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 […]
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 […]
Licensed Clinical Social Worker (LCSW)
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 […]
Licensed Professional Clinical Counselor (LPCC)
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 […]
Licensed Vocational Nurse (LVN)
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 […]