How to Sort the Columns
Columns display the data associated with the filters. When viewing the data users are able to sort by the column. Users can click on the column header to sort by […]
What happens when a client signs the Coordinated Care Consent?
By default, SmartCare enforces privacy regulations, including HIPAA and 42 CFR. This means that people working in mental health programs are not able to see any of the client’s treatment […]
How to Check-in a Client for their Assessment Appointment
How to Check-in a Client for their Intake/Assessment Appointment at a Program the Doesn’t Have a Receptionist How to Initiate an Assessment for a Client Already Checked in by a […]
What happens when a client revokes their Coordinated Care Consent?
When a client has signed a Coordinated Care Consent, all SmartCare users can see all of the client’s information. Basically, the CDAG rules drop, allowing users to view information regardless […]
Will I be alerted if a client revokes a consent?
You will not be alerted if a client revokes a Coordinated Care Consent, as that would defeat the purpose of keeping information separate. However, you will no longer be able […]
How to Transfer the Client to the MCP
When a client has been receiving Specialty Mental Health Services but needs to step down to a lower level of care provided by the Managed Care Plans, you must complete […]
How to Document Follow-up Done on an External Referral
To document follow-up on a referral in SmartCare, you must first have the client open, then click the Search icon. Type Client Information into the search bar. Click to select […]
How to View Who’s on the Client’s Treatment Team
You can see who’s on the Client’s treatment team using the Treatment Team widget. To see more details, you’ll need to access the Treatment Team Details screen. You can easily […]
How to Save Filters and/or Create Favorites
Step by step video guide here: Filters assist you with locating the data that is relevant to the user; filters will vary by list page. Some list pages have multiple […]
How to Save Filters and/or Create Favorites
Step by step video guide here: As helpful as filters can be it can also be time consuming to continuously change your filters to locate what you are looking for. […]