How to Complete a 3M
You must first have the client open, then click the Search icon. Type âFSPâ into the search bar. Click to select âCalifornia FSP 3M (Client)â from the search results. In […]
How to Reassign Cases in a Batch
How to Cancel a Client’s Appointment
To cancel a clientâs appointment from your calendar, follow the steps below: 1. From your SmartCare home page, locate the Appointments for Today widget. Click the appointment time to the […]
Client Abbreviated Notes Report
To open this feature, it is client specific, so you must have a patient’s chart already selected. Search for “Client Abbreviated Notes Report [Client].” Client Abbreviated Notes Report allows users […]
How to Document a No-Show Appointment
Step by step video guide here: To document a No-Show Appointment, follow the steps below: 1. From your SmartCare home page, locate the Appointments for Today widget. Click the appointment […]
How to Schedule Non-Client Time on Your Calendar
To schedule non-client time on your calendar such as paperwork time, meetings, supervision, training, holiday, etc., follow the steps below: Click on the Search icon. Type in âStaff Calendarâ in […]
How to Add or Change a Staff Member in a Group
To add or change a staff member in a group, follow the steps below: 1. Click the Search icon. 2. Type Managing into the search bar. 3. Click to select […]
How to Filter/Sort a Clientâs Problem List
You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problems (Client). In the CDAG Program Enrollment […]
How to Close a Client to a Program
Step by step video guide here: https://vimeo.com/799939738/1f228a33b4 Make sure you have the client open. Then click the Search icon. Type in âClient Programsâ in the search bar. Click on âClient […]
How to Write a Group Progress Note
On your Appointments for Today widget, click on the link for the time of the group youâre documenting. This opens the Group Services Detail screen. In the upper left, youâll […]