How to Modify a Diagnosis After the Document is Generated
To modify a diagnosis after the Diagnosis Document has been generated, follow the steps below: Navigate to the Diagnosis Document, click the Edit icon at the top of the screen. […]
How to Pull a Diagnosis Forward from Another Program
Navigate to the clientâs Diagnosis Document. The client may have multiple diagnosis documents associated with different programs. The most recent one will show first, but you can use the arrow buttons […]
How to Delete a Diagnosis
To delete a diagnosis, follow the steps below: Click the X icon to left of the diagnosis you want to delete. A prompt will appear and confirm you want to […]
How to Sign Documents in a Batch
Click on the Search icon. Type in âBatch Signatureâ in the search bar. Select âBatch Signature (My Office)â from the search results. This brings you to the Batch Signature screen. […]
How to Reassign a Clinical Document
Sometimes a staff member may be out on leave or may cease employment with the county before completing all of their documentation. Any document theyâve started will show as âin […]
How to see a summary of a Client’s Services Notes using Client Abbreviated Notes Report
Once you have selected the client, search for Client Abbreviated Notes Report. You can save this as a favorite. This report can be used as a pseudo split screen that […]
How to Cancel a Client’s Appointment
To cancel a clientâs appointment from your calendar, follow the steps below: 1. From your SmartCare home page, locate the Appointments for Today widget. Click the appointment time to the […]
How to Document a No-Show Appointment
Step by step video guide here: To document a No-Show Appointment, follow the steps below: 1. From your SmartCare home page, locate the Appointments for Today widget. Click the appointment […]
How to Schedule Non-Client Time on Your Calendar
To schedule non-client time on your calendar such as paperwork time, meetings, supervision, training, holiday, etc., follow the steps below: Click on the Search icon. Type in âStaff Calendarâ in […]
How to Filter/Sort a Clientâs Problem List
You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problems (Client). In the CDAG Program Enrollment […]