How to Add the Client to Your Program
Step by step video guide here: https://vimeo.com/799290085/77d04f47c9 Open the clientâs record, if not already done so. You can do this using the Client Search screen. Open the Client Programs list […]
How to Check-in a Client for their Assessment Appointment
How to Check-in a Client for their Intake/Assessment Appointment at a Program the Doesnât Have a Receptionist How to Initiate an Assessment for a Client Already Checked in by a […]
How to View and Update the Intake Document Task List
Your System Administrator can set up Intake Document Tasks Lists, called âTracking Protocolsâ for your system. This allows you to track documents that are completed in SmartCare, documents that are […]