How to View Previous Service Notes via the Service Note Reviewer Screen
The Service Note Reviewer screen allows you to select signed Service Notes within the defined date range for a client. This will be in a scrollable format for full Service Note PDFs. […]
How to Cancel a Client’s Appointment
To cancel a client’s 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 “Staff Calendar” in […]
How to Filter/Sort a Client’s 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 […]
Minor Consent, Conservatorship, and Guardians
When signing documents in SmartCare, there are some documents that will automatically add the client as a cosigner. When this is the case and the client has a guardian designated […]
How to Complete a Consent for Telehealth
1. You must first have the client open, click the Search icon. 2. Type the name of the consent into the search bar. 3. Click to select the appropriate consent […]
How to Document a Revoked Consent
1. You must first have the client open, click the Search icon.2. Type “Consents” into the search bar.3. Click to select “Consents (Client)” from the search results. 4. This brings […]
How to Complete a Coordinated Care Consent
1. You must first have the client open, click the Search icon.2. Type Coordinated Care Consent into the search bar.3. Click to select Coordinated Care Consent (Client). 4. In the […]
How to Revoke a Coordinated Care Consent
To revoke a Coordinated Care Consent, create a new Coordinated Care Consent and document that the client is not consenting to share information. With the client open, click on the […]