How to Input County Holidays
Some reports require the use of business days rather than calendar days. Business days exclude weekends and holidays. Weekends are automatically determined in SmartCare to be non-business days, but since […]
Setup Which Programs Skip Requested Status and Are Auto-Enrolled
As described in the article “Setup Which Dispositions Will Allow for Program Entry”, when Program and Program Status Date are entered in a disposition, SmartCare will create a program assignment […]
Setup Which Dispositions Will Allow for Program Entry
In the disposition controller, there are program-related fields. These fields are generally not available for data entry unless specifically set up to allow for this. These steps will show you […]
Configuration Key Password Requirements
While most configuration keys are managed and set by CalMHSA, some can be edited by the county if desired. The following are the password requirements for configuration keys: PASSWORDMINIMUMLENGTH = […]
Minimum Permissions for a Custom Base Staff User Role
When creating a custom base user role for staff users, there are a few recommend minimal permissions to include: Application Actions Clients Favorite Search Search Screens Administration: Care Team Images […]
Minimum Permissions for a Custom Patient Portal User Role
When creating a custom base user role for non-staff users, there are a few recommend minimal permissions to include: Application Actions Favorite Search Search Screens Administration: Care Team Images Client: […]
Smartcare and CalMHSARx Roles and Permissions
When your county’s provider data is first uploaded into CalMHSA Rx’s Partner Portal Portal, each provider was given the role of Provider, Clinical Staff and/or Non-Clinical Staff based on what […]
TWAIN Driver Instructions
Please download the Dynamic Web TWAIN Driver found here: Download System ( Add/Remove programs) . No TWAIN Drivers Opened Command prompt in “Run as Administrator” mode and installed DynamicWebTWAINHTML5Edition.msi After […]
How to Un-Sequester a Client’s Chart from all Staff
CalMHSA is working on developing a process for County administrators to do this on your own. For now, please submit a Helix ticket to CalMHSA.
How to Request a Refresh of Your QA System
Submit the Request: Send your request via email to [email protected] Copy: [email protected]; [email protected] [email protected] [email protected] Copy: Your Account Manager: [email protected]; [email protected]; or [email protected] Subject Line: QA Refresh Request: “County Name” […]