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 […]
How to Document Follow-up Done on an External Referral

To document follow-up on a referral in SmartCare, you must first have the client open, then click the Search icon. Type Client Information into the search bar. Click to select […]
How to View Who’s on the Client’s Treatment Team

You can see who’s on the Client’s treatment team using the Treatment Team widget. To see more details, you’ll need to access the Treatment Team Details screen. You can easily […]
How to Save Filters and/or Create Favorites

Step by step video guide here: Filters assist you with locating the data that is relevant to the user; filters will vary by list page. Some list pages have multiple […]
How to Save Filters and/or Create Favorites

Step by step video guide here: As helpful as filters can be it can also be time consuming to continuously change your filters to locate what you are looking for. […]
How to Document Treatment Team Meetings

How to Document Internal Treatment Team Meetings Currently, each treatment team member that plans to bill for their time spent discussing the client with other treatment team members must create […]
How to See Who’s On My Caseload

Definitions SmartCare uses “Primary Clients” and “All Clients” or “Total” in Caseload tracking. Primary Clients – This list includes only clients where you are on their Treatment Team All Clients/Total […]
How to View Requests for Services that are Pending

Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select “Inquiries (My Office)” This will bring […]