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 Create a Recurring Individual Service Appointment
Follow the steps laid out in How to Create an Appointment from Your Calendar. Once you’ve saved (step 8), click the triple vertical dot icon in the upper right. Select […]
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 […]
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 […]
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 […]
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 […]
How to Process Client Credit Card Payments
Click the Search icon. Type ‘Reception’ 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 […]
How to Add a Zoom or Webex Link to a Service Appointment
Click the Search icon. Type Services into the search bar. Select Services (My Office). Use the Filter options at the top of the page to locate the correct service and […]
How to Document a Payment from a Client (Cash or Check)
Click the Search icon. Type Payments/Adjustments in the Search Bar Click to select Payments/Adjustments (My Office). Click the Client button to search for a client. In the Client Search pop-up […]