How to View Requests for Services that are Pending
Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select âInquiries (My Office)â This will bring […]
How to Enroll a Client in Text (SMS) Appointment Reminders
Notification reminders can be automatically sent to a client, using their preferred method (text, email, or voice message), to remind them of an upcoming appointment or service. This is a […]
How to Save a Favorite Diagnosis
To add a diagnosis as a favorite, follow the steps below: Click the Add Favorite icon, to right of the diagnosis. To use the favorite diagnosis in the future, click […]
How to Report a State Reporting Error
Click on the Search icon. Type âMy Reported Errorsâ in the search bar Select âMy Reported Errors (My Office)â from the search results This takes you to the Clinician Error […]
How to Report a Group Service Note Error
Click on the Search icon. Type âMy Reported Errorsâ in the search bar Select âMy Reported Errors (My Office)â from the search results This takes you to the Clinician Error […]
How to Report an Individual Service Note Error
Click on the Search icon. Type âMy Reported Errors” in the search bar Select âMy Reported Errors (My Office)â from the search results. This takes you to the Clinician Error […]
How to Report an Error that Needs to be Corrected
Click on the Search icon. Type âMy Reported Errorsâ in the search bar Select âMy Reported Errors (My Office)â from the search results. This takes you to the My Reported […]
How to Add a Zoom or Webex Link to a Service Appointment
Click the Search icon. Type Services into the search bar. Select Services (My Office). Use the Filter options at the top of the page to locate the correct service and […]
How to Open the Caseload List Page
1. Click the Search icon. 2. Type Caseload in the search bar. 3. Select Caseload (My Office) in the search results. 4. The Caseload list page will display.
How to View My Caseload
SmartCare categorizes caseload into two types: Primary Clients and Non-Primary Clients. Primary Clients refer to clients for whom the user is a part of the treatment team. Non-Primary Clients are […]