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 […]
Reordering Diagnoses ListÂ
It can be helpful to understand how Smartcareâs Diagnoses Lists are stored by programs and by CDAG. Diagnoses List are unique to each program and there it is possible to […]
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 […]
How to Schedule an Intake Appointment for a Program You Manage
Some programs in your county may not allow other staff to schedule intake appointments, instead keeping this task solely within this program. When someone requests enrollment in this type of […]