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 […]
Making a QuickLink
Certain functionalities and screens can only have a QuickLink rather than be added as a Favorite. We have submitted a ticket because occasionally the information will not appear immediately so […]
How to Associate Two or More Documents
Sometimes it’s necessary to associate two documents together. Examples: A client has signed a paper version of a consent in Spanish. This paper version has been scanned in. You complete […]
How to Run Real Time Eligibility (270/271) Screen
Step by step video guide here: https://vimeo.com/835558686/aeb20407bf?share=copy SmartCare has the capability to submit and receive 270/271 real-time eligibility transactions for Medi-Cal from the Coverage screen. In addition, with the click […]
How to Refer the Client to Additional Services, Such as Primary Care Physician
If the screening indicates you need to refer to additional services with providers that do not use your county’s instance of SmartCare, follow your county’s procedures for sending these referrals. […]
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 […]