> ## Documentation Index
> Fetch the complete documentation index at: https://coloradobehavioralhealthadministration.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Template Downloads

> CSV templates with headers and sample rows for all schemas

## About Templates

Each template includes:

* **Header row** with all field names in the correct order
* **Sample row** with realistic example data

Copy the header row to start building your submission file. Refer to the corresponding [schema page](https://coloradobehavioralhealthadministration.mintlify.site/schemas/client.md) for field-level details and validation rules.

## Core Schema Templates

> **CLIENT Template (CLI)**
>
> Client demographics and identifiers. 32 columns.
>
> ```csv theme={null}
> RECORD_TYPE|TRANSACTION_TYPE|BHASO_CLIENT_IDENTIFIER|EFFECTIVE_DATE|STATE_IDENTIFIER|TRAILS_IDENTIFIER|VERATO_IDENTIFIER|BHA_IDENTIFIER|DOB|LAST_NAME|FIRST_NAME|MIDDLE_NAME_INITIAL|NAME_SUFFIX|SSN|COUNTY_RESIDENCE|ZIPCODE_RESIDENCE|RACE_CODES|ETHNICITY|HOUSEHOLD_LANGUAGE|SEX_AT_BIRTH|GENDER_IDENTITY|SEXUAL_ORIENTATION|CHILD_WELFARE_INVOLVEMENT|DISABILITY_CODES|VETERANS_STATUS|LAST_KNOWN_ADDRESS_LINE_1|LAST_KNOWN_ADDRESS_LINE_2|LAST_KNOWN_CITY|RAE_REGION|CREATED_DATE|CREATED_BY|LAST_UPDATED_DATE
> CLI|A|CLT-000001|2024-07-15|A123456||||1990-05-15|Smith|Jane|M||123-45-6789|31|80202|05|05||01||01|0|01|0|123 Main St||Denver|3|2024-07-15 10:30:00|system|2024-07-15 10:30:00
> ```

> **ADMISSION Template (ADM)**
>
> Treatment episode admission records. 38 columns.
>
> ```csv theme={null}
> RECORD_TYPE|TRANSACTION_TYPE|BHASO_CLIENT_IDENTIFIER|BHASO_ADMISSION_IDENTIFIER|EFFECTIVE_DATE|LEGACY_ADMISSION_IDENTIFIER|LOCATION_NPI|ADMISSION_DATE|SERVICE_IDENTIFIER|FIRST_CONTACT_DATE|FIRST_APPOINTMENT_OFFERED_DATE|MEDICATION_ASSISTED_OPIOID_THERAPY|REFERRAL_SOURCE|ARRESTS_PAST_30_DAYS|EMPLOYMENT_STATUS|MARITAL_STATUS|LIVING_SITUATION|MONTHLY_INCOME|PRIMARY_INCOME_SOURCE|PREGNANCY_STATUS|WITHIN_1_YEAR_POSTPARTUM_STATUS|SPECIAL_CONNECTIONS_ENROLLMENT|ACT_ENROLLMENT|ASCENT_ENROLLMENT|NUMBER_DEPENDENT_CHILDREN|SELF_HELP_ATTENDANCE|TOTAL_SUBSTANCE_USE_PRIOR_TREATMENT|PSYCHIATRIC_HOSPITAL_ADMISSION|LEGAL_STATUS|INVOLUNTARY_REASON|CRIMINAL_JUSTICE_INVOLVEMENT|EDUCATION_LEVEL|SCHOOL_ATTENDANCE|PSYCHIATRIC_ER_VISIT_6_MONTHS|COMMUNICATION_ACCOMMODATIONS|CREATED_DATE|CREATED_BY|LAST_UPDATED_DATE
> ADM|A|CLT-000001|ADM-000001|2024-07-15||1234567890|2024-07-15|01|2024-07-01|2024-07-08|0|01|0|01|01|01||01|0|0|0|0|0|0|0|0||01|||12|2|0||2024-07-15 10:30:00|system|2024-07-15 10:30:00
> ```

> **DISCHARGE Template (DIS)**
>
> Treatment episode discharge records. 18 columns.
>
> ```csv theme={null}
> RECORD_TYPE|TRANSACTION_TYPE|BHASO_ADMISSION_IDENTIFIER|EFFECTIVE_DATE|LAST_CONTACT_DATE|DISCHARGE_DATE|DISCHARGE_STATUS|END_OF_TREATMENT_REASON|ARRESTS_PAST_30_DAYS|EMPLOYMENT_STATUS|LIVING_SITUATION|SELFHELP_ATTENDANCE|EDUCATION_LEVEL|SCHOOL_ATTENDANCE|LEGAL_STATUS|CREATED_DATE|CREATED_BY|LAST_UPDATED_DATE
> DIS|A|ADM-000001|2024-12-15|2024-12-10|2024-12-15|01||0|01|01|4|12|2|01|2024-12-15 10:30:00|system|2024-12-15 10:30:00
> ```

