Group Documentation Videos
How to Create a Group How to Scheule a Group Service Appointment https://vimeo.com/870835210/c588f84262?share=copy How to Document the Service Tab How to Document the Group Note How to Document Individual Client […]
Services Needing Attention Widget
The Services Needing Attention widget is there to show you which of your services are not able to move forward in the billing process. Some of these may indicate that […]
How to Add an ICD-10 Code to a Service Before the Clinician Completes the Assessment and Diagnosis
CalAIM allows for billing for services prior to an official diagnosis being given. However, an ICD-10 code must always be added to a claim (service) in order to be billed. […]
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 Document a Diagnosis for a Client
Step by step video guide here: https://vimeo.com/1021060880/077fce7a8f When a clinician completes a clinical diagnosis, this is added to the client’s record in two places: the diagnosis document and the problem […]
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 don’t have another client’s chart open. If you do, click on […]