How to View What Consents a Client has Signed
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1. You must first have the client open, click the Search icon.2. Type âConsentsâ into the search bar.3. Click to select âConsents (Client)â from the search results. 4. This brings […]
Zoomâs Remote Control Function to Obtain SignatureÂ
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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 […]
Minor Consent, Conservatorship, and GuardiansÂ
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When signing documents in SmartCare, there are some documents that will automatically add the client as a cosigner. When this is the case and the client has a guardian designated […]
How to Complete a Consent for Telehealth
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1. You must first have the client open, click the Search icon. 2. Type the name of the consent into the search bar. 3. Click to select the appropriate consent […]
How to Document a Revoked Consent
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1. You must first have the client open, click the Search icon.2. Type âConsentsâ into the search bar.3. Click to select âConsents (Client)â from the search results. 4. This brings […]
How to Complete a Coordinated Care Consent
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1. You must first have the client open, click the Search icon.2. Type Coordinated Care Consent into the search bar.3. Click to select Coordinated Care Consent (Client). 4. In the […]
How to Revoke a Coordinated Care Consent
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To revoke a Coordinated Care Consent, create a new Coordinated Care Consent and document that the client is not consenting to share information. With the client open, click on the […]
How to Determine if the Client has Signed a Coordinated Care Consent
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The easiest way to find out if the client has a Coordinated Care Consent is to search for the document using the Search icon. If there is a Coordinated Care […]
How to Revoke a Standard Release of Information/Authorization to Disclose Information
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1. With the client open, click the Search icon. 2. Type in âClient Informationâ in the search bar. 3. Select âClient Information (Client)â from the search results. 4. Navigate to […]
How to Determine What Disclosure Authorizations (Release of Information) the Client has Signed
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To view the clientâs list of current disclosure authorizations on file, open the Client information screen and navigate to the Release of Information Log tab. 1. With the client open, […]