How to Complete the AIMS Assessment

The Abnormal Involuntary Movement Scale (AIMS) is a 12-item scale that clinicians use to assess the severity of tardive dyskinesia and other symptoms in patients taking antipsychotic medications. The AIMS can […]
How to Order a Lab Panel

1. Click the Search icon. 2.Type Client Orders. 3. Select Client Orders (Client). This will take you to the Client Orders list page. 4. Click the New icon. 5. […]
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 client’s data to be shared externally with other […]
How to View All Clients with a Special Population

Click on the Search icon. Type in “Special Populations” in the search bar. Select the appropriate “My Office” special populations list page from the search results. Note: Only users with […]
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 […]
Flow Sheets

Flow Sheets are used for the entry of data over time, and are frequently used for vitals and other details that are comparable over time. The Flow Sheets page allows […]
How to Document Vitals

All fields on the Vitals Flowsheet are optional. You must first have the client open, then click the Search icon. Type “Flow Sheet” into the search bar. Click to select […]
How to View Your Documents

Click on the Search icon. Type in “My Documents” in the search bar. Select “My Documents (My Office)” in the search results. This will take you to the My Documents […]
How to View Client Documents

With the client open, click on the Search icon. Type in “Documents” in the search bar. Select “Documents (Client)” in the search results. This will take you to the Documents […]
How to Amend a Signed Document

Sometimes a clinical document needs to be amended. In SmartCare, there is a way to edit a document, which creates a second version of the document. The old version remains […]