Registered Nurse (RN)
Service Area Procedure Name Displayed in EHR Procedure Definition (Developed by CalMHSA) DMC-ODS Acute Detox (hospital inpatient) This code falls under “Recovery Services”. Used to document acute detoxification-related services in […]
How to Create a Flag to Alert Treatment Team Members to Important Client Information
Make sure you have the client open. Click the plus icon next to the clientâs name.  This takes you to the Client Flag Details screen. Add the relevant information in […]
How to Scan or Upload Documents into the Clientâs Record
Sometimes documents are completed on paper but need to be included in the clientâs record. In this section, weâll cover how to scan a document into the clientâs record. Click […]
Zoomâs Remote Control Function to Obtain SignatureÂ
For patients and providers that are doing telehealth, it can be helpful to obtain their signature digitally. This can be done by giving patientsâ control of your mouse tracker through […]
How to Print a Document to Get a Clientâs Signature
After you have completed the form, click Sign to create the PDF document. Click the Print icon once the document has generated. Have the client sign the paper document and […]
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 […]
The SmartView
When you have the client open, click on the SmartView icon in the upper right corner of the screen. This opens up the SmartView side panel. This will remain open […]
The Caseload Widget
This widget allows you to easily see your caseload. Clicking on any of the links will take you to the My Caseload list page. Â Just like any list page, you […]
How To Identify a Client as Katie-A or Other Special Population
How to Add a Special Population Identifier to a Client With a client selected in the header, click the Search icon. Type “Special Populations” in the search bar. Click to […]