How to Refer the Client to the Registered Dietitian
CalMHSA is working on a Care Coordination Module to include referrals in SmartCare but this is currently under development. In the meantime, you can use the messaging feature to send […]
How to Update the Interdisciplinary Treatment Plan
With the client open, click the search icon. Type in “Interdisciplinary Treatment Plan” in the search bar. Select “Interdisciplinary Treatment Plan (Client)” from the search results. This opens the Interdisciplinary […]
How to Mark a Flag as Complete
If a flag is not associated with a protocol or a document it can be completed manually by completing the steps below. You must first have the client open, then […]
How to Scan/Upload Intake Documents Done Outside of SmartCare
Lab results received from an external source are scanned into the client’s documentation using the Scan/Upload feature. Click the Search icon. Type “Scan” into the search bar. Click to select […]
How to Complete Intake Documents Done in SmartCare
Documents, which are associated with flags (which are associated with protocols) are typically associated with a due date and sometimes are recurring. To complete the document, and the flag, follow […]
How to Document Other Information Gathered
During the Intake and Assessment phase, staff may be gathering additional information, including from sources other than the client themselves. Document this information in service notes using the appropriate procedure […]
How to Complete the Interdisciplinary Treatment Plan
With the client open, click the search icon. Type in “Interdisciplinary Treatment Plan” in the search bar. Select “Interdisciplinary Treatment Plan (Client)” from the search In the CDAG Program Enrollment […]
How to Document a COVID Test
With an active client selected, begin on the Flow Sheets page. See General Client Search for details on opening the active client’s record. See How to See Flow Sheets for […]
How to Document a TB PPD Test
With an active client selected, begin on the Flow Sheets page. See General Client Search for details on opening the active client’s record. See How to See Flow Sheets for […]
Prescriber: How to Complete the History & Physical
With an active client selected, click the Search icon. See General Client Search for details on opening the active client’s record. Type ‘History’ into the search bar. Click to select […]