How to Manually Add a Tracking Protocol to a Client
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
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
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 âScanningâ in the search bar. 3. Select âScanning […]
How do I scan a document into the clientâs record?
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?
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
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
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
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 […]