023 2023-06-27
Billing SMHS for Sibling Sets Guidelines (docx)
2024-05-09
Billing for Medication Services (docx)
11/29/2023 2023-12-04
CCBH Report Uses for Program Integrity (pdf)
2019-10-07
CSI Correction Guide – Full Version (pdf)
2021-01-29
CSI Correction Guide – Most Frequent Errors (pdf)
2021-01-29
Case Management versus Collateral (docx)
2021-03-15
Client Categories Maintenance (pdf)
2018-06-29
Client Categories – Parolee Tip Sheet (docx)
2020-07-31
Clinical Standard for Assessments (doc)
2018-06-15
Clinical Standards For Client Plans (pdf)
Updated 6/28/2019 2019-07-01
Crisis Intervention SC 70 Guideline (pdf)
2020-09-09
Denial Report Instructions (ppt)
2019-09-16
Diagnosis Practice Guidelines (pdf)
Updated 01/24/2022 2022-01-25
FY 24-25 FWA Reference Document (pdf)
2024-10-15
FY 24-25 Reason for Recoupment SMHS Final (pdf)
Revised 09/27/2024 2024-10-15
HOW Service Model Data Collection Flow (pdf)
2021-03-12
Housing Quality Checklist (docx)
2023-07-11
Interactive Add-On for Admin Staff (pdf)
2023-07-11
Interactive Add-On for Clinical Staff (pdf)
2023-07-11
Interpreter Add-On for Admin Staff (pdf)
2023-07-11
Interpreter Add-On for Clinical Staff (pdf)
2023-07-11
List of Controlled Substance 08.20.20 (pdf)
2020-09-01
MAA Procedures (pdf)
2021-03-12
MAA Service Record (pdf)
2021-03-12
MIS-25 Program Listing Report (xlsx)
2024-11-07
Medi-Cal Certification-Recertification Tool (xls)
FY 22-23 2022-04-07
Medi-Cal Rx Provider Registration and Training FAQs (pdf)
2021-12-16
Medi-Cal Rx Provider Training Checklist (pdf)
Revised 11/04/2021 2021-12-16
Medi-Cal Rx UAC Registration Quick Start Guide (pdf)
2021-12-16
Medical Necessity CalAIM Updates (docx)
Active 01/01/2022 2021-12-15
Medication Monitoring Process Flow Chart for Org Providers (pdf)
2021-04-27
Mental Health Professional Licensure Waiver (pdf)
2021-01-06
Mobile Crisis Billing Tip Sheet (docx)
2024-08-07
Mobile Crisis Response Documentation Requirements (docx)
2024-08-07
New Contractor Orientation Resources (pdf)
Revised 04/02/2024 2024-07-10
Progress Note Checklist Table (pdf)
Checklist 2020-03-10
QAPR Program Compliance Attestation - FY 24-25 (docx)
Revised 09/23/2024 2024-09-26
QAPR Tool – FY 24-25 (xlsx)
Revised 09/23/2024 2024-09-26
QI UPDATES MHP 7th ANNUAL 09.22.20 (pdf)
2020-10-08
QUALITY IMPROVEMENT KNOWLEDGE FORUM Presentation (pdf)
presented July 12, 2019 2019-07-18
Quality Improvement Annual Forum 2018 - Powerpoint (pptx)
07-25-2018 Presentation 2018-07-26
SOC Application - QIP Presentation (pdf)
Presented 10/22/19 2019-10-23
San Diego County BHS Abbreviations List (pdf)
Revised 03/23/2022 2023-07-31
Short-Doyle Medi-Cal (SDMC) Aid Code Master Chart (pdf)
Updated Aid Code Master Chart 2021-01-28
Telehealth Reminder Slides_QIP-July 2020 (pdf)
PowerPoint Presentation 10/22/2018 2020-07-29
Tip Sheet for Billable Services (docx)
Revised 08/22/2023 2023-09-01
Transferring Clients Between Different Program Sites rev. 12.28.23 (docx)
2024-01-04
Trauma-Informed Care Code of Conduct (pdf)
2019-06-17
Treatment Team Documentation Standards (pdf)
2018-09-11
Utilizing CANS Strengths in Therapy (pdf)
March 2021 2021-03-10
Who to Contact List (pdf)
2021-04-20

