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 […]
How to Scan/Upload Intake Documents Done Outside of SmartCare
Lab results received from an external source are scanned into the clientâs documentation using the Scan/Upload feature. Click the Search icon. Type âScanâ into the search bar. Click to select […]
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 Personal Effects Inventory (PEI)
The PEI at admission represents a record of belongings kept by the organization, as well as a record of belongings returned to the client during their admission. It is later […]
How to Search for a Client
When admitting a client, users should follow these steps to use the Client Search feature when selecting the admitted client. Confirm that the admitted client is the correct client by […]
How to Create a New Client
Click the Client Search icon. Click the <Client Search> button in the Client Search bar. The Client Search pop-up will appear. Type the desired name into the Last Name field. […]
How to Create a Client Through an Inquiry
Select the âLink/Create Clientâ button. This will bring up the client search window, with a few extra buttons at the bottom. You must search by name by clicking the âBroad […]
How to Request the Client into a Program
Whenever a client is scheduled into a bed they have to be marked as Requested into a Program. This is needed for CDAG. With an active client selected, click the […]
How to Create an Ad Hoc Order
An ad hoc order is one that you create as you work because no existing order can be found in the system. Creating an ad hoc order lets you create […]