Addressing Old Timeliness Documents
Protocol History: On July 1, 2023, when most counties went live with SmartCare, timeliness data was being captured differently than it is currently. There was a CSI Standalone Assessment document, […]
How to Pull Timeliness Data
Timeliness data is entered into SmartCare by direct care staff on a per-client basis. There are 4 separate forms, depending on the type of service the client is requesting. These […]
How to Navigate to the ASAM Report List Page
Once the data has been collected and is eligible for submission the records are available to be reviewed via the ASAM Reporting Summary List Page. There the user can review […]
How to Run the Client Access Report
With the client open, click the Search icon. Type Client Access in the Search Bar. Click to select,Staff Client Access Tracking (Client) A new window will open with the report. […]
How to See a List of Disclosure Requests
This is done via a list page. 1. Click the search icon. 2. Type “Disclosures/Requests” in the search bar. 3. Select “Disclosures/Requests (My Office)” from the search results. This […]
How to Document a Disclosure Request
Requests can be initiated here and saved without completing the Disclosure section of the screen. This allows staff members to consider and work requests, which will remain open and accessible […]