How to Sign Documents in a Batch
Click on the Search icon. Type in “Batch Signature” in the search bar. Select “Batch Signature (My Office)” from the search results. This brings you to the Batch Signature screen. […]
How to Change the Author of a Document
How to Fix an Error on the Service Note if You Have Signed It Already
As long as the service status does not show as “error” or “complete”, the provider of the service can make changes to the service. If you’re unable to edit the […]
I wrote a duplicate service note. How can I delete it?
If the status of the service is not “complete”, you can likely edit it. To fully delete the service note, you’ll need to report the error to your System Administrator […]
I wrote a service note under the wrong client. How do I move it to the correct client?
You’ll need to report the error to your System Administrator to have them make the correction. CalMHSA is working to develop an error reporting process in SmartCare. In Development
I wrote a group service note but I forgot to update the participant/facilitator list. How do I fix it?
If the status of the service is not “complete”, you can likely edit it. If the service is marked as “complete”, you’ll need to report the error to your System […]
Revision Tracking
Section Update Date Coordinated Care Consent and Authorizations to Disclose Confidential Information Added note regarding not using the “verbal only” option for CCC and ROI. 3/2/2023 Life Cycle of the […]