How to Cancel an Appointment
Step by step video guide here: https://vimeo.com/799274247/06602bc739 To document a canceled appointment, follow the steps below: Click the Search icon. Type Reception in the search bar. Click to select Reception/Front […]
Reception View
Step by step video guide here: https://vimeo.com/799274308/d5c7c7e277 Click the Search icon. Type âReceptionâ in the search bar. Select âReception/Front Desk (My Office)â from the search results. This will bring up […]
How to Schedule an Appointment
To schedule an appointment, follow the steps below: 1. With the client open, click the Search icon.2. Type Appointment in the search bar.3. Click to select Appointment Search (My Office). […]
Basic Navigation of the Staff Calendar
Step by step video guide here: https://vimeo.com/799274366/26d0f5ab87 Use the guide below to learn how to navigate the Staff Calendar screen: A. The View drop-down menu will allow to switch between […]
How to Cancel a Client’s Appointment
To cancel a clientâs appointment from your calendar, follow the steps below: 1. From your SmartCare home page, locate the Appointments for Today widget. Click the appointment time to the […]
How to Document a No-Show Appointment
Step by step video guide here: To document a No-Show Appointment, follow the steps below: 1. From your SmartCare home page, locate the Appointments for Today widget. Click the appointment […]
How to Add or Change a Staff Member in a Group
To add or change a staff member in a group, follow the steps below: 1. Click the Search icon. 2. Type Managing into the search bar. 3. Click to select […]
How to Complete a Consent for Telehealth
1. You must first have the client open, click the Search icon. 2. Type the name of the consent into the search bar. 3. Click to select the appropriate consent […]
How to Document a Revoked Consent
1. You must first have the client open, click the Search icon.2. Type âConsentsâ into the search bar.3. Click to select âConsents (Client)â from the search results. 4. This brings […]
How to Complete a Coordinated Care Consent
1. You must first have the client open, click the Search icon.2. Type Coordinated Care Consent into the search bar.3. Click to select Coordinated Care Consent (Client). 4. In the […]