How to Document a Release of Information (Authorization to Disclose Confidential Information)
With the client open, click the Search icon. Type “Release of Information” into the search bar. Click to select “Release of Information (Client)” from the search results. If there’s already […]
How do I know what CDAG I have?
Your System Administrator will set up your CDAG and which programs you are able to see. CalMHSA recommends three basic CDAG options: 1. Mental Health CDAG – Includes all Mental […]
What happens if I work in both SUD and MH programs?
If you work in multiple programs, your system administrator will assign you multiple CDAGs. In this case, when you log in you’ll select which CDAG you’re logging in under. This […]
What if the client wants me to be able to talk to other programs/people/agencies?
Best practices mean coordinating care with all of a client’s providers, as well as other agencies and persons the client is working with. However, due to privacy rules, there are […]
How to Add, Edit & Use Key Phrases: w/ Permission Only
The Key Phrase functionality allows you to create pre-set templated text/phrases. This functionality allows for editable pre-set text/phrases to be placed in a textbox without losing existing text. It will […]
How to Sort the Columns
Columns display the data associated with the filters. When viewing the data users are able to sort by the column. Users can click on the column header to sort by […]
What happens when a client signs the Coordinated Care Consent?
By default, SmartCare enforces privacy regulations, including HIPAA and 42 CFR. This means that people working in mental health programs are not able to see any of the client’s treatment […]
What happens when a client revokes their Coordinated Care Consent?
When a client has signed a Coordinated Care Consent, all SmartCare users can see all of the client’s information. Basically, the CDAG rules drop, allowing users to view information regardless […]
Will I be alerted if a client revokes a consent?
You will not be alerted if a client revokes a Coordinated Care Consent, as that would defeat the purpose of keeping information separate. However, you will no longer be able […]
How to Transfer the Client to the MCP
When a client has been receiving Specialty Mental Health Services but needs to step down to a lower level of care provided by the Managed Care Plans, you must complete […]