Category: Front Desk Documentation

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 […]

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 “Reception” in the search bar. Select “Reception/Front Desk (My Office)” 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 client’s 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 “Consents” into the search bar.3. Click to select “Consents (Client)” from the search results. 4. This brings […]