Category: Client Administration

How to Remove a User’s Access to View a Sequestered Client

Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Use the filters to […]

How to Allow a User to View a Sequestered Client

You can allow access to a specific user to view a VIP or Sequestered account, follow the steps below: Click the Search icon. Type in Staff/Users in the search bar. […]

How to Reinstate a User’s Ability to View a Client’s Chart

Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Use the filters to […]

How to Add a Client to a Program

NOTE: DO NOT do this outside of clinical workflow unless you are fixing an error. With the client open, click the Search icon. Type Client Programs in the search bar. […]

How to Add a Client to SmartCare

NOTE: DO NOT do this outside of clinical workflow unless you are fixing an error. Click the Client Search icon. Click to select Client Search. Enter the Client’s Name in […]

How to Merge Duplicate Clients

In this section you will learn how to merge a client that has been duplicated in the system. Items that will transfer to the account you are keeping: Diagnosis will […]