How to Complete the Adult Medi-Cal Screening Tool
You must first have the client open, then click the Search icon. Type Adult Medi-Cal Screening Tool into the search bar. Click to select Adult Medi-Cal Screening Tool (Client). In […]
How to Print a Client Face Sheet
Click the Search icon. Type Client Face Sheet in the search bar Click to select Client Face Sheet (Client) This opens a new window and will automatically populate the information […]
How to Complete a NOABD
Click the Search icon with a patient already open Type the NOABD in the search bar. Select the Appropriate NOABD you need to send. This opens up a letter screen. […]
How to Attach a Signed Paper Document to the Digital SmartCare Document
First, make sure to scan/upload the signed paper copy of the document. See [scanning/uploading] for instructions. Navigate to the SmartCare version of the document. Mark the client as having signed […]
How to Add a Diagnosis
Step by step video guide here: To add a diagnosis, follow the steps below: You must first have the client open, click the Search icon. Type Diagnosis into the search […]
How to Document a Referral from a Managed Care Plan (MCP)
All referrals, including those received from the Managed Care Plans, are documented on the Inquiry screen. Note: If the MCP sent a Transition of Care Tool, scan that information into […]
How to Document a Referral from an Emergency Department (ED)
All referrals, including those received from local hospital emergency departments, are documented on the Inquiry screen. Make sure you donât have another clientâs chart open. If you do, click on […]
Icons
The Header, pictured below, consists of several icons.  The Icons and Functionality table below describes each icon. Icons and Functionality The Menu icon will open and close the Navigation Filters […]
How to View What Consents a Client has Signed
1. You must first have the client open, click the Search icon.2. Type âConsentsâ into the search bar.3. Click to select âConsents (Client)â from the search results. 4. This brings […]
How to Amend a Note
Step by step video guide here: https://vimeo.com/799290227/28286ed170 Please be aware: you can only amend a note you have entered in the system. Find and open the note you need to […]