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 […]
How to Make a Referral
How to Add the Client to Your Program
Step by step video guide here: https://vimeo.com/799290085/77d04f47c9 Open the client’s record, if not already done so. You can do this using the Client Search screen. Open the Client Programs list […]
How to Check-in a Client for their Assessment Appointment
How to Check-in a Client for their Intake/Assessment Appointment at a Program the Doesn’t Have a Receptionist How to Initiate an Assessment for a Client Already Checked in by a […]
How to View and Update the Intake Document Task List
Your System Administrator can set up Intake Document Tasks Lists, called “Tracking Protocols” for your system. This allows you to track documents that are completed in SmartCare, documents that are […]