How to View Your Documents
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Click on the Search icon. Type in âMy Documentsâ in the search bar. Select âMy Documents (My Office)â in the search results. This will take you to the My Documents […]
How to View Client Documents
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
With the client open, click on the Search icon. Type in âDocumentsâ in the search bar. Select âDocuments (Client)â in the search results. This will take you to the Documents […]
How to Amend a Signed Document
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Sometimes a clinical document needs to be amended. In SmartCare, there is a way to edit a document, which creates a second version of the document. The old version remains […]
How to Add a Co-Signer to a Document
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Please note that a co-signer is not the same as a review and approval process in SmartCare. Most documents donât require review and approval before being marked as âcompleteâ in […]
How to Co-Sign a Document
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Navigate to the document you want to add a co-signer for. (See âHow to View Your Documentsâ and/or âHow to View Client Documentsâ for details on how to navigate to […]
How to Have a Client or Guardian Co-Sign a Document
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Navigate to the document you want to add a co-signer for. (See âHow to View Your Documentsâ and/or âHow to View Client Documentsâ for details on how to navigate to […]
Services Needing Attention Widget
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
The Services Needing Attention widget is there to show you which of your services are not able to move forward in the billing process. Some of these may indicate that […]
Home Screen
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Step by step video guide here: https://player.vimeo.com/video/793094381?h=23ea156146When you first login to SmartCare you will land on the Home Screen. You will have a home screen unique to your role to […]
The SmartView
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
When you have the client open, click on the SmartView icon in the upper right corner of the screen. This opens up the SmartView side panel. This will remain open […]
The Caseload Widget
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
This widget allows you to easily see your caseload. Clicking on any of the links will take you to the My Caseload list page. Â Just like any list page, you […]