Procedure Code Definitions
This spreadsheet provides you with information on procedure codes that are in SmartCare. This is updated frequently, so we don’t recommend downloading this document. This has all procedure codes and
Understanding IdenTrust Vouchers and Certificates
Vouchers What is a Voucher? Vouchers are used to permit a provider to go through an identity proofing process to obtain a certificate from an organization called IdenTrust. This certificate
How to Create a New Prescription – Send Immediately
To prescribe a medication we first need to have our client’s chart open within SmartCare and then we need to go to the CalMHSA Rx transition page. Please click here
How to Add/Remove Clients or Staff from a Group Service
This article will review how to write a group progress note. From your schedule, double click the group appointment. Note: You can also navigate from your “Appointments for the Day”
How to Write a Group Progress Note
This article will review how to write a group progress note. From your schedule, double click the group appointment. Note: You can also navigate from your “Appointments for the Day”
How to Schedule Groups
This Article will walk you through how to schedule groups. Click the Search icon. Type Managing into the search bar. Click to select Managing Groups (My Office). This takes you
How to Create a New Group
In this article you will learn how to create groups. Click here for an instructional video Click the Search icon. Type Managing into the search bar. Click to select Managing
How to Deactivate a Document
There are different types of documents, such as service notes, scanned document types, and letters. However, all of these are considered documents in SmartCare and all can be deactivated with
How To Deactivate a QuickLink
QuickLinks act as shortcuts to screens that exist in SmartCare. They show in the left side of the screen. The operate independently from documents and screens, meaning that just because
How to Add/Edit a Taxonomy Code Associated with a Clinician’s Degree
SmartCare allows a taxonomy code to be linked to a specific degree within the clinician’s user account. The Start Date and Expiration Date for the license will be used to
Pediatric Symptom Checklist (PSC)
The Pediatric Symptom Checklist, or PSC or PSC-35, is required for youth mental health clients ages 3-18. You must first have the client open, click the Search icon. Type Pediatric
How to Transfer the Client to the MCP
When a client has been receiving Specialty Mental Health Services but needs to step down to a lower level of care provided by the Managed Care Plans, you must complete
How to Add a Pharmacy for a Client
This process will show you how to add a pharmacy for a client. This can be done in various ways. The options to add a pharmacy can be accessed in
How to Edit a Document When You’re Not the Author
Sometimes, especially for state reporting documents, there are multiple authors for a single document. This comes in to play most often for timely access records. The person who starts the
Global Code Overview
Click the Search icon. Type “Global Codes” in the Search Bar. Select “Global Codes (Administration)” from the search results. This takes you to the Global Code List page. Use the
How to Setup the 837 to Default the D8 Format for Crisis Stabilization Procedures
This article will walk through creating a Claim Format configuration to always send the D8 qualifier in the Loop 2400, segment DTP*472 for Crisis Stabilization procedures since the claim will
Configuration Keys
While most configuration keys are managed and set by CalMHSA, some can be edited by the county if desired. This page will list configuration keys that counties may edit. To
DisplayOrRemoveRevokedROIInReleaseOfInformationLog
Brief Description: This determines whether revoked ROIs will continue to show on the Client Information: ROI Log. Details: There is a tab on the Client Information screen that lists all
XCAHideASAMDimensionRadioButtonSections
Brief Description: This key will hide the dimension summary radio buttons at the bottom of each dimension tab on the CA ASAM. Details: The purpose of this key is to
CalMHSA 109 – Denial of Rights Report (My Office)
The Denial of Rights Report can be used to track the number of seclusion and restraints and other denial of rights. It will also track involuntary emergency medications that were