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 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 […]
Minor Consent, Conservatorship, and GuardiansÂ
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 […]