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MHSA - Quarterly Assessment Form - Cal-PM

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Collect Mental Health Services Act (MHSA) quarterly assessment data.

  • Quarterly assessments must be completed whether there was a change in partnership or not.
  • Quarterly assessments (3M) must be completed three months after a partnership assessment form is filed with Final status (Partnership Assessment Form).
  • Quarterly assessments must be completed within 15 days before to 30 days after the quarterly assessment is due.
    Note: If the assessment cannot be completed in the date range it should not be submitted. The assessment should be resumed at the next scheduled interval.
  • Age categories are:
    • Children and Youth, aged 0-15
    • Transitional Age Youth (TAY), aged 16-25
    • Adults, aged 26-59
    • Older Adults, aged 60 and older
  • Deleting a Key Event Tracking record will also clear associated GUID values that were created within the MHSA XML Submission form.

Prerequisite:

  1. Go to: Avatar PM > Client Management > California Data Reporting > MHSA Assessments > Quarterly Assessment Form
  2. In the Select Client screen, search for and select the client by name or ID.
    • If the client has multiple episodes, the Episode Selection pre-display shows. Select the client episode, select Edit.
    • If the client has previous quarterly assessments, the pre-display shows. Select the assessment, select Edit.
  3. In the Date Completed field, enter the quarterly assessment date. This date is used to calculate the partner’s age.
  4. In the Assessment Status field:
    • Select Draft to create a quarterly assessment record that is in process. When the assessment is completed the status can be changed to Final.
    • Select Final for an assessment that has been completed. If required, Final status can be changed to draft in the MHSA Assessments Draft/Final Override form.
      Note: Records marked as Final cannot be deleted.
  5. In the form's remaining sections, enter client assessment information as appropriate.
  6. When finished, select Submit.
► Registry Settings
► SQL Tables
  • SYSTEM.mhsa_quarterly_assessment