How to Add the Client to Your Program

2023 CalMHSA Logo

Step by step video guide here: https://vimeo.com/799290085/77d04f47c9 Open the client’s record, if not already done so. You can do this using the Client Search screen. Open the Client Programs list […]

How to View and Update the Intake Document Task List

2023 CalMHSA Logo

Your System Administrator can set up Intake Document Tasks Lists, called “Tracking Protocols” for your system. This allows you to track documents that are completed in SmartCare, documents that are […]