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 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. […]
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 […]
History and Physical

Step by step video guide here: https://vimeo.com/792363662/6b859e3367 You must first have the client open, then click the Search icon. Type “History and Physical” into the search bar. Click to select […]
Mental Status Exam (MSE)

The Mental Status Exam, or MSE, is a document that’s often included in other clinical documents as a tab, but the standalone form is also available. You must first have […]
How to Complete the History & Physical

With an active client selected, click the Search icon. Type ‘History’ into the search bar. Click to select History and Physical (Client). The History and Physical assessment will open to […]
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 Improve your Diagnosis Search & Troubleshooting

SmartCare has improved the Diagnosis /ICD10 Search functionality, which will impact: Billing Diagnosis Tab Diagnosis Document Problem List (Client) This new feature allows you and your county to opt for […]