How to Create a New Medication Order

2023 CalMHSA Logo

To place a new medication order, follow the steps below: Click on the Search icon with the client open.  Type Client Orders in the search bar. Select Client Orders (Client) from the […]

CalMHSA 113 Inpatient/CSU Client Face Sheet

2023 CalMHSA Logo

The purpose of this report is to compile relevant client specific information that can assist in understanding a client’s medical history. It’s geared towards users in the inpatient or CSU setting. […]

How to Create a Service

2023 CalMHSA Logo

 Typically, bed services are created automatically. However, in some instances it is not best practice or should not be used (e.g. CSU setting due to being limited within 23 hours […]

How to Complete the Safety Plan

2023 CalMHSA Logo

If you have already completed a paper version of the Safety Plan, you can scan this in upon returning to the office. Follow the scanning instructions HERE and use the […]

Bedboard

2023 CalMHSA Logo

The Bedboard screen is used to manage the beds in inpatient, CSU, and residential, depending on your agency’s setup. When you create a Unit in SmartCare, you define whether the […]

How to View Whiteboard Observations

2023 CalMHSA Logo

For all Order Types except “Activity” and “Safety Check,” you may be able to see info about a completed order on the Whiteboard under the “Observations” column. For this to […]

How to Order an Observation Check Order

2023 CalMHSA Logo

Observations Orders can be ordered for clients that may need more frequent observations checks to monitor and track the patient’s behaviors and interactions. The information can be accumulated on a […]

How to Create & Document a Client Hold 

2023 CalMHSA Logo

To document a hold on a client, you will need to create a Legal Status Order. The following workflow will show you how to create the Legal Status Order and […]