Zoom’s 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 patients’ control of your mouse tracker through […]
How to Print a Document to Get a Client’s 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 […]
The Appointments For Today Widget
Step by step video guide here: https://player.vimeo.com/video/793094440?h=44096d4451&badge=0&autopause=0&player_id=0&app_id=58479 This widget allows you to see your daily schedule at a glance. This includes non-client time, such as meetings and time off, as […]
Care Team Widget
The goal of this widget is help users to better understand who is on a client’s care team with a visualization based on the number of recent interactions. This can […]
How to Make a QuickLink
Some screens and functionality in SmartCare can only have a QuickLink rather than be added as a Favorite. Follow the steps below to make a QuickLink:Â Click the Search icon […]