How to Co-Sign a Document

2023 CalMHSA Logo

Navigate to the document you want to add a co-signer for. (See “How to View Your Documents” and/or “How to View Client Documents” for details on how to navigate to […]

Service Note Errors and How to Resolve

2023 CalMHSA Logo

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 “error” or “complete”, the provider […]

How to Add a Widget to Your Dashboard

2023 CalMHSA Logo

To add a widget to your dashboard, follow the steps below.   Below your name on your dashboard, click the + icon.  Click to select the widget you want to add […]

Home Screen

2023 CalMHSA Logo

Step by step video guide here: https://player.vimeo.com/video/793094381?h=23ea156146When you first login to SmartCare you will land on the Home Screen. You will have a home screen unique to your role to […]

How to Document as a Proxy

2023 CalMHSA Logo

In SmartCare, users can be set up to act as proxies for another user. This means they can start a document for another user. This can come in quite handy […]