How to Write a Progress Note for a Scheduled Service

Step by step video guide here: https://vimeo.com/799289818/9f53e46d1c Note: to document a progress note for a group, see How do I write a group progress note? On your Appointments for Today […]
How to Write a Progress Note for an Unscheduled Service

Step by step video guide here: https://vimeo.com/799289931/b1570c96ca Click the search icon, with the client open. Type in “Services/Notes” in the search bar. Click on “Services/Notes (Client)” in the search results. […]
How to Sort the Columns

Columns display the data associated with the filters. When viewing the data users are able to sort by the column. Users can click on the column header to sort by […]
What happens when a client signs the Coordinated Care Consent?

By default, SmartCare enforces privacy regulations, including HIPAA and 42 CFR. This means that people working in mental health programs are not able to see any of the client’s treatment […]
How to Check-in a Client for their Assessment Appointment

How to Check-in a Client for their Intake/Assessment Appointment at a Program the Doesn’t Have a Receptionist How to Initiate an Assessment for a Client Already Checked in by a […]
What happens when a client revokes their Coordinated Care Consent?

When a client has signed a Coordinated Care Consent, all SmartCare users can see all of the client’s information. Basically, the CDAG rules drop, allowing users to view information regardless […]
Will I be alerted if a client revokes a consent?

You will not be alerted if a client revokes a Coordinated Care Consent, as that would defeat the purpose of keeping information separate. However, you will no longer be able […]
How to Complete a Youth Medi-Cal Screening Tool

You must first have the client open, then click the Search icon. Type Youth Medi-Cal Screening Tool into the search bar. Click to select Youth Medi-Cal Screening Tool (Client). In […]
How to Complete a BQuIP SUD Screening Tool

The Brief Questionnaire for Initial Placement (BQuIP) was created by UCLA for DHCS. Before using this tool, you should complete the training found at this website https://www.uclaisap.org/bquiptool/. You must first […]
How to Document a Referral from an Emergency Department (ED)

All referrals, including those received from local hospital emergency departments, are documented on the Inquiry screen. Make sure you don’t have another client’s chart open. If you do, click on […]