Technical Resource Library
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1. BEHAVIORAL HEALTH PROGRAMS - SYSTEMWIDE
1.1 Behavioral Health Codes & Definitions:
1.1.1 Federal Codes:
Federal Financial Participation (FFP) Definitions
1.1.2 California Codes:
California Code of Regulations
California Code of Regulations, Title 9
California DMH Medi-Cal Managed Care Contract
CA Welfare and Institutions Code
CMHDA Framework for Eliminating Cultural Disparities 2005
1.1.3 County Strategic Plans:
BHS Dual Diagnosis Strategic Plan
BHS Dual Diagnosis Strategic Plan
BHS Final Recovery Plan & Appendices
BHS Operational Area Recovery Plan 2007
Co-Occurring Mental Health and Substance Use Disorders Consensus Document
San Diego County DMC-ODS Implementation Plan
DMC Implementation Plan Appendix Final 5-26-17
1.1.4 County Policies:
County Policy 01-02-212: MH Youth Transition Service Plan - 2000
2024 County of San Diego Observed Holidays
Contractor Clearance Background Check Packet
Contractor Security Policy 2011
BHS Dual Diagnosis Capable and Enhanced Definitions
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).
Privacy Incident Report Web Form
Error Correction Report Handbook - ECR Manual
Final Inpatient Manual Rev 2020
Probation - Criminal Offender Record Information (CORI) Training Request Form
CLETS Employee/Volunteer Statement / CLETS Private Contractor Management Control Agreement
FBI Criminal Justice Information Services Security Addendum Certification
County of San Diego – Summary of Policies Regarding County Data/Information and Information Systems
1.2.2 Budget/Invoice Templates:
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
FY 23-24 MH Invoice - Fixed Price Redeterminable Template
FY 22-23 MH Invoice - Fixed Price Redeterminable with Day Svcs Template
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
1.2.3 Medi-Cal Guidelines:
County of San Diego Definition of Mental Health Target Population and Scope of Services Mental Health Severity Tool
Severity Analysis Reference Guide for Adults 1-2015
Severity Analysis Reference Guide for Children/Youth (5-5-14)
Severity Analysis Reference Guide FAQ
MHP Beneficiary Handbook (English)
1.2.4 General Forms and Instructions:
CYF UM Authorization Request Form-Fill 4-17-15
1.2.5 SUD Forms:
SUD Providers, please refer to the Drug Medi-Cal Organized Delivery System page on the Optum website for most current forms and other resources (www.optumsandiego.com/content/sandiego/en/county-staff---providers/dmc-ods.html).
1.2.6 Manuals:
Anasazi User Manual for Adult & Child Services 3-8-11
CIMH Operations and Implementation Manual
Org Provider Financial Eligibility Billing Manual (Rev 02-06-18)
Quality Review Committee (QRC) Manual - Updated 2024
1.2.7 Uniform Clinical Record Manual (UCRM) - 10-2012 - Rev 5-20-15
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 (www.optumsandiego.com/content/sandiego/en/county-staff---providers/orgpublicdocs.html)
1.2.8 Web-based System Manuals - Alcohol & Substance Use Services
IMPACT Evidenced Based Depression Care
Mental Health Youth Transition Service Plan, July 2000
Dual Capable and Enhanced Definitions 04.14.14
1.2.9 Maps - General:
Map of County Regions with Zip Codes
List of County Zip Codes within HHSA Regional Boundaries
1.2.9.1 Maps - Adult System of Care:
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
1.2.9.2 Maps - Children, Youth & Families System of Care:
All Children, Ages 0-17, Accessing Crisis Services, 2015
All Children, Ages 0-17, Accessing Inpatient Services, 2015
All Children, Ages 0-17, Involved with Juvenile Forensic Services, 2015
1.2.9.3 Maps: Groups Below 200% of Federal Poverty Level:
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 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
1.3 Incidental Client Expenses (Flex Funds)
BHS Flexible Funds Policy 10-1-14
2.1 Alcohol & Other Drug Services
2.2 Augmented Services Program (ASP)/Skilled Nursing Facilities
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1. General ASP Information
- ASP Handbook January 2020
- County and County-Contracted Programs Eligible to Refer to ASP Programs
- 2. ASP Clinical Documents
- 3. ASP Clerical Documents
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
- 1. BHS Strategic Employment Plan
- 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
- Suggestions for Supplemental Cultural Competence Training
- Cultural Competence Training Evaluation Form
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. mHOMS 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 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
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, 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, 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
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, 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
- 4. Adult MHSIP State Survey Results
- 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, 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
- POS ADA Report on Adults in San Diego County
- POS ADA Report on Children and Youth in San Diego County
- POS Report on Adults in San Diego County
- POS Report on Children and Youth in San Diego County
For administrative information or to provide feedback
about this page, send us an email or phone BHS Administration at 619-563-2700.