Documentation Trainings

To view and complete CalMHSA’s web-based CalAIM documentation trainings, please see our Learning Management System Instructions.

Program Details

Lead Staff:

Courtney Vallejo, LMFT

Director of Managed Care Operations

Email: [email protected]

CPT for Direct Service Providers LMS Training Change Logs

Change Log CPT Coding for Direct Service Providers (SMHS)

Change Log CPT Coding for Direct Service Providers (DMC & DMC-ODS)




Dashboard Navigation:
Module progress can be viewed by counties and CBOs on the default first page. To toggle the view, change the dropdown in “View as County or CBO (select one)” in the top left of the dashboard. To view user enrollment over time click on the right arrow at the base of the dashboard to scroll to the next dashboard page.

Data Download:
Select the “Download Data” button below the dashboard to view employee-level completion of CalAIM modules. The file may take a couple minutes to download.  After opening the CSV, counties and CBOs can filter by county name, CBO name, employee type, and/or employee name.