How to Reassign a Clinical Document
Sometimes a staff member may be out on leave or may cease employment with the county before completing all of their documentation. Any document they’ve started will show as “in […]
How to Complete a KET
You must first have the client open, then click the Search icon. Type “FSP” into the search bar. Click to select “California FSP KET (Client)” from the search results. In […]
How to Complete a 3M
You must first have the client open, then click the Search icon. Type “FSP” into the search bar. Click to select “California FSP 3M (Client)” from the search results. In […]
How to Reassign Cases in a Batch
How to Cancel a Client’s Appointment
To cancel a client’s 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 “Staff Calendar” 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 Client’s 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 […]