Category: Nursing

Client Abbreviated Notes Report

To open this feature, it is client specific, so you must have a patient’s chart already selected. Search for “Client Abbreviated Notes Report [Client].” Client Abbreviated Notes Report allows users […]

How to Document a No-Show Appointment

Step by step video guide here: To document a No-Show Appointment, follow the steps below: 1. From your SmartCare home page, locate the Appointments for Today widget. Click the appointment […]

How to Schedule Non-Client Time on Your Calendar

To schedule non-client time on your calendar such as paperwork time, meetings, supervision, training, holiday, etc., follow the steps below: Click on the Search icon. Type in “Staff Calendar” in […]

How to Filter/Sort a Client’s 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 Problems (Client). In the CDAG Program Enrollment […]

How to Close a Client to a Program

Step by step video guide here: https://vimeo.com/799939738/1f228a33b4 Make sure you have the client open. Then click the Search icon. Type in “Client Programs” in the search bar. Click on “Client […]

Minor Consent, Conservatorship, and Guardians 

When signing documents in SmartCare, there are some documents that will automatically add the client as a cosigner. When this is the case and the client has a guardian designated […]

How to Complete a Consent for Telehealth

1. You must first have the client open, click the Search icon. 2. Type the name of the consent into the search bar. 3. Click to select the appropriate consent […]

How to Document a Revoked Consent

1. You must first have the client open, click the Search icon.2. Type “Consents” into the search bar.3. Click to select “Consents (Client)” from the search results. 4. This brings […]

How to Complete a Coordinated Care Consent

1. You must first have the client open, click the Search icon.2. Type Coordinated Care Consent into the search bar.3. Click to select Coordinated Care Consent (Client). 4. In the […]

How to Revoke a Coordinated Care Consent

To revoke a Coordinated Care Consent, create a new Coordinated Care Consent and document that the client is not consenting to share information. With the client open, click on the […]