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 Create a Recurring Individual Service Appointment
Follow the steps laid out in How to Create an Appointment from Your Calendar. Once youâve 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 […]
Icons
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
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 Process Client Credit Card Payments
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 […]