How to Add the Client to Your Program

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Step by step video guide here: 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

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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 […]