How to Add, Edit & Use Key Phrases: w/ Permission Only
The Key Phrase functionality allows for you create pre-set templated text/phrases. This functionality allows for editable pre-set text/phrases to be placed in a textbox without losing existing text. It will […]
Key Phrases: How to Edit Agency Key Phrases
This will cover the process of adding and editing Agency Key Phrases. Agency Key Phrases can be created and pushed to all End Users. To be able to Add/Edit Agency […]
How to View All Clients with a Special Population
Click on the Search icon. Type in “Special Populations” in the search bar. Select the appropriate “My Office” special populations list page from the search results. Note: Only users with […]
How to Document as a Proxy
In SmartCare, users can be set up to act as proxies for another user. This means they can start a document for another user. This can come in quite handy […]
How to Print a Client Face Sheet
Click the Search icon. Type Client Face Sheet in the search bar Click to select Client Face Sheet (Client) This opens a new window and will automatically populate the information […]
How to Complete a NOABD
Click the Search icon with a patient already open Type the NOABD in the search bar. Select the Appropriate NOABD you need to send. This opens up a letter screen. […]
How to Attach a Signed Paper Document to the Digital SmartCare Document
First, make sure to scan/upload the signed paper copy of the document. See [scanning/uploading] for instructions. Navigate to the SmartCare version of the document. Mark the client as having signed […]
How to Enroll a Client in Text (SMS) Appointment Reminders
Notification reminders can be automatically sent to a client, using their preferred method (text, email, or voice message), to remind them of an upcoming appointment or service. This is a […]
How to Open the Caseload List Page
1. Click the Search icon. 2. Type Caseload in the search bar. 3. Select Caseload (My Office) in the search results. 4. The Caseload list page will display.
How to View My Caseload
SmartCare categorizes caseload into two types: Primary Clients and Non-Primary Clients. Primary Clients refer to clients for whom the user is a part of the treatment team. Non-Primary Clients are […]