EHR Essentials (PDF)
Common Diagnoses Codes (PDF)
Multi-Factor Authentication
Logging in to SmartCare
How to Use List Pages
How to Export Data
How to Sort the Columns
How to Save Filters and/or Create Favorites
How to Resize a Widget on Your Dashboard
How to Reorder/Rearrange Widgets on Your Dashboard
How to Remove a Widget from Your Dashboard
How to Add a Widget to Your Dashboard
Services Needing Attention Widget
Care Team Widget
Overview of Widgets
The SmartView
The Caseload Widget
The Appointments For Today Widget
Tracking Widget
How to View Your Documents
How to View Client Documents
How to Amend a Signed Document
How to Add a Co-Signer to a Document
How to Co-Sign a Document
How to Have a Client or Guardian Co-Sign a Document
Home ScreenIconsPreferencesKeyphrases: Add/Edit Permission only
How to Use the Client Search Icon
How to Use the Client Search Icon to Search to Find Client in Your Caseload
How to Use the Client Search Window
How to View Requests for Services that are Pending
How to Document a Call When You Don’t Provide Services Yourself
How to Handle Calls on a Non-Crisis Line and Client Says they’re in Crisis
How to Document When Someone Walks in for an Assessment
How to Document a Paper Referral from a Partner Agency
How to Document Calls to the Crisis Line
How do I document a request for services received via the Access Line?
Will I be alerted if a client revokes a consent?
What happens when a client revokes their Coordinated Care Consent?
What happens when a client signs the Coordinated Care Consent?
What if the client wants me to be able to talk to other programs/people/agencies?
What happens if I work in both SUD and MH programs?
How do I know what CDAG I have?
How to Determine What Disclosure Authorizations (Release of Information) the Client has Signed
How to Revoke a Standard Release of Information/Authorization to Disclose Information
How to Document a Release of Information (Authorization to Disclose Confidential Information)
How to Determine if the Client has Signed a Coordinated Care Consent
How to Revoke a Coordinated Care Consent
How to Complete a Coordinated Care Consent
How to Document a Revoked Consent
How to View What Consents a Client has Signed
How to Complete a Consent for Telehealth
How to Add or Change a Staff Member in a Group
How to Add a New Client to a Group
How to Create a Recurring Individual Service Appointment
How to Document a No-Show Appointment
How to Cancel a Client’s Appointment
How to Reschedule a Client’s Appointment
How to Create an Appointment from Your Calendar
How to Schedule a Follow-up Appointment
How to Reschedule an Appointment
How to Cancel an Appointment
Reception View
How to Schedule an Appointment
Basic Navigation of the Staff Calendar
How Client’s Can Make a Payment Through their Patient Portal
How to Process Client Credit Card Payments
How to Document a Payment from a Client (Cash or Check)
How to Run Real Time Eligibility (270/271) Screen
How to Complete a NOABD
Zoom’s Remote Control Function to Obtain Signature
How to Associate Two or More Documents
How to Add a Zoom or Webex Link to a Service Appointment
How to Manually Add a Tracking Protocol to a Client
How do I upload a document into the client’s record if I don’t have a scanner?
How do I scan a document into the client’s record?
How do I create a flag to alert treatment team members to important client information?
