Associate Marriage and Family Therapist (AMFT)
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
How to Create a Favorite Service Note (or Other Clinical Document)
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
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 […]
How to Document That a Service Was Provided in a Language Other Than English
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Sometimes when providing a service to a client, the service is provided in a language other than English. This could be with the use of a Language Line (a telephone […]
How to View Your Documents
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Click on the Search icon. Type in âMy Documentsâ in the search bar. Select âMy Documents (My Office)â in the search results. This will take you to the My Documents […]
How to View Client Documents
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
With the client open, click on the Search icon. Type in âDocumentsâ in the search bar. Select âDocuments (Client)â in the search results. This will take you to the Documents […]
How to Amend a Signed Document
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Sometimes a clinical document needs to be amended. In SmartCare, there is a way to edit a document, which creates a second version of the document. The old version remains […]
How to Add a Co-Signer to a Document
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Please note that a co-signer is not the same as a review and approval process in SmartCare. Most documents donât require review and approval before being marked as âcompleteâ in […]
How to Co-Sign a Document
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Navigate to the document you want to add a co-signer for. (See âHow to View Your Documentsâ and/or âHow to View Client Documentsâ for details on how to navigate to […]
How to Have a Client or Guardian Co-Sign a Document
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Navigate to the document you want to add a co-signer for. (See âHow to View Your Documentsâ and/or âHow to View Client Documentsâ for details on how to navigate to […]
Service Note Errors and How to Resolve
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
How to Fix an Error on the Service Note if You Have Signed It Already As long as the service status does not show as âerrorâ or âcompleteâ, the provider […]