Tracking Widget
Step by step video guide here: The Tracking widget is a tool that shows you any documents or tasks that you need to complete. You can scroll down on the […]
How to Document Treatment Team Meetings
How to Document Internal Treatment Team Meetings Currently, each treatment team member that plans to bill for their time spent discussing the client with other treatment team members must create […]
How to View and Update the Intake Document Task List
Your System Administrator can set up Intake Document Tasks Lists, called “Tracking Protocols” for your system. This allows you to track documents that are completed in SmartCare, documents that are […]
How to Handle Calls on a Non-Crisis Line and Client Says they’re in Crisis
When someone calls a non-crisis line saying they’re in crisis, transfer them immediately to crisis services per your county’s policies and procedures. It’s ok if you’ve started an inquiry. Simply […]
How to Document When Someone Walks in for an Assessment
Walk-in assessments can skip the Inquiry and Screening steps and go straight to Intake and Assessment. Step by step video guide here: What do I do When a Client Walks […]
How to Document a Paper Referral from a Partner Agency
Paper referrals, meaning referrals that are received via a form, fax, paper, etc. are documented on the Inquiry screen. Search for the Inquiry screen using the search icon. Select “Inquiries […]
How to Document a Call When You Don’t Provide Services Yourself
Paper referrals, meaning referrals that are received via a form, fax, paper, etc. are documented on the Inquiry screen. Search for the Inquiry screen using the search icon. Select “Inquiries […]
How to See Who’s On My Caseload
Definitions SmartCare uses “Primary Clients” and “All Clients” or “Total” in Caseload tracking. Primary Clients – This list includes only clients where you are on their Treatment Team All Clients/Total […]
How to View Requests for Services that are Pending
Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select “Inquiries (My Office)” This will bring […]
How to Create a Recurring Individual Service Appointment
Follow the steps laid out in How to Create an Appointment from Your Calendar. Once you’ve saved (step 8), click the triple vertical dot icon in the upper right. Select […]