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Avatar Access

Behavioral Health & Recovery Services

Divisions / Behavioral Health & Recovery Services / Programs and Services / For Providers / Avatar Access

Forms, training and requirements for staff and providers requesting access to the Behavioral Health electronic health record (Avatar), including credentialing and system access instructions.

This page includes required training and documentation for new users. All prospective Avatar users must complete online training before receiving system access and login credentials.

Internal Behavioral Health and Recovery Services (BHRS) Staff & External county staff and contractors that need Look-Up Only access. (For example, PES, Correctional Health, Aging & Adult, and Administrators of BHRS/AOD that only need look-up access only).

  1. Complete the required on-line Introduction to the Avatar Electronic Medical Record training and survey and BHRS Confidentiality & HIPAA for Mental Health & AOD training and short survey either online or LMS.
  2. Sign and complete the form in the resource library below: Request for Look-up Only Access to Avatar, Declaration of Notice of Confidentiality.
  3. Contractors email form to HS_BHRS_QM@smcgov.org. County staff fax to BHRS QM (650-525-1762).
  4. Receive Avatar Password by email; may take up to 10 days. For status update on accounts please contact BHRS-IT-Support@smcgov.org
  5. Review Avatar reference guides and videos in the resource library.

Behavioral Health and Recovery Services Contract Agency (including MH and AOD programs) that already have Avatar at their program and use PM or CWS.

Step 1:

  • Complete VPN- Avatar Access SMC- Remote Access User Request form. Fax completed and signed Avatar Remote Access form to (650) 573-2841
  • Call: (650) 573-2841
  • Complete and sign the BHRS MH Contractor Credentialing Form or BHRS AOD Contractors Credentialing Form and Remote Access Request Form, and eCC Electronic Signature Agreement Form.
  • MH and AOD Contractors email completed form to HS_BHRS_QM@smcgov.org

Step 2:

  • Complete the required online Introduction to the Avatar Electronic Medical Record and BHRS Confidentiality & HIPAA for Mental Health & AOD training and short survey either online or LMS.

Step 3:

  • Receive Avatar Password by email, may take up to 10 days

Additional Required Training

  • Progress Note Writers Take Documentation Training Series: Progress Notes
  • BHRS Treatment & Recovery Plan Writers Take Basic Documentation Series: Client Treatment and Recovery Plan
  • Assessment Writers Online training under development; must take LIVE class
    Info-scriber Users Online training for medical staff is under development; must take LIVE class
  • Reference Materials Review Avatar reference guides and videos

Including: Extra Help, Trainees, Interns and Staff who need refresher.

Step 1:

  • Meet with Personnel/HR.

Step 2:

  • All staff complete required training Introduction to the BHRS Avatar Electronic Medical Record and BHRS Confidentiality & HIPAA for Mental Health & AOD and short survey either online or LMS.
  • Admin PM Users must also take the LIVE classroom training, Avatar PM; contact BHRS IT at BHRS-IT-Support@smcgov.org to schedule.

Step 3:

  • All HR requirements must be “cleared” to receive Avatar Password; see below

Step 4:

Additional Required Training

  • Progress Note Writers Take Documentation Training Series: Progress Notes
  • BHRS Treatment & Recovery Plan Writers take Basic Documentation Series: BHRS Client Treatment and Recovery Plan
  • Assessment Writers Online training under development; must take LIVE class
  • Infoscriber Users Online training for medical staff is under development; must take LIVE class
  • Reference Materials Review Avatar reference guides and videos

HELP DESK – contact the Help Desk for immediate assistance
ISDhelpdesk@smcgov.org
(650) 573-3400

Doreen Avery HRS Billing Manager
DAvery@smcgov.org
(650) 573-2284

BHRS IT Support Line
BHRS-ITSupport@smcgov.org
(650) 573-3496

Resource Library