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 […]
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 “Client Programs” in the search bar. Click on “Client […]
How to Write a Group Progress Note
On your Appointments for Today widget, click on the link for the time of the group you’re documenting. This opens the Group Services Detail screen. In the upper left, you’ll […]
Minor Consent, Conservatorship, and Guardians
When signing documents in SmartCare, there are some documents that will automatically add the client as a cosigner. When this is the case and the client has a guardian designated […]
How to Complete a Consent for Telehealth
1. You must first have the client open, click the Search icon. 2. Type the name of the consent into the search bar. 3. Click to select the appropriate consent […]
How to Document a Revoked Consent
1. You must first have the client open, click the Search icon.2. Type “Consents” into the search bar.3. Click to select “Consents (Client)” from the search results. 4. This brings […]
How to Complete a Coordinated Care Consent
1. You must first have the client open, click the Search icon.2. Type Coordinated Care Consent into the search bar.3. Click to select Coordinated Care Consent (Client). 4. In the […]
How to Revoke a Coordinated Care Consent
To revoke a Coordinated Care Consent, create a new Coordinated Care Consent and document that the client is not consenting to share information. With the client open, click on the […]
How to Document a Multi-Agency ROI
CalMHSA does NOT recommend having multiple agencies on a single release of information, as this is often legally challenging. Some counties may be using Multidisciplinary Team (MDT) versions of an […]