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Applications

The Applications section allows practitioners to view, complete, and submit applications within the portal.

 


Accessing the Applications Section:

  1. Log in to the Portal

  2. Navigate to the Practitioner Profile.

  3. Scroll down to the Applications section.

    section


Applications Section (Initial Screen):

  • County/Organization Name: Displays the name of the county or organization associated with the application (e.g., "CalMHSA - Napa County").

  • Open Application Button: An "Open Application" button allows the practitioner to view the details of the application.

instructions

Application Instructions Pop-up:

  • Title: The pop-up is titled "Application Instructions."

  • Instructions Text: The pop-up contains detailed instructions for completing the application.

  • Access Application Button: A button labeled "Access Application" leads to the actual application form.

questions

Application Form:

  • Back Button: A "Back" button returns to the previous page.

  • Total Questions: Displays the total number of questions.

  • Download Instructions Button: Downloads instructions as a document.

  • Questions: Displays a series of questions with input fields.

missing

Required Questions Pop-up:

  • Icon: A red exclamation point icon.

  • Title: "The following questions are required. Please complete them to proceed to the signature page."

  • List of Required Questions: Lists the questions that need to be completed.

  • Close Button: Returns to the application form.


submitted

Application Submitted Confirmation Pop-up:

  • Icon: A green checkmark icon.

  • Confirmation Message: Confirms successful submission with details.

  • Download as PDF Button: Downloads a PDF copy of the submission.

  • Exit Button: Closes the pop-up.

Videos

Credentialing with Certify

Introduction to Certify Credentialing Solutions

Certify: The Future of Provider Data Management

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