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. Â Just like any list page, you […]
How To Identify a Client as Katie-A or Other Special Population
How to Add a Special Population Identifier to a Client With a client selected in the header, click the Search icon. Type “Special Populations” in the search bar. Click to […]
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 Use List Pages
List pages are found throughout SmartCare. List pages are called such as they list information. Most list pages will have a number of in parentheses next to the screen name, […]
Making a QuickLinkÂ
Certain functionalities and screens can only have a QuickLink rather than be added as a Favorite. We have submitted a ticket because occasionally the information will not appear immediately so […]
How to Associate Two or More Documents
Sometimes it’s necessary to associate two documents together. Examples: A client has signed a paper version of a consent in Spanish. This paper version has been scanned in. You complete […]
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 âHistory and Physicalâ into the search bar. Click to select […]
How to Document Vitals
All fields on the Vitals Flowsheet are optional. You must first have the client open, then click the Search icon. Type âFlow Sheetâ into the search bar. Click to select […]
How to Update an Allergy, Intolerance, or Failed Trial
1. Navigate to the section showing current allergies, intolerances, and/or failed trials. Click on the Comments icon. 2.This opens the Allergies/Intolerances/Failed Trials Details popup window. Make your updates and […]
Post-Date Controlled Substancesâ Subsequent Orders Â
With controlled substances, once your medication is selected, a new column, âAdditional Ordersâ will replace refill. Enter the number of subsequent orders you wish to prescribe.  For class II medications, […]