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 […]
How to Manually Add a Tracking Protocol to a Client
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
Logging in to SmartCare
To login, you’ll need the URL for the environment you’re logging into. Make sure you’re logging into the correct environment. Remember, there are 3 environments each county is given: Production […]
How to Export Data
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
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?
Note: At this time, you can only upload documents that are in PDF file format. 1. Click the Search icon. 2. Type “Scanning” in the search bar. 3. Select “Scanning […]
How do I scan a document into the client’s record?
Sometimes documents are completed on paper, but need to be included in the client’s record. In this section, we’ll cover how to scan a document into the client’s record. 1. […]
How do I create a flag to alert treatment team members to important client information?
1. Make sure you have the client open. Click the plus icon next to the client’s name. 2. This takes you to the Client Flag Details screen. Add the relevant […]