How to Document a Client Contact or Contact Attempt for Non-Clinicians
To effectively track non-clinician interactions, counties should utilize this workflow for documenting attempts to contact a client a for their initial appointment, reminder calls, cancellations or similar scenarios. This can […]
How to View Multiple Staff Calendars at Once
How to Define a Group View Use this workflow to create multi-staff views that you will use often. Click the Search icon. Type Staff Calendar into the search bar. Click […]
Overview of Widgets
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 […]
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 […]
Preferences
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
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. […]
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 Client’s Can Make a Payment Through their Patient Portal
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 […]
How to Document Calls to the Crisis Line
Crisis Line calls are documented on the Inquiry screen. This is simply how to document a call. Follow your county’s procedures for handling crisis situations. Also consider the context of […]
How do I document a request for services received via the Access Line?
Step by step video guide here: https://vimeo.com/801646882/f9d8272f7d Access Line calls are documented on the Inquiry screen. Click the Search icon. Type Inquiries in the search bar. Click to select Inquiries (My […]