UCRM
A/OA Outpatient Utilization Management Form
2019-02-08
A/OA Outpatient Utilization Management Form Explanation Sheet
Revised 01/31/2019 2019-02-08
A/OA Patient Medication Agreement Explanation Sheet
2018-07-26
Advanced Directive Explanation Sheet
2018-05-25
Advanced Directive Advisement
2018-05-25
Ancillary SMHS Request Form
2020-01-10
Ancillary SMHS Request Form Explanation Sheet
2020-01-10
Authorization for the Disclosure of Protected Health Information (pdf)
2024-10-01
CSI Standalone Collection
2024-09-11
CSSRS- Adult LT
2024-09-11
CSSRS- Child LT
2024-09-11
CalAIM ASSESSMENT EXPLANATION SHEET INSTRUCTIONS (docx)
Revised 12/05/2024 2024-12-12
Care Plan Explanation Sheet (docx)
Revised 11/01/2024 2024-11-01
Child/ Youth Utilization Management Request Form
Revised 09/03/24 2024-09-04
Child/ Youth Utilization Management Request Form Explanation Sheet
Revised 09/03/24 2024-09-04
Client Clinical Problems
2024-09-11
Client Face Sheet
09/2024 2024-09-11
Coordinated Care Consent (docx)
Revised 12/09/2024 2024-12-11
Coordinated Care Consent Explanation Sheet (pdf)
2024-12-13
Coordination with PCP & BHS Explanation Sheet
2024-09-05
Coordination with Primary Care Physician & Behavioral Health Services
2024-09-05
Daily Progress Note_Final 2.6.25 (docx)
2025-02-10
Day Treatment Service Note (Shift Summary)
2024-09-11
Diagnosis Document
2024-09-11
Discharge Summary
2024-09-11
Eyberg Child Behavior Inventory (ECBI) Explanation Sheet
2018-05-25
Full Service Partnership (FSP) Agreement
07/30/24 2024-09-11
IOP & PHP Prior Authorization - Day Services Request Form (DSR)
Revised 01/02/2024 2024-01-04
IOP & PHP Prior Authorization - Day Services Request Form (DSR) Explanation Sheet
2024-01-04
Illness Management & Recovery (IMR) Adult Explanation Sheet
2018-02-13
Illness Management & Recovery (IMR) Assessment
2021-02-02
Informed Consent for Taking Psychotropic Medications Explanation Sheet
2023-05-23
Informed Consent for Taking Psychotropic Medications Form
2021-03-05
Intensive Home-Based Services (IHBS) Prior Authorization Explanation Sheet
Revised 02/01/2024 2024-02-19
Intensive Home-Based Services (IHBS) Prior Authorization Request Electronic Form Instructions
Revised 02/07/2024 2024-02-12
Intensive Home-Based Services (IHBS) Prior Authorization Request Form
Revised 02/01/2024 2024-02-12
Level of Care Utilization (LOCUS) Adult
Adult Version 20, December 2016 2019-06-28
Level of Care Utilization (LOCUS) Adult Explanation Sheet
2018-02-13
Milestones of Recovery Score (MORS) Adult
2018-05-25
Milestones of Recovery Score (MORS) Explanation Sheet
2018-02-13
PSC-35 Explanation Sheet Rev 11.15.24 (docx)
Revised 11/15/2024 2024-11-16
Prior Authorization Day Services Request - IOP/PHP (C/Y)
Revised 04/01/2022 2022-03-25
Prior Authorization Day Services Request - IOP/PHP (C/Y) Explanation Sheet
2022-06-13
Psych Medical Service Note
2024-10-17
Psychiatric Assessment
2018-02-13
Psychiatric Assessment Explanation Sheet
2019-12-12
Recovery Markers Questionnaire Form 093009 (pdf)
2020-07-14
Release of Information
2023-08-21
Release of Information - Child/Youth
2017-02-17
Release of Information Explanation Sheet
2018-02-09
Risk Assessment
2024-09-11
Risk Assessment Explanation Sheet
2024-09-11
Safety Plan
2024-09-11
Safety Plan Explanation Sheet
2024-09-11
Service Note (pdf)
Revised 10/17/2024 2024-10-24
Substance Abuse Treatment Scale (SATS-R)
2017-03-02
Substance Abuse Treatment Scale (SATS-R) Explanation Sheet
2018-02-13
TADT (Timely Data Access Tool)
2024-09-11
Youth Transition Self-Evaluation (YTSE)
2020-06-18
Youth Transition Self-Evaluation (YTSE) Explanation Sheet
2021-08-20

UTTM

Please go to the new MH & DMC-ODS page’s UTTM tab to access files. This tab is in the process of being sunset.

