Inquiry Screen Overview
This is an overview article to help you understand the components of the Inquiry Details screen. A couple of important call outs: Once the inquiry is created it will be […]
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 […]
Client Search: Icon, Search Bar, and Search Window
Client Search Icon The client search icon will allow you search for clients in the system. Click the Client Search icon, this will show you a list of clients in […]
How to Add Program Views
Creating a Program View lets you define the programs that you can use to filter programs on the Program Assignments screen. The Program Views you create are specific for you […]
How to Print Documents Over 25 MB
Click the search icon, with the client open. Type Documents into the search bar. Click to select Documents (Client). Click the name of the document to open the document over […]
How to View Multiple Staff Calendars at Once
How to Define a Group View Use this workflow to create multi-staff views that you will use often. Click the Search icon. Type Staff Calendar into the search bar. Click […]
First Time Login
To login, you’ll need the URL for the environment you’re logging into. Make sure you’re logging into the correct environment. Remember, there are 3 environments each county is given: Production […]
How to Document a Client or Guardian Declined to Co-Sign a Document
Navigate to the document you want to add a co-signer for. (See “How to View Your Documents” and/or “How to View Client Documents” for details on how to navigate to a […]
How to Document a CARE Act Inquiry
Changes to the CARE Act have been made where now counties must track and report on all inquiries received about the CARE Act. This includes, but is not limited to, […]
How to Document a CARE Act Referral
Changes to the CARE Act have been made where now certain types of programs or facilities can refer individuals to county behavioral health for potential CARE Act petitioning. Counties will […]