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 Track Clozapine Labs Using Tracking ProtocolsÂ

Your System Administrator can set up a Tracking Protocol that will create recurring flags for things like labs due. See the Clinical User Guide on how to use Flags and […]
How to Document Lab Results

Lab Interface If your county has a lab interface, lab orders placed in SmartCare can automatically be sent to the lab. 1. Lab orders have been set up as Quick […]
How to Discontinue Standing Lab Orders

With a client record open, click the Search icon. Search for Client Orders. Select Client Orders (Client).  You must modify or discontinue using the parent order. It cannot be […]
How to Create a Flag to Alert Treatment Team Members to Important Client Information

Make sure you have the client open. Click the plus icon next to the clientâs name.  This takes you to the Client Flag Details screen. Add the relevant information in […]
How to Scan or Upload Documents into the Clientâs Record

Sometimes documents are completed on paper but need to be included in the clientâs record. In this section, weâll cover how to scan a document into the clientâs record. Click […]
Zoomâs Remote Control Function to Obtain SignatureÂ

For patients and providers that are doing telehealth, it can be helpful to obtain their signature digitally. This can be done by giving patientsâ control of your mouse tracker through […]
How to Print a Document to Get a Clientâs Signature

After you have completed the form, click Sign to create the PDF document. Click the Print icon once the document has generated. Have the client sign the paper document and […]
In the case of a medication being ineffective

This section pulls in any allergies entered in SmartCare or entered directly here for the patient. Any allergy information entered here gets pushed back to SmartCare. This is also where […]
How to Enroll the Client in an Access Program (Screening Setup)

Before doing a screening tool, you need to enroll the client in a program. We recommend using an Access program for this. To document the referral in SmartCare, you must […]