About this User Manual
How to Refresh Shared Tables
Screens vs. Documents
How to Create a User Role
How to Bulk Copy Permissions from One User Role to Another User Role
How to View Permissions in a User Role
How to Modify Permissions in a User Role
How to Grant All Permissions to a User Role
How to Deny All Permissions to a User Role
How to Deactivate a User Role
How to Delete a User Role
How to Sort the Columns
How to Create a CDAG
How to Add Programs to a CDAG
How to Remove Programs from a CDAG
How to Modify/Rename a CDAG
How to Deactivate a CDAG
How to Create a New Program
How to Set Up a Crisis Program for Use in the Inquiry Screen
How to Set Up a Fee-For-Service Provider
How to Modify an Existing Program
How to Associate a CDAG to a Program
How to Associate Staff/Users to a Program
How to Set-Up an ECM
Staff/User Overview
How to Create a New Staff/User
How Users Can Update their Taxonomy Code on NPPES
2 Factor Authentication
How to Setup a Student Intern as a Staff/User
Add Network Adequacy Certification Information
Set the User’s Licenses/Degrees
Set the User’s Preferences
Associate the User with Programs
Assign at Least One Clinical Data Access Group
Enter Demographic Information
Assign User Roles/Permissions
How to Modify a Staff/User
How to Make Permission Exceptions for a User
How to Set-up the Privacy Officer
How to Make a Staff/User a Proxy for Another Staff/User
How to Set a User to Require Co-Signature on Documents
How to Block a User from Viewing a Client’s Chart
How to Reinstate a User’s Ability to View a Client’s Chart
How to Remove a User’s Access to View a Sequestered Client
How to Find the Staff ID
How to Enable a Disabled User Account
How to Walk a User Through Adding Their Signature
SureScripts
How to Update the Configuration Key for Role Definitions (Prescriber)
Pharmacies: Searching and Creating a New Pharmacy
Role Definition (Prescriber) – Default Rx Permissions
How to Create an Order
How to Create a Lab Panel / How to Create an Order Set
How to Modify a Primary Care Provider
How to Add Primary Care Providers to SmartCare
How to Define Reception Views
How to Add Resources for Calendar Entry
How to Modify Resources for Calendar Entry
Global Code Overview
How to Add to an Existing Global Code
How to Modify an Existing Global Code
How to Merge Duplicate Clients
How to Add a Client to SmartCare
How to Add a Client to a Program
How to Allow a User to View a Sequestered Client
MAT: How to Setup an NDC as a Procedure Code
First: Create a Letter Template
Second: Create a Corresponding Document
Third: Create a Corresponding Screen
Fourth: Make the Screen Searchable
Fifth (optional): Create a Corresponding QuickLink
Sixth: Add Permissions to Appropriate User Roles
How to Update Your County’s Information
How to Upload Your County’s Letterhead
How to Create a Work Group
How to Modify a Work Group
How to Deactivate a Work Group
How to Delete a Work Group
How to Delete a Tracking Protocol
How to Deactivate a Tracking Protocol
How to Modify a Tracking Protocol
How to Create a Tracking Protocol
How to Delete a Flag
How to Deactivate a Flag
How to Modify a Flag
How to Create a Flag
How to Review Reported Errors
Error Correction: Addressing Service Note Errors
How to Find the User’s Username
How to Reset a User’s Password
How to Reset a User’s Security Questions
How to Re-Activate a User Who Has Been Locked Out / How to Enable a Disabled Account
User is Prompted for a CDAG Upon Login but the Dropdown Menu is Blank
User Can’t Select a Program in the Service Note
User Can’t Select a Procedure Code in the Service Note
Note Tab Not Displayed
Incorrect Note Type is Displayed
Red-Error in Service Note: “Please Enter Total Duration”
User is Unable to Enter into Any of the Time Fields
How to Perform a Caseload Reassignment
Staff Can’t Find a Provider in the Drop-Down on the Calendar
I Can’t Find the Program I Need to Add to a Staff’s Profile
A User is Receiving an Error that says They Don’t Have Permission to Access a Screen
A User is Receiving a Red Error Message
KeyPhrases Instructions for Sys Admin
Document Not Attaching to Program
How to turn on Zip Code Verification
User Roles
Procedure Code Definitions
Appendix B – Procedure Codes
Taxonomy Codes
Appendix C – Licenses/Degrees
Appendix D – Documents that Require a Co-Signature
Inpatient CSU and Residential Set Up Guide
