How to Remove a Person from the Clientâs Treatment Team

With the client open, click on the Search icon. Type âTreatment Teamâ in the search bar. Click to select âTreatment Team (Client)â from the search results This will bring you […]
How to Modify a Treatment Team Memberâs RecordÂ

With the client open, click on the Search icon. Type âTreatment Teamâ in the search bar. Click to select âTreatment Team (Client)â from the search results This will bring you […]
How to Add a Client Contact to the Clientâs Treatment TeamÂ

With the client open, click on the Search icon. Type âTreatment Teamâ in the search bar. Click to select âTreatment Team (Client)â from the search results This will bring you […]
How to Add a Staff Member to the Clientâs Treatment Team

With the client open, click on the Search icon. Type âTreatment Teamâ in the search bar. Click to select âTreatment Team (Client)â from the search results This will bring you […]
How to Create a Service Authorization Request

Whether an initial service authorization request or a reauthorization request, the steps are the same. With the client open, navigate to the My Service Request List either through the search […]
How to Complete the Safety Plan

If you have already completed a paper version of the Safety Plan, you can scan this in upon returning to the office. Follow the scanning instructions HERE and use the […]
How to Complete CARE Act Monthly Reporting

The CARE Act Reporting Document is vital to the CARE Act workflows in SmartCare, as it establishes the CARE Episode in SmartCare. The CARE Episode is defined by the specific […]
CARE Act Clinical Workflow

CARE Act Resource Center: You can find helpful information about the CARE Act itself, including the court process, at https://care-act.org/Â Referral (Optional) Counties can now receive referrals from specific agencies […]
How to Document a CARE Plan or a CARE Agreement

A CARE Act client may enter into a CARE Agreement. If they donât, the court may order a CARE Plan. These documents generally document what services a client either agrees […]
Sequestered Clients

What is a sequestered client? A sequestered client is one that has been hidden from view. There are two main types of sequestered clients. The first is a client sequestered […]