How to Document Additional Services
Procedures not covered by the situations described above, and which require documentation, will instead be entered using the Service Note feature. This allows you to record both a service and […]
How to Document Quick Notes During a Shift
 Quick Notes allow you to track notes within the Whiteboard. These can be viewed by staff that have access to Quick Notes. These are not billable and not considered a […]
How to Document an End of Shift Summary
A Shift Summary is a service and is documented as a service note, however this note is not billable. To access the Shift Summary, create a service for a client. […]
How to Document Vitals
With an active client selected, begin on the Flow Sheets page. See How to See Flow Sheets for an Active Client for details. Select the Vitals Flow Sheet template from […]
Nurse: How to Complete the Nursing Assessment
How to Display the Nursing Assessment Page With an active client selected, click the Search icon. Type âNursing Assessmentâ into the search bar. Click to select Nursing Assessment (Client). The […]
How to Complete the Nutritional Screening
With the client open, click the Search icon. Type in âNutritional Screeningâ in the search bar. Select âNutritional Screening (Client)â from the search results. In the CDAG Program Enrollment window […]
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 âInterdisciplinary Treatment Planâ in the search bar. Select âInterdisciplinary Treatment Plan (Client)â from the search results. This opens the Interdisciplinary […]
How to Document a COVID Test
With an active client selected, begin on the Flow Sheets page. Select the COVID Test Flow Sheet template from the dropdown. Click the New icon in the tool bar. A […]
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 clientâs record. See How to See Flow Sheets for […]