Documentation Resources
CalAIM LMS Trainings
California Advancing and Innovating Medi-Cal (CalAim) is ushering foward adjustments to what DHCS and Medi-Cal are requiring for documentation of services provided to beneficiaries. The documentation training and information supplied on this page will include those CalAim documentation adjustments in addition to documentation standards that will continue.
In order to obtain further information about CalAim you may visit the following Sonoma County CalAim webpage.
New Employee Documentation Training
The following trainings and handouts are designed for new Sonoma County clinical staff.
- New Employee Documentation Training – Introduction Module
- New Employee Documentation Training – Procedure Code Module
- New Employee Documentation Training – TCM Plans Module
- SCBH Medical Staff Documentation Training
- Mobile Crisis Documentation Training
- Activities for coding to 68
- FSP Procedure Code
- Location Code Definitions
- Medi-Cal Certified Sites
- Violence Risk Assessment Procedure
- SmartCare Procedure Code Handout Version 07.11.24
- Documentation Training Seminar (pdf PowerPoint Presentation)
Documentation Guides
CalMHSA has created documentation guides based on job classification. You can access these manuals, which are updated regularly, on the CalMHSA CalAIM website.
Procedure Codes
Progress Notes
CSU Documentation
Documentation Tips
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- Connecting Clients to Telehealth
- Consultations & Multiple Providers
- Crisis Intervention
- Discharge Summaries (TCM)
- Documenting Discharge Summaries
- Individual Rehabilitation
- Location Field
- No Procedure Code [NPC]
- Respectful & Inclusive Language – Mental Health
- Respectful & Inclusive Language – SUD
- Targeted Case Management (TCM)
- Triennial 2020 Findings for Sonoma County Programs
- Summary of Triennial Findings for Staff & CBOs
- 2023 DHCS Triennial Audit Findings Documentation Resource Page
- Sign Language & Oral Interpretive Services & Add-On Code Documentation Training
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