How to Enter Client Services
Billing and Financial end users typically use the Service Detail (Client) screen to enter services. With a client open, click the Search icon. Type Services into the search bar. Select […]
How to Complete a NOABD
Click the Search icon with a patient already open Type the NOABD in the search bar. Select the Appropriate NOABD you need to send. This opens up a letter screen. […]
How to Upload an MMEF File
Each month, an MMEF (MEDS file) will become available for import into SmartCare. Previous months records will be available for reference purposes. California counties will upload the MMEF file monthly […]
How to View Client Fee Records
Select the Search Type “Client Fee” into the search Click to select “Client Fee (My Office)” from the search The Client Fee list page will Filter the screen to search […]
How to Create a Client Fee Record
Once the UMDAP Financial Assessment is completed and signed, the Client Fee is automatically generated. The Client Fee is editable in the event that information needs to be adjusted. Once […]
UMDAP Family Account Client Fee Information
UMDAP Family Accounts are used when multiple family members are receiving services from an organization, and where the responsible party may or may not be a client. A likely scenario […]
How to Set-Up the Responsible Party in a Client Record
Step by step video guide here: https://vimeo.com/835558211/ab0871be3b Select the Client Search icon. Type the “Client Name (Last Name, First Name)” in the Client Search bar. Click to select the “Client […]
How to Link a Family Member in a Client’s Record
From the client’s Contacts tab, type the Contact’s information in the Client Information section. Select the Search icon to search for the Associated Client ID. The Client Search popup will […]
How to Set the Contact as the Responsible Party in the UMDAP Financial Assessment
Step by step video guide here: https://vimeo.com/820939090/386b4a2cc0 For complete details on the UMDAP Financial Assessment, refer to the UMDAP Financial Assessment User Guide. Select the Client Search icon. Type the […]
How to Create a Family Client Fee Record
Once the UMDAP Financial Assessment is completed and signed, the Client Fee is automatically generated. The Client Fee is editable in the event that information needs to be adjusted. Once […]