Client Medical Facesheet

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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

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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

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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

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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 […]

How to Add a Co-Signer to a Document

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Please note that a co-signer is not the same as a review and approval process in SmartCare. Most documents don’t require review and approval before being marked as “complete” in […]

How to Co-Sign a Document

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Navigate to the document you want to add a co-signer for. (See “How to View Your Documents” and/or “How to View Client Documents” for details on how to navigate to […]

Home Screen

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Step by step video guide here: https://player.vimeo.com/video/793094381?h=23ea156146When you first login to SmartCare you will land on the Home Screen. You will have a home screen unique to your role to […]

How to Document as a Proxy

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In SmartCare, users can be set up to act as proxies for another user. This means they can start a document for another user. This can come in quite handy […]