How to Create a Service
Typically, bed services are created automatically. However, in some instances it is not best practice or should not be used (e.g. CSU setting due to being limited within 23 hours […]
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 […]
Overlapping Service Issues
Different providers can have overlapping services and use same and/or different procedures for the same patient. The same provider can also have overlapping services using different procedures with the same […]
Choosing Procedures
Since July 1st ,2023, CalAIM/DHCS has released new changes in the CPT codes. We have provided a Outpatient MD Nurse Documentation Quick Guide (PDF) under the Prescriber, Nurses and Inpatient […]
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 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 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 […]