How to Add/ Edit a Provider to the Client Information: External Referral List
If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below: Navigate to the Client Information […]
How to Manually Add a Tracking Protocol to a Client
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
How to Manually Remove a Tracking Protocol from a Client’s Record
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
How to Reset Your Password
Step by step video guide here: https://2023.calmhsa.org/wp-content/uploads/2023/06/How-to-Reset-Your-Password.mp4 On the login screen, click the link “Forgot your Password?” This brings you the Forgot Username screen. Enter your email address. This is […]
How to Recover Your Username
On the login screen, click the link “Forgot your Username?” This brings you the Forgot Username screen. Enter your email address. This is the email address associated with your SmartCare […]
How to Get Additional Login Assistance
If you’re still not able to login or have locked yourself out of your account, click the Helpline Information link. This should take you to the CalMHSA helpdesk website. Click […]
Changing Your Password
Your password will expire every so often, depending on your county’s privacy settings. You will see a pop-up that indicates your password has expired. Click OK. This takes you to […]
Setting up Your Security Questions
When you first login you will have to set up 3 security questions. If you’ve forgotten any of your security questions, your system administrator may reset them. To set your […]
Logging in to SmartCare
To login, you’ll need the URL for the environment you’re logging into. Make sure you’re logging into the correct environment. Remember, there are 3 environments each county is given: Production […]
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 […]