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 […]
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 don’t require review and approval before being marked as “complete” in […]
How to Co-Sign a Document
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 […]
How to Have a Client or Guardian Co-Sign a Document
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 […]