## Clinical Data Templates

> **DIAGNOSIS Template (DXA/DXD)**
>
> Clinical diagnoses at admission and discharge. 12 columns.
>
> ```csv theme={null}
> RECORD_TYPE|TRANSACTION_TYPE|BHASO_ADMISSION_IDENTIFIER|EFFECTIVE_DATE|MH_DIAGNOSIS_ID_1|MH_DIAGNOSIS_ID_2|MH_DIAGNOSIS_ID_3|SUD_DIAGNOSIS_ID|SMI_SED_STATUS|CREATED_DATE|CREATED_BY|LAST_UPDATED_DATE
> DXA|A|ADM-000001|2024-07-15|F32.1||||01|2024-07-15 10:30:00|system|2024-07-15 10:30:00
> ```

> **SUBSTANCE USE Template (SIA/SID)**
>
> Substance use information at admission and discharge. 20 columns.
>
> ```csv theme={null}
> RECORD_TYPE|TRANSACTION_TYPE|BHASO_ADMISSION_IDENTIFIER|EFFECTIVE_DATE|ASAM_LEVEL_OF_CARE|PRIMARY_SUBSTANCE_USE|PRIMARY_LAST_USED_30_DAYS|PRIMARY_ROUTE_OF_USE|PRIMARY_START_AGE|SECONDARY_SUBSTANCE_USE|SECONDARY_LAST_USED_30_DAYS|SECONDARY_ROUTE_OF_USE|SECONDARY_START_AGE|TERTIARY_SUBSTANCE_USE|TERTIARY_LAST_USED_30_DAYS|TERTIARY_ROUTE_OF_USE|TERTIARY_START_AGE|CREATED_DATE|CREATED_BY|LAST_UPDATED_DATE
> SIA|A|ADM-000001|2024-07-15||02|15|01|16|00||||00||||2024-07-15 10:30:00|system|2024-07-15 10:30:00
> ```

## Specialized Program Templates

> **ACT Template**
>
> Assertive Community Treatment quarterly data. 13 columns.
>
> ```csv theme={null}
> RECORD_TYPE|TRANSACTION_TYPE|BHASO_ADMISSION_IDENTIFIER|EFFECTIVE_DATE|ASSESSMENT_COMPLETION_DATE|QTR_PSYCH_ER_DAYS|QTR_JAIL_DOC_DAYS|ACT_DISCHARGE_DATE|ACT_DISCHARGE_OUTCOME|COMMENTS|CREATED_DATE|CREATED_BY|LAST_UPDATED_DATE
> ACT|A|ADM-000001|2024-07-15|2024-09-30|0|0||||2024-07-15 10:30:00|system|2024-07-15 10:30:00
> ```

> **ASCENT Template (ASA/ASQ/ASD)**
>
> Youth residential treatment data — admission, quarterly update, and discharge record types. 43 columns.
>
> ```csv theme={null}
> RECORD_TYPE|TRANSACTION_TYPE|BHASO_ADMISSION_IDENTIFIER|EFFECTIVE_DATE|PROGRAM|ASCENT_ADMISSION_DATE|REFERRAL_SOURCE|FIRST_EPISODE_DATE|ASSESSMENT_COMPLETION_DATE|CURRENT_EDUCATION_STATUS|QOL|SOCIAL_FUNCTIONING|ROLE_FUNCTIONING|MCSI_1|MCSI_2|MCSI_3|MCSI_4|MCSI_5|MCSI_6|MCSI_7|MCSI_8|MCSI_9|MCSI_10|MCSI_11|MCSI_12|MCSI_13|MCSI_14|ENGAGEMENT_WITH_PROGRAM|FAMILY_AND_OR_SUPPORT_SYSTEM|PRIOR_SUICIDE_ATTEMPTS|QTR_SUICIDE_ATTEMPTS|PRIOR_PSYCH_HOSP_DAYS|QTR_PSYCH_HOSP_DAYS|PRIOR_WIC_DAYS|QTR_WIC_DAYS|ANTIPSYCHOTIC_MEDS|STAGE_OF_CHANGE|DISCHARGE_DATE|DISCHARGE_OUTCOME|COMMENTS|CREATED_DATE|CREATED_BY|LAST_UPDATED_DATE
> ASA|A|ADM-000001|2024-07-15|01|2024-07-15|01|2024-01-15|2024-09-30|01|01|01|01|01|01|01|01|01|01|01|01|01|01|01|01|01|01|01||0|0|||||01|||||2024-07-15 10:30:00|system|2024-07-15 10:30:00
> ```

