What happens when a client revokes their Coordinated Care Consent?
When a client has signed a Coordinated Care Consent, all SmartCare users can see all of the client’s information. Basically, the CDAG rules drop, allowing users to view information regardless […]
Will I be alerted if a client revokes a consent?
You will not be alerted if a client revokes a Coordinated Care Consent, as that would defeat the purpose of keeping information separate. However, you will no longer be able […]
How to Handle Calls on a Non-Crisis Line and Client Says they’re in Crisis
When someone calls a non-crisis line saying they’re in crisis, transfer them immediately to crisis services per your county’s policies and procedures. It’s ok if you’ve started an inquiry. Simply […]
How to Save Filters and/or Create Favorites
Step by step video guide here: Filters assist you with locating the data that is relevant to the user; filters will vary by list page. Some list pages have multiple […]
How to Save Filters and/or Create Favorites
Step by step video guide here: As helpful as filters can be it can also be time consuming to continuously change your filters to locate what you are looking for. […]
Tracking Widget
Step by step video guide here: The Tracking widget is a tool that shows you any documents or tasks that you need to complete. You can scroll down on the […]
Multi-Factor Authentication
SmartCare uses multi-factor authentication, or MFA. This means that when you log in, you’ll receive an email with a code that you’ll need to enter. Your system administrator will set […]
How do I document a request for services received via the Access Line?
Step by step video guide here: https://vimeo.com/801646882/f9d8272f7d Access Line calls are documented on the Inquiry screen. Click the Search icon. Type Inquiries in the search bar. Click to select Inquiries (My […]
How to Document Calls to the Crisis Line
Crisis Line calls are documented on the Inquiry screen. This is simply how to document a call. Follow your county’s procedures for handling crisis situations. Also consider the context of […]
How to Document a Paper Referral from a Partner Agency
Paper referrals, meaning referrals that are received via a form, fax, paper, etc. are documented on the Inquiry screen. Search for the Inquiry screen using the search icon. Select “Inquiries […]