Training Resources

New! Avatar Training Videos

• Avatar Diagnosis Form-Admission: How to enter a diagnosis for a brand new client (added 10/6/2021)
• Avatar Diagnosis Form-Update: How to update an existing diagnosis, including the annual update (added 10/6/2021)
• Signing Into Avatar: How to Sign In Plus Sign In Troubleshooting (added 10/6/2021)
• Use Avatar Staff Messaging to Manage Your Caseload: Use of staff messaging to request that a client be added or removed from your caseload. (added 10/6/2021)
• Avatar Med Service Progress Note (from blank note): How to write a med note in Avatar. (medical providers only) (added 10/6/2021)
•  Avatar SC General Purpose Progress Note: How to write a general purpose progress note. (added 10/6/2021)

Avatar Manuals (Written Training Materials)

• NEW! Noting an Appointment as a No Show
• Avatar Clinicians Manual (2023 Update)
• Avatar Corrections Quick Guide (updated 3/4/2022)
• Avatar Group Progress Notes (updated 1/23/2020)
• Avatar Group Progress Notes - Quick User Guide
• Workflow and Instructions for LPHA Signing of SC MH Episodic Treatment Plan
• Avatar CSI: How to Guide  Cheat Sheet
• Avatar PSC-35 Instructions
• Avatar Supervisor Guide
• Avatar Service Request and Disposition Log (updated 3/24/2021)
• Admission, Discharge, Update Client Data and Associated Forms
• How to Find Edit and Delete Your Draft Individual Progress Notes 
• Keyboard Shortcuts
• Scanning Naming Convention 
• Santa Cruz Avatar Tips
• SNOMED Codes - Help picking problems to add to treatment plans and how to customize
• Staff Messaging
• Staff Messaging - Caseload Assignment
• What to Do When the Diagnosis is Missing From Your Episode
• PM Admission Outpatient - Admissions process including using DFF form.

QI Trainings

• QI DMC-ODS Assessment and Treatment Plan Training
• QI DMC-ODS Case Management Service Code Training
• QI DMC-ODS Discharge Services Training
• QI DMC-ODS Service Code and Progress Note Training
• QI NOABD Letters - QI Guide
• QI NOABD Training
• QI DMC-ODS Service Request and Disposition Log Training

• QI Clinical Documentation Manual -  This manual provides guidance on Medi-Cal requirements and what information your documentation should contain. It includes Information on how to write progress notes, assessments, treatment plans and other documents. (updated December 2021)