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 […]
How to View All Clients with a Special Population
Click on the Search icon. Type in “Special Populations” in the search bar. Select the appropriate “My Office” 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 […]
Inquiries (My Office) List Page
Inquiries (My Office) is a list page that show all inquiries that had occurred within the county. It allows users to view details about certain inquiries that had occurred in […]
Client Inquiries (Client) List Page
The Client Inquiries (Client) list page is that displays inquiries specific to the selected client in the Client Search box. Click the Search icon, with the client open. Type “Client […]
Waivered Psychologist
Registered Nurse Clinical Trainee (RN Trainee)
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