How to Revoke a Standard Release of Information/Authorization to Disclose Information

To properly revoke a release of information for a client, follow the steps below: Click the Search icon, with the client open. Type Revoke Release into the search bar. Click […]
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. With the client open, click […]
How to Document a Release of Information (Authorization to Disclose Confidential Information)

With the client open, click the Search icon. Type “Release of Information” into the search bar. Click to select “Release of Information (Client)” from the search results. If there’s already […]
How do I know what CDAG I have?

Your System Administrator will set up your CDAG and which programs you are able to see. CalMHSA recommends three basic CDAG options: 1. Mental Health CDAG – Includes all Mental […]
What happens if I work in both SUD and MH programs?

If you work in multiple programs, your system administrator will assign you multiple CDAGs. In this case, when you log in you’ll select which CDAG you’re logging in under. This […]
What if the client wants me to be able to talk to other programs/people/agencies?

Best practices mean coordinating care with all of a client’s providers, as well as other agencies and persons the client is working with. However, due to privacy rules, there are […]
What happens when a client signs the Coordinated Care Consent?

By default, SmartCare enforces privacy regulations, including HIPAA and 42 CFR. This means that people working in mental health programs are not able to see any of the client’s treatment […]
What happens when a client revokes their Coordinated Care Consent?

When a client has signed a Coordinated Care Consent, all SmartCare users can see all of the client’s information. Basically, the CDAG rules drop, allowing users to view information regardless […]
Will I be alerted if a client revokes a consent?

You will not be alerted if a client revokes a Coordinated Care Consent, as that would defeat the purpose of keeping information separate. However, you will no longer be able […]