How to View Who’s on the Client’s Treatment Team
Make sure you have the client open. In the Treatment Team widget, click on the All link. This takes you to the Treatment Team list page. To add a treatment […]
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. […]
Multi-Factor Authentication
SmartCare uses multi-factor authentication, or MFA. This means that when you log in, you’ll receive an email with a code that you’ll need to enter. Your system administrator will set […]
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 Create a Recurring Individual Service Appointment
Follow the steps laid out in How to Create an Appointment from Your Calendar. Once you’ve saved (step 8), click the triple vertical dot icon in the upper right. Select […]