How to Copy a Client Fee Predefined Template
From the Client Fee List Page, click the New icon in the toolbar. The popup window opens. Select Copy Predefined Template. Select the template in the dropdown. Select the OK […]
How to Use a Client Fee Predefined Template
From the Client Fee List Page, click the New icon in the toolbar. The popup window opens. Select Copy Predefined Template. Select the template in the dropdown. Select the OK […]
How to Modify a Client Fee
Select the Search icon. Type Client Fee in the Search bar. Click to select “Client Fee (My Office)” from the search results. The Client Fee list page opens. Select the […]
How to Delete a Client Fee
While the system will let you delete a client fee, if the fee has been used in the system on services, deleting the fee could cause problems in the system. […]
Export Payments/Adjustments Report to Excel
“Export Payments / Adjustments Report to Excel” Click on the Search icon Type Payments Click on Payments/Adjustments (My Office) Click on the Export icon The Excel File will be in […]
How to Add a Client’s Coverage Plan
Step by step video guide here: https://vimeo.com/835558332/16a752e94c?share=copy Click the Person Search icon. Type Last Name, First Name into the search bar (or enter client ID number) Hover over the correct […]
How to Run Real Time Eligibility (270/271) Screen
Step by step video guide here: https://vimeo.com/835558686/aeb20407bf?share=copy SmartCare has the capability to submit and receive 270/271 real-time eligibility transactions for Medi-Cal from the Coverage screen. In addition, with the click […]
How to View MMEF Imports
Step by step video guide here: https://vimeo.com/831565201/3bdc38eb8a Click the Search icon. Type “MMEF Eligibility Records” into the search bar. Click to select “MMEF Eligibility Records (My Office)” from the search […]
How to Work Potential Match Records
The below workflow is for when the Client’s SSN is known. From the MMEF Eligibility Records screen, change All Record Status dropdown to Potential Match. Select the Apply Filter button. […]
How to Proceed if the Social Security Number is Unknown
The below workflow is when the SSN is unknown. From the Client Information (C) screen, select the Custom Fields tab. The Custom Fields tab will In the California State Reporting […]