Home Screen
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
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 […]
Preferences
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
In order to access your user preferences, follow the steps below: 1. From the Header, click the drop-down menu after your name in the upper right-hand side.2. A menu will […]
How to Create an Appointment from Your Calendar
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
To create an appointment from your schedule, follow the steps below: 1. From the Staff Calendar screen, click and drag your mouse on the calendar timeslot you want to book. […]
Widgets
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
SmartCare has widgets that are multi-functional and interactive. They allow you to see and act on the information most relevant to your role and daily tasks. The widget will appear […]
How to Complete a NOABD
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
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 Client’s Can Make a Payment Through their Patient Portal
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
 Once the client logs onto their portal, click the My Account link from the left-hand side. On the My Account page, click the Make a Payment icon. Enter the Payment […]
Icons
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
The Header, pictured below, consists of several icons.  The Icons and Functionality table below describes each icon. Icons and Functionality The Menu icon will open and close the Navigation Filters […]
How to View What Consents a Client has Signed
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
1. You must first have the client open, click the Search icon.2. Type âConsentsâ into the search bar.3. Click to select âConsents (Client)â from the search results. 4. This brings […]
How to View Requests for Services that are Pending
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
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 Process Client Credit Card Payments
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Click the Search icon. Type âReceptionâ into the search bar. Click to select Reception/Front Desk (My Office). The Reception/Front Desk screen will open. In the list, locate the desired client […]