How to View Your Documents
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
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
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
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 […]
How to Co-Sign a Document
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 […]
How to Have a Client or Guardian Co-Sign a Document
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
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 Track Non-Client-Specific MHSA PEI Activities
With the organizational client open, click on the Search icon. Type in “New Service Note” in the search bar. Select “New Service Note” from the search results. This brings you […]
How to Add a Widget to Your Dashboard
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
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 […]