How to Reorder/Rearrange Widgets on Your Dashboard

To reorder/rearrange a widget on your dashboard, follow the steps below: Click the Edit icon, below your name on your dashboard. Click anywhere on the widget and drag it to […]
How to Remove a Widget from Your Dashboard

To remove widget from your dashboard, follow the steps below: Click the Edit icon, below your name on your dashboard. Click the delete icon on the widget you want to […]
ICD-10 Annual Updates: What You Need to Know

Overview Every year on October 1st, the Centers for Medicare & Medicaid Services (CMS) updates to the ICD-10 code list. This means that some ICD-10 codes that were valid this […]
How to Set-Up Your Signature

When you sign a document in SmartCare, the signature will look like this:Â The system will automatically use your name, but youâll have to enter your suffix (in this case, […]
Treatment Plans and Care Planning

Assessment and care planning go hand in hand. Assessment is the process in which we determine what the clientâs needs, strengths, goals, and limitations are. Care planning is the process […]
Key Phrases: How to Edit Agency Key Phrases

This will cover the process of adding and editing Agency Key Phrases. Agency Key Phrases can be created and pushed to all End Users. To be able to Add/Edit Agency […]
How to View a List of Clients with an Involuntary Hold

https://2023.calmhsa.org/wp-content/uploads/2024/05/How-to-view-full-list-of-Clients-with-Legal-Status-Order-LPS-HOLD.mp4 Updated 5/2/24
How to Opt a Client Out of Data Sharing (Data Sharing Opt Out)

Organizations participating in CalMHSA Connex can facilitate a client requested Data Sharing Opt Out directly within SmartCare. Consent is what enables a clientâs data to be shared externally with other […]
How to View All Clients with a Special Population

Click on the Search icon. Type in âSpecial Populationsâ in the search bar. Select the appropriate âMy Officeâ special populations list page from the search results. Note: Only users with […]
How to Create a Favorite Service Note (or Other Clinical Document)

Navigate to the Service tab, enter the information you want saved in your favorite, (e.g. program, procedure code, location, mode of service, etc.) Click the Add Favorite icon. Enter the […]