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MHSA - Assessments Draft/Final Override - Cal-PM

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Override the Draft status of an MHSA assessment, or remove an MHSA assessment that has been flagged to be submitted.

Note:

  • Changing an assessment's status to Draft allows the assessment to be edited.
  • When an assessment is set to Final status, MHSA assessment information is flagged to be submitted in the MHSA XML Submission form. Removing the assessment flag will remove that MHSA assessment information from the MHSA XML Submission form.
  • MHSA assessments are submitted to the state through the MHSA XML Submission form.
  • A MHSA file must be submitted through the MHSA XML Submission form.
  1. Go to: Avatar PM > Client Management > California Data Reporting > MHSA Assessments > MHSA Assessment Draft/Final Override
  2. In the Assessment Date field, enter the date the assessment was filed with Final status.
  3. In the Client ID field, enter the client name, click the Search button, and select the corresponding entry.
  4. In the Episode Number field, select the client episode.
  5. In the MHSA Assessment Type field, select the MHSA assessment form.
  6. In the Assessments field, select the individual assessment filed in the MHSA assessment form.
    Note: This field displays the assessment form type, which is determined by the client's age.
  7. In the Action field:
    • Select Override to Draft to change the assessment's Final status to Draft.
    • Select Remove Submit Flag to exclude the assessment record from being submitted to the state.

  8. Select Submit.