Training

Please go to the new MH & DMC-ODS page’s Training tab to access files.  This tab is in the process of being sunset.

PWB

Please go to the new MH & DMC-ODS page’s MH Resources tab to access files. This tab is in the process of being sunset.

STRTP

Please go to the new MH & DMC-ODS page’s MH Resources tab to access files. This tab is in the process of being sunset.

TFC

Please go to the new MH & DMC-ODS page’s MH Resources tab to access files. This tab is in the process of being sunset.

TBS

Please go to the new MH & DMC-ODS page’s MH Resources tab to access files. This tab is in the process of being sunset.

Billing Unit/Finance

Please go to the new MH & DMC-ODS page’s Billing tab to access files. This tab is in the process of being sunset.

SmartCare

System of Care (SOC) Information and Resources

SOC Resources | Training
CCBH Training Documentation Guide June 2024 (pdf)
Guidance for navigating use of CCBH after training ceases and before SmarCare go-live, including downtime forms 2024-07-01
CalMHSA Required Training by Role Grid (pdf)
SmartCare Trainings by Staff Role – Updated 7/27/2024 2024-07-29
SmartCare ARF for BHS and Optum Staff (pdf)
SmartCare Access Request Form for new users, modifications, reactivations, terminations, or name changes for BHS Admin and Optum staff (Updated 11/01/24) 2024-11-05
SmartCare ARF for Group Access Request (pdf)
SmartCare Access Request Form for a group of existing active users only that requires the same request type and change request 2025-03-07
SmartCare ARF for Treatment Programs (pdf)
SmartCare Access Request Form for new users, modifications, reactivations, terminations, or name changes for all staff at Treatment Programs including County staff from clinics and hospitals. (Updated 11/01/24) 2024-11-05
SmartCare EHR Training summary (July 2024) (pdf)
Summary of SmartCare required and optional training details 2024-07-15
SmartCare LMS Log In Tip Sheet FINAL 7.11 (pdf)
SmartCare LMS Training Log In Tip Sheet 2024-07-15
SmartCare Services How to Guide 01.24.25 (pdf)
2025-01-28
SmartCare Training Registration Tip Sheet_10.30.24 (pdf)
Revised 10/30/2024 2025-02-04

SOC Resources | Requirements and Functionality
ASAM Reporting Tool (xlsx)
Excel-based ASAM reporting tool. See also ASAM Reporting - Youth and Providers not in SmartCare (pdf) 2024-10-01
ASAM Reporting – Youth and Providers not in SmartCare (pdf)
Instructions for all SUD programs who do not use SmartCare as their primary EHR, and all programs who serve youth, regardless of their EHR to provide ASAM data to MIS monthly. See also ASAM Reporting Tool (xlsx) 2024-10-01
NOABD Log - FY24-25 (xlsx)
Updated tracking log for completion by programs and submission to QA. 2024-10-17
SmartCare ARF for BHS and Optum Staff (pdf)
SmartCare Access Request Form for new users, modifications, reactivations, terminations, or name changes for BHS Admin and Optum staff (Updated 11/01/24) 2024-11-05
SmartCare ARF for Group Access Request (pdf)
SmartCare Access Request Form for a group of existing active users only that requires the same request type and change request 2025-03-07
SmartCare ARF for Treatment Programs (pdf)
SmartCare Access Request Form for new users, modifications, reactivations, terminations, or name changes for all staff at Treatment Programs including County staff from clinics and hospitals. (Updated 11/01/24) 2024-11-05
SmartCare Data Migration Resource (pdf)
Updated timelines and guidance to providers about the planned data migration from SanWITS and CCBH to SmartCare. (Updated 8/26/24) 2024-08-27

SmartCare Information Notices

Please go to the SMH & DMC-ODS Health Plans page’s SmartCare tab to access files. This tab is in the process of being sunset.

Town Hall PowerPoint Presentations

Please go to the SMH & DMC-ODS Health Plans page’s SmartCare tab to access files. This tab is in the process of being sunset.

Serious Incident Reporting

Please go to the new MH & DMC-ODS page’s SIR tab to access files. This tab is in the process of being sunset.