How to View Multiple Staff Calendars at Once

How to Define a Group View Use this workflow to create multi-staff views that you will use often. Click the Search icon. Type Staff Calendar into the search bar. Click […]
PRN indications, exact time frequencies and dose ranges

For PRNs indications (eg. as needed for [symptom]) and exact timing (eg. before meals, at noon, 5pm), please put this information in the instruction textbox for patients. Of note, there […]
Prescribing a Medication with Different Doses and Frequency

If you want to prescribe a medication with different doses during a day (eg morning and evening), then once you select your medication and the strength, then you can add […]
How to Complete the Psych/Medical Note Template

A Psych/ Medical Note template has been created for medical staff. The highlights of this note template are: Ability to push from certain sections of the previous “Psychiatric Note” template. […]
How to Document Medication Consents within the Psych Medical Note Template or Any Textbox

In most situations, a separate, signed “Medication Consent” document is no longer required. Consents for medications can be captured/documented in the prescriber’s progress note. These recommendations are specific to consents […]
How to Enter Client Allergies (SmartCare Client Allergy Screen)

To enter client allergies, follow the steps below: Click the Search icon, with client open. Type Client Allergies into the search bar. Click to select Client Allergies (Client). Click the […]
CalMHSA 118 – Client Medical Face Sheet Report

The purpose of this report is to compile relevant client specific information that can assist in understanding a client’s medical history. A client must be selected in order to run […]
2024 Psych/Medical Note Template Associated to Procedure Codes

Considerations for Choosing Procedures/ Services

Under Service Code Definitions which is broken down by role, you can learn about the procedure code for services and their definitions NOTE: This information should be considered as high-level […]
CalMHSA 100 Shared Care Plan Report

The Shared Care Plan Report compiles all the “Assessment and Plans” from the Psych Medical Note Template together into a report, if the “Add to Shared Care Plan” has been […]