CSI Submission - Cal-PM

Compile, submit, or print a Client Services Information System (CSI) electronic submission file. 

CSI data is required by the California Department of Mental Health. The CSI Submission form only processes events within the date range of the compile. Flags within the date range are cleared when the file is created. Clients with errors from the last compile are not picked up in the next month's compile if no new events occurred to flag them for submission.

This file includes information from various forms, including the CSI Admission form, Diagnosis form, CSI Assessment forms, and charge input forms. The CSI Submission file will include the service diagnosis if it is available. If there is no medical diagnosis associated with the service, then the diagnosis entered in the Diagnosis form will be included. If neither the Diagnosis form nor a medical diagnosis is available, the client will be included in the error report and skipped.

The structure of the file generated can be obtained from the State Documentation for CSI. Also, a CSI mapping document is available here: myAvatar Cal-PM Mapping. If a CSI compile is submitted with errors, the client records with errors will not appear in the next compile. If appropriate, CSI files that have been submitted can be deleted through the Delete CSI Submitted File(s) form.

Contact a Netsmart representative before deleting a previously compiled file.

Prerequisites: 

• The client must have been admitted into a CSI treatment program.
• The location to store CSI submission files must be defined in the Facility Defaults form (Output Path On Server For Electronic Billing field).

1. ---

   Go to: Avatar PM > Client Management > California Required EDI > CSI Submission
2. In the Option field:
   • Select Compile to assemble CSI information into a file.
     • This file includes all clients who have been admitted in the CSI Admission form.
     • The compile process uses the data entry date to determine which data will be included within the from date and through date.
     • Once compiled, this file can be printed or submitted.
   • Select Print to generate a report that details the CSI file.
   • Select Submit to create the CSI file. When this form is filed, a dialog will display the file name and storage location.
3. In the Select File to Print/Submit field, select the CSI file.
   • If Print is selected, (Option field) this field contains compiled and submitted CSI files.
     This report contains client, periodic, or service records that meet all the DMH CSI data collection requirements. Records that do not meet these requirements will display in the error report.
   • If Submit is selected, this field contains compiled CSI files.
   • The From Date displays one of the following:
     • The through date of the last submitted CSI file.
     • The date the file was compiled.
     • The date (From Date field) of the file selected in the Select File to Print/Submit field.
4. In the Through Date field, enter the last date to include in the compiled file. The through date must be the last date of the month, and must be before today's date.
5. In the Create File field:
   • Select Review to create a “draft” CSI file.
   • The file can be compiled multiple times when Review is selected.
   • Select Final to create the CSI submission file. The from date is changed to the first day of the following month.
     Selecting Final locks the compile dates, along with data within the date range and before the date range. It is important to clear the error report before creating a final file, or records on the error report will be incomplete.
6. Select Print Selected File Information to generate a report that details CSI information. If the file contains errors (missing or incorrect CSI data), the information must be entered or corrected to submit the file.
7. Select Print Selected File Information - MHSA/DIG Data to generate a report that details MHSA/DIG data in the CSI file.
   Result: MHSA/DIG data is entered in the Admission, Diagnosis, and Financial Eligibility forms.
8. Select Print Selected File Error(s) to generate a report that details errors in the CSI file.
   Result: The report displays missing CSI data. If data is missing it can be entered in the CSI Admission form.
9. Select Submit.
   Result: If the CSI file is being submitted, a dialog displays the file name and location.

► Registry Settings

• Allow Outpatient Programs to be Included in CSI Submission
• Enable MHSA/DIG Data Collection Fields
• Include And Utilize The CSI Mode Of Service Associated To The Program Of Service

► See Also

• CSI Service Record Setup 

► SQL Tables

• SYSTEM.edi_ca_csi_service_archive