How to Open the Caseload List Page
1. Click the Search icon. 2. Type Caseload in the search bar. 3. Select Caseload (My Office) in the search results. 4. The Caseload list page will display.
How to View My Caseload
SmartCare categorizes caseload into two types: Primary Clients and Non-Primary Clients. Primary Clients refer to clients for whom the user is a part of the treatment team. Non-Primary Clients are […]
How to Get a Summary of Care
A Summary of Care is a document that pulls information from different places in the client’s chart. Make sure you have the client open. Click the Search icon. Type in […]
CalMHSA 119 Aftercare/Discharge/Transfer Summaries Report (Client)
The purpose of this report is to compile relevant client specific medical information that is commonly used upon discharging a patient from a program, transfer to another provider/clinic/unit. It can […]
How to Complete the Discharge Instructions
With the client open, click the search icon. Type in “Discharge Instructions” in the search bar. Select “Discharge Instructions (Client)” from the search results. This brings up a CDAG window. […]
CalMHSA 105 – Legal Hold Tracking Report for Clinical Use (My Office)
This report is to aid providers to be able to cumulatively see what legal holds a client(s) currently is on, and in the past. Â Â This information can help teams be […]
How to Document Brief Interactions and ServicesÂ
When you have a brief interaction with a client, you should still write a service note. There are non-billable procedure codes, such as Brief Contact that you can use as […]
Overlapping Service IssuesÂ
Different providers can have overlapping services and use same and/or different procedures for the same patient. The same provider can also have overlapping services using different procedures with the same […]
History and Physical
Step by step video guide here: https://vimeo.com/792363662/6b859e3367 You must first have the client open, then click the Search icon. Type “History and Physical” into the search bar. Click to select […]
Mental Status Exam (MSE)
The Mental Status Exam, or MSE, is a document that’s often included in other clinical documents as a tab, but the standalone form is also available. You must first have […]