For training and technical assistance needs or questions, please email [email protected].

Data Collection and Reporting Resources

The Community Assistance, Recovery, and Empowerment (CARE) Act, signed into law in September of 2022 and outlined in California Welfare and Institutions Code (W&I Code) sections 5970-5987, creates a new civil court program where adults living with a diagnosis of schizophrenia spectrum or other psychotic disorders who meet certain health and safety criteria can access behavioral health care, stabilizing medications, housing, and other community services. The W&I Code section 5985 outlines data collection and reporting requirements to measure the implementation and outcomes of CARE in counties and across the state.

The following technical assistance (TA) resources have been created to assist counties with this requirement. For additional questions or information, e-mail [email protected]. To submit a data-specific TA request, submit a Request CARE Act Data Collection and Reporting Assistance form. 

Data Collection & Reporting Resources

CARE Act Data Dictionary and Related Resources

Data Dictionary 1.0

For use on data collected prior to January 1, 2025

Contains instructions for data collection and reporting, including all the data elements required by statute, key definitions, and specifications to standardize data collection and reporting.

For a full overview of the Data Dictionary, view the Data Dictionary Walkthrough training.

Details every data point collected throughout the CARE Act process. Understanding this flowchart will be key to successful data reporting for CARE clients.

This resource is highlighted in the Data Dictionary Walkthrough and Data Submission Options trainings.

Summarizes all data elements and includes the associated statute, data source, question, and measurement period for each data element and point. A summary of these data elements is also included in the Data Dictionary tab of each data file template.

A step-by-step guide that allows a user to follow along and access the MOVEit file transfer application. This step-by-step guide is used in conjunction with the Data Submission Options training.

Data Dictionary 2.0

For use to collect and report data beginning January 1, 2025 - Coming Soon

The final CARE Act Data Dictionary 2.0 and its associated resources will be posted here in 2025. For a summary of the proposed amendments, view the Overview of Proposed Amendments to the CARE Act Data Dictionary (PDF) slide deck.

CARE Act Data Submission and Quality Assurance Process

Data Submission and Quality Assurance Process

County BH agencies will collect data in monthly installments and must submit within 60 days following the close of a reporting period. Counties may elect to submit data monthly, or wait until the end of a quarter to submit three monthly files. Counties must adhere to the reporting and submission schedule outlined below regardless of implementation date. Please email the HMA Data Team at [email protected] once data has been submitted.

Reporting Period Submission Deadline
Q1: January 1 – March 31  May 30
Q2: April 1 – June 30  August 29
Q3: July 1 – September 30  November 29
Q4: October 1 – December 31  March 1

Counties can submit data via one of two mechanisms, SurveyMonkey or the MOVEit file transfer application. During a single reporting period, county behavioral health agencies may only submit data using one mechanism.

A reporting period-specific SurveyMonkey link and password will be distributed to all county data contacts via email ahead of the submission deadline. To view or edit county data contacts, please reach out to [email protected].

MOVEit is a mechanism used for automated file transfer of sensitive data. All counties must have a designated MOVEit user with appropriate folder access to retrieve Data File Template Options A and B and the Quality Assurance Protocol and Checklist. Request processing times may vary, counties are encouraged to complete the MOVEit access form at the earliest convenience when adding or changing users. Counties may add or change designated MOVEit user(s) at any time, interim users are acceptable, and the number of users permitted is not limited. To request access, please complete this form.

Counties can elect to submit quarterly data entered into one of the Data File Template Options and uploaded to DHCS via the MOVEit File Transfer Application. Counties are NOT permitted to create and use their own data file templates and must use the Data File Template Options provided by the HMA Data Team. Data provided to HMA in a format other than the provided data file templates will be returned for correction.

Data File Template Option A mirrors the Excel data extract from SurveyMonkey, which results in a wide format with multiselect data value options separated into their own columns. Data File Template Option A is separated into several sheets by Current CARE Status. Data File Template Option B is formatted to support automated queries from county data systems into a single sheet; multiselect data value options are delimited by commas, rather than separated into discrete columns.

When submitting CARE Act data via MOVEit, counties should use the following file naming conventions:

  • Initial submission: “Name of County_MMYYYY”, where MMYYYY corresponds to the reporting month and year (E.g., “Orange_012024”).
  • Re-submissions: “Name of County_MMYYYY_Resubmission_DDMMYYYY”, where the first MMYYYY corresponds to the reporting month and year and the following DDMMYY correspond to the re-submission date (E.g., “Orange_012024_Resubmission_02152024”)

The HMA Data Team will share a quality assurance (QA) report within 45 business days of a county submission. This report will detail where counties must correct their data and resubmit based on C.A.R.T metrics, described below.

Quality Dimension Description
C: Completeness Checks for missing, surplus, or duplicate data
A: Accuracy Checks for typos and questionable records
R: Reasonability Checks if the individual data are valid and the data set, taken as a whole, is plausible
T: Timeliness Checks for timely submission of data

Counties have 15 business days to correct their data and resubmit via the MOVEit file transfer application. Please email the HMA Data Team at [email protected] once your data has been re-uploaded to MOVEit.

Training and Technical Assistance

CARE Act Data Collection and Reporting: Dictionary Walkthrough

Introduces the CARE Act Data Dictionary and resources to support data collection and reporting. Overview of the background on the CARE Act, roles within the process, and a high- level description of the court process.

CARE Act Data Collection and Reporting: Data Submission Options 

Describes the use of SurveyMonkey, MOVEit, and the Data File Template Options for submitting monthly data for CARE participants. Live demos are provided in addition to a summary of the quality assurance process.

Coming Soon