How to Create the Aftercare Discharge Summary Medical Report
The purpose of this report is to compile relevant client specific information that is commonly used upon discharging a patient after an inpatient stay, transfer to another provider/clinic/unit or can […]
How to View Legal Status in Orders (My Office)
Orders (My Office) Is another place you can view legal status orders  Click on the Search icon. Type Orders in the search bar. Select Orders (My Office) from the search results. To […]
How to Complete Legal Status Demographics DocumentationÂ
DHCS requires that client demographics be captured as part of the report submitted by your county.  The following demographics can be captured by searching for Client Information. Click the Search […]
Lab Interface Errors
Message Interface Screen is where a lab order’s status can be found, especially if there is an issue with the order transmitting to the lab vendor.  The Messages Interface list page […]
How to Opt a Client Out of Data Sharing (Data Sharing Opt Out)
Organizations participating in CalMHSA Connex can facilitate a client requested Data Sharing Opt Out directly within SmartCare. Consent is what enables a clientâs data to be shared externally with other […]
How to View All Clients with a Special Population
Click on the Search icon. Type in âSpecial Populationsâ in the search bar. Select the appropriate âMy Officeâ special populations list page from the search results. Note: Only users with […]
Considerations for Choosing Procedures/ ServicesÂ
Under Service Code Definitions which is broken down by role, you can learn about the procedure code for services and their definitions NOTE: This information should be considered as high-level […]
How to Create a Favorite Service Note (or Other Clinical Document)
Navigate to the Service tab, enter the information you want saved in your favorite, (e.g. program, procedure code, location, mode of service, etc.) Click the Add Favorite icon. Enter the […]
Client Medical Facesheet
The purpose of this report is to compile relevant client specific information that can assist in understanding a client’s medical history. A client must be selected in order to run […]
How to View Your Documents
Click on the Search icon. Type in âMy Documentsâ in the search bar. Select âMy Documents (My Office)â in the search results. This will take you to the My Documents […]