How to Report an Error that Needs to be Corrected
Click on the Search icon. Type “My Reported Errors” in the search bar Select “My Reported Errors (My Office)” from the search results. This takes you to the My Reported […]
How to Add a Zoom or Webex Link to a Service Appointment
Click the Search icon. Type Services into the search bar. Select Services (My Office). Use the Filter options at the top of the page to locate the correct service and […]
How to Open the Caseload List Page
1. Click the Search icon. 2. Type Caseload in the search bar. 3. Select Caseload (My Office) in the search results. 4. The Caseload list page will display.
How to View My Caseload
SmartCare categorizes caseload into two types: Primary Clients and Non-Primary Clients. Primary Clients refer to clients for whom the user is a part of the treatment team. Non-Primary Clients are […]
How to Complete the Discharge Summary
The Discharge Summary is used for any programs. It’s required for some inpatient programs and SUD outpatient programs. The CalMHSA Discharge Summary uses CalAIM principles to provide narrative text boxes […]
How to Get a Summary of Care
A Summary of Care is a document that pulls information from different places in the client’s chart. Make sure you have the client open. Click the Search icon. Type in […]
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. […]
Certified AOD Counselor (AOD)
Service Area Procedure Name Displayed in EHR Procedure Definition (Developed by CalMHSA) DMC, DMC-ODS Alcohol and/or drug screening Used to document administration/review of alcohol and/or drug screening. DMC-ODS AOD Treatment […]
Certified Peer Specialist (Peer)
Service Area Procedure Name Displayed in EHR Procedure Definition (Developed by CalMHSA) MH Assessment Contribution non-LPHA Used to document assessment work/services completed by non-clinical staff. Assessment means a service activity […]
Clinical Nurse Specialist (CNS)
Service Area Procedure Name Displayed in EHR Procedure Definition (Developed by CalMHSA) MH Assessment Contribution non-LPHA Used to document assessment work/services completed by non-clinical staff. Assessment means a service activity […]