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.
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
Content & Format
Targeted Case Management Plan Development
- TCM Plan Development Notes Training Video
- TCM Plan Development Notes Training PowerPoint
- TCM Plan Development Notes PowerPoint Handouts
- TCM Plan Development Sample Notes
Sample Notes (Click here)
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
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