How to Manually Add a Tracking Protocol to a Client
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1. With the client open, click on the search icon. 2. Type in âClient Trackingâ in the search bar. 3. Select âClient Tracking (Client)â from the search results. 4. […]
Logging in to SmartCare
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1. From the desktop, open your internet browser 2. Enter the SmartCare URL 3. Enter your username and password 4. Click Login First Time User Login Process When you first […]
How to Export Data
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Many list pages allow users to export data to excel format. Caution: exporting data will push this data onto your computer. Please ensure you are always compliant with HIPAA regulations […]
How to Add a New Client to a Group
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To add a new client to a Group, follow the steps below: 1. Click the Search icon. 2. Type Managing into the search bar. 3. Click to select Managing Groups […]
How do I upload a document into the client’s record if I don’t have a scanner?
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Note: At this time, you can only upload documents that are in PDF file format. 1. Click the Search icon. 2. Type âScanningâ in the search bar. 3. Select âScanning […]
How do I scan a document into the clientâs record?
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Sometimes documents are completed on paper, but need to be included in the clientâs record. In this section, weâll cover how to scan a document into the clientâs record. 1. […]
How do I create a flag to alert treatment team members to important client information?
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1. Make sure you have the client open. Click the plus icon next to the clientâs name. 2. This takes you to the Client Flag Details screen. Add the relevant […]
How to Schedule a Follow-up Appointment
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Step by step video guide here: https://vimeo.com/799280714/46c5c73951 To schedule a follow-up appointment, follow the steps below: 1. To schedule a follow-up for the client, click on the calendar icon. This […]
How to Reschedule an Appointment
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Step by step video guide here: https://vimeo.com/799278463/9c7ddecc17 To reschedule an appointment, follow the steps below: In the Reception/Front Desk screen, locate the correct client along with correct staff and appointment […]
How to Document a No-Show Appointment
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Step by step video guide here: https://vimeo.com/799278487/ca2de7a25f To document a No-Show Appointment, follow the steps below: In the Reception/Front Desk screen, locate the correct client along with correct staff and […]