How to Resize a Widget on Your Dashboard
To resize a widget on your dashboard, follow the steps below: Click the Edit icon, below your name on your dashboard. Locate the arrow in the bottom right corner of […]
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: The system will automatically use your name, but you’ll 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 client’s needs, strengths, goals, and limitations are. Care planning is the process […]
Service Code Definitions
Important Note: The following procedure code by degree listings are out of date, please use the following spread sheet for questions what degrees can deliver what services: https://2023.calmhsa.org/procedure-code-definitions/. We are working towards getting […]
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 client’s data to be shared externally with other […]