How to Create a Recurring Individual Service Appointment
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Follow the steps laid out in How to Create an Appointment from Your Calendar. Once youâve saved (step 8), click the triple vertical dot icon in the upper right. Select […]
How to Request Authorization for Services
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In the future, this will be handled using the Care Coordination module, which is still in development. In the meantime, CalMHSA has created a basic authorization tracking document to track […]
How to Make a Referral
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How to Refer to an Additional Program
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Depending on your county processes, you may have a specific referral form you use. CalMHSA is currently developing a process called âCare Coordinationâ which will address referrals both internal and […]
How to Refer the Client to Additional Services, Such as Primary Care Physician
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If the screening indicates you need to refer to additional services with providers that do not use your countyâs instance of SmartCare, follow your countyâs procedures for sending these referrals. […]
How to Handle Calls on a Non-Crisis Line and Client Says theyâre in Crisis
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When someone calls a non-crisis line saying theyâre in crisis, transfer them immediately to crisis services per your countyâs policies and procedures. Itâs ok if youâve started an inquiry. Simply […]
How to Transfer the Client to the MCP
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When a client has been receiving Specialty Mental Health Services but needs to step down to a lower level of care provided by the Managed Care Plans, you must complete […]
How to View Requests for Services that are Pending
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Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select âInquiries (My Office)â This will bring […]
How to Document Follow-up Done on an External Referral
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To document follow-up on a referral in SmartCare, you must first have the client open, then click the Search icon. Type Client Information into the search bar. Click to select […]
How to View Whoâs on the Clientâs Treatment Team
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Make sure you have the client open. In the Treatment Team widget, click on the All link. This takes you to the Treatment Team list page. To add a treatment […]