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 âBedboardâ into the search bar. (Or, âResidentialâ.) 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 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 […]