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 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 Document a Client or Guardian Declined to Co-Sign a Document
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 a […]
Overview of Widgets
SmartCare has widgets that are multi-functional and interactive. They allow you to see and act on the information most relevant to your role and daily tasks. The widget will appear […]
How to Resize a Widget on Your Dashboard
To resize a widget on your dashboard, follow the steps below: Click the Edit icon, below your name on your dashboard. Locate the arrow in the bottom right corner of […]
How to Reorder/Rearrange Widgets on Your Dashboard
To reorder/rearrange a widget on your dashboard, follow the steps below: Click the Edit icon, below your name on your dashboard. Click anywhere on the widget and drag it to […]
How to Remove a Widget from Your Dashboard
To remove widget from your dashboard, follow the steps below: Click the Edit icon, below your name on your dashboard. Click the delete icon on the widget you want to […]
How to Set-Up Your Signature
When you sign a document in SmartCare, the signature will look like this:Â The system will automatically use your name, but youâll have to enter your suffix (in this case, […]
How to View Your Documents
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 […]