How to Make a Referral
How to View Requests for Services that are Pending
Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select âInquiries (My Office)â This will bring […]
How to Refer the Client to Additional Services, Such as Primary Care Physician
If the screening indicates you need to refer to additional services with providers that do not use your countyâs instance of SmartCare, follow your countyâs procedures for sending these referrals. […]
How to Add a Provider to the Client Information: External Referral List
If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below: Navigate to the Client Information […]
How to Modify a Provider to the Client Information: External Referral List
If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below: Navigate to the Client Information […]
How to Refer to an Additional Program
Depending on your county processes, you may have a specific referral form you use. CalMHSA is currently developing a process called âCare Coordinationâ which will address referrals both internal and […]
How to Request Authorization for Services (OLD)
In the future, this will be handled using the Care Coordination module, which is still in development. In the meantime, CalMHSA has created a basic authorization tracking document to track […]
How to Transfer the Client to the MCP
When a client has been receiving Specialty Mental Health Services but needs to step down to a lower level of care provided by the Managed Care Plans, you must complete […]
How to Document Follow-up Done on an External Referral
To document follow-up on a referral in SmartCare, you must first have the client open, then click the Search icon. Type Client Information into the search bar. Click to select […]
How to View Whoâs on the Clientâs Treatment Team
You can see whoâs on the Clientâs treatment team using the Treatment Team widget. To see more details, youâll need to access the Treatment Team Details screen. You can easily […]