How to Have a Client or Guardian Co-Sign a Document
Navigate to the document you want to add a co-signer for. (See âHow to View Your Documentsâ and/or âHow to View Client Documentsâ for details on how to navigate to […]
Home Screen
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
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 […]
How to Document Quality Improvement and Other Administrative Billable Time
Click on the Search icon. Type in âStaff Calendarâ in the search bar. Select âStaff Calendar (My Office)â from the search results. This takes you to the staff calendar. Make […]
How to Order Labs
How to Order Labs https://vimeo.com/797428634/c0a7801298?share=copy 1.With the client open, click the Search icon. 2. Type in âQuick Ordersâ in the search bar. 3. Select âQuick Orders (Client)â from the search […]
Preferences
In order to access your user preferences, follow the steps below: 1. From the Header, click the drop-down menu after your name in the upper right-hand side.2. A menu will […]
How to Create an Appointment from Your Calendar
To create an appointment from your schedule, follow the steps below: 1. From the Staff Calendar screen, click and drag your mouse on the calendar timeslot you want to book. […]
How to Make a Referral
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. […]
Various Proxy Roles Functionalities
A role of a proxy is to act on behalf of another individual. There are three different types of proxy. To set up, in Users/Staff Details of the Proxy’s Name, […]