How to Transfer the Client to the MCP

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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 Save Filters and/or Create Favorites

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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 Document Treatment Team Meetings

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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

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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 […]