How to View Previous Service Notes via the Service Note Reviewer Screen
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The Service Note Reviewer screen allows you to select signed Service Notes within the defined date range for a client. This will be in a scrollable format for full Service Note PDFs. […]
How to Cancel a Client’s Appointment
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To cancel a clientâs appointment from your calendar, follow the steps below: 1. From your SmartCare home page, locate the Appointments for Today widget. Click the appointment time to the […]
Client Abbreviated Notes Report
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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
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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
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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 âStaff Calendarâ in […]
How to Filter/Sort a Clientâs Problem List
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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
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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 âClient Programsâ in the search bar. Click on âClient […]
Minor Consent, Conservatorship, and GuardiansÂ
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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
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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
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1. You must first have the client open, click the Search icon.2. Type âConsentsâ into the search bar.3. Click to select âConsents (Client)â from the search results. 4. This brings […]