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 […]
How to View Client Documents
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
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
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
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
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 Add a Widget to Your Dashboard
To add a widget to your dashboard, follow the steps below.  Below your name on your dashboard, click the + icon. Click to select the widget you want to add […]
Home Screen
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 […]
Services Needing Attention Widget
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 […]
The SmartView
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 […]