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 “Care Coordination” 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 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 client’s 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 client’s 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 […]
How to Pull a Diagnosis Forward from Another Program
Navigate to the client’s 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 Sign Documents in a Batch
Click on the Search icon. Type in “Batch Signature” in the search bar. Select “Batch Signature (My Office)” 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 they’ve started will show as “in […]