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How to Co-Sign a Document

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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 […]

How to Add a Co-Signer to a Document

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Please note that a co-signer is not the same as a review and approval process in SmartCare. Most documents don’t require review and approval before being marked as “complete” in […]

How to Amend a Signed Document

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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 View Client Documents

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With the client open, click on the Search icon. Type in “Documents” in the search bar. Select “Documents (Client)” in the search results. This will take you to the Documents […]

How to View Your Documents

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Click on the Search icon. Type in “My Documents” in the search bar. Select “My Documents (My Office)” in the search results. This will take you to the My Documents […]

Services Needing Attention Widget

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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

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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

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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

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This widget allows you to easily see your caseload. Clicking on any of the links will take you to the My Caseload list page.  Just like any list page, you […]