How to Send a Message
Click the Search icon. Type Messages in the search bar. Click to select Messages (My Office). Click the New icon to create a new message Click the Magnifying glass icon […]
How to Send a Document in a Message
Open the document you want to send. Click on the three dots icon in the upper right side. Click Send from the menu. Click in the To box and begin […]
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
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 Use the Client Search Window
Step by step video guide here: https://vimeo.com/793099536/2b1ed418f4 Click the Client Search icon. Click to select Client Search. The Client Search window will open. Type the clientâs Last Name and First […]
How to Use the Client Search Icon
Click the Client Search icon. In the Search bar, Type the first few letters of the clientâs last name. Add a comma, and the first few letters of the first […]
How to Use the Client Search Icon to Search to Find Client in Your Caseload
Click the Client Search A list of clients in your caseload will populate. To select a client, click their name.
About this User Manual
This user manual is designed to provide a how-to guide of the features and functionality of SmartCare. It will outline how to complete each workflow in a step-by-step format with […]
Difficulties with Finding a Diagnoses
When searching for a diagnosis by descriptive text, this can result in a long list that is difficult to scroll through. We recommend that you use the ICD10 code to […]
How to Modify and/or Re-Order a Diagnosis
To modify or re-order a diagnosis, follow the steps below: Click the radio button to the left of the diagnosis you need to update. Make updates to the appropriate fields […]