How to View Multiple Staff Calendars at Once
How to Define a Group View Use this workflow to create multi-staff views that you will use often. Click the Search icon. Type Staff Calendar into the search bar. Click […]
How to Document Quality Improvement and Other Administrative Billable Time
Click on the Search icon. Type in “Staff Calendar” in the search bar. Select “Staff Calendar (My Office)” from the search results. This takes you to the staff calendar. Make […]
How to Create an Appointment from Your Calendar
To create an appointment from your schedule, follow the steps below: 1. From the Staff Calendar screen, click and drag your mouse on the calendar timeslot you want to book. […]
How to Reschedule a Client’s Appointment
Step by step video guide here: https://vimeo.com/799278463/9c7ddecc17 To reschedule a client’s appointment from your calendar, follow the steps below: From your SmartCare home page, locate the Appointments for Today widget. […]
How to Cancel a Client’s Appointment
To cancel a client’s appointment from your calendar, follow the steps below: 1. From your SmartCare home page, locate the Appointments for Today widget. Click the appointment time to the […]
How to Document a No-Show Appointment
Step by step video guide here: To document a No-Show Appointment, follow the steps below: 1. From your SmartCare home page, locate the Appointments for Today widget. Click the appointment […]
How to Schedule Non-Client Time on Your Calendar
To schedule non-client time on your calendar such as paperwork time, meetings, supervision, training, holiday, etc., follow the steps below: Click on the Search icon. Type in “Staff Calendar” in […]
How to Create a Recurring Individual Service Appointment
Follow the steps laid out in How to Create an Appointment from Your Calendar. Once you’ve saved (step 8), click the triple vertical dot icon in the upper right. Select […]