SOC Tips and Resources

• Contact the Support Desk and we can search for your One Healthcare ID.

• Admin staff from Mental Health programs can select Mental Health Organizational Provider User. They do not need to check the “Add SOC Access” as they are not required access to the SOC.

• Currently, that field is for Optum use only.

• For Mental Health (MH) – Providers who provide direct outpatient services and bill in CCBH, and program managers of the programs that provide these services need to register and attest.

• For Substance Use Disorder (SUD) - Rendering providers who enter or have SUD services entered in SanWITS, and the facility managers need to register and attest.

• Contact the Support Desk to find out if your facility or subunit is excluded from the SOC.

• If a corporate staff happens to provide direct services, they will need to register and attest during the SOC attestation period (when they provided services).

• If corporate staff show up on your Provider List in the SOC, and do not provide services, the manager can update the Service Status field and select from the dropdown ‘Not available to provide services at the site’ (at this time). This can change whenever there is a need for them to provide direct services.

• If corporate staff needs manager access, they can register and notify the Support Desk they need the Manager role.

• Providers are expected to frequently update their current profile (community-based locations, cultural competency hours, etc.) in the SOC application as changes occur to show accurately on the provider directory.

• Providers are expected to attest to all SOC information monthly.

• Program managers are expected to visit the SOC to review program’s information and attest to information monthly.

• New hires and transfers are expected to register promptly, and attest to information once registration is completed.

• For Mental Health (MH) – You can submit a Modify ARF to update electronic Health Record (CCBH). Once CCBH is updated the SOC application will reflect the most updated information.

• For Substance Use Disorder (SUD) – You can submit a SanWITS User Modification form. Once SanWITS is updated the SOC application will reflect the most updated information.

• The Gender options are provided by the State.

• The work email address that will be viewable in the (public) Provider Directory. This is the email address that would be used when the Program Manager or Optum wants to contact you through the SOC application.

• Your private email is an optional alternative email address that will be used when the professional email address is invalid or when Optum cannot get a hold of you through the professional email address. The private email address is not available to the public.

• They are the cultural hours completed in the last twelve months.

• Enter the degree you currently have.

• It is a level beyond Master’s level but not reaching Doctorate level (per Google).

• For Mental Health (MH) – Please complete a modify Access Request Form (ARF) and submit to County MHMIS to update the information in the EHR.

• For Substance Use Disorder (SUD) – Please complete a User Modification form and submit to County SUDMIS information in the EHR.

• If you did not provide direct services under that subunit/facility you will not see it in your SOC account.

• New employees will need to have this added through the ARF/SanWITS form.

• If you are a SUD manager and need access to other facilities, please contact the Optum Support Desk.

• Mental Health subunits - Please contact your program’s COR or QIMatters to submit a Unit/Subunit set up form with the correct address. Once your site’s address is updated in Electronic Health Record (CCBH/SanWITS) the SOC application will reflect the most updated information.

• SUD facilities – Please confirm with SUD MIS that the site address is correct in SanWITS then notify the Optum Support Desk.

• The work email address that will be viewable in the (public) Provider Directory. It can be the same as the Professional Email or the Program Manager’s email address.

• Professional and Site-specific email addresses will appear in the Provider Directory.

• This shows your availability to provide services at the subunit.

• Mental health information is pre-populated from CCBH based on the services you provided for each subunit and can be updated if needed.

• SUD Modalities are checked marked based on a previous NACT submission or attestation and can be updated as needed.

• The distance is the actual mileage you travel to deliver services to Medi-Cal clients. If you travel to multiple sites, enter the longest distance traveled to deliver services.

• Per the State, any of the following are acceptable: Satellite site, fixed-location community setting (e.g., school, community center), field-based, mobile, and/or community-based services (e.g., mobile units, satellite sites, community centers) to deliver services to beneficiaries in community-based settings (NOT including a beneficiary’s home).

• Your possible maximum Medi-Cal client caseload at this treatment location. Contact your program manager for more information.

• MH - This information is pre-populated from CCBH Assignment data. Only clients which you are the primary server (SAI) on a CCBH Medi-Cal Client Assignment will be added to this number. This information can be edited as necessary.

• SUD – This information was from a previous NACT submission or attestation and can be updated as needed.

• MH - Please complete a modify Access Request Form (ARF) to update the information in the EHR.

• SUD – Please contact the Optum Support Desk to have facilities added to your tab.

• This phone number would be used when the County or Optum wants to contact the treatment site and the site phone number is not valid/working

• Your private email is an optional alternative email address that will be used when the professional email address is invalid or when Optum cannot get a hold of you through the professional email address. The private email address is not available to the public.

• Yes. If the site does not have a public email address, the program manager’s address can be entered.

• You can add unlisted languages in the “Other Language Services Available” through the provider’s profile in the Manage MH or SUD Tab. Or you can contact or email the provider (directly via the email option in the Provider listing) to update their language information on their Personal Info tab.

• This is collective information from all your providers’ MH or SUD Sites tab.

• There are two age groups 0-20 and 21+, if your program sees clients (ages 18-20) who are transitioning to an adult program then you will see All Ages.

• Please check with your provider’s responses on their MH or SUD Sites tab. You can contact or email the provider (directly via the email option in the Provider listing) to update their Medi-Cal age groups and hours information.

• This is collective information from all your providers’ MH or SUD Sites tab.

• Please check with your provider’s responses on their MH or SUD Sites tab. You can contact or email the provider (directly via the email option in the Provider listing) to update their Medi-Cal age groups and hours information.

• Provider Types can be corrected via a Modify ARF or correcting the SSR to update Licensure/Credentials.

• A teaching facility is a hospital or organization that sponsors graduate medical education (GME) or participates in GME.

• MH - This information is pre-populated from CCBH Assignment data.

-Only clients which you are the primary server (SAI) on a CCBH Medi-Cal Client Assignment will be added to this number.

-This information can be edit if you see fit.

• This information may be found in your contract with the county.

• You can confirm dates with your program’s COR or inquire with QIMatters.

• In Manage MH/SUD Sites under Work Schedule you have the option to select a 24-hour schedule for example 12am – 11:59pm.

• Contact the Support Desk to provide you with temporary access to update your providers information.

• Yes, under your provider’s listing you can click on the pen icon to edit the doctor’s info.

• A termination Access Request Form needs to be submitted to MHMIS/SUDMIS to remove staff from the list.

• In addition, in the Service Status field, select the option “Not available to provide services at this site.”

• Routine User Termination - A termination Access Request Form needs to be submitted to MHMIS/SUDMIS to remove staff who no longer work for your program.

• Quick User Termination – In some situations, a staff person’s employment may be terminated immediately. For MH programs, the manager will need to immediately contact the MH MIS Department to request the staff account be inactivated immediately. For SUD programs, the manager will need to immediately contact the Support Desk.

-Within one business day, both MH/SUD program managers shall submit Termination Access Request Form to SUD MIS at fax number (855) 975 - 4724 and to MH MIS department scan and email to BHS-Accountrequest.HHSA@sdcounty.ca.gov

• The Provider list is of providers who are listed under your subunit/facility in the EHR.

• Check Service Status for the provider’s availability to provide services; if they are a corporate staff, with access to your subunit/facility, they will appear on your list.

• Term ARFs/SanWITS forms can be submitted to remove providers from the list.

• If administrative staff appear on the list, they may have an NPI and/or taxonomy number that the system interprets as potentially available to provide services