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 […]
How to Cancel an Appointment
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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
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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
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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
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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
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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
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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
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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
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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
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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 […]