Titrating A Medication

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At this time, we do NOT recommend that you use the “Titrate” button if you need  “Notes to Pharmacy”  If you want to titrate a medication, once you select your […]

How to Open the Caseload List Page

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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

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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

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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

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A Summary of Care is a document that pulls information from different places in the client’s chart. Make sure you have the client open. Click the Search icon. Type in […]

Login Help

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On the login screen, there are links for when you forget your username or password. The system will lock you out after 3 failed login attempts, so we recommend using […]