How to View Your Documents

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Click on the Search icon. Type in “My Documents” in the search bar. Select “My Documents (My Office)” in the search results. This will take you to the My Documents […]

How to View Client Documents

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With the client open, click on the Search icon. Type in “Documents” in the search bar. Select “Documents (Client)” in the search results. This will take you to the Documents […]

How to Amend a Signed Document

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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

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Please note that a co-signer is not the same as a review and approval process in SmartCare. Most documents don’t require review and approval before being marked as “complete” in […]