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 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 […]
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 […]
The Caseload Widget
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 […]
The Appointments For Today Widget
Step by step video guide here: https://player.vimeo.com/video/793094440?h=44096d4451&badge=0&autopause=0&player_id=0&app_id=58479 This widget allows you to see your daily schedule at a glance. This includes non-client time, such as meetings and time off, as […]
Care Team Widget
The goal of this widget is help users to better understand who is on a client’s care team with a visualization based on the number of recent interactions. This can […]