Rx: Patient Summary Screen
Step by step video guide here: https://vimeo.com/792363303/23e7762c67 The Patient Summary Screen is the starting point for working with clientsâ prescriptions and medications.  Main Components: Displays patient information including name, DOB, […]
How to Refer the Client to Additional Services, Such as Primary Care Physician
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 Add 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 […]
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
Your password will expire every so often, depending on your county’s privacy settings. You will see a pop-up that indicates your password has expired. Click OK. This takes you to […]
Setting up Your Security Questions
When you first login you will have to set up 3 security questions. If you’ve forgotten any of your security questions, your system administrator may reset them. To set your […]