How to Schedule a Bed Change
You can schedule a bed change for a client to occur on a future date. You can schedule a bed change for a client who is already admitted to a […]
How to Schedule a Transfer the Client from One Level of Care to Another
Schedule or complete a transfer for a client who is being admitted to a different Program. If you need to transfer the client to a new bed in the same […]
How to Set a Client on Leave
The client must have a status of Occupied before you can schedule the client On Leave. Click the Search icon. Type ‘Bedboard’ into the search bar. (Or, ‘Residential’.) Click to […]
How to Enter a Batch of Services
Batch Services are typically entered after a service has already occurred. It helps to assign staff and procedures to clients quickly and in large numbers from a single screen. Click […]
How to Display the Batch Service Upload Page for Import of Batch Services from Contracted Providers
The Batch Service Upload feature is used when an organization receives service reports via spreadsheet and needs to upload those reports into SmartCare for processing. Click the Search icon. Type […]
How to Complete an Upload Template
Generally, users processing a Batch Service Upload will receive complete spreadsheets from partner organizations. This section is included to assist with troubleshooting. Download a copy of the BatchServiceUploadsTemplate as an […]
How to Upload Batch Services
Begin on the Batch Service Uploads page. Click the Upload icon in the tool bar. An upload window will open. Select a Program the Services should upload into from the […]
How to Complete the Psych/Medical Note for Medication Rx/Client Orders Users
** This article is for Medication Rx/Client Order Users** A new Psych/ Medical Note template has been created for medical staff. The highlights of this note template are: Ability to […]
How to View What Intake Documents and Tasks Need to be Completed
Intake documents are set up through Tracking Protocols by your system administrator. If a protocol is set up the specifics of what you will see are likely different then what […]
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 […]