The discontinued client keeps appearing on the 3Month Tickler because the KEC to discontinue the client was likely created before the validation was put in place to terminate the program.  You will need to submit a DCR providing the inactive date and requesting that the inactive date be entered. 

Submit a DCR requesting the following:

1. Request the client’s program effective date (provide date) be changed to the correct date.
2. Request that the Inactive date in the KEC be temporarily removed so you can enter the missing Partnership Date in the Baseline.
3. Enter the missing Partnership Date in the Baseline.
4. Once you’ve completed the above steps the inactive date will be added back.

The reason why Provider B can not submit an assessment  is because Provider A transferred and discontinued the client on the same KEC.  You should never discontinue a client when you are transferring the client. 

The following steps are need in order to fix this issue.

Step 1:  Provider A needs to submit a DCR requesting the KEC they submitted to transfer/discontinue client be deleted.

Step 2: If Provider B submitted a second Baseline for the client, Provider should request to remove Baeline and any attached KECs/3Ms (if any).

Step 3: The Implementation Group will update the Program in database, if Provider B added a program (delete the second program, and remove the inactive date).

Step 4: The App Dev Unit will update the Provider table in database (set the current provider back to Provider A).

Step 5: Implementation Group will notify Provider A to re-submit the KEC to transfer client (WITH NO DISCONTINUATION).

Step 6: Provider A must then submit a KEC to transfer client properly.

Step 7: Implementation Group will notify Provider B once it has been fixed that they can enter KECs and 3Ms. 

Step 8: Provider B should now submit KECs and 3Ms.

There are a couple of possibilities here: are you associated with the reporting unit that episode was opened under?

If yes, was the episode connected to another set of Outcomes? In some cases, users have tried to re-use an episode by accident. Double check to make sure that there's only one set of Outcomes connected to that episode.

If you still can't find the cause, please call Help Desk so we can investigate the episode for you. 213-351-1335. There are certainly cases where the episode is not carried over to the OMA from the IS. They are rare, but it does happen.

Double check the IS: is the episode still open? If someone CLOSED the episode you will need to ask DMH to "Remove the Discharge Date." See this page for more information on that issue.

If you still can't find the cause, please call Help Desk so we can investigate the episode for you. 213-351-1335.

Your IS logon will be your OMA logon. If you are a contractor you might have some trouble: for contractors, they are automatically signed on to the IS when they use their SecurID. The OMA, on the other hand, requires another password.

To obtain that password, or to get password resets, please call DMH Help Desk at 213-351-1335. 

Check the Program Date Effective Date (on the Program tab): is it AFTER your Assessment Date? There's your problem. You need to ask us to change the Program Effective Date for you.

To change something on an assessment that you can't get at, you need to file a Data Change / Deletion Request form. You can find that form on this page. 

Are you sure you're looking for the right number? The numbers in the drop down are the IS STAFF CODES: they are 7 characters long and combine letters and numbers.

A DMH Staff Code might be "E123456", while other providers have other numbers: ENK8765 for Enki, or CII1234 for Children's Institute for example. Many providers are looking for some other (internal) ID number...you need to use the Staff Code!

Is this a new provider? It could be that they haven't been added to the system yet. Are they appearing in the Integrated System? If yes, please call in a ticket to the Help Desk: 213-351-1335. 

OMA gets the SFPR information from the IS. If you update it in the IS, it will (eventually) get to the OMA. Sometimes this can take more than a couple of days. You cannot change it in the OMA…you have to change it in the IS.

In any case, IT DOESN’T MATTER…none of the OMA reports or printouts include the SFPR. We are going to remove that field from the OMA in the future because all it does is upset people! What matters is that the SFPR is correct in the Integrated System!