How to Complete the Adult Medi-Cal Screening Tool

You must first have the client open, then click the Search icon. Type Adult Medi-Cal Screening Tool into the search bar. Click to select Adult Medi-Cal Screening Tool (Client). In […]
How to Enroll the Client in an Access Program (Screening Setup)

Before doing a screening tool, you need to enroll the client in a program. We recommend using an Access program for this. To document the referral in SmartCare, you must […]
How to Schedule an Intake Appointment for a Program You Manage

Some programs in your county may not allow other staff to schedule intake appointments, instead keeping this task solely within this program. When someone requests enrollment in this type of […]
How to Make a Referral

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 Complete a Youth Medi-Cal Screening Tool

You must first have the client open, then click the Search icon. Type Youth Medi-Cal Screening Tool into the search bar. Click to select Youth Medi-Cal Screening Tool (Client). In […]
How to Complete a BQuIP SUD Screening Tool

You must first have the client open, then click the Search icon. Type BQuIP into the search bar. Click to select BQuIP – Brief Questionnaire for Initial Placement (Client). The […]
How to Refer to an External SUD Program

Referrals to external SUD providers should NOT be entered in the Client Information: External Referrals due to 42 CFR. However, since counties manage all SUD programs, all SUD programs should […]
How to Refer the Client to the County’s (MHP) System of Care

Since the MHP’s system of care includes county owned and operated programs as well as contracted providers, you’ll have to first determine if the provider you’ll be referring to uses […]
How to Refer the Client to the Managed Care Plan (MCP)

If the screening indicates that you need to refer the client to the MCP, follow your county’s current procedures for referring to the MCP. To document the referral in SmartCare, […]