> **SC BABY Template (BAB)**
>
> Special Connections baby outcomes. 15 columns.
>
> ```csv theme={null}
> RECORD_TYPE|TRANSACTION_TYPE|BHASO_ADMISSION_IDENTIFIER|EFFECTIVE_DATE|BHASO_BABY_IDENTIFIER|LIVE_BIRTH|DOB|WEIGHT_LBS|WEIGHT_OZ|LAST_NAME|FIRST_NAME|MIDDLE_NAME_INITIAL|SEX_AT_BIRTH|CREATED_DATE|CREATED_BY|LAST_UPDATED_DATE
> BAB|A|ADM-000001|2024-12-01|BABY-ID-01|1|2024-12-01|07|06|Smith|Baby|J|01|2024-12-01 10:30:00|system|2024-12-01 10:30:00
> ```

> **SC PREGNANCY RISK Template (PRS)**
>
> Special Connections pregnancy risk assessment. 25 columns.
>
> ```csv theme={null}
> RECORD_TYPE|TRANSACTION_TYPE|BHASO_ADMISSION_IDENTIFIER|EFFECTIVE_DATE|EVALUATION_DATE|CHRONOLOGICAL_AGE|FREQUENCY_DRUGALCOHOL_USE|PREGNANCY_POSTPARTUM_STATUS|PREGNANCY_POSTPARTUM_CARE_STATUS|DRUGALCOHOL_TREATMENT_ACCESS|FAMILY_SOCIAL_SUPPORT|FAMILY_SUD_HISTORY|FAMILY_SUD_CURRENT|DRUG_USING_PARTNER|HIV_RISK|HOME_STABILITY_SAFETY|PERSONAL_SAFETY|PRIOR_CRIMINAL_RECORD|MENTAL_HEALTH_HISTORY|PRIOR_DRUGALCOHOL_TREATMENT|CHILDREN_LIVING_WITH_CLIENT|CHILDREN_AGES_LIVING_WITH_CLIENT|CREATED_DATE|CREATED_BY|LAST_UPDATED_DATE
> PRS|A|ADM-000001|2024-07-15|2024-07-15|01|01|01|01|01|01|01|01|01|01|01|01|01|01|01|1|01|2024-07-15 10:30:00|system|2024-07-15 10:30:00
> ```

> [!NOTE]
>
> **Recommendation** — This section contains guidance developed by the documentation team to supplement the CoBHRM specification. Reviewers should evaluate whether to adopt, modify, or remove this content.

## Template Usage Guide

### Step 1: Copy the Header Row

Expand the template for the schema you need and copy the first line (the header row).

### Step 2: Review Field Requirements

Refer to the corresponding [schema documentation](https://coloradobehavioralhealthadministration.mintlify.site/schemas/client.md) for each field's requirement level:

* `R` = Required field
* `C` = Conditionally required field
* `O` = Optional field

### Step 3: Prepare Your Data

1. Paste the header row as the first line of your CSV file
2. Map your data to the template columns
3. Ensure all required fields have values
4. Check conditional requirements

### Step 4: Validate Format

Before submitting:

* [ ] File is saved as UTF-8 CSV
* [ ] All required fields have values
* [ ] Date fields are in YYYY-MM-DD format
* [ ] Code values match [Appendix A](https://coloradobehavioralhealthadministration.mintlify.site/reference/appendix-a/overview.md)

## Template Format

All submissions follow this format:

```csv theme={null}
# Row 1: Column headers
RECORD_TYPE|TRANSACTION_TYPE|BHASO_CLIENT_IDENTIFIER|...

# Row 2+: Your data rows
CLI|A|CLT-000001|...
```

> [!WARNING]
>
> Submit only the header row and your data rows. Do not include sample data or comment rows.

> [!NOTE]
>
> **Recommendation** — This section contains guidance developed by the documentation team to supplement the CoBHRM specification. Reviewers should evaluate whether to adopt, modify, or remove this content.

## Troubleshooting

### Common Template Issues

| Issue | Solution |
| - | - |
| Column mismatch error | Use the official template headers — don't rename or reorder columns |
| Encoding error | Save as UTF-8, not UTF-16 or ANSI |
| Extra columns | Remove any columns not in the template |
| Missing header row | First row must be the column headers |

> [!NOTE]
>
> **Recommendation** — This section contains guidance developed by the documentation team to supplement the CoBHRM specification. Reviewers should evaluate whether to adopt, modify, or remove this content.

### Excel Users

When saving from Excel:

1. Go to File > Save As
2. Choose "CSV UTF-8 (Comma delimited)" format
3. If this option isn't available, use "CSV (Comma delimited)" and check encoding

> [!WARNING]
>
> Excel exports use comma delimiters by default. After exporting from Excel, you must replace all commas with pipe (`|`) delimiters before submitting to CoBHRM. Consider using a text editor's find-and-replace or a scripting language for this conversion.

> [!TIP]
>
> Consider using a text editor or scripting language for large files. Excel may modify data unexpectedly (e.g., removing leading zeros, changing date formats).


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