Tracking Widget
Step by step video guide here: The Tracking widget is a tool that shows you any documents or tasks that you need to complete. You can scroll down on the […]
Multi-Factor Authentication
SmartCare uses multi-factor authentication, or MFA. This means that when you log in, youâll receive an email with a code that youâll need to enter. Your system administrator will set […]
How to Document Treatment Team Meetings
How to Document Internal Treatment Team Meetings Currently, each treatment team member that plans to bill for their time spent discussing the client with other treatment team members must create […]
How to View and Update the Intake Document Task List
Your System Administrator can set up Intake Document Tasks Lists, called âTracking Protocolsâ for your system. This allows you to track documents that are completed in SmartCare, documents that are […]
How to See Who’s On My Caseload
Definitions SmartCare uses “Primary Clients” and “All Clients” or “Total” in Caseload tracking. Primary Clients – This list includes only clients where you are on their Treatment Team All Clients/Total […]
How to Document a Call When You Donât Provide Services Yourself
Paper referrals, meaning referrals that are received via a form, fax, paper, etc. are documented on the Inquiry screen. Search for the Inquiry screen using the search icon. Select âInquiries […]
How to Create a Recurring Individual Service Appointment
Follow the steps laid out in How to Create an Appointment from Your Calendar. Once youâve saved (step 8), click the triple vertical dot icon in the upper right. Select […]