How to Print a Document to Get a Client’s 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 […]
The SmartView
When you have the client open, click on the SmartView icon in the upper right corner of the screen. This opens up the SmartView side panel. This will remain open […]
The Caseload Widget
This widget allows you to easily see your caseload. Clicking on any of the links will take you to the My Caseload list page. Just like any list page, you […]
How To Identify a Client as Katie-A or Other Special Population
How to Add a Special Population Identifier to a Client With a client selected in the header, click the Search icon. Type “Special Populations” in the search bar. Click to […]
The Appointments For Today Widget
Step by step video guide here: https://player.vimeo.com/video/793094440?h=44096d4451&badge=0&autopause=0&player_id=0&app_id=58479 This widget allows you to see your daily schedule at a glance. This includes non-client time, such as meetings and time off, as […]
Care Team Widget
The goal of this widget is help users to better understand who is on a client’s care team with a visualization based on the number of recent interactions. This can […]
How to Use List Pages
List pages are found throughout SmartCare. List pages are called such as they list information. Most list pages will have a number of in parentheses next to the screen name, […]
Making a QuickLink
Certain functionalities and screens can only have a QuickLink rather than be added as a Favorite. We have submitted a ticket because occasionally the information will not appear immediately so […]
How to Associate Two or More Documents
Sometimes it’s necessary to associate two documents together. Examples: A client has signed a paper version of a consent in Spanish. This paper version has been scanned in. You complete […]