How to View Requests for Services that are Pending
Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select âInquiries (My Office)â This will bring […]
How to Enroll a Client in Text (SMS) Appointment Reminders
Notification reminders can be automatically sent to a client, using their preferred method (text, email, or voice message), to remind them of an upcoming appointment or service. This is a […]
How to Save a Favorite Diagnosis
In the Diagnosis Document, you can save commonly-used diagnosis codes to your favorite list. To do so, follow the steps below while in the Diagnosis Document. Search for the code […]
Titrating A Medication
At this time, we do NOT recommend that you use the âTitrateâ button if you need âNotes to Pharmacyâ If you want to titrate a medication, once you select your […]
Missing a Client Address During PrescribingÂ
If you get an error while prescribing that you donât have a client address, you will need to enter this information. Go back to the patient chart, and search for […]
How to Prescribe Medication of Different Strengths
With in the same step, if you try and prescribe a medication of different strength/formulation, you will get an error. Â Instead, create a new and separate order for each […]
How to Open the Caseload List Page
1. Click the Search icon. 2. Type Caseload in the search bar. 3. Select Caseload (My Office) in the search results. 4. The Caseload list page will display.
How to View My Caseload
SmartCare categorizes caseload into two types: Primary Clients and Non-Primary Clients. Primary Clients refer to clients for whom the user is a part of the treatment team. Non-Primary Clients are […]
How to Complete the Discharge Summary
The Discharge Summary is used for any programs. It’s required for some inpatient programs and SUD outpatient programs. The CalMHSA Discharge Summary uses CalAIM principles to provide narrative text boxes […]
How to Get a Summary of Care
A Summary of Care is a document that pulls information from different places in the clientâs chart. Make sure you have the client open. Click the Search icon. Type in […]