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BHRS Quality Management

Overview

BHRS Quality Management
Click the tabs below for more information

DOCUMENTATION RESOURCES

Documentation

Documentation Manual (CalAIM) - for SMHS – Updated 4/30/2025

Progress Note Resources
Worksheets / PDF Versions of Forms

Progress Notes (CalAIM) – Updated 10/2/2024

Assessment Resources
Introduction to the CalAIM Assessment

Assessment Training PPT - Posted 10/17/2024
CalAIM Assessment Development FAQ – Posted 12/16/2024
CalAIM Assessment Workflow for BHRS Avatar users - Posted 12/16/2024

Diagnosis Codes list

There are two sources of information on ICD-10 Codes. Please refer to either:

Worksheets / PDF Versions of Forms

CalAIM Versions of Assessment PDFs
CalAIM Youth Assessment PDF (fillable) – Posted 11/19/2024
CalAIM Youth Assessment PDF (fillable) - Pre To Three Supplement – Posted 11/19/2024
CalAIM Adult Assessment PDF (fillable) – Posted 11/19/2024

BHRS SMHS Eligibility Tool

CalAIM Versions of BHRS SMHS Eligibility Tool - Optional and only for use as a supervisory tool — These do NOT replace the completion of a full clinical assessment. See BHRS Documentation Manual for more information. To request a a copy of the updated BHRS SMHS Eligibility Tool, supervisors should contact QM at HS_BHRS_ASK@QM@smcgov.org

Coding Resources

Scope of Practice Matrix

Scope of Practice Matrix – Updated 4/2/2025 (MH and SUD)

Remote Services

Link to Telehealth Resources for Clients

How to Use Microsoft TEAMS for Running Groups

Avatar Resources

Avatar NX Updates and Tips – Updated 7/8/2025
For more Avatar Guides, click here to visit the Avatar Guide section of our website: https://www.smchealth.org/bhrs/providers/avguide

Special Topics

Emotional Support Animal FAQ

BHRS AUTHORIZATION AND CONSENT FORMS

Link to BHRS Authorization and Consent Forms 

CONTRACTOR FORMS 

Contractor Forms: https://www.smchealth.org/bhrs/providers/soc

WEBINAR RECORDINGS & POWERPOINTS

QM Webinar Training Schedule 

QM CalAIM Live Webinar Schedule 2025 – Updated 4/16/2025

While the Z-Code training listed in the flier is listed as a MH only training, much of the content is also applicable to SUD providers, with the exception of information that is specifically stated to be applicable to SMHS. SUD providers may take this training to learn more about Z-codes that indicate Social Determinants of Health.

Accessing Webinar Recordings via LMS

BHRS Staff:
To access LMS training, you must first be signed into LMS. Please access LMS through OKTA. Once, you are signed in, you may click on the training link. If you are not able to access/search the playlist, you will need to allow 24hrs for LMS to update the system to give you access.

Contractors:
To access LMS training, you must first be signed into LMS. If you don’t have an LMS account or need to reset your password, please reach out to Mercedes Medal at mmedal@smcgov.org. Once, you have created an account, if you are not able to access/search the playlist, you will need to allow 24hrs for LMS to update the system to give you access.

Webinar PowerPoints and Recordings

CalAIM Training Series 2024 – 2025
NOABD 

NOABD
AVATAR NOABD-NAR Form

Client & Services Information (CSI)

CSI Assessment Timely Access 8.25.21
CSI Assessment Training 5.26.21

Legal 

Legal Updates 2020

Incident Reports 

Critical Incident Reports
Ask-QM FAQ_: Critical Incident Reports

Health Information Exchange (HIE)

HIE FAQs

QM UPDATES

What’s New QM

For the latest updates from the BHRS QM Team, check out our What’s New one pagers.

DHCS Info Notices

For more information about new requirements from The Department of Health Care Services, click the link below to view their Information Notices. 

Link to DHCS Mental Health & Substance Use Disorder Services and Behavioral Health Information Notices

BBS Website

For more information about new requirements from The Board of Behavioral Sciences, click the link below. 

Link to Board of Behavioral Sciences Website

BBS Supervisor Resources 

CalAIM INFORMATION 

Introduction to CalAIM

The following presentations were developed by CalMHSA to assist counties in understanding the changes related to CalAIM.
* Information specific to contract providers is coming soon. 

Welcome to CalAIM: Then vs. Now

CalAIM Related Polices 

The following policies were developed by CalMHSA and adopted by BHRS to be in compliance with the CalAIM changes. 

5150 TRAINING

This training is intended for BHRS staff, contractors, and other contracted non-BHRS providers (Mills Hospital, VA, Kaiser Permanente, Sutter Health) to complete the San Mateo County 5150 Certification Training Requirements.

BHRS has contracted with CalMHSA (California Mental Health Services Authority) to provide our staff and contractors with a 5150 training. This is a required training for any BHRS staff, contracted clinical or hospital staff requesting 5150 writing privileges. The purpose of this training is to provide a basic orientation to the current laws governing involuntary detention. There will be a monthly live training to attend, or you can watch the recorded training. ​

  • CalMHSA LMS (Learning Management System) https://moodle.calmhsalearns.org/

  • CalMHSA 5150 Training User Guide-June
  • At the end of the training there is a certification issued. Please provide QM with a copy of the certification so we can issue a 5150 certification card.
  • If you are issued a 5150 card from San Mateo County, BHRS Quality Management will email you or your agency representative the card within 7 days of providing a copy of the certification.
  • ​If you do not receive an emailed 5150 card from San Mateo County BHRS Quality Management, you are not certified to write a hold in San Mateo County. 

Please email us with your questions at: HS_BHRS_QM@smcgov.org​

ABOUT QUALITY MANAGEMENT

Quality Management Description
Quality Improvement Committee
Policy 08-02: Policy Management, Development & Approval Process 

QUALITY MANAGEMENT WORKPLANS

Mental Health & SUDS

Quality Improvement Workplans 

MH & SUDs Work Plan FY2024-2025                                                                                        MH & SUDs Work Plan FY2023-2024
MH & SUDs Work Plan FY2022-2023
MH & SUDs Work Plan FY2021-2022
MH & SUDs Work Plan FY2020-2021
MH & SUDs Work Plan FY2019-2020

End of Year Review – Quality Improvement Work Plan

MH & SUDs Work Plan Year End Review FY2019-2020
MH & SUDs Work Plan Year End Review FY2020-2021
MH & SUDs Work Plan Year End Review FY2021-2022
MH & SUDs Work Plan Year End Review FY2022-2023
MH & SUDs Work Plan Year End Review FY2023-2024 

QM CONTACT INFORMATION 

1950 Alameda de Las Pulgas, Suite 157
San Mateo, CA 94403

Fax: (650) 525-1762
PONY: MLH 327

Email Addresses

For general questions: HS_BHRS_ASK_QM@smcgov.org

For submitting forms such as IRs, Change of Provider, Block Chart
Requests, Subpoenas, Records Requests, etc.: HS_BHRS_QM@smcgov.org

For PAVE related support: HS_BHRS_PAVE@smcgov.org

For IRB Submissions or Inquiries: HS_BHRS_IRB@smcgov.org