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 RecordÂ
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 […]