TECHNICAL RESOURCE LIBRARY
For more information send us an email or phone 619-563-2700.
Please select the type of information you are seeking:
1.1 Behavioral Health Codes, Regulations, and Policies
1.2 Strategic & Recovery Plans
1.3 Provider Manuals & Handbooks
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1.3.1 Operations & Clinical Guidance
- Final Inpatient Manual Rev 2020
- Clinical Definitions
- Org Provider Financial Eligibility Billing Manual (Rev 2018)
- Quality Review Committee (QRC) Manual (Rev 2024)
- Uniform Clinical Record Manual (UCRM) (Rev 2015) (www.optumsandiego.com/content/sandiego/en/county-staff---providers/orgpublicdocs.html)
Mental Health Providers, please refer to the MHP Provider Documents page on the Optum website for the UCRM and all the most current forms and other resources
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1.3.2 BHS Provider Resource Portals
SUD Providers, please refer to the Drug Medi-Cal Organized Delivery System page on the Optum website for the SUDPOH and all the most current forms and other resources
Mental Health Providers, please refer to the MHP Provider Documents page on the Optum website for the OPOH and all the most current forms and other resources
1.4 Provider Forms & Administrative Tools
1.5 Compliance, Privacy & Legal
- Privacy Incident Report Web Form
- CLETS Employee/Volunteer Statement / CLETS Private Contractor Management Control Agreement
- Contractor Security Policy 2011
- FBI Criminal Justice Information Services Security Addendum Certification
- Error Correction Report Handbook - ECR Manual
- Probation - Criminal Offender Record Information (CORI) Training Request Form
- Summary of Policies Regarding County Data/Information and Information Systems
1.6 Clinical & Medi-Cal Guidelines
1.7 Finance & Budget Templates
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1.7.1 BHS Templates
- FY 25-26 BHS Budget Template - Cost Reimbursement
- FY 25-26 BHS Budget Template (DMC) - Cost Reimbursement
- FY 25-26 BHS MH Invoice Template - Cost Reimbursement
- FY 25-26 BHS SUD Invoice Template - Cost Reimbursement
- FY 24-25 BHS Budget Template - Cost Reimbursement
- FY 24-25 BHS Budget Template (DMC) - Cost Reimbursement
- FY 24-25 BHS MH Invoice Template - Cost Reimbursement
- FY 24-25 BHS SUD Invoice Template - Cost Reimbursement
- 1.7.2 Flex Funds Expenses
1.8 Substance Use Disorder Tools & Systems
1.9 Maps & Demographic Data
- 1.9.1 General Maps
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1.9.2 Adult Services
- All Adults, 18+, Receiving Mental Health Services While in Jail, 2015
- All Adults, 18+, Using Emergency Services Without Using Outpatient Services, 2015
- All Adults, 18+, Using Psychiatric Emergency Response Team (PERT) Services Without Using Outpatient Services, 2015
- All Homeless Adults, 18+, Accessing Mental Health Services, 2015
- 1.9.3 Children and Youth Services
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1.9.4 Populations Below 200% Federal Poverty Level (FPL)
- All Adults, 18+, Below 200% of Federal Poverty Level, 2015
- All Children, Ages 0-5, Below 200% of Federal Poverty Level, 2015
- All Children, Ages 0-17, Below 200% of Federal Poverty Level, 2015
- African American Population Below 200% of Federal Poverty Level 2015
- Asian/Pacific Islander Population Below 200% of Federal Poverty Level 2015
- Hispanic Population Below 200% of Federal Poverty Level 2015
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Pending Relocation Within the TRL
1.1.3 County Strategic Plans:
1.2 Behavioral Health Handbooks, Manuals, Maps & Forms:
1.2.1 Organizational Provider Operations Handbooks:
SUD Providers, please refer to the Drug Medi-Cal Organized Delivery System page on the Optum website for the SUDPOH and all the most current forms and other resources (www.optumsandiego.com/content/sandiego/en/county-staff---providers/dmc-ods.html).
Mental Health Providers, please refer to the MHP Provider Documents page on the Optum website for the OPOH and all the most current forms and other resources (www.optumsandiego.com/content/sandiego/en/county-staff---providers/orgpublicdocs.html).
