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 “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 […]
How to Reschedule a Client’s Appointment
Step by step video guide here: https://vimeo.com/799278463/9c7ddecc17 To reschedule a client’s appointment from your calendar, follow the steps below: From your SmartCare home page, locate the Appointments for Today widget. […]
Zoom’s Remote Control Function to Obtain Signature
For patients and providers that are doing telehealth, it can be helpful to obtain their signature digitally. This can be done by giving patients’ control of your mouse tracker through […]
The SmartView
When you have the client open, click on the SmartView icon in the upper right corner of the screen. This opens up the SmartView side panel. This will remain open […]
The Caseload Widget
This widget allows you to easily see your caseload. Clicking on any of the links will take you to the My Caseload list page. Just like any list page, you […]
The Appointments For Today Widget
Step by step video guide here: https://player.vimeo.com/video/793094440?h=44096d4451&badge=0&autopause=0&player_id=0&app_id=58479 This widget allows you to see your daily schedule at a glance. This includes non-client time, such as meetings and time off, as […]