How to View What Consents a Client has Signed
1. You must first have the client open, click the Search icon.2. Type “Consents” into the search bar.3. Click to select “Consents (Client)” from the search results. 4. This brings […]
Minor Consent, Conservatorship, and Guardians
When signing documents in SmartCare, there are some documents that will automatically add the client as a cosigner. When this is the case and the client has a guardian designated […]
How to Complete a Consent for Telehealth
1. You must first have the client open, click the Search icon. 2. Type the name of the consent into the search bar. 3. Click to select the appropriate consent […]
How to Document a Revoked Consent
1. You must first have the client open, click the Search icon.2. Type “Consents” into the search bar.3. Click to select “Consents (Client)” from the search results. 4. This brings […]
How to Complete a Coordinated Care Consent
1. You must first have the client open, click the Search icon.2. Type Coordinated Care Consent into the search bar.3. Click to select Coordinated Care Consent (Client). 4. In the […]
What do I do if the client wants to revoke their Coordinated Care Consent?
1. To revoke a Coordinated Care Consent, simply create a new Coordinated Care Consent but mark “No” in the Consent section. This will automatically add an end date to the […]
How to Document a Multi-Agency ROI
CalMHSA does NOT recommend having multiple agencies on a single release of information, as this is often legally challenging. Some counties may be using Multidisciplinary Team (MDT) versions of an […]
How to Determine if the Client has Signed a Coordinated Care Consent
The easiest way to find out if the client has a Coordinated Care Consent is to search for the document using the Search icon. If there is a Coordinated Care […]
How to Revoke a Standard Release of Information/Authorization to Disclose Information
1. With the client open, click the Search icon. 2. Type in “Client Information” in the search bar. 3. Select “Client Information (Client)” from the search results. 4. Navigate to […]
How to Determine What Disclosure Authorizations (Release of Information) the Client has Signed
To view the client’s list of current disclosure authorizations on file, open the Client information screen and navigate to the Release of Information Log tab. 1. With the client open, […]