Home Screen
Step by step video guide here: https://player.vimeo.com/video/793094381?h=23ea156146When you first login to SmartCare you will land on the Home Screen. You will have a home screen unique to your role to […]
Preferences
In order to access your user preferences, follow the steps below: 1. From the Header, click the drop-down menu after your name in the upper right-hand side.2. A menu will […]
Icons
The Header, pictured below, consists of several icons. The Icons and Functionality table below describes each icon. Icons and Functionality The Menu icon will open and close the Navigation Filters […]
Screen vs. Document
Screens are forms that, when updated, only show the most recent information. Documents, on the other hand, will save the finalized version in a pdf in order to capture data […]
The SmartView
When you have the client open, click on the SmartView icon in the upper right corner of the screen. This opens up the SmartView side panel. This will remain open […]
The Caseload Widget
This widget allows you to easily see your caseload. Clicking on any of the links will take you to the My Caseload list page. Just like any list page, you […]
The Appointments For Today Widget
Step by step video guide here: https://player.vimeo.com/video/793094440?h=44096d4451&badge=0&autopause=0&player_id=0&app_id=58479 This widget allows you to see your daily schedule at a glance. This includes non-client time, such as meetings and time off, as […]
How to Save Filters and/or Create Favorites
Step by step video guide here: Filters assist you with locating the data that is relevant to the user; filters will vary by list page. Some list pages have multiple […]
Tracking Widget
Step by step video guide here: The Tracking widget is a tool that shows you any documents or tasks that you need to complete. You can scroll down on the […]