How to Manually Add a Tracking Protocol to a Client
1. With the client open, click on the search icon. 2. Type in âClient Trackingâ in the search bar. 3. Select âClient Tracking (Client)â from the search results. 4. […]
How to Manually Remove a Tracking Protocol from a Clientâs RecordÂ
1. With the client open, click on the search icon. 2. Type in âClient Trackingâ in the search bar. 3. Select âClient Tracking (Client)â from the search results. 4. […]
How to Reset Your Password
Step by step video guide here: https://2023.calmhsa.org/wp-content/uploads/2023/06/How-to-Reset-Your-Password.mp4 On the login screen, click the link âForgot your Password?â This brings you the Forgot Username screen. Enter your email address. This is […]
How to Recover Your Username
On the login screen, click the link âForgot your Username?â This brings you the Forgot Username screen. Enter your email address. This is the email address associated with your SmartCare […]
How to Get Additional Login Assistance
If youâre still not able to login or have locked yourself out of your account, click the Helpline Information link. This should take you to the CalMHSA helpdesk website. Click […]
Changing Your Password
The first time you log in, you will have to change your temporary password provided to you by your System Administrator. 1. You will see a pop-up that indicates your […]
Setting up Your Security Questions
When you first login you will have to set up 3 security questions. Click the drop-down menu next to each security question Click to select the security question you want […]
How to Modify a Provider to the Client Information: External Referral List
If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below: Navigate to the Client Information […]
Mental Status Exam (MSE)
The Mental Status Exam, or MSE, is a document thatâs often included in other clinical documents as a tab, but the standalone form is also available. You must first have […]
How to Add a Problem to the Problem List
You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problem Details (Client). This brings you to […]