How to View Client Documents
With the client open, click on the Search icon. Type in âDocumentsâ in the search bar. Select âDocuments (Client)â 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 […]
How to Add a Co-Signer to a Document
Please note that a co-signer is not the same as a review and approval process in SmartCare. Most documents donât require review and approval before being marked as âcompleteâ in […]
How to 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 […]
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 […]