How to Create a Service Authorization Request
Whether an initial service authorization request or a reauthorization request, the steps are the same. With the client open, navigate to the My Service Request List either through the search […]
How to Refer the Client to Additional Services, Such as Primary Care Physician
If the screening indicates you need to refer to additional services with providers that do not use your county’s instance of SmartCare, follow your county’s procedures for sending these referrals. […]
How to Refer to an Additional Program
Depending on your county processes, you may have a specific referral form you use. CalMHSA is currently developing a process called “Care Coordination” which will address referrals both internal and […]
How to Request Authorization for Services (OLD)
In the future, this will be handled using the Care Coordination module, which is still in development. In the meantime, CalMHSA has created a basic authorization tracking document to track […]
How to Transfer the Client to the MCP
When a client has been receiving Specialty Mental Health Services but needs to step down to a lower level of care provided by the Managed Care Plans, you must complete […]
How to Document Follow-up Done on an External Referral
To document follow-up on a referral in SmartCare, you must first have the client open, then click the Search icon. Type Client Information into the search bar. Click to select […]
How to See Who’s On My Caseload
Definitions SmartCare uses “Primary Clients” and “All Clients” or “Total” in Caseload tracking. Primary Clients – This list includes only clients where you are on their Treatment Team All Clients/Total […]