1.2.2 Budget/Invoice Templates:
Service Time Generator - Program Invoicing Report
Service Time Generator (CSU-NA) - Program Invoicing Report
Service Time Generator (CSU-Palomar) - Program Invoicing Report
Service Time Generator (CSU-Prime Bayview) - Program Invoicing Report
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2.1 Alcohol & Other Drug Services
2.2 Augmented Services Program (ASP)/Skilled Nursing Facilities
2.3 Case Management
2.4 SDBHS Adult Clinics - By Region
2.5 Full Service Partnership (FSP) Data Forms - Adult
2.6 Supportive Housing
2.7 Supported Employment
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1. BHS Strategic Employment Plan
- BHS Five Year Strategic Employment Plan 8-6-20 (no longer valid)
- 2. Supported Employment Initiative
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3. Supported Employment Resources
- Supported Employment - Power Point 12-23-14
- Supported Employment - Getting Started 12-23-14
- SAMHSA How To Use Supported Employment Kit 12-23-14
- SAMHSA Supported Employment Kit 12-23-14
- Supported Employment - Program Evaluation Kit 12-23-14
- Supported Employment - The Evidence 12-23-14
- Spanish Brochure - 12-23-14
- 4. BHS Employment Toolkits
2.8 Homeless Outreach
2.9 Treatment
2.10 Trauma-Informed Information
3.1 CY Information
3.2 Full Service Partnership (FSP) Data Forms - Children and Youth
3.3 Seriously Emotionally Disturbed (SED)
4.1 Cultural Competence General Plans and Handbooks
4.2 California Reducing Disparities Project (CRDP) Population and Faith-Based Community Resources
4.3 Survey Reports
- 1. Promoting Cultural Diversity Self-Assessment (PCDSA) Reports
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2. Cultural and Linguistic Competence Policy Assessment Reports
- Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2024
- Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2023
- Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2022
- Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2021
- Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2020
- Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2019
4.4 Training and Education References
5.1 General Behavioral Health Services Reports
5.2 MHSA General Plan and Documents
- 1. BHS Databooks
- 2. Countywide PEI Summary Reports
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3. Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental
Health Services
- Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental Health Services - FY 2024-25
- Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental Health Services - FY 2023-24
- Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental Health Services - FY 2022-23
- Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental Health Services - FY 2021-22
- Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental Health Services - FY 2020-21
- 4. mHOMS Outcomes Reports-Adult
- 5. Outcomes Reports-CY
- 6. MHSA Innovations Evaluation Reports
- 7. PEI Special Reports
- 8. QI Work Plans
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9. QI Work Plan Evaluations
- QI Work Plan Evaluation FY 2024-25
- QI Work Plan Evaluation FY 2023-24
- QI Work Plan Evaluation - MH, FY 2022-23
- QI Work Plan Evaluation - SUD, FY 2022-23
- QI Work Plan Evaluation - MH, FY 2021-22
- QI Work Plan Evaluation - SUD, FY 2021-22
- QI Work Plan Evaluation - MH, FY 2020-21
- QI Work Plan Evaluation - SUD, FY 2020-21
- QI Work Plan Evaluation - MH, FY 2019-20
- QI Work Plan Evaluation - SUD, FY 2019-20
- 10. Special Populations Reports
- 11. TAY Triennial Reports
- 12. TPS State Client Survey Supplemental Reports
- 13. Mental Health Provider Input Reports
6.2 Children and Youth (CY) Reports
- 1. CY Annual System of Care Reports
- 2. CY FSP Outcomes Summaries
- 3. CY Impact Reports
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4. CY Live Well San Diego Areas of Influence (Quarterly)
- CY Live Well San Diego Areas of Influence, Q4, FY 2024-25
- CY Live Well San Diego Areas of Influence, Q3, FY 2024-25
- CY Live Well San Diego Areas of Influence, Q2, FY 2024-25
- CY Live Well San Diego Areas of Influence, Q1, FY 2024-25
- CY Live Well San Diego Areas of Influence, Q4, FY 2023-24
- CY Live Well San Diego Areas of Influence, Q3, FY 2023-24
- CY Live Well San Diego Areas of Influence, Q2, FY 2023-24
- CY Live Well San Diego Areas of Influence, Q1, FY 2023-24
- CY Live Well San Diego Areas of Influence, Q4, FY 2022-23
- CY Live Well San Diego Areas of Influence, Q3, FY 2022-23
- CY Live Well San Diego Areas of Influence, Q2, FY 2022-23
- CY Live Well San Diego Areas of Influence, Q1 FY 2022-23
- CY Live Well San Diego Areas of Influence: FY 2020-21
- CY Live Well San Diego Areas of Influence: FY 2019-20
- 5. CY PEI Summary Reports
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6. CY Performance Dashboards (Quarterly)
- CY Performance Dashboard, Q4, FY 2024-25
