Associate Marriage and Family Therapist (AMFT)
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 […]
How to Document That a Service Was Provided in a Language Other Than English
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
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
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
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
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
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
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
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 […]