How to Save a Favorite Diagnosis
In the Diagnosis Document, you can save commonly-used diagnosis codes to your favorite list. To do so, follow the steps below while in the Diagnosis Document. Search for the code […]
How to Report a State Reporting Error
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 Clinician Error […]
How to Report a Group Service Note Error
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 Clinician Error […]
How to Report an Individual Service Note Error
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 Clinician Error […]
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 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 […]
Mental Status Exam (MSE)
The Mental Status Exam, or MSE, is a document that’s often included in other clinical documents as a tab, but the standalone form is also available. You must first have […]