- CY Performance Dashboard, Q3, FY 2024-25
- CY Performance Dashboard, Q2, FY 2024-25
- CY Performance Dashboard, Q1, FY 2024-25
- CY Performance Dashboard, Q4, FY 2023-24
- CY Performance Dashboard, Q3, FY 2023-24
- CY Performance Dashboard, Q2, FY 2023-24
- CY Performance Dashboard, Q1, FY 2023-24
- CY Performance Dashboard, Q4, FY 2022-23
- CY Performance Dashboard, Q3, FY 2022-23
- CY Performance Dashboard, Q2, FY 2022-23
- CY Performance Dashboard, Q1, FY 2022-23
- CY Performance Dashboard, Q4, FY 2020-21
- CY Performance Dashboard, Q3, FY 2020-21
- CY Performance Dashboard, Q2, FY 2020-21
- CY Performance Dashboard, Q1, FY 2020-21
- CY Performance Dashboard, Q4, FY 2019-20
- CY Performance Dashboard, Q3, FY 2019-20
- CY Performance Dashboard, Q2, FY 2019-20
- CY Performance Dashboard, Q1, FY 2019-20
- 7. CY Special Populations Reports
- 8. CY TPS State Survey Results
- 9. CY TPS Client Handouts
- 10. CY YSS State Survey Reports
- 11. CY YSS Client Handouts
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12. CY YSS State Supplemental Reports
- Youth Services Survey (YSS) State Survey Supplemental Report on Health Equity - May 2024
- CY YSS State Survey Supplemental Report Perspectives on Health Equity - Spring 2023
- CY YSS State Survey Supplemental Report COVID-19 Impact - May 2022
- CY YSS State Survey Supplemental Report COVID-19 Impact - Caregiver – Dec 2021
- CY YSS State Survey Supplemental Report LGBTQ Youth - Dec 2021
- CY YSS State Survey Supplemental Report: COVID-19 Impact - June 2020
- 13. CY Ad Hoc Reports
6.3 Adult Reports
- 1. Adult Annual System of Care Reports
- 2. Adult Impact Reports
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3. Adult Live Well San Diego Areas of Influence (Quarterly)
- Adult Live Well San Diego Areas of Influence, Q4, FY 2024-25
- Adult Live Well San Diego Areas of Influence, Q3, FY 2024-25
- Adult Live Well San Diego Areas of Influence, Q2, FY 2024-25
- Adult Live Well San Diego Areas of Influence, Q1, FY 2024-25
- Adult Live Well San Diego Areas of Influence, Q4, FY 2023-24
- Adult Live Well San Diego Areas of Influence, Q3, FY 2023-24
- Adult Live Well San Diego Areas of Influence, Q2, FY 2023-24
- Adult Live Well San Diego Areas of Influence, Q1, FY 2023-24
- Adult Live Well San Diego Areas of Influence, Q4, FY 2022-23
- Adult Live Well San Diego Areas of Influence, Q3, FY 2022-23
- Adult Live Well San Diego Areas of Influence, Q2, FY 2022-23
- Adult Live Well San Diego Areas of Influence, Q1, FY 2022-23
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4. Adult MHSIP State Survey Results
- Adult MHSIP State Survey Results - May 2025
- Adult MHSIP State Survey Results - May 2024
- Adult MHSIP State Survey Results - May 2023
- Adult MHSIP State Survey Results - May 2022
- Adult MHSIP State Survey Results – June 2021
- Adult MHSIP State Survey Results - June 2020
- Adult MHSIP State Survey Results - May 2019
- 5. Adult MHSIP Client Handouts
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6. Adult MHSIP State Survey Supplemental Reports
- Adult MHSIP State Survey Supplemental Report - Spring 2024
- Adult MHSIP State Survey Supplemental Report - Spring 2023
- Adult MHSIP State Survey Supplemental Report COVID-19 Impact - Spring 2022
- Adult MHSIP State Survey Supplemental Report COVID-19 Impact – Dec 2021
- Adult MHSIP State Survey Supplemental Report: COVID-19 Impact - June 2020
- 7. Adult PEI Summary Reports
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8. Adult Performance Dashboards (Quarterly)
- Adult Performance Dashboard, Q4, FY 2024-25
- Adult Performance Dashboard, Q3, FY 2024-25
- Adult Performance Dashboard, Q2, FY 2024-25
- Adult Performance Dashboard, Q1, FY 2024-25
- Adult Performance Dashboard, Q4, FY 2023-24
- Adult Performance Dashboard, Q3, FY 2023-24
- Adult Performance Dashboard, Q2, FY 2023-24
- Adult Performance Dashboard, Q1, FY 2023-24
- Adult Performance Dashboard, Q4, FY 2022-23
- Adult Performance Dashboard, Q3, FY 2022-23
- Adult Performance Dashboard, Q2, FY 2022-23
- Adult Performance Dashboard, Q1, FY 2022-23
- Adult Performance Dashboard, Q4, FY 2020-21
- Adult Performance Dashboard, Q3, FY 2020-21
- Adult Performance Dashboard, Q2, FY 2020-21
- Adult Performance Dashboard, Q1, FY 2020-21
- Adult Performance Dashboard, Q4, FY 2019-20
- Adult Performance Dashboard, Q3, FY 2019-20
- Adult Performance Dashboard, Q2, FY 2019-20
- Adult Performance Dashboard, Q1, FY 2019-20
- 9. Adult Special Populations Reports
- 10. Adult TPS State Survey Results
- 11. Adult TPS Client Handouts
- 12. FSP ACT Summary Reports
- 13. SUD Performance Dashboards (Quarterly)
6.4 External Quality Review (EQR)
6.5 Department of Health Care Services (DHCS) Performance Outcomes System (POS) Reports
6.6 Community Experience Partnership
For administrative information or to provide feedback
about this page, send us an email or phone BHS Administration at 619-563-2700.


