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 […]
How to Use List Pages
List pages are found throughout SmartCare. List pages are called such as they list information. Most list pages will have a number of in parentheses next to the screen name, […]
Making a QuickLink
Certain functionalities and screens can only have a QuickLink rather than be added as a Favorite. We have submitted a ticket because occasionally the information will not appear immediately so […]
How to Associate Two or More Documents
Sometimes it’s necessary to associate two documents together. Examples: A client has signed a paper version of a consent in Spanish. This paper version has been scanned in. You complete […]