How to Set a Client on Leave
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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
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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
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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
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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
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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
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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
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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
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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
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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)
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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 […]