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 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 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 […]
How to Manage Referrals to Your Program
When a client is referred to a program, this is documented in SmartCare as a Program Assignment in Requested status. Once a client has engaged with the program, meaning going […]
Problem List Overview
Overview In SmartCare, the Problem List is called “Client Clinical Problems”. This was done to distinguish the Behavioral Health problem list from other types of problem lists already present in […]
Reviewer Process Add On for Supervisors and Reviewers
If your county has turned on the reviewer process, you may be selected as a reviewer upon a trainee signing a document or service note. Documents that are “To Be […]
Reviewer Process Add On for End Users
If your county has turned on the reviewer process, you may be asked to select a reviewer upon signing a document or service note.  When you click “Sign”, the system […]
How to See Which Clients are Associated with Your Program
Click the Search icon. Type Program Assignments into the search bar.  Click to select Program Assignments (Program). Click the dropdown menu and select a Program. Alternatively, click the drop-down menu […]
Inquiry Overview
Purpose Inquiries are used for multiple purposes. The majority of the time, they’re used to document requests for services. This can be for requests that are received via a call […]
Client Information Overview
The Client Information screen is a useful tool to view and update the client’s demographic data. This screen is visible to anyone who can see the client in SmartCare. Important […]